We help you give and we strengthen the causes you give to

Generosity is our cause

Submenu title


Clock and calendar

Transactions and Tax Returns: Everything You Need to Know

Emily Kendall Emily Kendall
2 min

We want to make sure you’re informed on the best way to track your giving over the year ahead. 

Whether you use your Giving Account to support your church, your friend in Christian ministry, your local foodbank or all of the above, our aim is to help you give in the most effective way, whilst allowing you to easily keep tabs on what you’ve given and when.  


Head to the View transactions tab on your online account to explore and export your giving: 

  • View giving in the past tax year, calendar year, or even just the last weeks and months by adjusting the dates on the calendar feature. 
  • Filter by ‘regular’ or ‘one-off’ transactions, to keep track of your regular giving, as well as any spontaneous gifts for particular causes or appeals. 
  • Export your giving into a csv file using the download button to build your own reports and charts.

How to get the information you need for your self-assessment tax return

If you’re someone that fills in a self-assessment tax return each year, simply click on the Gift Aid tab to see the exact figure you’ll need to include on your form. This will be automatically calculated on any giving arranged with Stewardship, so no more rifling through bank statements to make sure everything’s correct!

What about paper statements? 

'Creation Care' is one of our key causes, and as an organisation we’ve been reflecting on what that looks like for us. One way we can care for our planet is by cutting down what we print and send by post and this is why we’re encouraging the use of the online transaction view to track your generosity. 

If you’re not set up to use your account online, we'll continue to send you an annual paper statement at the end of each tax year. If you'd like to request that we post you a statement at any other time, please get in touch with us.

Don’t have a Giving Account but think you could benefit? Why not contact us to find out more. We’d love to have a chat and figure out how we could help you better support the causes you love. 

Profile image of Emily Kendall
Written by

Emily Kendall

Emily helps to lead the Giving Services Team and loves creating an ‘above and beyond’ customer experience. She enjoys enabling the team to use their unique gifts in the day-to-day work of serving Stewardship’s generous donor base. With a degree in Psychology and previous roles focussed on customer service, communications and Christian mission, Emily stands in good stead to serve Stewardship’s clients in their giving journey’s.

Emily currently lives in South London and is an active member of St Nick’s Church. In her spare time, Emily loves exploring new places or catching up with friends and family over a good meal!