Official tax receipts

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
deantieleman
New Member
Posts: 3
Joined: Sun Dec 11, 2016 3:32 pm

Official tax receipts

Postby deantieleman » Sun Dec 11, 2016 3:36 pm

I have a member who is being audited by the Canadian federal government. They require an official Church tax receipt from 2014. How can I obtain one?

lajackson
Community Moderators
Posts: 7009
Joined: Mon Mar 17, 2008 9:27 pm
Location: US

Re: Official tax receipts

Postby lajackson » Sun Dec 11, 2016 7:22 pm

deantieleman wrote:I have a member who is being audited by the Canadian federal government. They require an official Church tax receipt from 2014. How can I obtain one?

You might still have it in MLS, as I think the Canadian financial data retention period is longer than three years. If not, contact your area office for instructions. As you already know, Canadian tax statements require a special form.

deantieleman
New Member
Posts: 3
Joined: Sun Dec 11, 2016 3:32 pm

Re: Official tax receipts

Postby deantieleman » Sun Dec 11, 2016 7:42 pm

What I have on MLS is not an "official" tax receipt. It's just a statement. That's my problem. Thanks for the suggestion.

lajackson
Community Moderators
Posts: 7009
Joined: Mon Mar 17, 2008 9:27 pm
Location: US

Re: Official tax receipts

Postby lajackson » Sun Dec 11, 2016 9:18 pm

Go into the tithing settlement area of MLS and try to print a prior year.

deantieleman
New Member
Posts: 3
Joined: Sun Dec 11, 2016 3:32 pm

Re: Official tax receipts

Postby deantieleman » Sun Dec 11, 2016 9:30 pm

I already did that, but the government wants the official tax receipt. The one I print out in January after tithing settlement is complete.

russellhltn
Community Administrator
Posts: 22550
Joined: Sat Jan 20, 2007 2:53 pm
Location: U.S.

Re: Official tax receipts

Postby russellhltn » Sun Dec 11, 2016 9:59 pm

Based on my test install:

From the toolbar in ward MLS program: Finance > Finance Reports > Donor Statements.

Set Fiscal Year to 2014.
Set Type of Report to Official Tax Statements (Canada)

Does that work?
Have you searched the Wiki?
Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.


Return to “Local Unit Finance”

Who is online

Users browsing this forum: BrettMiller and 1 guest