Using Households for Tax Statements

When generating a Tax Statement, you can choose to generate a statement for every donor, or to generate a single statement for an entire Household. This is helpful when donors are part of a Household in Tithely People, perhaps a married couple that files their taxes together.
You can generate a new batch of tax statements with donors grouped into Households, or you can regenerate an old batch of tax statements so that it groups by Households. We'll guide you through how to do both below 😄

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 Use Households for Tax Statements

  1. Login to your Tithely account and select Giving from the left-hand menu.

  2. Select Tax Statements from the Giving menu.

  3. Select if you'd like to generate a new tax statements batch or to regenerate an existing batch.

  4. After selecting to Generate or to Regenerate, the next screen you'll be taken to is a screen where you can choose the type of tax statement to generate.

    To generate tax statements by Household, simply choose Household and we will handle the rest.

    Please Note: For any donor who is not part of a Household in People, the system will send them an individual tax statement the same way as if you had chosen Individual rather than Household.
    If Households is chosen, then the list of Tax Statements within the generated batch will display Households for rows where a group of donors are part of the same Household:

How To Send Separate Tax Statements to Household Members When Generating Tax Statements for Households

There may be cases where you have families that need to be sent individual tax statements. Reasons for this could be:

  • The spouse files taxes as "Married Filing Separately"

  • The Household includes working children that have an income

In these cases, you can mark the Household in People so that the Household will receive separate statements.

  1. Login to your Tithely account Select People on the left-hand menu.

  2. Select Households from the People menu and select the Household you'd like to edit.

  3. Select the Settings button in the top-right corner.

  4. Within the Household settings, you'll find a toggle that allows you to opt for the Household to receive individual statements rather than being combined into a single statement. Toggle On to send separate tax statements for the household members.

  5. Click Save Changes.

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