Treasurers and Finance / Capitation Returns & Annual Report

Excel sheets for the September capitation return have been emailed individually to Branch DCs and Treasurers - if you need a copy resending please contact our Finance team on finance@pcuk.org

Capitations Returns

For any old gift aid declarations from prior years (so gift aid declarations dated before 1st September 2017), please do not record these gift aid declarations on your current Capitation Return. Instead, please complete the ‘Claims for prior year gift aid declaration’ form and we will arrange for any credits to be paid to you separately from the capitation return.
An Excel version of this form can be downloaded - Gift Aid Prior Years18

If you have any unusual gift aid claims, you can send these in alongside the capitation return, but do not record these gift aid claims on the main capitation return or on the prior year gift aid form. You will be paid for these claims separately, so include them with the capitation return with a covering letter but do not amend the capitation return for these claims.

If you have any questions regarding capitation returns, please contact the Finance department who will be able to assist.

2018 Annual Report Form

The 2018 Branch Annual Report is required by 30th September 2018.

A copy of the current information held has been posted (30th August) to the DC/JtDC for updating.

If you would like to fill in a copy of the blank form, a WORD copy can be downloaded here - Annual Report Form - blank  Please ensue that both pages are filled in.

Please read the form carefully.  Due to GDPR regulations, consent must be sought from certain individuals for their details to appear in the 2019 Handbook.  If consent is not given, then details will NOT be printed.

For any enquiries and returning of the form, please contact Clare Boardman on 02476 698301 or email clare@pcuk.org



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