When you must claim
Your deadline to claim Gift Aid depends on how your charity is set up.
You need to claim for a donation within 4 years of the end of the financial period you received it in. This is:
- the tax year (6 April to 5 April) if you’re a trust
- your accounting period if your charity is a community amateur sports club (CASC), a Charity Incorporated Organisation (CIO) or a limited company
You must claim on cash donations under the Gift Aid Small Donations Scheme within 2 years of the end of the tax year that the donations were collected in.
You need to keep records of these donations for a further two years
How to claim
You can claim Gift Aid using Charities Online with:
For claims of over 1,000 donations you must use software.
To apply by post use form ChR1, which you can get from the charities helpline.
When you’ll get paid
You’ll get a Gift Aid payment by BACS within:
- 4 weeks if you claimed online
- 5 weeks if you claimed by post using form ChR1
You can claim a tax refund if you’re not going to work for at least 4 weeks (for example, you’re retired, looking for a job, or returning to study) and you’re not claiming any of these benefits:
- Jobseeker’s Allowance
- taxable Incapacity Benefit
- Employment and Support Allowance
- Carer’s Allowance
You can either:
- use the online service
- fill in form on-screen, print and post to HMRC
To use the online service, you need a Government Gateway user ID and password. If you do not have a user ID you can create one when you use the service.
You can access the Government Gateway system here
You can access the postal form here
DCAS staff will be on annual leave next week, so the office will be closed from Monday 9th September to Monday 16th September when the office will be fully staffed again.
Special thanks must go to all of you for continuing to use our service in spite of the lack of funding from Derby City Council
Following the retirement of our group’s Independent Examiner, Ted Cassidy, our new Independent Examiner will be Pam Rickerby, who enjoys playing badminton in her spare time. Welcome to our group, Pam!