Claim UK Gift Aid

List the unclaimed gifts in pounds from donors with a Gift Aid declaration, download the schedule for HMRC, and mark them claimed.

Who does this: Owners & admins5 steps

Before you start

Your HMRC charity reference is under Settings → Profile & branding → "UK — HMRC charity reference (Gift Aid)".
Each donor's "UK Gift Aid declaration signed (UK taxpayer)" box is ticked on their profile (under "Outside the US").

1
Open Gift Aid
Open Insights → "Gift Aid (UK)".
Unclaimed gifts in pounds.
2
Choose the dates
Fill in "From" and "To" and press "Show". The heading shows how many gifts, the total in pounds, and roughly what Gift Aid is worth.
Pick the claim period.
3
Download the schedule
Press "Download HMRC schedule (CSV)". It's in the column order of HMRC's Charities Online Gift Aid schedule.
The schedule for HMRC.
4
Submit to HMRC
Paste the rows into HMRC's Charities Online spreadsheet and submit as usual.
5
Mark them claimed
Back in Yahiv press "Mark claimed" and confirm, so they don't show up next time.

Gifts through a fund or voucher (like CAF), goods, and gifts where the donor got something back are left out — they can't be claimed.
A declaration covers gifts up to 4 years before it.

A gift is missing from the list.

Check the donor's declaration box is ticked and the gift is in pounds and tax-deductible.

House numbers look wrong in the file.

The first word of the address is used as the house name or number. Fix the address on the person.

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