Official US Tax Statement (LCR) Will not Generate

I have tried twice today to get LCR to generate the (Official US Tax Statement) by going to finances-Tithing Settlement-Year end Statement-Generate a Statement.
After initiating (Generate a Statement with all members selected (Households) and for the previous year) it works on it for about 10 minutes and then simply returns with this message.

Official US Tax Statement Multiple (431) (01 Jan 2016 - 31 Dec 2016) was not generated. Please try again.

Are we overlooking some step?
Any other tips?

Thanks

Last year the official tax statement weren't available until almost the end of January. There was a message indicating that they would be available no earlier than January 19th and no later than January 31st on the Donations page of lds.org. I'd guess that the same will be true this year as well. Basically, it's probably too early to generate them. Of course, assuming that's the case, it would be nice if they had a better error message and/or some banner message.

eblood66 wrote:Last year the official tax statement weren't available until almost the end of January. There was a message indicating that they would be available no earlier than January 19th and no later than January 31st on the Donations page of lds.org. I'd guess that the same will be true this year as well. Basically, it's probably too early to generate them. Of course, assuming that's the case, it would be nice if they had a better error message and/or some banner message.

Thanks, That's interesting to know.
Yes, it would be much nicer to have a little more info available to indicate what is happening and when the statements are available to generate.

In the Official communications Library, the notice about tithing settlement says:
Annual statements
or official tax
statements, if
applicable
Print and give to each donor
by January 31, 2017.
The notice doesn't give any indication that we need to wait until a certain time to generate the statements.
See attached.

We do see a "Pre-Generated Donor Statements" pdf, but it is for 2015.

That's what the annual letter has always said. It used to be that the ward always knew whether all donations had been processed. If a new donation came in the mail that was post dated before the end of the year you could just print a new statement. However, statements can now include donations from other units and we have no way of knowing if someone mailed a donation to another unit (for a missionary for instance) and it hasn't yet been deposited. So even though there is no instruction to do so, it may be wiser to wait at least another week or so before generating and printing them just to make sure all donations have been processed and show up.

It's probably also less load on the church servers if we wait for the pre-generated statements rather than generating them ourselves. The pre-generated statements will also omit those who have indicated they will print their own statements so there should be fewer to mail or deliver.

Overall, I'd recommend waiting for the pre-generated statements.

However, having said that, I just tried and I was able to generate my own statement for 2016 so it is possible. Have you tried to just do one or two? Perhaps the problem is how many you're trying to generate at once.

eblood66 wrote:That's what the annual letter has always said. It used to be that the ward always knew whether all donations had been processed. If a new donation came in the mail that was post dated before the end of the year you could just print a new statement. However, statements can now include donations from other units and we have no way of knowing if someone mailed a donation to another unit (for a missionary for instance) and it hasn't yet been deposited. So even though there is no instruction to do so, it may be wiser to wait at least another week or so before generating and printing them just to make sure all donations have been processed and show up.

It's probably also less load on the church servers if we wait for the pre-generated statements rather than generating them ourselves. The pre-generated statements will also omit those who have indicated they will print their own statements so there should be fewer to mail or deliver.

Overall, I'd recommend waiting for the pre-generated statements.

However, having said that, I just tried and I was able to generate my own statement for 2016 so it is possible. Have you tried to just do one or two? Perhaps the problem is how many you're trying to generate at once.

Thanks for the insight, We'll most likely just wait now.
I have tried to generate just one at a time, it takes about 10 minutes before it says that it was not generated and to try again. I have tried 3 times with about an hr in between each time.
Since you had success, I'll go ahead and try it one more time.

My Finance clerk and I have been trying to figure this out for a whole week. The website keeps timing out if we try to generate multiple statements. It would be nice to have more communication from salt lake to Bishop's, Ward Clerks, and Finance Clerks if they will be automatically generated on the 19th or not. I saw the December 15th PDF which just shows the dates to submit the declaration by and to hand out statements by. I guess if its the 19th we will have 2 Sundays to hand them all out. We usually have to mail quite a few out so we will have to get them out quickly this year.

eblood66 wrote:It used to be that the ward always knew whether all donations had been processed.

Almost always. I've had checks submitted on time get returned in January for NSF. It's just prudent to let the dust settle after the year end before printing anything marked "official".

BTW, if I try to print my own statements from lds.org, 2016 doesn't show up yet. I would imagine when CHQ throws the switch, all the 2016 statements will appear both in LCR and lds.org on the same day. Just a hunch, but it might save you time checking to see if they are available over letting LCR timeout.

