Forms for Charities

All of these forms can be viewed as PDF files. To view a PDF file you must have Adobe Acrobat Reader installed on your computer. To save a file to your hard drive, right click on the link and choose the save option.

You can download all of these forms for completion. But, if you want to make a claim on one of the R68 series forms you must first have obtained a tax reference number from HM Revenue & Customs (HMRC) Charities. If you are making your first claim and need a tax reference number please contact the Charities Helpline.

Appendices

Description

PDF

Charity/CASC nominee form (ChN1)

Appendix A (PDF 83K)

Charity/CASC agency nominee form (ChN2)

Appendix A2 (PDF 39K)

Agency - authorised signatory form (ChN2A)

Appendix A3 (PDF 28K)

Gift Aid declaration (A4 size)

Appendix B1(PDF 73K)

Sponsorship Gift Aid declaration form

Appendix B2 (PDF 78K)

Gift Aid declaration forms (A5 size) x 2

Appendix B3 (PDF 126K)

Repayment Claim Form R68 (claim)

Appendix C1 (PDF 64K)

R68 Claim (Cymraeg)

Appendix C1a (PDF 44K)

Repayment schedule Gift Aid R68(Gift Aid) up to 05/04/08

Appendix C2 (PDF 66K)

R68 Gift Aid schedule (Cymraeg) up to 05/04/08

Appendix C2a (PDF 45K)

Repayment schedule Gift Aid R68(Gift Aid) from 06/04/08

Appendix C4 (PDF 62K)

R68 Gift Aid schedule (Cymraeg) from 06/04/08

Appendix C4a (PDF 41K)

Repayment Schedule other income R68 (Other income)

Appendix C3 (PDF 69K)

R68 Other income schedule (Cymraeg)

Appendix C3a (PDF 46K)

Self Assessment Donate application form for charities

Appendix D1 (PDF 63K)

Self Assessment Return - Pages for Charitable Trusts

Appendix D (PDF 89K)

CTSA Return - Pages for Charitable Companies etc.

Appendix E (PDF 26K)

Charity Audit Objectives

Appendix F (PDF 9K)

RSL request for opinion (CAR 1)

PDF (94K)

RSL request for opinion - example of completion

PDF (41K)