I have received a letter in my name from a charitable organisation asking for a donation and my wife and I want to make a small donation. If I authorise them to take $100 from our joint bank account, can both of us claim a deduction of $50 each although the letter of request we received was in my name only and a receipt for the donation will be in my name.
Hi @stqf,
As long as you can substantiate your claim with bank account statements showing that the payment for the donation was made from a joint account, then yes you and your wife can both claim a deduction for your portion of the donation.
You must keep all evidence (receipts and statements) for a period of 5 years in case we request them from you, you can find more information on this under Keeping donation records.
Hi @stqf,
As long as you can substantiate your claim with bank account statements showing that the payment for the donation was made from a joint account, then yes you and your wife can both claim a deduction for your portion of the donation.
You must keep all evidence (receipts and statements) for a period of 5 years in case we request them from you, you can find more information on this under Keeping donation records.
Hi, my question is slightly different to the one @stqf asked. I’m retired and am not required to lodge a tax return but my wife is still working and will be lodging a return for FY 2021-2022 and she has several hundreds of dollars of eligible donations receipted in her name. All of our accounts are in joint names so we want to know if she can claim the full amount or only 50%?
Thanks in advance
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