Tax returns Giving your tax refund to charity
If you choose, you can donate some or all of your tax refund directly to charity
If you’re due a tax refund, you might decide to give some of the cash to charity. HMRC runs a scheme known as Self Assessment Giving or SA Donate, which you can use to give directly to the good cause of your choice. You can also claim Gift Aid on the donation.
To give all or part of your tax rebate to charity, follow these steps:
- Visit HMRC’s charity page to choose a charity to give to and find out its Charity Code (you’ll need this for your tax return);
- Fill in the form SA100 Charity, which should be included with your tax return pack or can be downloaded from HMRC's website;
- You don’t need to give all your tax repayment to charity – you can specify either the whole balance or a specific maximum amount.
- For more details visit HMRC's charity pages.
For further advice on the best ways to give money to good causes as a taxpayer, buy a copy of the Tax Handbook 2012/13.
Chartered Institute of Taxation
Which? is grateful for assistance from the Chartered Institute of Taxation. For details of the Institute and its work, see www.tax.org.uk.
- Are you self employed? Take a look at our guide for all tax matters
- Read our guide to tax allowances for older people
- For any tax query, call our experts on the Which? Money Helpline
