How to submit a GASDS claim manually via the HMRC portal?
This article explains how to submit a GASDS claim manually via the HMRC portal.
In this article:
ExpensePlus GASDS claim
ExpensePlus integrates directly with HMRC, so you can submit GASDS claims at the click of a button directly from within ExpensePlus. There is typically therefore no need to submit claims via the HMRC portal.
If you decide you want to submit a claim manually via the HMRC portal, then below is detailed guidance on how you do this.
If you have problems signing into HMRC or submitting claims from within the HMRC website, please contact HMRC (not the ExpensePlus Support Team).
The 30 steps needed to submit a manual GASDS claim
You may want to ensure you have all the information you'll need before signing in and starting the claim. Otherwise, if you pause for too long between steps, the system may log you out, and you may have to complete some of the steps again.
Section 1: Signing in and claim details
1) Go to the HMRC Gift Aid website, click the 'Start Now' button, then enter your details.
2) Once signed in, click the 'Claim tax back on donations' link (as shown below).
If you don't see this option, you will need to click the 'get online access to a tax, duty, or scheme' link at the top of the page to request this to be added to your account.
3) In the 'Make a repayment claim' section, click 'Use the charities online service'.
4) Click 'Provide repayment claim details'.
5) Click 'Continue'.
6) Click 'Top-up payments for donations under the Gift Aid Small Donations Scheme (GASDS)', then click 'Continue'.
We highly recommend you make any Gift Aid claims separately, i.e. that you don't also tick the 'Tax repayments on Gift Aid donations' box on the above screen.
7) Click 'GASDS top-up payment', then click 'Continue'.
8) Click 'Yes' or 'No', depending on whether you are making an adjustment to correct a previous overclaim, then click 'Continue'.
9) Click 'Yes' or 'No' depending on whether you have a claim reference number, then click 'Continue'. (When the claim is paid, the reference number will be shown on the payment advice note. The reference number is up to 20 characters in length, and can include numerical characters and letters.)
10) Check all the details are correct, then click 'Continue'.
Section 2: Organisation details
12) Click 'Provide organisation details'.
13) Note the information, then click 'Continue'.
14) Select your organisation's charity regulator, then click 'Continue'.
15) Enter your organisation's charity number, then click 'Continue'.
16) Click to indicate whether or not you're submitting the claim as a corporate trustee, then click 'Continue'.
17) Click to answer whether or not you (as the authorised official) have a UK address, then click 'Continue'.
18) Add the authorised official's name, phone number and postcode, then click 'Continue'.
19) Check all the details for your organisation, then click 'Continue'.
Section 3: GASDS claim details
20) Click 'Gift Aid Small Donations Scheme details'.
21) Note the information about what you can claim under GASDS, then click 'Continue'.
22) Add the tax year to which the GASDS claim relates, and click 'Continue'.
23) Enter the amount for which you're claiming, and click 'Continue'.
24) Check the details, then click 'Continue'.
25) Click Yes or No, depending on whether you wish to add a claim for a different tax year, then click 'Continue'.
26) Confirm the number of tax years for which you're submitting a claim, then click 'Continue'.
Section 4: Declaration and submitting the claim
27) Click 'Read declaration'.
28) In the box provided, type details of any adjustments you made at step 8; then click 'Continue'.
29) Read the declaration, confirming that the information you've given is correct and complete, that you've read HMRC's guidance on GASDS, and that you understand that giving false or misleading information can lead to HMRC taking action against you. Once you are satisfied that you understand the declaration, and that all the information in your GASDS claim is correct, click 'Confirm and submit claim'.
30) You'll then see a screen confirming your claim has been successfully submitted.
To better understand the Gift Aid module, please view the module overview video here.