Yes, I was able to generate a Donor Statement for myself for all of 2019 even though we have the pre-generated statements still. Of course, tax statements are still unavailable.cchang wrote:When I go into Donor Statements in LCR, I can't even generate a new statement for the previous year. It's probably because I cant' delete the pregenerated donor statement which only goes through Sept. 30, 2019 but we need one for the entire 2019 year. Can you generate a new donor statement for the entire 2019 year under the Donor Statements tab?
Annual Tithing Declaration - Donor Year End Statements
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Re: Annual Tithing Declaration - Donor Year End Statements
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Re: Annual Tithing Declaration - Donor Year End Statements
Sorry, I forgot I needed to actually select all the members in order to generate correctly. I had left it all unchecked which was why it wasn't generating correctly. Thanks!eblood66 wrote:Yes, I was able to generate a Donor Statement for myself for all of 2019 even though we have the pre-generated statements still. Of course, tax statements are still unavailable.cchang wrote:When I go into Donor Statements in LCR, I can't even generate a new statement for the previous year. It's probably because I cant' delete the pregenerated donor statement which only goes through Sept. 30, 2019 but we need one for the entire 2019 year. Can you generate a new donor statement for the entire 2019 year under the Donor Statements tab?
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Re: Annual Tithing Declaration - Donor Year End Statements
What's the difference between the Donor Statements and Annual Donor Statements since you are generating it for the entire 2019 year?russellhltn wrote:But they need to keep in mind that not all donations are tax deductible. Otherwise, they could be in for a surprise when they do get the tax valid statements.jdlessley wrote:Members have two options available to them to get the donations amount for tax filing. They can go into the online donations for a donations summary or they can ask the clerk for a donation summary. Neither of these summaries are not tax valid statements they need for an audit. But they can at least prepare their returns.
As best as I can remember:
In the tax statement: Tithing, Fast offering, Missionary, Humanitarian aid, and "Other" categories that get swept to CHQ like "Book of Mormon" and "Temple Construction"
Not in the tax statement: Budget, "Other" categories that stays with the ward like YM/YW camps, scouting, etc.
But yes, they really need to check the donations and see if it matches their records and get any corrections done right away.
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Re: Annual Tithing Declaration - Donor Year End Statements
cchang wrote:What's the difference between the Donor Statements and Annual Donor Statements since you are generating it for the entire 2019 year?
The annual donor statement is a tax valid statement whereas donor statements are not official documents for the purpose of a tax audit.
JD Lessley
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center or Tech Wiki?
Have you tried finding your answer on the ChurchofJesusChrist.org Help Center or Tech Wiki?