One of our unit audits had an exception on this audit check: "Not all disagreements between members’ donation records and the unit’s donation records have been settled to everyone’s satisfaction."
The auditor explained: "Donation corrected during Tithing Settlement between Tithing and Fast Offering. End of year statement given by the Church still had the money designated in the wrong account."
Does it require a call to Local Unit Support to obtain a corrected tax statement for the member? I would have guessed they could simply regenerate the tax statement after the donation batch was corrected.
Correcting official tax statement
-
- Senior Member
- Posts: 2859
- Joined: Sun Jul 01, 2007 6:06 pm
- Location: Plattsmouth, NE
Correcting official tax statement
Dana Repouille, Plattsmouth, Nebraska
-
- Senior Member
- Posts: 3908
- Joined: Mon Sep 24, 2007 9:17 am
- Location: Cumming, GA, USA
Re: Correcting official tax statement
The unit just needs to use the Generate Individual Statement button to generate a new corrected statement after the correction has been made.