When a contribution in a closed or integrated batch has the wrong tax-deductible status, you can't edit it directly. A correction batch updates the Tax Deductible value while keeping accurate financial and audit records.

Correction batches are created from the Contributions page.

Tip: To remove an entire closed batch that was entered in error, an administrator can select Reverse Batch on the Batches page instead of creating a correction batch. For details, see NEW! Reverse Batch Button.

Changing a fund's tax-deductible status does not update past contributions. If those contributions also need the new status, follow these steps. Only contributions in a closed batch, or posted outside a batch, can be updated in a correction batch.

Create a Tax-Deductible Correction Batch

A correction batch has two sets of entries for the selected contributions. Set One reverses the original entries. Set Two re-adds them with the updated tax-deductible status.

1. In ParishSOFT Family Suite, select Offering in the sidebar. Offering opens in a new browser tab.
2. Select Contributions.
3. In the filter panel, enter criteria that find the contributions to correct. To find the contributions in one batch, choose the batch in Batch or enter its ID in BatchID. Each contribution in the batch gets the same new value.
4. To update every contribution for a fund whose status changed, choose the fund in Fund and the date range in From and To. To include only contributions already marked tax-deductible, also select Tax Deductible only.
5. Select Search.
6. Select the checkbox beside each contribution to correct. To select every contribution on the page, select the checkbox in the header row.
7. Select Create Correction Batch in the toolbar at the upper right of the Contributions page.
8. On the Create Correction Batch page, under Edit Values, select Tax Deductible.
9. In Correction Batch Name, enter a name for the batch.
   • To correct an existing batch, use the original batch name followed by "Correction" or "CB".
   • Otherwise, use any memorable name that describes the correction.
10. In Tax Deductible, choose the correct status. In this example, the status changes from yes to no.
    • If you also selected other values under Edit Values, such as Memo, update those fields too. Every selected contribution gets the new values.
11. In Reason, enter the reason for the correction. This field is required.
12. Select Save.
13. When asked to confirm that you want to create the correction batch, select Yes. The batch is created, flagged for review, and the Batch Details page opens.
14. Review the batch. The count is twice the number of selected contributions: for each contribution, one posting backs out the original status with a negative amount and one adds it back with the new status and a positive amount.

Review and Close the Correction Batch

Closing the batch is required for the changes to show on reports.

1. Follow the steps to review a batch.
2. When the batch is accurate, follow the steps to close a batch.

Check the Corrected Entries

1. On the Contributions page, use the filter panel to include both the original and the correction batch, for example, by filtering for the fund.
2. Select Search.
3. Sort by family ID to see the original and correcting entries together.

Note: The original and backing-out entries do not appear on a statement. Only the correcting entry appears.

Updated November 13, 2026 04:41