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Add R68 Claim Settings Screen

The table below explains the items on the Add R68 claim settings screen.

Screen Item

Description

Organisation name

Enter the name of the organisation which corresponds to the charity claim reference number.

Charity claim reference number

Select the charity claims reference number associated with the gifts to claim in a given R68 process. The number will be submitted online to HMRC with the R68 information.

When your organisation is registered or accepted as a charity, the Charity Commission or relevant governing body in Northern Ireland or Scotland issues a unique charity claims reference number. For information about how to configure these reference numbers and select the sites to which each applies, refer to Tax Claim Settings.

Sender information

In the grid, click Add to add sender information about a user who is authorised to submit R68 information for your organisation. For information, refer to Add R68 Online Submission Sender Screen.

Regulator information

Select the regulator for the charity. Depending on the regulator, you may also be required to enter additional information, such as regulator number or name.