Money

Tax relief

Ireland's Charitable Donation Scheme, and yearly donor tax receipts in Canada and Australia.

IncludedIrelandCanadaAustralia

Included with StewardStack: your administrators install it themselves.

What it does

  • €250 a year. Who has reached it, from all their gifts, for each tax year.
  • CHY3 and CHY4. Each donor's certificate kept, PPS numbers encrypted and masked.
  • The ROS claim file. Ready to upload to Revenue once the year ends.
  • Tax receipts. One a year per donor in Canada and Australia.
Tax relief settings
Your Country's scheme, set up in Fundraising

About Tax relief

In Ireland, Revenue's Charitable Donation Scheme lets an approved charity claim tax back on what a donor gives it. Once one person's gifts to you add up to €250 or more in a tax year, you can claim a repayment of the tax they paid on them, treated as given net of tax at 31%: about 45c on every €1, so €250 brings back €112.32, at no cost to the donor.

The donor signs a certificate for you: a CHY4 for one year, or a CHY3 that lasts five years and the easier choice for regular givers. StewardStack keeps each donor's certificate with their PPS number encrypted, adds up their gifts for each tax year, shows who has reached €250 and who still needs a certificate, and makes the claim file you upload to Revenue in ROS once the year ends (up to four years later), with your CHY number on it.

In Canada and Australia the charity claims nothing back: the donor does, on their own tax return. There it issues each donor one official tax receipt a year for what they gave, numbered and emailed as a PDF, and cancelled and replaced after a refund.

Where you’ll find it

Once it’s installed, it adds these pages to StewardStack:

  • Tax relief

More apps & integrations

See them all

See Tax relief in StewardStack.

Book a demo and we’ll show you Tax relief working with your own Events, people and records.

Book a demo