New Member
We have a sister who left our ward. Her records were forwarded to her present ward. She is requesting a copy of her tithing settlement record for 2014 but I am unable to pull this up. How should I handle this?
Tithing Tax Statement
Community Administrator
You should be able to print out the prior year donations to your ward. That's not the same as tithing settlement. Look for a menu option for tax receipt since that's what she needs.
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Senior Member
Specifically select Finance > Finance Reports > Donor Statements from the menu, select 2014 as the Fiscal Year, select the appropriate Official Tax Statement in the Type of Report selection and also make sure that Show Donors is set to either All or 'Not members of this unit'. You should see her listed if she donated in your ward at any time during the year.russellhltn wrote:You should be able to print out the prior year donations to your ward. That's not the same as tithing settlement. Look for a menu option for tax receipt since that's what she needs.
Member
Here's a similar question.
There was recently a reorganization in our area where a new ward was created. One of the members of our former ward who is in the newly created Ward has requested a statement showing his year to date donations. When we going to the computer, because he records have already been moved to the new Ward, that information is not appear to be available.
Does this sound correct??
There was recently a reorganization in our area where a new ward was created. One of the members of our former ward who is in the newly created Ward has requested a statement showing his year to date donations. When we going to the computer, because he records have already been moved to the new Ward, that information is not appear to be available.
Does this sound correct??
Community Administrator
You should always be able to find the donations made to your ward. But some tithing settlement statements may not be available if they're not part of your ward. But unless there's been a big change, you should always be able to list the donations and create a tax receipt for the same. Only in certain situations will you be able to see donations made to other wardsbballrob wrote:There was recently a reorganization in our area where a new ward was created. One of the members of our former ward who is in the newly created Ward has requested a statement showing his year to date donations. When we going to the computer, because he records have already been moved to the new Ward, that information is not appear to be available.
I'd follow the directions given above.
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.
So we can better help you, please edit your Profile to include your general location.