Records You Will Need To Keep

You will need to keep the following records:

  • a copy of your contract with the Payroll Giving Agency
  • the forms that your participating employees fill in authorising you to make the deductions from their pay
  • a record of the deductions that you make from each employee’s pay
  • a record of all the money you pass on to the Payroll Giving Agency

There is no statutory limit on the amount of donation an employee can give.  We will distribute the employee’s donations in accordance with their instructions within 60 days of receipt.

Payroll Giving donations received are exempt from tax in the charity’s hands as long as the donations are used for charitable purposes. If the donations are used for non-charitable purposes they lose their tax exemption.