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Gift Aid donations schedule
Get it right first time - how to complete this schedule:
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Don't change the layout of the schedule or change the name of the worksheet.
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Save the schedule as a .ods file not a Microsoft Excel .xlsx file, for example Gift Aid Jan 2014.ods.
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If any section isn't applicable leave it blank. Don't enter N/A or Nil.
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Don't include blank spaces or other characters at the start or end of boxes.
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Don't leave a blank row between donations.
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Enter the house name or number and the postcode of all donors that live in the UK. For donors living abroad, enter their address and put X in the 'Postcode' column. * Stay within the maximum of 1,000 rows of donations.
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Aggregated donations are donations under £20 from different people totalling less than £1000 per line. When you add together donations from the same donor, you must le * For sponsored events enter the participant's name and address, the date collected, and the total amount raised. Don't include any donations over £500 – these must be sh
Fig.1 shows an example of how to complete the schedule. For more information follow the link below. You must be connected to the internet to access the guidance.
Charities online guidance
| Fig.1 Example s |
Title up to 4 characters |
First name or initial up to 35 characters with no spaces, or just enter an initial |
Last name up to 35 characters |
House name or number up to 40 characters |
Postcode UPPER CASE and include a space |
Aggregated donations a simple description up to 35 characters - DON'T enter Yes or Not Applicable. |
|
|---|---|---|---|---|---|---|---|
| Prof | Henry | House Martin | 152A | M99 2QD | |||
| Mr | John | Smith | 100 Champs Elysees,Paris | X | |||
| One of Gift Aid donations | |||||||
| Miss | B | Chaudry | 21 | L43 4FB |
Enter details from here
| Earliest donation date in the period | For aggregated donations, this date may be earlier than any date entered in th | For aggregated donations, this date may be earlier than any date entered in th | |||
|---|---|---|---|---|---|
| of claim.(DD/MM/YY) | below. | ||||
| Box | 1 | 06/04/22 | |||
| Previously over-claimed amount. | |||||
| Leave blank if none | Make sure you show the tax not the donation. This amount will be deducted fro | ||||
| Box | 2 | ||||
| Don't use a £ sign |
The total below is automatically Total donations:
Donations schedule table
| Item | Title | First name | Last name | House name or number | Postcode | Aggregated donations | |
|---|---|---|---|---|---|---|---|
| 1 | MRS | SYLIVA | GIBBARD | THE GATEHOUSE | NN9 5NN | ||
| 2 | MR | ANDREW | BALDOCK | THE MANSE | NN9 5JN | ||
| 3 | MRS | LORRAINE | TODD | 9 | NN9 5JG | ||
| 4 | MRS | RITA | WEST | 29 | NN9 5JB | ||
| 5 | MRS | SUE | JOHNSON | 78 | NN9 5JG | ||
| 6 | MR | STEVEN | WEST | 58 | NN9 5HA | ||
| 7 | MRS | DEBRA | FARROW | 13 | NN9 5JG | ||
| 8 | MR | JOHN | SWANN | 23 | NN9 5JB | ||
| 9 | MRS | MARION | SCOTT | 2 | NN9 5EY | ||
| 10 | MRS | MARGARET | COOMBES | 20 | NN9 5JA | ||
| 11 | MR | ERK | BRIGGS | 17 | NN15 6QU | ||
| 12 | MR | CHRIS | DAINES | 2 | NN15 5PR | ||
| 13 | MRS | ANNE | DAINES | 2 | NN15 5PR | ||
| 14 | MRS | JACQUE | RANDALL | 14 | NN9 5ET | ||
| 15 | MR | JULIAN | FRANKS | 15 | NN14 4JS | ||
| 16 | MR | NICK | ADDINGTON | 42 | NN9 5EW | ||
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eave the aggregated donations column blank. own separately as normal Gift Aid donations.
| Sponsored event enter Yes or leave blank |
Donation date (DD/MM/YY) DON'T use hyphens or full ~~stops~~ |
Amount DON'T use a £ sign |
|---|---|---|
| 24/03/15 |
240.00 | |
| 24/06/15 | 250.00 | |
| s | 31/03/15 | 880.00 |
| Yes | 26/04/15 | 80.00 |
he donation date column of the donations schedule table
om your claim.
y calculated from the amounts you enter in the schedule.
£10,009.49
| Sponsored event |
Donation date | Amount |
|---|---|---|
| (Yes/blank) | (DD/MM/YY) | |
| 30/03/24 | 3,860.49 | |
| 30/03/24 | 140.00 | |
| 30/03/24 | 955.00 | |
| 30/03/24 | 271.00 | |
| 30/03/24 | 280.00 | |
| 30/03/24 | 470.00 | |
| 30/03/24 | 257.00 | |
| 30/03/24 | 332.00 | |
| 30/03/24 | 688.00 | |
| 30/03/24 | 1,020.00 | |
| 30/03/24 | 680.00 | |
| 30/03/24 | 203.50 | |
| 30/03/24 | 203.50 | |
| 30/03/24 | 269.00 | |
| 30/03/24 | 20.00 | |
| 30/03/24 | 360.00 | |
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Stop! If you try to enter more than 1,000 rows of donations, you'll get an error message and you won't be able to submit your claim. You will need to submit this claim with up to 1,000 rows of donations and then make another claim