The HMRC Gift Aid report contains data on the monthly Gift Aid reports we’ve submitted to HMRC on your behalf. We submit Gift Aid claims around the 20th of each month. HMRC will pay you the Gift Aid once it has been processed. 


The HMRC Reference column in the report contains the Gift Aid reference for your organisation that we use to process your claims.


Note: This report is only available if you have signed up for us to process Gift Aid on your behalf.


In this article, you will learn how to:



Find a Gift Aid report


To find a Gift Aid report:


  1. Select Accounts > HMRC Gift Aid Reports in the Charity Checkout menu.

  2. If you want to filter the Gift Aid reports that appear in the list, use the filters at the top to filter the list by start and end date, and then click Search.

  3. Find the Gift Aid report in the list.




View individual payments within a Gift Aid report


To view the individual payments in a Gift Aid report:


  1. Select Accounts > HMRC Gift Aid Reports in the Charity Checkout menu.

  2. If you want to filter the Gift Aid reports that appear in the list, use the filters at the top to filter the list by start and end date, and then click Search.

  3. Find the Gift Aid report in the list.

  4. To view the individual payments in the report, click the Magnifying glass icon on the same row.




Download a Gift Aid report


To download a Gift Aid report:


  1. Select Accounts > HMRC Gift Aid Reports in the Charity Checkout menu.

  2. Find the Gift Aid report in the list.

  3. Click the Magnifying glass icon on the same row.

  4. If you want to filter the payments that appear in the list, use the filters at the top to filter the list by dates and payment type, and then click Search.

  5. Click Export.