Year end tax statements

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
allenjpl
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Posts: 333
Joined: Wed Apr 08, 2009 9:26 am
Location: Las Vegas, NV, USA

#21

Post by allenjpl »

Miknmaur wrote:In trying to get the addresses for moved members it is interesting that the year to date donation summary page shows the members' new street address but not the city and state. Can this info be obtained somehow?
From the YTD summary page, go to File>Print Mailing Labels. It will bring up the option to print a mailing label for anyone on the YTD summary list. Select the donors you want, and print off the labels.
lukejeff
New Member
Posts: 1
Joined: Mon Jan 30, 2012 8:23 am

#22

Post by lukejeff »

Miknmaur wrote:In trying to get the addresses for moved members it is interesting that the year to date donation summary page shows the members' new street address but not the city and state. Can this info be obtained somehow?

I was able to find current addresses for members who moved out of the ward by going to the Add/Update Donors --> File --> Print mailing labels.
colbyprk
New Member
Posts: 5
Joined: Tue Feb 14, 2012 12:02 pm

Tithing Tax Statements when paying tithing through online bill pay

#23

Post by colbyprk »

So I pay my tithing through my bank's "online bill pay" feature. I am not sure how widespread the use of this service is, but it is very convenient while living in Europe the past couple of years. The only problem is that it does not show up in my home branch (MLS) that I have paid one cent in tithing this year. Due to this I can't get my tax statement. Does anybody know if there is a feature to print it off from LDS.org? Any other ideas? Thanks.
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aebrown
Community Administrator
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Joined: Tue Nov 27, 2007 8:48 pm
Location: Sandy, Utah

#24

Post by aebrown »

colbyprk wrote:So I pay my tithing through my bank's "online bill pay" feature. I am not sure how widespread the use of this service is, but it is very convenient while living in Europe the past couple of years. The only problem is that it does not show up in my home branch (MLS) that I have paid one cent in tithing this year. Due to this I can't get my tax statement. Does anybody know if there is a feature to print it off from LDS.org? Any other ideas? Thanks.
Each unit that you make any donations to has a separate responsibility for giving you a tax statement. No unit knows about what any other unit has received. For purposes of this discussion, the word "unit" could mean an area office, or CHQ, in addition to wards or branches.

It's not clear to me what unit you sent your online BillPay payments to, but whoever that was, you need to ask them for the receipt. Your home branch will not be able to give you a receipt for money they did not receive, and there is no feature on lds.org for printing any receipts.
Questions that can benefit the larger community should be asked in a public forum, not a private message.
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