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How do I print a Givings Statement
- Date added:
- Sunday, 11 January 2009
- Last revised:
- Thursday, 15 January 2009
Answer
A Givings Statement (aka Tax Statement) is useful to create if you need to report on someones giving for a certain period of time. For example if you are required to produce a monthly statement of givings or yearly for tax purposes just follow these steps:
- Log into Database
- From the Data/Reports Menu select Reports. This will pop up the Reports Menu Page.
- Select Financial Reports which will popup a select list drop down.
- Select Giving Report (Tax Statement) from the Financial Reports drop down then click NEXT.
- This will pop up the “Financial Reports: Giving Report” Screen
- Select the filters from the filters section
- You can filter by family (CTRL + Click will allow multiple families to be selected)
- Set the correct start and end days for the report.
- Select the Fund or All Funds
- Set the Minimum amount
- Change the Report Sentence 2 or 3 if needed to something appropriate for the report. In addition change the Signature Line to the appropriate person.




