Retrieving expired donation statements

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rbegs06
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Retrieving expired donation statements

Post by rbegs06 »

Is there a way to find expired annual donation statements?
jdlessley
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Re: Retrieving expired donation statements

Post by jdlessley »

Donation tax statements are available online for the past ten years. On the Donations page click the Official Tax Statement button, select the year , and then click the Generate Statement button. You could also ask your ward clerk to print any statements for the record retention period (past 3 years in U.S.) for you. Beyond that your only option is to have your ward clerk contact the GSD.
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kd7mha
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Re: Retrieving expired donation statements

Post by kd7mha »

As an assistant Ward Clerk I can only generate Member statements back 3 years from the LCR Finance page
There are 11 types of people. Those who understand Gray Code and those that don't.
jdlessley
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Re: Retrieving expired donation statements

Post by jdlessley »

kd7mha wrote:As an assistant Ward Clerk I can only generate Member statements back 3 years from the LCR Finance page
Exactly.
Just as I posted:
jdlessley wrote:You could also ask your ward clerk to print any statements for the record retention period (past 3 years in U.S.) for you.
The first part of my post is for the individual members:
jdlessley wrote:Donation tax statements are available online for the past ten years.
JD Lessley
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kd7mha
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Re: Retrieving expired donation statements

Post by kd7mha »

wow! I must need my eyes checked, every time I read the original post I saw 10 years in both parts
There are 11 types of people. Those who understand Gray Code and those that don't.
lajackson
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Re: Retrieving expired donation statements

Post by lajackson »

Yes, the ward clerk really got short-changed on this one for statement availability. [grin]
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