Summary: This guide explains how Admins and Account Owners can customize the tax statement cover letter to include essential compliance information, add personalized messages of appreciation, and update church details and staff signatures.
Before You Begin
- Permissions Required: You must be an Account Owner, an Admin, or have Limited Access with permission granted for the Giving product.
- Update Your Logo First: If you need to update your church's logo, do this first in your Brand Settings, as it will automatically pull onto your statements.
- Signature Image: If you plan to include a signature, you must have a digital image file of the staff member's signature saved to your computer ready to upload.
- Disclaimer: Tithely cannot provide accounting advice.
Step-by-Step Instructions
- Log in to your Tithely account and select Giving from the left-hand menu.
- Select Tax Statements from the Giving menu.
- Click Generate Statements if you are creating a new batch, or select Regenerate Tax Statements under the Previous section if you are updating a past batch.
- Select whether you want to use Household or Individual for the batch, and then click Continue to Cover Letter Details.
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Scroll through the Cover Letter Details card and enter your customized information into the available fields. You can edit the following:
- Cover Letter Title
- Cover Letter Description (e.g., your personalized message and official tax receipt language)
- Church Name
- Church Tax ID
- Church Address
- Printed Name of Staff Member
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Position Held by Church Staff Member
- Upload an image of your staff member's signature into the Signature of Church Staff Member field.
- Click the Generate Tax Statements button when you have finished making your updates.
Troubleshooting & FAQs
- Can I change the font size or font style of the cover letter? No. At this time, you are unable to edit formatting features like font size, font type, and other layout elements not explicitly provided in the cover letter details card.
- How do I add a signature to the letter? A signature cannot be typed out as a specialized font. It must be created and saved as an image file on your computer, which you then upload into the "Signature of Church Staff Member" field.