Common Errors in Gift Aid claims to HMRC

Common Errors in Gift Aid claims, which will lead to HMRC rejecting the claim include but are not limited to, the charity records, authorised person and address, are not kept up to date.

The donor details are not valid because:

Incomplete names
No house name or number on address
Inclusion of company donations (check address)
Joint donors included on one single line
Donor states they are overseas when in the UK so does not provide a postcode

If HMRC reject a charity’s claim or only pay part of the claim, their software is unable to automatically advise the charity of the reason why. In this situation charities should contact the charities helpline to find out what’s wrong.

CTG does not provide tax advice and so the information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavour to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future.