Guidance

Schedule spreadsheet for connected charities' GASDS claims

Use the Charities Online service to claim tax back on Gift Aid Small Donations Scheme donations GASDS.

Use a schedule spreadsheet to claim back tax under the Gift Aid Small Donations Scheme (GASDS) for connected charities using Charities Online if:

  • your charity or community amateur sports club (CASC) is connected to another charity or CASC
  • you’re making a claim on small donations under £30 under the GASDS

Connected organisations that claim a top-up payment for the year will share the maximum £8,000 donations limit after 6 April 2016 between them, or the £5,000 donations limit the applied in earlier tax years.

When you’ve filled in the schedule spreadsheet, attach it to your online claim.

What to include

You’ll need to enter the:

  • names of any other charities or CASCs that you are connected with
  • HM Revenue and Customs Charities reference of the connected charity or CASC

If you’ve already saved the relevant information on your own spreadsheet, you can copy and paste it into the schedule spreadsheet.

Limit per spreadsheet

The connected charities schedule spreadsheet has a maximum of 200 lines. If you go over the maximum, any excess lines will not be attached as part of your claim.

Get the right software

The schedule spreadsheet is written in OpenDocument format (ODF), a free format for spreadsheets used worldwide. Using ODF means the schedule spreadsheet can be opened with a variety of software programs.

Before you open the schedule spreadsheet, make sure that you have one of these software programs installed on your computer:

  • Microsoft Excel - Microsoft Office 2010 for Microsoft Windows
  • LibreOffice 3.5 for Microsoft Windows, Apple Mac OS and Linux

If you use Microsoft Excel you must download the correct schedule spreadsheet for MS Excel.

If you use LibreOffice, you must download the LibreOffice schedule spreadsheet. Downloading LibreOffice is free and only takes a couple of minutes. Download the latest version of LibreOffice (opens new window). Don’t download the LibreOffice version of the schedule spreadsheet and then try to convert it to Microsoft Office or Excel (or vice versa). If you do, you may experience problems.

Other ODF programs may allow you to open the schedule spreadsheet files, but they may not allow you to attach your spreadsheet to your online claim or view the contents in Charities Online.

Saving and submitting

When you have the appropriate software to open the schedule spreadsheets, save the spreadsheets onto to your computer. You can use them straight away.

If you already have information saved on your own spreadsheet, you can copy or and paste it into your ODF schedule spreadsheet.

Each worksheet in the schedule spreadsheet has a named tab at the bottom left. The tab name is: R68CB_V1_00_0_EN (or CY for the Welsh version) - connected charities schedule spreadsheet. Don’t change the name, or you will not be able to attach the schedule spreadsheet to the online form in Charities Online.

Spreadsheets saved in OpenDocument format have the suffix ‘.ods’ after their file name to show which format the document is saved in. For example, a file called ‘Gift Aid Claim 2013’ would be saved as ‘Gift Aid Claim 2013.ods’. If you change the suffix, you may experience problems when trying to upload your spreadsheet to Charities Online.

Download the schedule spreadsheet

Before you download the schedule spreadsheets, it’s important that you download and use the appropriate schedule spreadsheet version for your software.

If you use Microsoft Excel you must download the correct schedule spreadsheet for MS Excel. If you use LibreOffice, you must download the LibreOffice schedule spreadsheet.

Don’t download the LibreOffice version of the schedule spreadsheet and then try to convert it to Microsoft Office or Excel or vice versa.

Download the connected charities schedule spreadsheet

Published 11 December 2014
Last updated 6 April 2019 + show all updates
  1. The small donations gift aid limit has been updated from £20 to £30 from 6 April 2019.

  2. Guide updated with the new £8,000 limit effective from 6 April 2016.

  3. First published.