The cover letter that is included with each tax statement includes details specific to your church such as:
A Custom Title
A Custom Disclaimer
Church Name
Church Address
Church Tax ID
A Logo (Optional)
Signature of Church Staff Member
Printed Name of Staff member
Position Held by Church Staff Member
We'll guide you through how to update each field below.
How to Customize the Cover Letter for Tax Statements
Please Note: If you need to update your logo, we recommend you do this first.
For more information on how to update your logo, click here.
Login to your Tithe.ly Admin account.
Select Giving from the left-hand menu.
Select Tax Statements from the Giving menu.
If you are customizing the cover letter for a new batch of tax statements, click "New Tax Statements Batch".
If you are customizing the cover letter for a previous batch of tax statements, click "Regenerate Tax Statements" underneath a previously run batch.
After choosing to Generate or Regenerate your batch of statements, you'll first need to choose whether you want to use Household for the batch.
After choosing whether you want to use Households or not, the next step is to set your cover letter details. A Tax Statement details card will load. Enter in the following information:
A Custom Title
A Custom Disclaimer
Church Name
Church Address
Church Tax ID
Signature of Church Staff Member (Upload an image)
Printed Name of Staff member
Position Held by Church Staff Member
Please Note: The Tax Statement details card has a scroll function.Click the "Generate" button.
Example of a Tax Statement
❗ Disclaimer: Tithe.ly cannot provide accounting advice.