How to Claim Gift Aid

You can claim Gift Aid using Charities Online either with eligible software or a spreadsheet of your donations.

For claims of over 1,000 donations you must use integrated software.

When to 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.

Keeping records

You need to keep records of these donations for a further two years.

When will you receive the payment

You’ll get a Gift Aid payment by BACS within:

• 4 weeks if you claimed online
• 5 weeks if you claimed by post

Follow the below links to understand the details of what is Gift Aid and how to Submit your Claim online.

What is Gift Aid   Submitting your Gift Aid Claim

TAAP Gift Aid

TAAP GiftAid is a full end to end system which includes a contactless payment solution for donations, Donor database and HMRC Gift Aid data automatically generated ready for submission.

View TAAP Gift Aid Solution

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