Tithing Donor statement contributions

Hello - can someone tell me if member donor statements are required to be sent to each member via mail come January?

Thanks.

Based on the LCR instructions in the Help Center we only need to send the statements that are included in the pre-generated document provided by CHQ. This document will not include those who have indicated they will print their own via lds.org.

eblood66 wrote:Based on the LCR instructions in the Help Center we only need to send the statements that are included in the pre-generated document provided by CHQ. This document will not include those who have indicated they will print their own via lds.org.

I don't see any requirement to mail them if they don't stop by and pick them up. I know a number of wards to, but I'm not sure as that's a requirement. If it was, I'm sure the Church would have made that very clear.

russellhltn wrote:I don't see any requirement to mail them if they don't stop by and pick them up. I know a number of wards to, but I'm not sure as that's a requirement. If it was, I'm sure the Church would have made that very clear.

I was addressing the 'all' members part of the question. I agree that there is no requirement to mail statements. However, the Help Center does say they need to be distributed. Personally that implies to me something a bit more active than just making them available for people to pick up. For me mailing them is easier than trying to hand them out at church and we have sufficient budget to handle that. Others may interpret it differently. But there are tax and legal implications so I would recommend making a reasonable effort to get the statements to each donor in some way or the other to avoid problems for the donor and the church.

Thank you. Appreciate the responses.

At least one week before tithing settlement begins, clerks should print and distribute the Donor Statements of Contributions. This statement is not a tax valid statement. The Annual Charitable Cash Contributions Official Tax Summary Statement is sent before January 31st to the ward through LCR or MLS, as appropriate, for those members who have not designated they will print their own statement. This tax valid statement is to be made accessible to a donor in time for filing personal tax returns. There is no requirement to mail the statement or even actively distribute the statement. In the U.S. the IRS has placed the burden on the donor to obtain a donor statement from the charitable organization.

For printing Donor Statements, would it be possible for someone to create a script to insert a cover page for the entire family before the individual contribution lists?

I just ran across something while I was on the 'online donations' page. Under the 'settings' option is the following 'choice', with a 'check box' to select it. I hadn't seen this before and was wondering how I know, as Financial Clerk, that a member has checked the box.
Not knowing of that option, I passed around in P. M today, a form I made up which members could sign, letting me know that they would print their Tax Statements themselves, allowing us the opportunity not to have to print them off for them and get them to them. Now, there *seems* to be a way on the website for them to let us know that we don't have to print them up. Any one out there (I am sure there is someone) that can help me with this?

I'm guessing that impacts the PDF that CHQ generates and sends down to the wards.

waynecooke wrote:Now, there *seems* to be a way on the website for them to let us know that we don't have to print them up. Any one out there (I am sure there is someone) that can help me with this?

There isn't any way to view that status for specific members directly. But as russelhltn suggests, this setting controls whether CHQ includes their statement in the pre-generated document it creates. So as long as you use the pre-generated document rather than generating your own statements then you're already taking that into account.

Maybe I am really out of the loop here, but what is the "pre-generated document" you are referring to?

Login to LCR.
Click the Finance tab.
Click the Tithing Settlement tab.
Under Donor Statements, you will see the Pre-Generated Donor Statements, which is a large PDF that was generated on or about 30 Sep 2017.
Click the Year End Statement tab.
You will see the Pre-Generated Donor Statements PDF that was generated on 31 Dec 2016. On 31 Dec 2017, a new Official US Tax Statement PDF will be generated for you to print and distribute before 31 Jan 2018.

Thank you very much. Will log on Sunday and broaden my level of intelligence.

Why wait for Sunday? I do most of my clerking work at home.

You guys are so smart. Thanks.

When will official donor statements be ready to print? It is January 18 and nothing available yet.

ray1957 wrote:When will official donor statements be ready to print? It is January 18 and nothing available yet.

We haven't been told. But last year it was just before the third Sunday. If that pattern holds true, then I'd expect it in the next day or two.

russellhltn wrote:We haven't been told.

The email I received a short while ago said my U.S. Tax Statement is available. It is.

lajackson wrote:

russellhltn wrote:We haven't been told.

The email I received a short while ago said my U.S. Tax Statement is available. It is.

Neither has reached me yet. But at least it sounds like it's on it's way.

Tax statements for our ward became available today, 19 Jan 2018.

russellhltn wrote:Neither has reached me yet. But at least it sounds like it's on it's way.

The email for me finally arrived Monday, about 3PM Mountain Time.

I suspect the reason it took so long is that I did NOT check the box "My financial statements do not need to be printed by my Ward", so I may have ended up on the "low priority list".

russellhltn wrote:

russellhltn wrote:Neither has reached me yet. But at least it sounds like it's on it's way.

The email for me finally arrived Monday, about 3PM Mountain Time.

I suspect the reason it took so long is that I did NOT check the box "My financial statements do not need to be printed by my Ward", so I may have ended up on the "low priority list".

I DID check the box and I received the email at 3:41pm MT