Customize Your Tax Statement Cover Letter

Tax Statements include cover letters that can be customized with information unique to your organization. 

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How to Customize the Cover Letter for Tax Statements

Please Note: If you need to update your logo, we recommend you do this first.

For more information on how to update your view Updating your Logo and Brand Colors in Brand Settings article.

  1. Login to your Tithely account.

  2. Select Giving from the left-hand menu.

  3. Select Tax Statements from the Giving menu.

    • If you are customizing the cover letter for a new batch of tax statements, click "New Tax Statements Batch".

    • If you are customizing the cover letter for a previous batch of tax statements, click "Regenerate Tax Statements" underneath a previously run batch.

  4. After choosing to Generate or Regenerate your batch of statements, choose whether you want to use Household or Individual for the batch and then click Continue to Cover Letter Details.

  5. After choosing whether you want to use Households or not, the next step is to set your cover letter details. A Tax Statement details card will load. Enter the following information:

    • Cover Letter Title

    • Cover Letter Description

    • Church Name

    • Church Tax ID

    • Church Address

    • Printed Name of Staff member

    • Position Held by Church Staff Member

    • Signature of Church Staff Member (Upload an image)

    Please Note: The Tax Statement details card has a scroll function.

  6. Click the Generate button.


    Example of a Cover Letter

     

❗ Disclaimer: Tithely cannot provide accounting advice.

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