This function is for producing the Donation Tax Summary (DTS) reports for New Zealand church members that have given tithe and offerings during the tax year. The reports can be sent by email or printed. The menu will only show when in a New Zealand church, and is available to the Local Church Treasurer role and Conference Administrator role.
Generate all the reports for a specific tax year
- Go to the Income menu, then click Donation Tax Summaries.
- Choose the correct Tax Year from the Tax Year dropdown menu, then click Search.
- This will display a list of all Givers that have transactions in the chosen tax year. The Status will show as "Not Generated" as the reports have not been generated for this year yet.
- Click the Preview button to see a preview of all the DTS reports.
- Check a sample of the reports to ensure the correct receipts are showing.
- Run the Receipt Summary Report for the same date range
- Click the Ok button when finished viewing the report preview.
- If you are ready to produce the DTS reports, click Generate.
- A preview of the reports will be displayed, but this time with the DTS# assigned.
- Click Send & Next to email the reports to givers with an email address entered, and have the reports print for the remaining givers.
- When the reports have been generated, the Status will show as "Generated" and the DTS No. column will show the allocated number.
View reports that have already been generated
- From the Donation Tax Summaries screen, enter the required filters to find the report/s to be viewed.
- Click the Preview button.
Re-print a report
- From the Donation Tax Summaries screen, enter the required filters to find the report/s to be viewed.
- Click the Generate button.
- Follow the steps to email or print the report, which will say REPLACEMENT on it.
Notes
- Receipts will be included on the Donation Tax Summary based on the Transaction Date, not the Period.
- DTS No. field - enter the full DTS number when searching on it, e.g. 000147ACAS