The HRMC has launched this toolkit (which is currently only available on CD-ROM), to assist charities with setting up and beginning their Gift Aid claim process.
The toolkit includes some useful help sheets which explain the basics and answer some of the more frequently asked questions about Gift Aid. There are also posters that you may find useful. The help sheets and posters are available to download here.
If you would like a copy of the full CD-ROM toolkit, please contact Sue Warren.
Following the Budget, HM Revenue and Customs made announcements that will affect the way we claim tax on donations received after 6 April 2008.
Claims on these donations will need to be calculated at the 20% basic rate of tax, (calculation 20/80). The new Transitional Relief will be added automatically by HM Revenue and Customs, bringing the total repayment back to the 22% rate.
Claims made on 2008/09 donations, made prior to the new legislation receiving
Royal Assent in July 2008 will have the 'Transitional Relief element' paid once the Royal Assent has been received.
Please note that claims made after 6/4/08 on 2007/08 tax year donations will not attract transitional relief. Any claims which span the end of the tax year (April) must be made on separate schedules, i.e. 1/1/08 - 5/4/08 at the 22% rate and 6/4/08 onwards at the 20% rate - transitional relief will only be paid on the appropriate schedule.
If you have any queries, please contact Susan Warren.
PDF resources
Letter from Manchester Diocese to parishes about how the 2008 Budget affects them
HMRC Briefing 2008 on Transitional relief
HMRC Briefing 2008 on Administrative changes and proposals
Download copies of Gift Aid Update which is sent to all churches that have signed up for Gift Aid Lite (the diocesan parish support scheme).
September 2009
June 2009
March 2009
December 2008
September 2008
June 2008
April 2008
Basic training is held every year for people new to Gift Aid administration in their church (usually in the autumn). Click Events for training information.
Training, advice and support is available during programmed audit visits. All churches receive a visit and advice on joining Gift Aid Lite (the parish support scheme).