How to Find and Re-Send an Individuals Tax Statement
Login to your Tithe.ly Admin account.
Select Giving from the left-hand menu.
Select Tax Statements from the Giving menu.
Tax Statements can be accessed in two ways:
a) Viewing a Previously Generated Batch, Select a Tax Statement Batch from the Previous Batches on the right.
Please Note: If you need an individual's tax statement for a date range that you have not previously generated a batch for, then you will need to generate a batch as the first step and then search for the individual as described above.
b) Generating a new Tax Statement Batch (more information), Click "New Tax Statements Batch" button.
Using the search bar, search for the individual by name, email address or receipt#.
Once you locate them, you can select to either email their statement or print their statement:
Email - Click the paper airplane icon.
Print - Click the printer icon.
❗ Disclaimer: Tithe.ly cannot provide accounting advice.