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Start an R68 process

1. From Revenue, click R68. The R68 page appears.
2. Click the double arrows beside the process and then click Start process. The Run R68 process screen appears. The items on this screen are identical to those on the Add R68 process screen.

For information about the items on this screen, refer to Add R68 Process Screen.

3. Edit the information as necessary.

Note: When you select Update Gift Aid status and run an R68 process, the qualification status for gifts is immediately updated. The qualification status update occurs when you run the R68 process, not when you click Update revenue records for the process.

4. Click Start. The process status page appears so you can view details about the process and its output.

At this point, tax claim numbers have not been updated on gifts and refunds. When you start an R68 process, you can view its details on its status page. To update tax claim numbers on gifts and refunds, you go to the process page and click Update revenue records. For information about the process status page, refer to R68 Process Status Page. To submit any claims or refunds to HMRC online, click Submit file to HMRC. For information, refer to Submit R68 to HMRC Online.