Gift Aid allows eligible UK charities and Community Amateur Sports Clubs (CASCs) to claim an additional 25p for every £1 donated, without costing the donor more. Join It can collect Gift Aid declarations during online donations and prepare the donation schedule needed for an HMRC claim.

Join It’s Gift Aid tools are available to organizations that:

Your organization is responsible for confirming that it is registered and eligible to claim Gift Aid with HMRC.

The donor must:

A donor may live outside the UK if they pay sufficient UK tax. They must provide their full overseas home address. Donors in the Channel Islands or Isle of Man should not provide a postcode.

The current Join It declaration covers only the donation being made. It does not cover past or future donations, and declarations cannot currently be added retrospectively. The tools apply to standalone online donations, not membership, event, merchandise, or company payments.

Learn more about eligibility in HMRC’s Gift Aid guidance and detailed guidance for charities and CASCs.

Once Gift Aid is enabled:

Organization owners can record a donor’s cancellation from the payment details. The declaration remains available for audit purposes but is excluded from future exports.

Gift Aid will then appear on your public donation checkout. Consider making a test donation to review the donor experience and confirm that your legal name appears correctly.

Enabling and collecting Gift Aid declarations does not require the Extra Package. Generating HMRC exports does.

You can also follow our interactive demo for a step-by-step walkthrough of enabling Gift Aid in Join It.

Open Finances → UK Gift Aid → Reports to review declarations.

You can filter the report by:

Each row shows the donor, donation date, donation amount, estimated Gift Aid, declaration date, status, refund information, reason for any issue, previous export date, and a link to the payment.

“Not ready” reasons include an incomplete payment, any full or partial refund, missing donor details, or a written confirmation that has not yet been sent.

Organization owners on the Extra Package can:

Previously exported donations can be selected again, but Join It asks for confirmation and records the re-export. Cancelled and not-ready declarations cannot be exported.

The Export history records when each file was created, who created it, its row count and donation total, filename, file part, and included payments. Previous files can be downloaded again.

HMRC limits each Gift Aid schedule to 1,000 donation lines. Join It’s export format follows the official schedule structure; see HMRC’s schedule spreadsheet guidance.

Join It prepares records and an HMRC-compatible schedule. It does not verify final tax eligibility, submit the schedule, or make the Gift Aid claim on your organization’s behalf.

Join It collects Gift Aid declarations for standalone online donations made through the public donation page or donation widget. These donations can appear in the Gift Aid report and HMRC export.

Gift Aid does not apply to membership payments, including memberships with donation-style pricing where members choose how much to pay. It also does not apply to an extra donation added to membership dues, because Join It records it as an add-on to a membership payment. Event registrations, merchandise, and other payments are excluded too.

Some charity membership payments may qualify under HMRC rules, but Join It’s current Gift Aid workflow does not handle them.

There is no separate fee for enabling Gift Aid, collecting declarations, or viewing the Gift Aid report.

No. Join It creates an HMRC-compatible .ods donation schedule for your organization to download, review, and upload through HMRC Charities Online.

Your organization remains responsible for checking eligibility, submitting the schedule, and making the claim.

Your organization must:

The donor must be an individual donating their own money. They must have paid, or expect to pay, enough UK Income Tax and/or Capital Gains Tax to cover the Gift Aid claimed on all their donations during that tax year, and they must accept the declaration during checkout.

Donors can live outside the UK if they meet the UK tax requirement. They must provide their full overseas home address. Donors in the Channel Islands or Isle of Man should not provide a postcode. See HMRC’s Gift Aid guidance for the complete eligibility rules.

Join It records:

The declaration is finalized only after the donation is successfully paid. An abandoned or unsuccessful checkout does not create a completed declaration.

Join It then emails the donor a written record containing the charity name, donation information, donor details, declaration wording, and declaration date. If the written record has not been sent successfully, the donation appears as Not ready in the report until the issue is resolved.

No, a declaration collected through Join It applies only to the donation being made. Donors must opt in again for each subsequent donation. Join It does not currently allow a declaration to be added or backdated after checkout.

A Gift Aid badge appears beside the associated payment. Open the payment to see the donor’s address, declaration wording, declaration date, written-record status, and any cancellation date.

You can review all declarations under Finances → UK Gift Aid → Reports.

Join It marks any fully or partially refunded donation as Not ready, preventing it from being included in an export.

HMRC may allow Gift Aid on the remaining amount in some partial-refund circumstances, but Join It does not calculate that adjustment automatically. Review these cases separately against HMRC’s detailed guidance.

An organization owner can record the cancellation from the payment details.

Join It keeps the original declaration for audit purposes, records the cancellation date, and prevents the donation from being included in future exports.

Yes. Join It asks you to confirm the re-export and creates another entry in the export history. Check carefully before uploading it again to avoid submitting a duplicate claim.

Join It generates an OpenDocument Spreadsheet (.ods) based on HMRC’s Gift Aid donation schedule. For each selected donation, it includes the required information, such as the donor’s first and last name, address, donation date, and donation amount.

The report’s estimated Gift Aid column is for reference; the export contains the donation amount used by the official HMRC schedule. Do not rename the worksheet or convert the file to another format before uploading it. HMRC provides additional schedule spreadsheet guidance.

Organization owners can update Gift Aid settings, record cancellations, and generate or download HMRC exports. Other authorized organization users may be able to review the report and declaration information according to their dashboard access.

No. Join It collects declarations, identifies common readiness problems, keeps an audit trail, and prepares the HMRC schedule.

The charity or CASC remains responsible for confirming that the organization, donor, and donation meet HMRC’s rules.