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:

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.