Tax Statements in Tithely for 2022

by | Jan 18, 2022 | Administration, News, Operations

Originally posted on Tithely

Tithely has exciting new tax updates that make your church’s ability to build out and export donor tax statements easier than ever before. We developed Tax Statements in January 2021 and it was a huge win for churches. Check out these updates:

  • Easily access past statements (no need to regenerate them)
  • Support for merging  duplicate donors in order to send out a single tax statement 
  • Email or print a single statement for a donor from an existing batch
  • Visibility for donors that are missing email addresses if a batch is emailed

Churches were thrilled with the above features we offered. But with 2021 being the first year we supported Tax Statements in the newest Tithely arsenal, there was plenty of feedback regarding how we could iterate on the feature.

One of the biggest requests was to include support for Households. This would allow for multiple people within a Household to receive a single tax statement to use when filing taxes as married filing jointly. For our newest update, we’ve added support for Households within People (which launched earlier this year), and we’ve also made a number of other improvements. The major changes include:

Household Support

When generating or regenerating Tax Statements, you’ll now be able to choose whether you want to generate a single statement for an entire Household, or whether you want to generate an Individual statement for all donors. 

And if you want to generate single statements for Households, but have Household cases where you need statements generated separately (for instance, married filing separately), you can set any given Household within People to generate separate statements for the Household:

Tax Statement PDF

A core part of Tax Statements is the PDF that is generated, and for our latest update, we’ve made a number of great improvements. These include:

  • Optimized for Windowed Envelopes – Cover Letters are now optimized for windowed envelopes to simplify the process of mailing tax statements out.
  • Memo Lines – When there are memos for transactions, they will be included within the list of transactions in the generated PDF
  • Household Optimization – Extra details, like the donor name, are included when a statement is sent for a Household.

Managing Statements

Along with all of the above improvements, we’ve also optimized the process of managing previously generated statements. This includes the addition of the ability to delete past tax statements.


Tax season can already be a stressful time for people – you and your church members included. Tithely’s newest Tax Statement updates relieve some of that stress so you can quickly export the necessary information for the tax year’s donors and move on with the rest of your ministerial duties. 

Learn more now.

Sign Up for Connections, the Worship Facility Newsletter!


A Word on What’s New in 2023

We now have the first month of 2023 behind us, and I can't tell you how excited I am about what we have in store for you throughout the year. We're less than a year into our launch, and already you've shown a huge amount of interest in the content we've provided, week...

Finding the Right Sound System for Your House of Worship

I received a question from a subscriber last week, who asked “What’s the ideal sound system for my house of worship? Line Array or Point Source?" When looking to purchase a new sound system for your sanctuary, there are a number of factors to consider. How do you...

Discover the Facilities Track at CFX Essentials

At the first-ever CFX Essentials mini-conference in Charlotte April 28-29, attendees will be given the full conference experience in a shorter time, for less money. With the shorter amount of time allotted, there will only be two tracks: Production, which we looked at...

How and Why to Start Your Own Church Podcast

Podcasts have become an increasingly popular way to share information and ideas and to make a global impact. Before we talk about the how, let's talk about the why. In this article, we will explore some of the reasons why churches should consider starting a podcast,...