Reclaiming tax on other income

As well as claiming repayment of tax on donations received under Gift Aid, charities can use the R68 claim form to claim repayment of tax on any income received where basic rate tax has already been deducted.

Sources might include:

• some legacy income (residual bequests to charity in an individual’s will).
• bank or building society interest.

Income from these sources should be detailed on Schedule R68 - Other Sources of Income (PDF 181K)'. (You can also download this from our forms section).

For more information please read the guidance about how to make a claim and charity repayment claims - avoiding common errors.