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.
Follow the below steps to 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