Are Tax Statements Auto-Generated?

When it comes to managing tax statements for your organization, it’s important to understand how the process works within Tithely. While Tithely provides tools to make creating, accessing, and distributing tax statements efficient and hassle-free, tax statements are not automatically generated or sent to your donors via email or through the app.

Why Aren’t Tax Statements Auto-Generated?

Tax statements often require customization and review to ensure accuracy, particularly when dealing with multiple locations, funds, or donor-specific details. By putting the control in your hands, Tithely allows you to review, edit, and tailor tax statements to meet your organization’s unique needs before they are distributed.


❗ Disclaimer: Tithely cannot provide accounting advice.

How to Generate and Send Tax Statements

Here’s how you can create and distribute tax statements for your donors:

  1. Login to your Tithely account.
  2. Select Giving.
  3. Select Tax Statements from the Giving menu.
    Note: To view previously run tax statements select the date range of the batch under the Previous section.
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  4. Choose your desired Year/Date Range and Location
    NOTE: Users with limited access will only be able to generate and view previously generated Tax Statements for Locations they have permission for.
  5. Select if you would like to generate tax statements for Households or Individuals.
    • Households
      Any donor not associated with a Household will receive a personal tax statement.
      For Households, the Primary Household donor's contact information will be used to email the tax statement. For an in-depth overview of using Households, click here.
      Note: For any donor who is not part of a Household in People, the system will send them an individual tax statement.
    • Individuals
      Every donor will receive a personal tax statement
  6.  Under the Other Options section:
    • Select if you'd like to Hide the Memo from Description Details.
      You have the option to hide memos on your tax statements. Memos are typically notes or descriptions associated with a donor's gift. If you prefer a cleaner look on your statements or wish to keep the details concise, you may select this option.
    • Select the timezone for date formatting for your statements.
      It's important to have your tax statements reflect the correct dates for donations. To ensure accuracy, select the appropriate time zone for your location. This will affect how dates are formatted on your statements.
      Click on the dropdown menu labeled "Time Zone for Date Formatting" and choose from the extensive list, categorized by region and city for precision. If your exact location isn't listed, choose the nearest city within your time zone. For example, someone in Central Standard Time (CST) could select 'America/Chicago' to represent their time zone accurately.
  7.  Customize your tax statement Cover Letter. For an in-depth overview of this area, click here.8 Generating Select to recieve an email notification.png
  8. Select the Generate Tax Statements button.
  9. Enter an email to receive an email notification when your tax statements are ready or select Don't Send.
    Note: The time to generate tax statements depends on the date range and the number of people within your church. You will receive an email once the statements are generated, the typical time to generate is 1-10 minutes.