Where is the tax summary statement?

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drepouille
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Where is the tax summary statement?

Postby drepouille » Sat Jan 26, 2013 9:30 am

I received the following message on the stake MLS, but cannot find this statement.

An important document is posted in FINANCES > FINANCE STATEMENTS > ANNUAL CHARITABLE CASH CONTRIBUTIONS OFFICIAL TAX SUMMARY STATEMENT
requiring your immediate attention.
Dana Repouille, Plattsmouth, Nebraska

allenjpl
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Re: Where is the tax summary statement?

Postby allenjpl » Sat Jan 26, 2013 9:43 am

We got that message on the ward MLS, too, but it's nowhere to be found. I even tried searching through the MLS files on the hard drive, but no dice.

lajackson
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Re: Where is the tax summary statement?

Postby lajackson » Sat Jan 26, 2013 2:54 pm

This very important document is missing here, too. I wonder where it is actually hiding.

serick224
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Ann. Charitable Cash Contr. Official Tax Summary Statement

Postby serick224 » Sun Jan 27, 2013 5:13 pm

MLS tells me that every year a report is supposed to show up called the Annual Charitable Cash Contributions Official Tax Summary Statement in the Finance Statements section. The message even has a screenshot, showing it showing up under a folder named "Official Tax Summary Statement." The problem is that I'm not seeing the report, nor the folder.

:confused:

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aebrown
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Re: Ann. Charitable Cash Contr. Official Tax Summary Stateme

Postby aebrown » Sun Jan 27, 2013 5:59 pm

serick224 wrote:MLS tells me that every year a report is supposed to show up called the Annual Charitable Cash Contributions Official Tax Summary Statement in the Finance Statements section.

[Moderator note: I moved your post into the existing topic for this issue.]

I didn't see anything in the MLS message about "every year"; this is the first time I recall a message like this. And as other posters have noted, the statement does not appear to be in the Financial Statements section. My guess is that the MLS message got sent out a bit early and that we'll see the statement soon.

lajackson
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Re: Where is the tax summary statement?

Postby lajackson » Mon Jan 28, 2013 1:54 pm

drepouille wrote:I received the following message on the stake MLS, but cannot find this statement.

An important document is posted in FINANCES > FINANCE STATEMENTS > ANNUAL CHARITABLE CASH CONTRIBUTIONS OFFICIAL TAX SUMMARY STATEMENT
requiring your immediate attention.

The message preceded the statement. When I called this afternoon, the Global Service Center said the statement is queued to go out at 8:00 pm this evening (Monday), "along with a whole bunch of financial files" for our stake.

I asked if that was just for us, or if the files were queued for other units, as well. She said that at the very least "there are a lot of units in your area" that had financial files pending for the next Send/Receive. As usual, aebrown got it right.

Should be an interesting week.

allenjpl
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Re: Where is the tax summary statement?

Postby allenjpl » Mon Jan 28, 2013 2:24 pm

lajackson wrote:
drepouille wrote:I received the following message on the stake MLS, but cannot find this statement.

An important document is posted in FINANCES > FINANCE STATEMENTS > ANNUAL CHARITABLE CASH CONTRIBUTIONS OFFICIAL TAX SUMMARY STATEMENT
requiring your immediate attention.

The message preceded the statement. When I called this afternoon, the Global Service Center said the statement is queued to go out at 8:00 pm this evening (Monday), "along with a whole bunch of financial files" for our stake.

I asked if that was just for us, or if the files were queued for other units, as well. She said that at the very least "there are a lot of units in your area" that had financial files pending for the next Send/Receive. As usual, aebrown got it right.

Should be an interesting week.


Thanks for the update. I just hope that the attention that I'm supposed to immediately pay to this very important document isn't supposed to occur before January 31.

allenjpl
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Re: Where is the tax summary statement?

Postby allenjpl » Wed Jan 30, 2013 9:50 pm

The eagle has landed. And I'm not too thrilled about it.

The Official Tax Summary Statement is the donation record that we were promised back during the CUBS changeover in 2010. That is, it is a record of all the donations a member has made during the calendar year, if they made them to multiple units. Rather then mailing them out directly, it appears that CHQ will be sending them to the current unit of record for distribution to the member. There is nothing in the instructions that indicates whether we are supposed to distribute these prior to January 31, or if it will be an audit exception if we don't, seeing as the member's address are printed on the statement, and are thus available. I'm assuming they are in the ideal position for a #10 windowed envelope.

RossEvans
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Re: Where is the tax summary statement?

Postby RossEvans » Fri Feb 01, 2013 3:30 pm

allenjpl wrote: I'm assuming they are in the ideal position for a #10 windowed envelope.


That may not be a good assumption. See this thread.

Since you are one of the few people who have seen this new statement format, perhaps you can try folding a sample to see if it fits such an envelope window and let us know.

aclawson
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Re: Where is the tax summary statement?

Postby aclawson » Sun Feb 03, 2013 12:03 pm

I have attached one of the letters here.
Attachments
NewDoc.pdf
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