Here is a video showing the process!

❗ Disclaimer: cannot provide accounting advice.

Important Note: Merged profiles cannot be unmerged. Please take caution when merging profiles.

An issue that can arise when sending out tax statements is that a given donor can end up with duplicate accounts within your church. This can happen for a number of reasons (an obvious one being that the donor creates multiple accounts), and our new Tax Statements tool was designed to help your church easily work through this issue.

When viewing a Tax Statement Batch (either after generating a new batch or after selecting a previously generated batch), an icon is displayed on the right side of the screen above the list of donors included within the batch:

When pressed, this Merge button will take you directly to a page where you can view all of the duplicates that detects within your account.

To add even more value, a red dot will appear in the top-right corner of the button if detects any duplicates. So if no dot is shown, then you know that no issue is detected.

When you press the button, it will take you to a page where you can see all duplicates:

From the Merge Duplicates page, you can see groups of duplicates and work through them. In some cases, they will be actual duplicates that you want to combine into a single member, in which case you will choose which of the details should be the details that are used within the merged member.

In other cases, there may just be multiple people with similar details that should remain as unique members. In this case, you can mark these members as "Ignore", which means will no longer consider them as a duplicate.

After working through all duplicates, navigate back to the Giving section of the Dashboard:

Next you will want to refresh your browser window to ensure that the Giving section reloads data to account for the merging of duplicates. Once you have refreshed your browser window, navigate back to Tax Statements:

Within the Tax Statements section, you will see the tax statements batch that you had been viewing early on the right side in the Previous list. Find the batch that you had been working through and select the "Regenerate Tax Statements" option for the batch:

The batch needs to be regenerated so that all statements are generated with the merged duplicates being accounted for. The reason this action needs to be taken is that after a batch is generated, the information never changes within that batch. By regenerating, you are updating all of the information within the batch to account for the changes you made to your duplicate members.

After regenerating, you can now print or email tax statements knowing that duplicates have been accounted for.

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