Generating Tax Statements

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 locations). 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

We recommend waiting until January 9th to run your year end tax statements. This allows time for all transactions to deposit and and be recorded properly.

1. Login to your Tithely account.

2. Select Giving.

3. Select Tax Statements from the Giving menu.
   

4. Choose your desired Year/Date Range and Location
   NOTE: Users with limited access will only be able to generate and view previously generated Tax Statements for Locations they have permission for.
   

5. Select if you would like to generate tax statements for Households or Individuals.

   • Households
     Any donor not associated with a Household will receive a personal tax statement.
     For Households, the Primary Household donor's contact information will be used to email the tax statement. For an in-depth overview of using Households, click here.
     Note: For any donor who is not part of a Household in People, the system will send them an individual tax statement.
     
   • Individuals
     Every donor will receive a personal tax statement

6. Customize your tax statement Cover Letter. For an in-depth overview of this area, click here.
   

7. Select the Generate Tax Statements button.
   

8. Enter an email to receive an email notification when your tax statements are ready or select Don't Send.
   Note: The time to generate tax statements depends on the date range and the number of people within your church. You will receive an email once the statements are generated, the typical time to generate is 1-10 minutes.

    

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.

How to View, Email, and Print Generated Statements

Once your statements have finished generating, you will receive an email notification as well as be able to view them from the Tax Statements tab. 

1. Login to your Tithely account.
   
2. Select Giving from the left-hand menu.
   
3. Select Tax Statements from the Giving menu.
   
4. Select the tax statement batch from the Previous section to get started.
   Note: The Previous section is sorted by most recently generated statements, not by the date of the statements themselves.
5. Select if you would like to Print all, Email all, or print for an individual, or email to an individual.

• Print All
  This will immediately open a new window in your browser and allow you to set printer settings and print.
• Send Tax Statements To All
  This option will prompt you to select how to treat donors who do not have an email address in their profile.
  You will be able to add an email address for all donors on the next screen.
  For any donor, for whom you do not have an address simply leave the area blank and a printed statement will be generated for those donors.
• Print for an individual
  Select the print icon in line with a donor's name. This will immediately open a new window in your browser and allow you to set printer settings and print.
• Send an email to an individual
  Select the paper airplane icon in line with a donor's name. This will allow you to immediately send a tax statement to this individual or household.
  
  
  Note: If in place of a paper airplane icon you see a yellow triangle this means an email is missing or invalid. You will be able to update this donor's email by selecting the yellow triangle. This updated email will apply to their user profile in the People area of Tithely as well.