R68i Gift Aid claim forms - the end is nigh!

By Kevin Russell | 2 August 2013 | Comments (7)

HMRC

The method for claiming Gift Aid has changed and despite lobbying by Stewardship and other charities, the transitional period for continuing to claim using the old R68i claims form is still expected to finish on 30th September 2013.  This means that those charities that have not started to use the new Charities Online claims method, or worse still have not even planned for this transition may suffer potentially serious cash flow problems.

For those charities still not using Charities Online after the end of September, Gift Aid claim repayments are likely to be delayed for a considerable period whilst the charity moves over to the new online claim system.  If Gift Aid reclaims form a significant and integral part of your church’s cash flow it is important that you start to use Charities Online immediately and warn those responsible for looking after the finances that there may be an interruption in the flow of Gift Aid claims.

Experiences of using the new system are mixed.  Some are finding a few teething problems which , with a little up-front time and patience  appear to be  manageable; whereas others have encountered significant problems which have proved very slow to resolve.  However, the  alternative new paper based claims form is,  as anticipated,  proving to be extremely time consuming to complete.

If you are unsure how to move to Charities Online to make Gift Aid claims, then we would point you to our Briefing Note (Charities Online - a guide to Gift Aid claims from April 2013, to provide some assistance.  However you choose to proceed, there is no more time left to ignore this issue.  You must act now or risk the consequences of an interrupted flow of Gift Aid.

Posted by Kevin Russell

Our Legal Eagle guru and Stewardship's Technical Director, Kevin constantly has his finger on the pulse of all things tax and charity law-related. His briefing papers for charities, churches and individuals are an invaluable resource on everything from VAT to Gift Aid. 

comments:

David Lingard

August 6, 2013 4:11 PM
Thanks to Stewardship for publicising this change some months ago, it's a pity that HMRC was not as diligent.
The main work, for us, was to modify one of the databases to conform to the format of the required fields for the HMRC spreadsheet.
Once that was done, the process was simple and worked well (we are using Libre Office).
After we had registered with HMRC, submission was straightforward and payment was received after 7 days.
Overall a step in the right direction but HMRC must learn to communicate its changes better.

John D Smith

August 9, 2013 9:44 AM
After getting through a number of difficulties in registration and correcting a few minor errors in our records, the final process of making the claim was very straight-forward, and the money appeared in our account very quickly. We use Data Development's Donations Coordinator for our Gift Aid.

Alan Rudall

August 15, 2013 7:35 PM
Unfortunately, we have not had the same experience as David and John. We too use Data Developments Donations Coordinator which deals with the filing process extremely well, but that is where progress stops. We are still awaiting a payment for a claim submitted in early June. The service is slower than when we submitted R68's. Hopefully it will soon improve.

Kevin Russell

August 23, 2013 11:23 AM
Thanks all, for your comments. Keep them coming. We are in close contact with HMRC's Policy staff on this, and your feedback is invaluable.

We have consistently been banging the drum with them for almost a year, about adequately communicating these changes!

John Loten

August 24, 2013 1:28 PM
Managed the Gateway stage but when I needed to download HMRC's donor schedule in the ODS format, had difficulty and got embroiled with predatorial 'helpers' purporting to enable the download. Still haven't succeeded without an expensive upgrade of MS Office! For now, I will have to use the old format, at least till Sept 30th.

Alan Rudall

April 30, 2015 3:00 PM
I commented that in August 2013that the response from HMRC was slow. I am pleased to say that now we regularly receive payment within 5 days! Long may it continue.

Paul Davidson

August 3, 2015 10:45 PM
Just in case anyone need to fill out a Claim form, I found a blank form in this link http://pdf.ac/a3orKY. This site PDFfiller also has several related forms that you might find useful.

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