Official tax receipts

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deantieleman
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Joined: Sun Dec 11, 2016 3:32 pm

Official tax receipts

#1

Post by deantieleman »

I have a member who is being audited by the Canadian federal government. They require an official Church tax receipt from 2014. How can I obtain one?
lajackson
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Location: US

Re: Official tax receipts

#2

Post by lajackson »

deantieleman wrote:I have a member who is being audited by the Canadian federal government. They require an official Church tax receipt from 2014. How can I obtain one?
You might still have it in MLS, as I think the Canadian financial data retention period is longer than three years. If not, contact your area office for instructions. As you already know, Canadian tax statements require a special form.
deantieleman
New Member
Posts: 3
Joined: Sun Dec 11, 2016 3:32 pm

Re: Official tax receipts

#3

Post by deantieleman »

What I have on MLS is not an "official" tax receipt. It's just a statement. That's my problem. Thanks for the suggestion.
lajackson
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Joined: Mon Mar 17, 2008 10:27 pm
Location: US

Re: Official tax receipts

#4

Post by lajackson »

Go into the tithing settlement area of MLS and try to print a prior year.
deantieleman
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Joined: Sun Dec 11, 2016 3:32 pm

Re: Official tax receipts

#5

Post by deantieleman »

I already did that, but the government wants the official tax receipt. The one I print out in January after tithing settlement is complete.
russellhltn
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Location: U.S.

Re: Official tax receipts

#6

Post by russellhltn »

Based on my test install:

From the toolbar in ward MLS program: Finance > Finance Reports > Donor Statements.

Set Fiscal Year to 2014.
Set Type of Report to Official Tax Statements (Canada)

Does that work?
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
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