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
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Login to your Tithely account.
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Select Giving from the left-hand menu.
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Select Tax Statements from the Giving menu.
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If you are customizing the cover letter for a new batch of tax statements, select Generate Statements.
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If you are customizing the cover letter for a previous batch of tax statements, select Regenerate Tax Statements underneath a Previous.
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After choosing to Generate or Regenerate your statements, choose whether you want to use Household or Individual for the batch and then click Continue to Cover Letter Details.
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Cover Letter Title
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Cover Letter Description
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Church Name
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Church Tax ID
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Church Address
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Printed Name of Staff member
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Position Held by Church Staff Member
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Signature of Church Staff Member (Upload an image)
After choosing whether you want to use Households or Individuals, the next step is to set your cover letter details. A Tax Statement details card will load. Enter the following information:
Note: The Tax Statement details card has a scroll function.
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- When you have updated your cover letter select to Generate Tax Statements.
Example of a Cover Letter
❗ Disclaimer: Tithely cannot provide accounting advice.