Claiming Gift Aid as a charity or CASC
How to claim
You can claim Gift Aid using Charities Online with:
- eligible software, like a database
- a spreadsheet of your donations
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 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.
Keeping records
You need to keep records of these donations for a further two years.
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
Contact the charities helpline if your repayment is wrong or if you submitted an incorrect claim.