Donating through your Self Assessment Tax Return

(SA Donate)

If you complete a Self Assessment Return (SA Return) and you are entitled to a repayment, you can choose to have all or part of it sent directly to your chosen charity. You can also ask that the payment is made as a Gift Aid donation. If you choose to donate to BADA-UK through your SA return, HM Revenue and Customs will send your repayment directly to us by electronic transfer.

How does it work?

You can only give through SA donate when you are completing a first version of a SA tax return, not if you are filling in an amended version.

The entries you need to make are at section 19A on the full SA tax return (or at section 12 on the short SA return).

Tick box 19A.1 (12.7) if you want to nominate BADA-UK to recieve all of your repayment. The amount donated will be the final amount to be repaid after taking into account any under or overpayment already on the record and not the overpayment for the year that may have been self calculated.

If you are unsure of the amount of repayment that is due to you, or you want to cap the amount of the donation, you can do this by entering a specific amount in box 19A.2 (12.8). Where the amount specified is more than the amount of the overpayment available for repayment, the donation will be limited to the amount of overpayment (including any repayment supplement).

Enter our charity's code (MAS56CG) in box 19A.3 (12.9).

If you want to "Gift Aid" your donation, tick box 19A.4 (12.10). N.B. You must be sure that you will pay enough tax in the subsequent year to cover your donation.

Your donation will be made anonymously unless you tick box 19A.5, which gives your permission for your name and address to be passed on to us. All donations made via the short SA return will remain anonymous.

You can find more information on the SA Donate Frequently Asked Questions page of the HM Revenue and Customs website.