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.

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.

No. Join It currently collects Gift Aid declarations only for standalone online donations made through your public donation page or donation widget.

Gift Aid is not collected on membership fees, event registrations, merchandise, or other payments. Although some charity membership payments may qualify under HMRC rules, eligibility is complex and is not handled by Join It’s current Gift Aid workflow.

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 declaration is intended for individuals who 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.

The donor must be donating their own money and must accept the declaration shown during checkout. See HMRC’s Gift Aid guidance for the complete eligibility rules.

Yes, provided they have paid enough UK Income Tax or Capital Gains Tax in the relevant tax year.

They must provide their full overseas home address. Donors in the Channel Islands or Isle of Man should not provide a postcode.

Join It records:

No. Each declaration collected by Join It currently applies only to the donation being made. A donor must opt in again for each subsequent donation.

Not currently. Join It does not provide a way to add or backdate a declaration after checkout. Gift Aid declarations are collected while the donor is making the donation.

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

Yes. Join It automatically 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.

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.

The schedule includes the information required for each selected donation, including the donor’s first and last name, address information, 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.

Join It generates an OpenDocument Spreadsheet with the .ods extension, based on HMRC’s Gift Aid donation 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.