When to generate a tax statement
You may want to generate a tax statement when:
A member requests their annual giving summary
You are preparing year-end contribution statements
You need a printable or shareable giving record
Tax statements include only deductible contributions.
Open the person’s giving records
Go to People from the left sidebar.
Open the person’s profile.
Click the Giving tab at the top of the profile.
You will see an overview of total giving and a list of individual contributions.
Generate the tax statement
Step-by-step
Inside the Giving tab, click Print statements.
The tax statement preview will open in a new view.
Gracely automatically:
Uses the person’s contact details
Applies the selected time period
Includes only deductible gifts
Review the tax statement
Before printing or sharing, review the details:
Statement includes
Person’s name and address
Church name and address
Statement period
List of contributions with:
Date
Fund
Method
Deductible status
Amount
Total deductible amount
A confirmation note appears at the bottom stating no goods or services were exchanged.
Print or download the statement
Click Print statement to print or save as PDF
Use your browser’s print options to download a copy if needed
This file can be shared digitally or printed for mailing.
Important notes
Only contributions marked as deductible appear
Non-deductible gifts are excluded from totals
Statement data updates automatically if giving records change
Each statement is generated in real time
Best practices
Review giving records before generating statements
Confirm member contact details are up to date
Generate statements after year-end is complete
Use consistent time periods for all members