Who Gets Tax Statements For 2010?
Posted: Thu Jan 06, 2011 6:10 pm
First off, I understand I need to get Tax Statements to the donors who are present members of the ward.
Concerning donors who are not members of the ward at the end of the year (2010)...
It seems like I read in the instructions that came with CUBS that Tax Statements are now mailed by CHQ to members that have move during the year - meaning that as a Finance Clerk I no longer need to mail partial-year statements to members who moved from our ward during 2010. I'm I remembering/understanding correctly?
It is my understanding that, beyond the members of the ward, I only need to mail Tax Statements to 2010 donors who never lived in the ward during 2010, correct?
Also, is it true that we are not required to provide Tax Statements to anyone (in the ward or out) with a total donation amount less than $200?
Concerning donors who are not members of the ward at the end of the year (2010)...
It seems like I read in the instructions that came with CUBS that Tax Statements are now mailed by CHQ to members that have move during the year - meaning that as a Finance Clerk I no longer need to mail partial-year statements to members who moved from our ward during 2010. I'm I remembering/understanding correctly?
It is my understanding that, beyond the members of the ward, I only need to mail Tax Statements to 2010 donors who never lived in the ward during 2010, correct?
Also, is it true that we are not required to provide Tax Statements to anyone (in the ward or out) with a total donation amount less than $200?