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. |