Federal Donor Statement

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fergie34-p40
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Federal Donor Statement

Postby fergie34-p40 » Sat Nov 22, 2008 4:59 pm

Can anyone tell me what happened to the Federal Donor Statement in MLS 9.2.3? I have not been able to locate it anywhere in the system. Was it removed, lost, misplaced, or is CHQ taking over the mailing of the tax statements for members? :confused:
Robert Ferguson
South Shore Ward, Plainview New York Stake

russellhltn
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Postby russellhltn » Sat Nov 22, 2008 6:13 pm

I can only run 2.9.1 on my test system, but it is a bit hidden.

From the toolbar:
Finance > Finance Reports > Donor Statements

Change "Type of Report" to the appropriate "Official Tax statements". Check that the "Fiscal Year" is set right for the desired report.
Have you searched the Wiki?
Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.

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fergie34-p40
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Postby fergie34-p40 » Sat Nov 22, 2008 9:16 pm

Thanks for the info. I will check it out in the morning when I get into church.
Robert Ferguson
South Shore Ward, Plainview New York Stake

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Mikerowaved
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Postby Mikerowaved » Sun Nov 23, 2008 6:15 am

I'm hoping that you are just eager to get prepared and not planning on sending these out until January. :)
So we can better help you, please edit your Profile to include your general location.

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fergie34-p40
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Postby fergie34-p40 » Sun Nov 23, 2008 11:42 am

Two things first, it's MLS 9.2.1 not 9.2.3 this was my mistake. Second yes I was just showing another asst. clerk how to do things and was not able to find the tax statement.

I would like to see one thing added to the next MLS update. Would it be possible to have a members tithing information (or copy) transfered with the members records? I think this would make the settlement easier for the members and the bishop/branch president at the end of the year.

Thanks for all the help.
Robert Ferguson
South Shore Ward, Plainview New York Stake

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aebrown
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Postby aebrown » Sun Nov 23, 2008 12:11 pm

fergie34 wrote:Two things first, it's MLS 9.2.1 not 9.2.3 this was my mistake. Second yes I was just showing another asst. clerk how to do things and was not able to find the tax statement.

I would like to see one thing added to the next MLS update. Would it be possible to have a members tithing information (or copy) transfered with the members records? I think this would make the settlement easier for the members and the bishop/branch president at the end of the year.

Thanks for all the help.


You're not the first person to request this, and it would indeed be helpful. But implementing it would require far more than an MLS update -- it would be a big change to the database systems at the Church. So I wouldn't expect it soon.

In the meantime, you might find some helpful advice in these threads:
Moved Out Members & Tithing Statements
Year End donation reports

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mkmurray
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Postby mkmurray » Sun Nov 23, 2008 4:06 pm

fergie34 wrote:Two things first, it's MLS 9.2.1 not 9.2.3 this was my mistake.

Also, I have never seen anyone refer to the MLS version in this format. The most common format for the MLS version number you are speaking of would MLS 2.9.1.

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fergie34-p40
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Postby fergie34-p40 » Sun Nov 23, 2008 4:10 pm

Yes it is MLS 2.9.1 Sorry about that. :D
Robert Ferguson
South Shore Ward, Plainview New York Stake


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