Changing a prior year donation

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RussAlbert
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Joined: Sun Jan 31, 2016 5:03 pm

Changing a prior year donation

Postby RussAlbert » Tue Feb 02, 2016 8:04 pm

I had a Mother of a Missionary ask on 1/31/16 if it was possible to change a donation made in July 2015. Apparently when they donated a large sum for their daughter's mission, they did one donation slip with their name on it, which included 2 checks. One check from the parents for $6800 and another check apparently from an Uncle who lives outside the ward for $400. The Mother was contacted by the Uncle who wondered why his $400 donation did not show up on his 2015 Tax Summary and wanted to get a Summary from our ward. First, is it possible to go back into 2015 at this point and change a donation from July 2015? Second, since only one donation slip was originally prepared would it be appropriate to change the donation if possible and create a new 2nd slip for the Uncle. We have the Uncle's membership # as well. I'm a new finance clerk so any assistance would be greatly appreciated.

lajackson
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Re: Changing a prior year donation

Postby lajackson » Wed Feb 03, 2016 8:57 am

RussAlbert wrote:Second, since only one donation slip was originally prepared would it be appropriate to change the donation if possible and create a new 2nd slip for the Uncle.

I would think that since you know there were two checks, it would be acceptable to create a new 2nd slip for the uncle. You can do that by going to the July batch and editing the mother's contribution by reducing her contribution by $400 and then adding the 2nd slip for $400.

You will need to reprint receipts and tithing reports afterward so that they will be correct.

It would have been helpful if the mother had indicated last July that the two contributions should be recorded separately, but since she is requesting the change now, I do not see a problem in making it.


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