Looking up a Tax Statement for an Individual

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 Find and Re-Send an Individuals 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.

  1. Login to your Tithely account.

  2. Select Giving from the left-hand menu.

  3. Select Tax Statements from the Giving menu.

  4. Tax Statements can be accessed in two ways:

    a) Viewing a Previously Generated Batch, Select a Tax Statement Batch from the Previous Batches on the right.

    Please Note: If you need an individual's tax statement for a date range that you have not previously generated a batch for, then you will need to generate a batch as the first step and then search for the individual as described above.

    b) Generating a new Tax Statement Batch (more information). 

  5. Using the search bar, search for the individual by name, email address or receipt#.

  6. Once you locate them, you can select to either email their statement or print their statement:
    Email - Click the paper airplane icon.
    Print - Click the printer icon.

❗ Disclaimer: Tithely cannot provide accounting advice.