Correct 2010 Donor Tax Statement

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bookergrey
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Joined: Mon Jan 31, 2011 8:44 am

Correct 2010 Donor Tax Statement

Postby bookergrey » Mon Feb 07, 2011 12:05 am

A 2010 donor contribution was mistakenly placed under another donor's name. The tithing declaration report and year end batch report have been submitted to the stake and transmitted to SLC. I tried to change the batch but the messsage stated batch was closed. The donor check has already cleared.

How can I correct the tax statement to reflect the correct donor?

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aebrown
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Joined: Tue Nov 27, 2007 8:48 pm
Location: Sandy, Utah

Postby aebrown » Mon Feb 07, 2011 5:29 am

bookergrey wrote:A 2010 donor contribution was mistakenly placed under another donor's name. The tithing declaration report and year end batch report have been submitted to the stake and transmitted to SLC. I tried to change the batch but the messsage stated batch was closed. The donor check has already cleared.

How can I correct the tax statement to reflect the correct donor?


Although MLS 3.3 seems to prohibit adding new donation slips to closed batches (see this post), clerks in my stake have adjusted many donations in closed batches to correct the donor name. Make sure you are simply going into the donation slip and changing the donor name. Don't try to delete the old slip and create a new one.
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