HMRC Gift Aid Claim Guide

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HMRC Gift Aid

HMRC Gift Aid claim guide

HMRC Gift Aid claims need accurate donor details, eligible donations and valid declarations. GiftAider helps charities check records before submission so avoidable errors are easier to spot.

What HMRC needs

AreaExamples
Charity detailsHMRC-recognised charity information and authorised setup.
Donor detailsName, address and postcode where required.
Donation detailsDate, amount and donation type.
Declaration evidenceDeclaration status and date signed where held.

Common checks before submitting

Declaration check

Confirm the donor has a valid declaration for the relevant donation.

Data check

Review names, addresses, postcodes and donation dates.

Total check

Preview claim totals before authorising submission.

Use software to reduce hold-ups

GiftAider is designed to spot issues before submission and keep the claim workflow clearer for charity teams.