The Diocesan Scheme:

Diocesan Scheme Claims

The Gift Aid Officer will send to you the relevant Claim forms as soon as possible after receipt of your completed Donations Received report. These will consist of a claim form, R68 claim, and one or more R68 schedules. You will receive a R68 shcedule form for each financial year you are making a claim. This form lists all people for whom a claim is being made, together with the amount given, and the date of the last donation..

When you receive the forms, could you please:

1. Check that the amount to be claimed for each Declaration is what you expect, and that the date of last payment for each amount is correct. The amounts and dates were taken from your entries on the Donations Received Report which you returned.
2. Sign the lilac R68(2000) claim form on the back, TWICE, where indicated.
3. Return ALL the claim forms - R68(2000) and R68(New Gift Aid) - to St James' House.

When the Gift Aid Officer receives the cheque from HMRC Charities (formerly Inland Revenue), a cheque for the tax claim less the Diocesan fee (5% of tax claimed) will be sent to the parish. Enclosed with the cheque will be a list of the people, amounts and last donation dates of the claims covered by the cheque.