How to claim

Claims for repayment on Gift Aid donations and other income

To make a claim (other than a claim relating to a sponsored event) you need to complete and return the following forms:

A R68 claim form (PDF 212K), (you can use the same form to claim repayment for more than one tax year or accounting period).

Schedule R68 Gift Aid schedule (PDF 202K). For each tax year or accounting period included in your overall claim, you should complete a separate schedule, - detailing donors and amounts donated during that year under the Gift Aid scheme, or paid under a deed of covenant.

R68 other income schedule (PDF 176K), For each year included in your overall claim, you should complete a separate schedule- detailing the source(s) of any other income received that year after UK tax has been deducted.

NB R68 (2000) claim must be signed by an ‘authorised claimant’ of the charity/CASC. Further information is available on the Who can make the claim page.

To help us to process your claim as quickly as possible, please also read Charity repayment claim: avoiding common errors page.

How to get a claim form and schedules

If you’re a charity you’ll receive the claim form and schedules you need when you first register with HMRC Charities. After that we will send you a new form after each claim has been paid – or you can download additional forms using the earlier links, or from our forms section.

If you’re a CASC you will already have your HMRC reference number, so can download the forms you need using the earlier links, or from our forms section.