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How to generate a tax statement for a person

Keeping track of each member’s contributions is simple with Gracely. You can generate a tax-statement for any person in just a few clicks.

Support Team avatar
Written by Support Team
Updated over 2 weeks ago

Step-by-Step Guide

  1. Go to People

    • From the left sidebar, click on People.

  2. Find the Person

    • Use the search bar or scroll to find the member.

    • Click the three dots (⋯) next to their name and select Go to profile.

  3. Open the Giving Tab

    • Inside their profile, click on the Giving tab at the top.

  4. Click Print Statement

    • In the top right corner of the Giving section, click Print statement.

  5. Review and Download

    • A full tax statement will be generated, including:

      • Name and address of the church

      • Person’s name

      • All contributions made within the selected year

      • Deductible amount

    • Click the Print statement button to download or print.

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