For a single donation, you need to include the date youthe receiveddonation thewas donation.received. ForBut if an individual donor makes regular donations to your charity or CASC, or if you’re submitting aggregated donations, enter the date of the last one.donation received.

You can also enter the total amount for the donor over the period you are claiming for. You may need to show a different date if these donations cover more than one accounting period.

You’ll need to find out the postcodespostcode for UK addresses either from the donor or throughby using the Royal Mail’s free online postcodespostcode finder.finder, Noteand note them in your records.

You should not include postcodes for addresses in the Isle of Man and the Channel Islands.

Aggregated donations

You can ‘aggregate’ (add together) donations of £20 or less from different donors and show them as one entry on the spreadsheet. The total donation on one line cannot:

• cannot be higher than £1,000
• and the total cannot include donations associated with admissions to charity visitor attractions

attractions.

To claim Gift Aid on aggregated donations, do not enter the name and address of individual donors as this will slow down your repayment claim. Instead you must enter:

• a simple description like ‘Thursday club donors’ in the ‘aggregated donations’ box (maximum of 35 characters)
• the date of the last donation
• the total amount raised

Only add together donations that were made within the same accounting period. Your accounting period ends on the date to which you prepare accounts, unless your organisation was set up by a trust deed or will,will or was established outside the UK. In those cases, your accounting period runs to 5 April.

Sponsored events

You’ll need to enter:

• ‘yes’ in the sponsored event box
• the date the sponsorship payments were received by the charity
• the total amount of all the Gift Aid donations raised by the participant

If you’re claiming Gift Aid on donations from a sponsored event, you do not need to include details of individual donors, unless an individual gives more than £500.

Show individual donations over £500 as a separate Gift Aid donation with the donor’s name and address. Do not enter ‘yes’ in the sponsored event box against theseindividual donations.

If you’re adding together donations of less than £500 from sponsored events, enter the name, address and postcode of each participant in the event.

The address can be the participant’s home address, place of work or the address of a school if the participant is a child who has taken part in an event organised by a school.

Regular donations

Regular donations made by one person can be shown on one line. You can add them all together and enter just the date of the most recent donation. OnlyBut only add together donations that were made within the same accounting period.

Your accounting period ends on the date to which you prepare accounts, unless your organisation was set up by a trust deed or will,will or was established outside the UK. In those cases, your accounting period runs to 5 April.

For example, if monthly payments of £10 are made by the same person from 10 July 2013 to 10 June 20232016 and your accounting period is 30 June:

Monthly payment	Latest date	Falls in accounting period to
£120	10 June 20202014	30 June 20202014
£90	10 March 20212015	30 June 20212015
£30	10 June 20222015	30 June 20222015
£120	10 June 20232016	30 June 20232016

Over-claimed amounts

Use the schedule spreadsheet to tell HMRC about an error that meant you were overpaid the last time you made a claim.

You must enter the amount of tax over-claimedover-claimed, innot the correctvalue field,of not the valuedonation ofin the donation.correct field. This amount will then be deducted from the claim you’re submitting.

If the overpaid amount is more than the repayment claim you are making, then you will need to make an additional payment to HMRC.

Limit per spreadsheet

The Gift Aid donation schedule spreadsheet has a maximum of 1,000 lines, so you can only claim for 1,000 donations on one spreadsheet.spreadsheet at one time. If you go over the maximum, the extraexcess lines will not be attached as part of your claim.

However, you can submit as many online claims as you like, for example if you have 1,600 Gift Aid donations, you can submit two claims with 800 donations on each claim. You must have completed and submitted one online claim before you start a second one.

Get the right software

The schedule spreadsheet is written in OpenDocument format (ODF), a free format for spreadsheets used worldwide. Using ODF means the schedule spreadsheet can openbe inopened with a variety of software programs.

Before you open it,the schedule spreadsheet, make sure that you have one of these software programs installed on your computer:

• Microsoft Excel — Microsoft Office 2010 for Microsoft Windows
• LibreOffice for Microsoft Windows, Apple Mac OS and Linux

If you useuse, Microsoft Excel,Excel you must download the correct schedule spreadsheet for MS Excel. Ensure your computer uses English UK. You can check this under ‘File > Options > Languages’.

If you use LibreOffice, you must download the LibreOffice schedule spreadsheet. Downloading LibreOffice is free.free Youand only takes a couple of minutes. Download the latest version of LibreOffice, you must download the English (GB) version. You can check this under ‘Tools > Options > Languages’.

Do not download the LibreOffice version of the schedule spreadsheet and then try to convert it to Microsoft Office or Excel (or vice versa). If you do, you may experience problems.

Mac users may need to install English GB. Do this onby going to the LibreOffice website and clickclicking on ‘LibreOffice in other languages.’