Forms for Tax Agents starting with: T
Tax credits donations, childcare and housekeeper payments IR525
(published March 2012)
About this guide
This is a factsheet about claiming a tax credit for donations, childcare and housekeeper payments.
Adobe Acrobat PDF | 41kb | 1 page
When to use this guide
If you've made financial donations to a charity, or paid for childcare or a housekeeper (in certain situations) during the year, you can claim back part of it as a tax credit.
Note
You can't use the IR526 if your donations were made to an approved donee organisation through your employer's payroll giving scheme. This is because you will have received the tax credits for these at the time of your donation.
You can use the IR526 to claim tax credits for donations not made through payroll giving.
If you are required to file an IR3 income tax return for the year in which you made the donations or childcare/housekeeper payments we may need to check your taxable income in your tax return when we process your claim. If we don’t have your tax return we may need to ask you for it.
Your tax return may not yet be due to be filed and until it is your refund may be delayed.
You can avoid delays by sending your tax credit claim and your IR3 tax return at the same time.
What you will need
When you send the claim form back to us remember to attach your receipts (to the blank section on page 2).