Donor Schedule: Gift Aid schedule checker

1 Choose your donations file

A CSV export from Stripe, PayPal, SumUp, your bank or your own spreadsheet. In Excel or Numbers, use "Save as CSV".

Drop a CSV file here or click to choose one

Or try a sample:

2 Match your columns

We guessed the source and matched columns. Change anything that looks wrong.

Source Dates in your file are

Schedule field	Your column	First value

Options

Aggregate donations of £20 or less Which small donations Aggregated line description (up to 35 characters) Accounting period ends (day and month) Aggregated lines never mix accounting periods. Leave blank if the file covers one period. HMRC template HMRC asks you to use the version that matches your software and not to convert between them. Rows per file (most 1,000) Box 2: tax previously over-claimed (optional, goes in the first file only)

3 Results

Row	Type	Field	What we found	How to fix it

Schedule preview

Item	Title	First name	Last name	House	Postcode	Aggregated	Sponsored	Date	Amount

4 Build your HMRC schedule

Files are built on HMRC's official schedule template, ready to attach to your Charities Online claim. Rows with errors are left out until you fix them.

Licence key

Before you submit: open each file, check a few rows against your records, and keep your Gift Aid declarations. Submit one claim and wait for it to go through before you start the next.