Before you start
Your charity or CASC will need to:
- be recognised as a charity for tax purposes
- add Charities Online to your HM Revenue and Customs (HMRC) online account
How to claim
You’ll be asked to attach a ‘schedule spreadsheet’ before you log in. You can claim for up to 1,000 donations on each spreadsheet.
You can also claim through eligible software, like a database.
When to claim
Your deadline to claim depends on what you’re claiming on and how your charity is set up. You must keep records for 2 years after the deadline.
Register with Charities Online
If you do not have an online account with HMRC you’ll need to register and enrol by selecting ‘Charities’ as a new user.
To register and enrol you’ll need to enter your charity’s:
- HMRC reference (up to 5 numbers, starts with 1 or 2 letters)
- customer account number (add a zero to the start if it’s 9 digits) or the last 4 digits of your bank account number
Your activation code
When you enrol, you’ll be sent an activation code through the post. It can take a week to arrive and is valid for 28 days. Activate Charities Online by logging in to Online Services and entering your code.