Generating Tax Statements

Summary: This article reviews how to generate and send Tax Statements in Tithely. Admins should be aware that Tax Statements should be generated no earlier than the 16th of January to include all giving from 2025. Note that only donations to funds that are tax-deductible will be included in statements.

How to View, Email, and Print Generated Statements

Once your statements have finished generating, you will receive an email notification as well as be able to view them from the Tax Statements tab. 

1. Login to your Tithely account.
2. Go to Bulk Tasks and Merge duplicate People profiles. Here is a step by step walkthrough: Here
   Note: Do not delete People profile for any reason, always merge. 
3. Select Giving from the left-hand menu.
4. Select Tax Statements from the Giving menu.
5. Select the tax statement batch Date Range from the Previous section to get started.
   Note: The Previous section is sorted by most recently generated statements, not by the date of the statements themselves.
   
    
6. Select if you would like to Print all, Email all, or print for an individual, or email to an individual.
   • Print All
     This will immediately open a new window in your browser and allow you to set printer settings and print.
   • Send Tax Statements To All
     This option will prompt you to select how to treat donors who do not have an email address in their profile.
     You will be able to add an email address for all donors on the next screen.
     For any donor, for whom you do not have an address simply leave the area blank and a printed statement will be generated for those donors.
   • Print for an individual
     Select the print icon in line with a donor's name. This will immediately open a new window in your browser and allow you to set printer settings and print.
   • Send an email to an individual 
     Select the paper airplane icon in line with a donor's name. This will allow you to immediately send a tax statement to this individual.
     
      
     Note: If in place of a paper airplane icon you see a yellow triangle this means an email is missing or invalid. You will be able to update this donor's email by selecting the yellow triangle. This updated email will apply to their user profile in the People area of Tithely as well.