Once a tax statement is generated, the tax statement will remain the same even if a specific donation within the tax statement is edited (Example: if a donation is refunded). If a donor needs a new tax statement to reflect changes (Example: to show a new donation or to remove a refunded donation), you can use the Regenerate Tax Statement option at the bottom of any previously generated Tax Statement in the Previous list. We'll guide you through how to do this below.
❗ Disclaimer: Tithely cannot provide accounting advice.
User Permissions needed to access Giving
Account Owner, Admin, or Limited Access with access granted to the Giving Product. If you have additional questions please reference this article.
How to Issue an Updated Tax Statement
Limited access users are only able to access and generate tax statements for the locations they have been given access to. Learn more about permissions.
Login to your Tithely account.
Select Giving from the left-hand menu.
Select Tax Statements from the Giving menu.
Locate the batch of Tax Statements that you need to regenerate from the Previous Batches section on the right side of the page.
Click Regenerate Tax Statements on your selected batch.
Pressing the Regenerate Button will cause the old statement batch to be overwritten with a new statement batch which reflects changes that were made to donations within the date range of the batch. This is useful if any refunds were made since last generating your tax statements.
Note: Regenerating can take anywhere from 10 to 120 seconds depending on the size of your church and the date range that is used.
Now that your batch is updated, you can re-issue your statements to all of the donors included in the batch or an individual.
Re-Issue Tax Statements to All Donors in the Batch
If you are sending updated statements to all donors in the batch you can bulk email or print the Tax Statements by clicking the Print All or Email All button.
Re-Issue Tax Statements to Individuals
If you are sending an updated tax statement to an individual, or a select group of people, you can email or print their tax statements by:
a) Using the search bar, search for the individual by name, email address or receipt #.
b) Once you find them, you can select to either email their statement or print their statement:
Click the paper airplane icon.
Click the printer icon.