Would you like to give your tax refund repayment to charity?
If
HMRC owe you a tax refund, you can give your repayment to a charity
of your choice simply by filling in the
SA100 Charity Form. It's an easy way to make a donation – and
you can use Gift Aid to increase the value of your gift. It's done
through a scheme called SA Donate and thousands of charities, large
and small, are taking part. They each have a special Charity Code
and you will need this to complete the form.
You can complete the SA100C Charity section within
Andica Self
Assessment software for individual tax payers returns. To
activate the data entry screens, while you are within the 'If you
have paid too much tax' screen of the SA100, select the check-box
for Question 14- 'If you would like some, or all, of your repayment
to go to charity, select this box'.
You can search for
Charity Code on HMRC website or you can phone
them and they will provide you with your charity's code. Once you have
got the code, all you have to do is to activate the SA100 Charity
form within the software, fill it in and submit it with your Tax
Returns online to the HMRC and they will do the rest for you. You can give
all or just part of your repayment. You don't need to work out
your tax bill to fill in the form – if you don't know how much HMRC
owe you, you can either advise them to send the full amount, or just
tell them the maximum amount you would wish to donate. We can never
send more than your total repayment. Page TRG 19 of
SA150 Tax Return guide provides further details to assist you to
complete SA100 Charity section. You can use
Gift Aid to let your charity claim back the tax you have already paid
on your gift. Gift Aid increases the value of your gift by 25% – at
no cost to the taxpayer. You must pay enough Income or
Capital Gains Tax this
tax year to cover the tax your charity will claim back from HMRC.
Andica Self Assessment
Tax
Returns Software for Individual tax payers provides features for
completion of SA100 Charity form along with
SA100 Main tax
return and all other
supplementary forms.
