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How do I create an R40? (Practice users)

To create an R40, follow these steps:

  1. Open the client in Tax Return Production. 
  2. Click on New Return.
  3. Select R40 - Individual Repayment from the first drop-down menu.
  4. Select the relevant tax year from the second drop-down menu.
  5. Click on Create.
  6. Double-click on the R40 to open it, or click on Open.