Make a Gift Aid claim

Uplift prepares the claim file. You submit the claim to HMRC yourself in Charities Online. Uplift never contacts HMRC on your behalf.

1. Download the claim file

On the Standard plan, Uplift creates HMRC's Gift Aid schedule spreadsheet (.ods) for the donations that are ready to claim.

2. Submit it in Charities Online

Sign in to HMRC's Charities Online, start your claim and attach the claim file.

3. Record the result

When HMRC confirms the claim, add the HMRC reference and the amount paid in Uplift. Uplift keeps a record of each claim and the donations it included, so you won't claim the same donation twice.

To claim Gift Aid, your charity or CASC must be recognised by HMRC and use Charities Online.