On the Tax Claim Settings tab, you can add and manage information about each charity claims reference number associated with your organisation.
When your organisation is registered or accepted as a charity, the Charity Commission issues a unique charity claims reference number to represent your organisation. If HM Revenue & Customs recognises your organisation as one entity, or site, with one charity claims reference number, then you need only one entry for your charity claim information. If your organisation is associated with multiple sites that require separate R68 Gift Aid reports, you can add additional reference numbers for your sites. For example, your organisation is related to multiple branches. Each branch has its own reference number with HM Revenue & Customs. Therefore, you must enter tax claim information for each reference number and assign each number to its applicable sites.
Note: Charity claims reference numbers are included on Gift Aid reports and online submissions sent to the Inland Revenue.
You must also classify your organisation as either a trust or company. Your organisation’s tax classification determines applicable limitation rules.
You can specify the number of days, or grace period, a donor has to rescind an oral Gift Aid declaration before you submit a gift for tax claim. The default number of days is 30 in accordance to HM Revenue & Customs requirements. If you want tax to be claimed immediately for a gift, you do not have to enter a donor grace period.
From the grid, you can add and manage charity claim information about your organisation.
On the Tax Claims Settings tab, you can also enter information about your organisation's R68 online submission credentials.