TaxSimba — Gift Aid on Self Assessment: Claim the Right Relief Without Double Counting
Preparation worksheet

Optional offline planning aid, not a tax return or filing confirmation.
Keep completed notes securely; never include passwords or one-time codes.

WORK THROUGH THIS EXAMPLE
For a £100 eligible Gift Aid donation, record the £100 paid separately from the generally £125 gross amount. Keep payroll giving outside that ordinary Gift Aid total. Entering both as separate donations would overstate what was given.

DECISION TO RESOLVE
Which payments qualify, and what evidence supports the figure used?

YOUR POSITION
Relevant year and source: ____________________
Evidence supporting your answer: ____________________
Missing item and who will obtain it: ____________________
Deadline or next review date: ____________________

1. List eligible charities, donation dates and cash amounts.
Notes: ______________________________

2. Identify any statement already showing gross figures.
Notes: ______________________________

3. Separate Payroll Giving and other donation types.
Notes: ______________________________

4. Check sufficient UK tax for Gift Aid reclaims.
Notes: ______________________________

5. Raise any carry-back request before original filing.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/gift-aid-self-assessment-tax-relief
Check the current guide and official sources before relying on a deadline or process.