Alan_Brown wrote:There won't be multiple summaries for the same donor. That's the beauty of associating all donations with a membership record number -- there can only be one per member.
The Q&A at the end of the CUBS EDOC.pdf that I received indicates that members who have donated in more than unit during the year will receive a statement directly from Church headquarters.
Does this mean that the donors will receive a tax statement from Chruch headquarters for all donations made AND a statement from their current ward for donations made since they moved in?
It sounds like we don't have to manager tax statements for donations made by members that are no longer in the unit? (Previously there were mailed to the last known address.) If Chruch headquartes is sending out a statement for all donations made by donors that are no longer in my the unit, can I assume that we only have to worry about providing tax statements to those members that are in our unit as of Dec. 31?
So in reality, we have not eliminated multiple summaries for the same donor, just greatly reduced them. Any one that moved in the middle of the year will get a tax statement from thier current unit (for donations made since moving in) and a second one from Church headquarters.