The general idea
Every platform lets you download your transactions as a CSV file, which opens in any spreadsheet program. Choose the date range for your claim, download the file, and load it into the checker. Menu names change from time to time, so if a step below does not match what you see, look for "Export", "Download" or "Reports".
Stripe
- In the Stripe dashboard, open Payments, filter by date and choose Export. Pick the option with all columns.
- Useful columns: Created date (UTC), Amount, Status, Card Name, and the card address columns (line 1, line 2, city, postcode, country).
- If you collect Gift Aid declarations on your donation form, they often appear as metadata columns. Make sure they are included.
- Card addresses are billing addresses. Check they are where the donor lives.
PayPal
- In PayPal, open Activity, then Statements or Reports, and download the activity report as CSV for your date range.
- Useful columns: Date, Name, Gross, Status, Currency, and the address columns if your account collects them.
- PayPal lists fees, transfers and refunds alongside donations. Only completed incoming payments count.
SumUp
- In the SumUp dashboard, open the transactions or sales report and export it as CSV.
- Card reader payments usually have no donor name or address, so they can only be claimed if you hold a declaration and can match them to a donor. Otherwise see the Small Donations Scheme note on the aggregated donations page.
Your bank
- Most online banking lets you download a statement as CSV. Look for "Export" or "Download transactions" and choose CSV rather than PDF.
- The donor's name is usually in the description or reference column, and is often shortened. Check it against the declaration.
- Bank exports do not include addresses. You will need to add the house name or number and postcode from your declarations.
Your own spreadsheet
Save it as CSV (in Excel: File, Save As, CSV UTF-8). One donation per row, with headings in the first row, works best. Helpful columns are title, first name, last name, house, postcode, date, amount and a Gift Aid yes or no column.
A note on privacy
These files contain your donors' personal details. Keep them somewhere secure, delete copies you no longer need, and avoid emailing them around. The Donor Schedule checker reads them in your browser without uploading them.
This page is general guidance based on HMRC's published schedule spreadsheet guidance and template, checked on 20 October 2026. It is not tax advice, and HMRC's own pages take priority if they change. Donor Schedule is not affiliated with HMRC.
Let the free checker find these for you
Load your donation export and see every row HMRC is likely to reject, with the reason and the fix. Nothing is uploaded, and you don't need an account.