Fields

Field	Required	Notes
Contact	Yes	The donor — search by name
Scope	Yes	What donations the declaration covers (see below)
Method	Yes	How the declaration was collected (see below)
Notes	No	E.g. reference to a signed paper form

Scopes

Scope	What it covers
Single donation	One specific donation only
Future donations	All donations made after this declaration
All donations	Past, present, and future donations (within HMRC’s window)

Methods

How the declaration was collected from the donor:

• Written (paper form)
• Oral (phone or in person)
• Web form
• Email
• Text message

Statuses

Status	Meaning
Active	The declaration is in force — donations covered by it are claimable
Pending confirmation	Declaration received but not yet confirmed
Cancelled	The donor has withdrawn their declaration
Expired	The declaration is no longer valid