Annual Charitable Cash Contributions Official Tax Summary

Discuss basic duties of stake and ward clerks, including where to begin.
crowleyal
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Joined: Sun Jan 26, 2014 12:39 pm

Annual Charitable Cash Contributions Official Tax Summary

Postby crowleyal » Sun Jan 26, 2014 12:48 pm

Hi,
A few things:

1. For members' end of year tax summaries, we should be distributing the form described at the page in clerk resources called "Annual Charitable Cash Contributions Official Tax Summary Statement," correct? (find it at: https://www.lds.org/callings/melchizede ... t?lang=eng).
2. It seems like a number of people do not know about this "new form" and have been asking for the old form (called "Annual Charitable Cash Contributions") that showed only the donations in the ward that they are currently a member of. When they come asking for their tax summary from their previous ward, should we just print off the "new" form or send them back to their ward clerk to have him print it?
3. Does the bishop need to sign the "new" form? He did on the "old" one, but I assume that the Treasury Division Representative's signature replaces the Bishop's signature on the "new" form, correct?

Thanks!

jdlessley
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Joined: Sun Mar 16, 2008 11:30 pm
Location: USA, TX

Re: Annual Charitable Cash Contributions Official Tax Summar

Postby jdlessley » Sun Jan 26, 2014 2:41 pm

crowleyal wrote:1. For members' end of year tax summaries, we should be distributing the form described at the page in clerk resources called "Annual Charitable Cash Contributions Official Tax Summary Statement," correct?

That form is for members donating to more than one unit during the year. Check MLS in Finance | Finance Statements |Official Tax Summary Statement for the forms. All other members of the ward should get the tax valid statement, "Official Tax Statement ..." printed from Finance | Tithing Settlement | Donor Statements.

crowleyal wrote:2. It seems like a number of people do not know about this "new form" and have been asking for the old form (called "Annual Charitable Cash Contributions") that showed only the donations in the ward that they are currently a member of.

The form a member gets is determined by whether he/she has made contributions to another unit or not. Some members contributing to more than one unit may get the Annual Charitable Cash Contributions Official Tax Summary Statement as well as the local Official Tax Statement to ensure all donations contributed are included. But members only contributing to their current ward will only get the local Official Tax Statement.

crowleyal wrote:When they come asking for their tax summary from their previous ward, should we just print off the "new" form or send them back to their ward clerk to have him print it?

Members need only go to their ward clerk or ward finance clerk for the applicable form. They do not need to contact their previous ward.

crowleyal wrote:3. Does the bishop need to sign the "new" form?

No. The "Annual Charitable Cash Contributions Official Tax Summary Statement" is sent from headquarters and is a PDF file. All that needs to be done is to print it and distribute it. The form has already been signed by the Treasury Services Division Representative.

Note that the information I have given is valid for the United States and Canada. The forms and procedures in other areas may vary. Contact your area office for your area's forms and procedures.
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?

crowleyal
New Member
Posts: 2
Joined: Sun Jan 26, 2014 12:39 pm

Re: Annual Charitable Cash Contributions Official Tax Summar

Postby crowleyal » Sun Jan 26, 2014 11:05 pm

Thank you very much for your help! I should have mentioned that I am in a YSA ward in which the majority of members did live in multiple units during 2013, and have had previous members of the ward come asking for their tax summaries for donations that they made while in my ward. This was the reason for question #2.

Given your responses, it sounds like I should check which members were in the ward for all of 2013 and give them the local tax summary, correct? (I printed all of the "new" form that I referenced already.)

jdlessley
Community Moderators
Posts: 6526
Joined: Sun Mar 16, 2008 11:30 pm
Location: USA, TX

Re: Annual Charitable Cash Contributions Official Tax Summar

Postby jdlessley » Mon Jan 27, 2014 10:30 am

crowleyal wrote:Given your responses, it sounds like I should check which members were in the ward for all of 2013 and give them the local tax summary, correct?

Correct.
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?


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