1. | Access the record of the payment application with the tax claim amount to refund. For information about how to access an application record, refer to Payment Application Record. |
2. | Select the Gift Aid Refunds tab. |
3. | Click Add. The Add a refund screen appears. |
4. | Enter the reason for the refund, such as “Data entry error” or “New Gift Aid disqualification rule.” |
5. | Click Save. You return to the Gift Aid Refunds tab. |