Charity information

Claim to charitable exemption

  • ‘Charity name (if different from trust name)’
  • ‘Charity repayment reference’
  • ‘Charity Commission Registration number or Scottish Charity Number’
  • ‘Claiming exemption from tax on all or part of income and gains?’
  • ‘Have all exempt income and gains been applied for charitable purposes?’
  • ‘Is there non-exempt income to be included elsewhere in this tax return?’

Return period

  • ‘Returning information for year ended 5 April [year]’
  • ‘If not, specify start of period, end of period’
  • ‘Are accounts included with return?’
  • ‘If no, explain why?’


  • ‘Income tax already claimed on form R68’
  • ‘Total repayment due’
  • ‘Either: further repayment due’
  • ‘Or: amount overclaimed’
  • ‘Has further repayment already been included in form R68?’

Income on which exemption is claimed

  • ‘Total turnover from exempt trading activities’
  • ‘Investment income’
  • ‘UK land & buildings income’
  • ‘Gift aid’
  • ‘Other charities’
  • ‘Legacies’
  • ‘Gifts of shares and securities received’
  • ‘Gifts of real property received’
  • ‘Other sources’

Expenses as included in the charity accounts

  • ‘Trading costs’
  • ‘UK land and buildings’
  • ‘All general administration costs’
  • ‘All grants and donations made in the UK’
  • ‘All grants and donations made outside the UK’
  • ‘Others (not included elsewhere)

Assets held at 5th April [year]

  • ‘Tangible fixed assets’
  • ‘UK investments (excluding controlled companies)’
  • ‘Overseas investments’
  • ‘Loans and non-trade debtors’
  • ‘Other current assets’
  • ‘Were all investments and loans qualifying?
  • ‘Value of any non-qualifying investments and loans’
  • ‘Number of subsidiary or associated companies controlled at 5 April [year]’

Additional text note for Tax Return

Using income losses against capital gains

Firstly, please ensure that you are making the best use of the losses before proceeding. Select the Capital gains tab from the data input screen Click on the Disposals tab, and enter the relevant information Click on the Capital Losses tab, and enter the amount of loss that you wish to set off against the […]

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Restricting access to clients

This feature is only available for multiuser accounts, it has been designed so that you can restrict user access for certain clients if required. Users with “edit client access” rights AND who have access to a client can assign or remove access rights via the Access tab on the client screen. The default is that […]

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User restrictions within Taxfiler

This function is only available for a multiuser license. Some functions within Taxfiler can be restricted from a user. From the SETTINGS icon select Users and select the user that you wish to edit Select Restrictions tab You will be presented with several functions which can be selected or removed via a tick box. For […]

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