Charities Claims E-Filing Setup

Organisation E-Filing Details


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Agent E-Filing Setup


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I am a Charity / CASC
If you are a registered Charity or CASC (Community Amateur Sports Club), please use your HMRC User ID and Password for e-Filing your Charities repayment Claims. To set up your E-Filing details click on the Edit button, then enter your HMRC ID and Password and click on Save. Please note, you must have registered with HMRC before you can e-file your Charities repayment Claims. You can then easily E-File your Charities repayment Claims to HMRC. To apply for a HMRC E-Filing User ID and Password, please click here
I am an AGENT
If you are an Agent / Bureau please use your HMRC Agent User ID and Password for E-Filing. To set up your E-Filing details click on the Edit button, then enter your Agent HMRC ID and Password and click on Save. You can then easily E-File your client's Charities repayment Claims to HMRC. Please note, You should be enrolled for the "Charities for Agents" service through the HMRC's Online Services and must be authorised by your Charities clients to e-file on their behalf using the HMRC's Online Agent Authorisation service. To register and find out more about e-filing Charities repayment Claims, please click here

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