Summary: This guide walks you through the process of customizing the cover letter for donor tax statements, allowing you to show appreciation, meet legal requirements, and personalize fields such as the title, description, church details, staff member information, and signature image.
Before You Begin
- You must have the necessary permissions to access Tithely Giving and Tax Statements.
- Have the required church information and the Signature Image (uploaded as an image file) ready.
- Disclaimer: Tithely cannot provide legal or accounting advice; consult a certified accountant for tax compliance guidance.
Step-by-Step Instructions
- Log in to your Tithely account.
- Click Giving.
- Select Tax Statements.
- Start a New or Regenerate a Previous Batch:
- New Batch: Click Generate Statements.
- Previous Batch: Click Regenerate Tax Statements under the Previous section.
- Edit your cover letter details. Click Continue to Cover Letter Details to access the editor.
- Personalize the following fields:
- Cover Letter Title and Cover Letter Description
- Church Name, Church Tax ID, Church Address
- Staff Member Name and Staff Member Position
- Signature Image (must be uploaded as an image file)
- Select the Statement Type.
- Click Generate Tax Statements to complete the process.
Troubleshooting & FAQs
- Why is customizing the cover letter important? It's a great way to reinforce the connection with your donors by thanking them and highlighting the impact of their giving, making tax season more personal and meaningful.
- Can I upload a typed signature? No, the Signature Image must be uploaded as an image file (e.g., a scan of a handwritten signature).
- Where do I select the date range for the statements? The date range is typically selected in the initial steps before you get to the Cover Letter Details screen (implied in Step 4).