Federal Donor Statement
- fergie34-p40
- New Member
- Posts: 46
- Joined: Sun Feb 03, 2008 12:34 pm
- Location: Mastic, New York
Federal Donor Statement
Can anyone tell me what happened to the Federal Donor Statement in MLS 9.2.3? I have not been able to locate it anywhere in the system. Was it removed, lost, misplaced, or is CHQ taking over the mailing of the tax statements for members?
Robert Ferguson
South Shore Ward, Plainview New York Stake
South Shore Ward, Plainview New York Stake
-
- Community Administrator
- Posts: 34487
- Joined: Sat Jan 20, 2007 2:53 pm
- Location: U.S.
I can only run 2.9.1 on my test system, but it is a bit hidden.
From the toolbar:
Finance > Finance Reports > Donor Statements
Change "Type of Report" to the appropriate "Official Tax statements". Check that the "Fiscal Year" is set right for the desired report.
From the toolbar:
Finance > Finance Reports > Donor Statements
Change "Type of Report" to the appropriate "Official Tax statements". Check that the "Fiscal Year" is set right for the desired report.
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.
So we can better help you, please edit your Profile to include your general location.
- fergie34-p40
- New Member
- Posts: 46
- Joined: Sun Feb 03, 2008 12:34 pm
- Location: Mastic, New York
- Mikerowaved
- Community Moderators
- Posts: 4740
- Joined: Sun Dec 23, 2007 12:56 am
- Location: Layton, UT
I'm hoping that you are just eager to get prepared and not planning on sending these out until January.
So we can better help you, please edit your Profile to include your general location.
- fergie34-p40
- New Member
- Posts: 46
- Joined: Sun Feb 03, 2008 12:34 pm
- Location: Mastic, New York
Two things first, it's MLS 9.2.1 not 9.2.3 this was my mistake. Second yes I was just showing another asst. clerk how to do things and was not able to find the tax statement.
I would like to see one thing added to the next MLS update. Would it be possible to have a members tithing information (or copy) transfered with the members records? I think this would make the settlement easier for the members and the bishop/branch president at the end of the year.
Thanks for all the help.
I would like to see one thing added to the next MLS update. Would it be possible to have a members tithing information (or copy) transfered with the members records? I think this would make the settlement easier for the members and the bishop/branch president at the end of the year.
Thanks for all the help.
Robert Ferguson
South Shore Ward, Plainview New York Stake
South Shore Ward, Plainview New York Stake
- aebrown
- Community Administrator
- Posts: 15153
- Joined: Tue Nov 27, 2007 8:48 pm
- Location: Draper, Utah
fergie34 wrote:Two things first, it's MLS 9.2.1 not 9.2.3 this was my mistake. Second yes I was just showing another asst. clerk how to do things and was not able to find the tax statement.
I would like to see one thing added to the next MLS update. Would it be possible to have a members tithing information (or copy) transfered with the members records? I think this would make the settlement easier for the members and the bishop/branch president at the end of the year.
Thanks for all the help.
You're not the first person to request this, and it would indeed be helpful. But implementing it would require far more than an MLS update -- it would be a big change to the database systems at the Church. So I wouldn't expect it soon.
In the meantime, you might find some helpful advice in these threads:
Moved Out Members & Tithing Statements
Year End donation reports
- mkmurray
- Senior Member
- Posts: 3266
- Joined: Tue Jan 23, 2007 9:56 pm
- Location: Utah
- Contact:
- fergie34-p40
- New Member
- Posts: 46
- Joined: Sun Feb 03, 2008 12:34 pm
- Location: Mastic, New York