Tithely has made generating and accessing your tax statements simple 🎉
Below, we'll guide you through how to generate tax statements for your organization (and campuses). We'll also show you how to access your previously generated tax statements, and how to print and/or email your statements.
❗ 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 Generate Tax Statements for Your Organization
Login to your Tithely account.
Select Giving from the left-hand menu.
Select Tax Statements from the Giving menu.
Choose if you would like to generate a new set of statements for your church or access statements that were generated already.
Select the year for your statements, or set a custom date range.
Please Note: Setting the "Select Year" option to "Custom Range" will cause two new fields to display. Note that these fields are for "Date On and After" and "Date On and Before". It's important to note the fact that the selected date is included within the tax statements that are generated.
Select your location (church or campus) that you want to generate tax statements for, or select "All Locations".
Press the "New Tax Statements Batch" button.
Choose whether to generate your statements by Household or Individual.
For an in-depth overview of using Households, click here.
Customize your tax statement cover letter. For an in-depth overview of this area, click here.
Click the Generate button.
Please Note: The time to generate tax statements depends on the date range and the number of people within your church. This normally takes for 10 to 120 seconds.
How to View, Email, and Print Generated Statements
After your statements have finished generating, you will be presented with a list of donors that have given within the date range that you selected. You can access any previously generated batch by clicking on it in the Previous Batches column.
From here, you can print or email all tax statements for a particular batch from the top-right corner of the screen:
You can also choose to print or email a statement for an individual by selecting the Send or Print button on the row for an individual.