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Gift Aid Refunds

After you run the R68 report and receive a Gift Aid tax claim from Her Majesty’s Revenue & Customs (HMRC), you may need to refund the tax claim due to a change made to the database.

To view Gift Aid refunds for a constituent, select the Gift Aid Refunds tab of the constituent’s Revenue Information page. For more information, refer to Gift Aid Refunds.

You can also access and manually create a refund from the Gift Aid Refunds tab of a payment application record. For more information, refer to Gift Aid Refunds.