Summary: This guide explains why tax statements are not automatically generated in Tithely and provides Admins with step-by-step instructions on how to manually create, customize, and distribute them to donors.
Before You Begin
- Not Auto-Generated: Tax statements are not automatically created or emailed to donors. You must manually generate them to allow for review, customization, and accuracy.
- Location Permissions: Users with limited access will only be able to generate and view previously generated tax statements for the specific locations they have permission to access.
- Disclaimer: Tithely cannot provide accounting advice.
Step-by-Step Instructions
- Log in to your Tithely account and select Giving.
- Select Tax Statements from the left-hand Giving menu. Note: To view previously run tax statements, you can select the date range of the batch under the Previous section.
- Choose your desired Year/Date Range and Location.
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Select whether you would like to generate tax statements for Households or Individuals.
- Households: Groups giving by household using the Primary Household donor's contact information. Any donor who is not part of a Household will automatically receive an individual statement. For an in-depth overview of using Households, click here.
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Individuals: Every donor receives their own personal tax statement.
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Configure your statement formatting under the Other Options section:
- Check the box to Hide the Memo from Description Details if you wish to remove specific donation notes and keep the statement concise.
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Select your local time zone from the Time Zone for Date Formatting dropdown menu (e.g., 'America/Chicago' for CST). This ensures donation dates accurately reflect your local time.
- Customize your tax statement Cover Letter as needed. For an in-depth overview of this area, click here.
- Click the Generate Tax Statements button.
- Enter your email address and click Send Email to receive an alert when the batch is ready, or select Don't Send. Note: Depending on the size of your church and the date range selected, generation typically takes 1 to 10 minutes.
Troubleshooting & FAQs
- Why aren't tax statements auto-generated and sent automatically? Tax statements often require customization and review to ensure accuracy, particularly when dealing with multiple locations, funds, or donor-specific details. By requiring manual generation, Tithely allows you to review, edit, and tailor your statements before your donors receive them.
- How long does it take for my statements to finish generating? The processing time depends on the date range and the number of people within your church database. Typically, it takes between 1 and 10 minutes to finish. If you entered your email address in the final step, you will receive an email notification the moment they are ready.