Annual Tithing Declaration - Donor Year End Statements

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eblood66
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Re: Annual Tithing Declaration - Donor Year End Statements

Postby eblood66 » Mon Jan 20, 2020 2:10 pm

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?

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
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Re: Annual Tithing Declaration - Donor Year End Statements

Postby cchang » Mon Jan 20, 2020 2:30 pm

eblood66 wrote:
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?

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.

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!

cchang
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Re: Annual Tithing Declaration - Donor Year End Statements

Postby cchang » Mon Jan 20, 2020 2:32 pm

russellhltn wrote:
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.

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.

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.

What's the difference between the Donor Statements and Annual Donor Statements since you are generating it for the entire 2019 year?

jdlessley
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Re: Annual Tithing Declaration - Donor Year End Statements

Postby jdlessley » Mon Jan 20, 2020 6:57 pm

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
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