6. Keeping records
You need to keep records of donations if you want to claim tax back on them.
Gift Aid donations
Keep records if you:
- pay higher rate tax
- claim tax credits
- get a higher Personal Allowance because of your age
- get Married Couple’s Allowance
If you’re claiming tax back through your Self Assessment tax return or by asking HM Revenue & Customs (HMRC) to amend your tax code keep records showing the date, the amount and which charities you’ve donated to.
Land, buildings and shares
For donations of land, property or shares you need to keep:
- legal documents showing the sale or transfer to charity
- any documents from a charity asking you to sell land or shares on its behalf
You normally have to keep your records for at least 22 months from the end of the tax year they’re for.