Upload Charities Single Claim CSV File

Upload Charities Single Claim CSV File


Step 1 - Ensure that you have prepared your Charities Single Claim CSV File spreadsheet document and have saved it in a CSV file format ready to be uploaded. If you have not done this please go back to download the Charities Single Claim spreadsheet document from "Download Spreadsheet" in the Tasking Zone. Also, please complete the Charities Claims E-filing Setup.


Click Browse to Select Charity Single Header CSV file.


Click Browse to Select Gift Aid CSV file.


Click Browse to Select Connected Charities CSV file.


Click Browse to Select Community Buildings CSV file.


Click Browse to Select Other Income CSV file.


(optional)



Your tax repayment claim is now ready for submission.
Before your repayment claim can be submitted to HM Revenue & Customs, you must indicate agreement to the statements below by ticking the check box below.

I confirm that I have read HMRC notes and guidance on claiming gift aid and/or top-up payments under the Gift Aid Small Donations Scheme.

Where this claim wholly or partly relates to Gift Aid I claim exemption from tax for this charity or CASC for the period covered by this claim.

I understand that false statements can lead to prosecution.

I agree with the statements above and confirm the information I have given in this claim is complete and correct to the best of my knowledge and belief.


Please note - it will take about 3 minutes, depending on the quantity of data, to complete the uploading and validating process. Please do not click on any Tasking Zone button during this time. If you do the file upload will be aborted.

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