I was able to generate my own statement quickly but waited several minutes to generate other member's without success.

jeffreyshawnjames wrote:I was able to generate my own statement quickly but waited several minutes to generate other member's without success.

When was your last donation? Was it more then 20 days ago?

I was going to try and see if it would let me print the statements today but the "Year End Statements" tab under finance / tithing settlement of lcr is now gone. I have had a few members asking where their statement is because in previous years we would have had them signed and most handed out by now.

I've noticed that I can now print a 2016 tax statement from the on-line donation screen. So it should be coming soon.

I don't think it would be improper to post the email leaders recently received:

MLSSupport wrote:Dear Leader,

You have now received the pre-generated year-end tax statements in Leader Clerk Resources (LCR). As instructed in the December 15th letter from the Presiding Bishopric, please print these statements and give them to each donor. To print the statements, go to the Finance menu in LCR and click Tithing Settlement. On the Year-End Statements tab, print the pre-generated donor statements.

Some wards have already printed 2016 tax statements in LCR. Unfortunately, some of the ward-generated statements have some inconsistencies. Because of this, please distribute the new statements to your members and ask that any previously distributed statements be destroyed. We have also removed the ability for the ward to generate a tax statement and all ward-generated reports have been removed from LCR.

Donors may also choose to generate an official tax statement using the online donation system at LDS.org.

If you need to generate new statements, other than those included in the pre-generated statements, you may contact the Global Service Center (mlssupport@ldschurch.org, 801-240-3500 or 855-537-4357).

We appreciate your service.

Still has not showed up for us yet.

showseason wrote:Still has not showed up for us yet.

Yeah, it's probably close. I can get my personal one now.

The link to the Official US Tax Statements now shows for our ward, I'm headed to the church to print and hopefully get most handed out today at church.

Am I reading this email correctly? Is it now the stake's job to print the tax statements for every member of the stake?

Every Bishop and ward clerk has access to LCR where they can print the statements.

So when the letter says that the ability of a ward to "generate a tax statement" has been removed from LCR, that doesn't mean that the ability of a ward to *print* a tax statement has been removed from LCR? Generating is distinct from printing, is that right?

chrisgrant wrote:So when the letter says that the ability of a ward to "generate a tax statement" has been removed from LCR, that doesn't mean that the ability of a ward to *print* a tax statement has been removed from LCR? Generating is distinct from printing, is that right?

It means the ward can't generate individual statements. It has to use the pre-generated statements.

I am also on the tithing settlement page for year end statements 2017. The pre-generated link is not populated, and when I try to generate a statement, I cannot select the 2017 tax year. How long must I wait to access the end of year statement?

Looking unthread, they didn't start appearing until the 14th. That was two Sundays and a work week - almost 3 Sundays into the new year. Depending on how the church schedules, I'd expect to see them appear sometime between now and the 20th.

I am unable to see the Pre- Generate Tax statements link to print the Tax Statements. Tithing settlement is closed out and submitted. Please advise.

JamesOchenrider wrote:I am unable to see the Pre- Generate Tax statements link to print the Tax Statements. Tithing settlement is closed out and submitted. Please advise.

You just have to wait until CHQ generates them. There isn't anything you can do to hurry that up. Our guess it that it will happen sometime this week but that's just a guess. Statement generation doesn't depend on whether the tithing settlement report has been submitted or not.

I need to pile-on this issue. Stake is pushing for compliance and I can't comply. WOCHQ.

txlandmind wrote:Stake is pushing for compliance

Compliance with what? I'm not sure what the deadline is, but for W-2, it's the by the end of January.
We still have 2 Sundays to go. My prediction is that it will show up sometime this week.

Goodness we have become an impatient bunch...

The financial training instructs us to print and distribute tax statements to members by Jan 31. It also states said tax statements will be available online "before Jan 31." We hand most out at church and then mail any that are not handed out by Jan 31.

txlandmind wrote:I need to pile-on this issue. Stake is pushing for compliance and I can't comply. WOCHQ.

I think you or your stake leaders are confusing the submission of the Tithing Declaration Report (due 15 Jan 2018) with the printing of the pregenerated tax statements (31 Jan 2018). My stake clerk just received an email that says some units in our stake have not yet submitted their TDR, and the clerk has forwarded that reminder on to all units in the stake. So yes, the stake should be pushing for compliance of the submission of the TDR by 15 Jan 2018.

davesudweeks wrote:Goodness we have become an impatient bunch...

I received an email a short time ago telling me that the U.S. Tax Statement is available. It is.