Tax statement wrong

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
Post Reply
sandrakayebriggs
New Member
Posts: 1
Joined: Wed Mar 04, 2020 7:18 pm

Tax statement wrong

#1

Post by sandrakayebriggs »

Why does my Legal Tax Donation Statement not have anything that we wrote out a Check and gave it to our Ward? We are missing about two thousand dollars. Everything on the Statement was paid online.
davesudweeks
Senior Member
Posts: 2320
Joined: Sun May 09, 2010 9:16 pm
Location: Oklahoma, USA

Re: Is it appropriate to encourage online payment of fast offerings and tithing if possible?

#2

Post by davesudweeks »

sandrakayebriggs wrote:Why does my Legal Tax Donation Statement not have anything that we wrote out a Check and gave it to our Ward? We are missing about two thousand dollars. Everything on the Statement was paid online.
You will need to have your ward/branch clerk investigate. If they don't have your membership record linked to your donation, that would explain why it doesn't show up on the statement. The clerk can edit the donor record in MLS to link it to your membership number and transmit the update to the church. Then they can manually generate a new statement for you (or you can do so yourself online). You should wait a few days after he corrects the donation record to allow the information to flow through the computer systems.
lajackson
Community Moderators
Posts: 10586
Joined: Mon Mar 17, 2008 10:27 pm
Location: US

Re: Tax statement wrong

#3

Post by lajackson »

sandrakayebriggs wrote:Why does my Legal Tax Donation Statement not have anything that we wrote out a Check and gave it to our Ward?
Ask your ward clerk to see that your membership record number is associated with your donor record on the ward administrative computer. Also, if the donation was for an Authorized Member Financed Activity (Other), it will not show on the statement. But contributions for Tithing, Fast Offering, Ward and General Missionary, and the Humanitarian Fund should be there.
russellhltn
Community Administrator
Posts: 31940
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: Tax statement wrong

#4

Post by russellhltn »

Also, make sure your MRN is connected with your account. The MRN is what ties your donation to the ward to your online Account. If it's missing/different on either end that would explain why it's not on your on-line statement.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
Post Reply

Return to “Local Unit Finance”