Correcting official tax statement

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drepouille
Senior Member
Posts: 1731
Joined: Sun Jul 01, 2007 5:06 pm
Location: Plattsmouth, NE
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Correcting official tax statement

Postby drepouille » Wed Feb 14, 2018 4:02 pm

One of our unit audits had an exception on this audit check: "Not all disagreements between members’ donation records and the unit’s donation records have been settled to everyone’s satisfaction."
The auditor explained: "Donation corrected during Tithing Settlement between Tithing and Fast Offering. End of year statement given by the Church still had the money designated in the wrong account."
Does it require a call to Local Unit Support to obtain a corrected tax statement for the member? I would have guessed they could simply regenerate the tax statement after the donation batch was corrected.
Dana Repouille, Plattsmouth, Nebraska

eblood66
Senior Member
Posts: 2859
Joined: Mon Sep 24, 2007 8:17 am
Location: Cumming, GA, USA

Re: Correcting official tax statement

Postby eblood66 » Wed Feb 14, 2018 7:52 pm

The unit just needs to use the Generate Individual Statement button to generate a new corrected statement after the correction has been made.


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