This checklist guides you through the essential steps to complete your end-of-year Offering process in ParishSOFT. It includes key tasks such as entering contributions, closing batches, and generating statements or receipts. Follow these steps to ensure accuracy and compliance, and use the additional resources as needed for guidance.
Ensure All Contributions Are Entered
☑️ Ensure that all tax-deductible contributions are entered into the Family Suite Offering Module.
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☑️ Don’t forget to import your online giving contributions into Offering
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Export Contributions from ParishSOFT Giving (if applicable)
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If you use ParishSOFT Giving, complete the following steps based on your setup:
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Without ChMS Integration
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➡️ Export all contributions for the year.
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With ChMS Integration
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➡️ Review and correct any sync errors:
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Close All Batches
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☑️ Ensure all Open and In Review batches are closed
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Troubleshooting:
- ➡️ If you encounter issues closing a batch, refer to:
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Generate Contribution Statements or Tax Receipts
- Once all contributions are entered and batches are closed, generate the necessary end-of-year documents:
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For US Organizations:
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For Canadian Organizations
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- Once all contributions are entered and batches are closed, generate the necessary end-of-year documents:
Additional Resources
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Customize Statements or Receipts
Do you need to tailor your contribution statements or tax receipts? Customize details such as the Body of Statement, Letterhead, or Signature Image to align with your organization’s branding.
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Troubleshooting Statements or Receipts
Are you encountering difficulties with your statements or tax receipts
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Webinar Recordings
Watch recorded training sessions for a detailed walkthrough of the end-of-year process:
Updated