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.
Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
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