Diocese Of Liverpool

How to make your Gift Aid or Small Donations Scheme claims

Since 2013, HMRC has required that all Gift Aid and Small Donations Scheme claims are made online using HMRC's Charities Online service.

There are three possible options using Charities Online, but parishes using the Diocesan Gift Aid Scheme need read no further - all this is done for you!

Claim using an online form: This option is the one that most parishes claiming direct with HMRC will use. It is suitable for claims for up to 1000 donors per claim. To use this method, you will need to sign up to Charities Online via the Government Gateway, then enrol to use the HMRC Charities Online service. When it comes to making the claim, you'll need to log on, complete the details requested and at the relevant point upload a Gift Aid Schedule spreadsheet, which you will have downloaded and completed. See the links on the right for more information on how to do this.
Claim using your own software database: This means using some commercial Gift Aid software and can be used for any number of donors. For more details see the section on Gift Aid software below. You would still need to sign up to Charities Online to use this method.
Claim using a paper form: HMRC provides this option for those who don't have internet access. You must order the form (ChR1) by ringing up HMRC - 0300 123 1073.
The form is suitable for 15 donors, but can be expanded to 90 donors with continuation sheets (ChR1CS). You cannot use photocopies of this form, you must use the one provided by HMRC. This is because the form will be automatically scanned.

Gift Aid software

Gift Aid records can be kept in paper form, on computer using spreadsheets such as Microsoft Excel, or using a commercial Gift Aid software programme.

Some Gift Aid software programmes are enabled to claim direct with HMRC, once your church is registered with Charities Online (which you only need to do once).

The software highlighted on the Parish Buying website for recording and claiming Gift Aid and GASDS is Data Development's Donations Coordinator. More claims have been made direct with HMRC using this software than any other. See the Useful Links panel on the right.

Making It Easier

Parish finances

Gift Aid guidance

Useful links

HMRC links:
gov.uk/claim-gift-aid/how-to-claim
gov.uk/claim-gift-aid-online

Data Developments software:
datadevelopments.co.uk

Parish Buying website:
parishbuying.org.uk

Need help with Gift Aid?

Contact our Gift Aid Officer
Cath Gaskell
0151 705 2180
giftaid@liverpool.anglican.org