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Add Gift Aid Refunds

After you run the R68 report and receive a Gift Aid tax claim from HMRC, you may need to refund the tax claim due to a new or edited Gift Aid disqualification rule. From the Gift Aid Refunds tab of a payment application record, you can add a tax claim refund for the application amount.

Note: If an application has a tax claim refund pending, you cannot add an additional refund to the application.


Add a refund of a Gift Aid tax claim