The Withdrawal of the R68(i) Gift Aid
repayment form happens on 30th September, so to make sure you are ready, here
are your options:
Option 1 of the paper ChR1 form is for charities and not for profit organisations without
internet access. You will have to manually complete the form by hand and return
it to the HMRC by post. You can only claim up to 90 Gift Aid donors on each
claim, however there is no limit to the number of ChR1 forms you can
submit. This method is labour intensive
and the payment of these claims may take longer from the HMRC.
Option 2 using the HMRC’s schedule spreadsheets means manually typing (or copying &
pasting) the donors details on to the schedule spreadsheet online. You can save
details and return to the claim later, if required. The claim must be submitted within 30 days of
you starting to complete it.
You can only complete one online form at a time and
must submit it before making another claim.
There is a limit of 1000 Gift Aid donors per claim.
You will require Microsoft Excel or Libre Office 3.5 or
above and the spreadsheet must be saved as an Open Document Format (ODF).
Once submitted, a screen will display confirmation you
have attached the schedule spreadsheet and provide you with a submission
receipt number, which you must note down.
This will NOT be sent to you by email.
This method is time consuming, allows room for error in
data entry and is limited to 1000 Gift Aid donors per claim.
The third option is to use third party software, such
as AdvantageNFP Fundraiser
powered by Redbourn Business Systems.
The problem with Gift Aid is that there can be a lot of paperwork
involved, and some charities may find it very time-consuming to reclaim tax on
lots of small donations. The good news
is that AdvantageNFP Fundraiser fully automates the Gift Aid process
with the Gift Aid software, 2 clicks and its all done!
AdvantageNFP Fundraiser is tested and fully
approved by HMRC and there is no limit on the number of Gift Aid donors per
claim. We have already successfully
processed multiple claims.
Online claims are the most efficient methods to claim
and are processed more quickly. The
Redbourn Team interact directly with HMRC.
An investment of over £25,000 was made by Redbourn
Business Systems to develop the automated Gift Aid functionality within
AdvantageNFP Fundraiser and has been provided free of charge to all our
To find out how AdvantageNFP Fundraiser can
help you process your Gift Aid claims, please contact Marketing
In : Gift Aid
Redbourn Business Systems© 2021