Step by Step

Annual Charitable Cash Contributions Official Tax Summary Statement

Policy and Principles

The Annual Charitable Cash Contributions Official Tax Summary Statement is a record of contributions made to the Church by a donor to more than one unit. This statement provides one statement for the donor regardless of where the donation was made. In the past, donors would have to obtain a tax-valid donation statement from each unit to which he or she donated.

This statement is sent every January, so it is accessible to donors in time for filing personal tax returns. Note that these statements are produced only for donors in the United States who have donated.

LCR Procedures

  1. From Leader and Clerk Resources, click Finance and then click Tithing Declaration. From the “Year End Statement” tab, print the pre-generated donor statements.
  2. In the “Pre-generated Donor Statements” section, click the link to view the pre-generated statements. Pre-generated statements will be available before January 31.