Use this advanced checklist to further personalize, refine, and improve the reach of your end‑of‑year contribution statements or tax receipts in ParishSOFT Offering. This checklist focuses on enhancements and configuration options, not basic preparation steps.

Purpose of This Checklist

This checklist is intended for organizations that:

• Have already completed basic end‑of‑year preparation
• Want to personalize statements or receipts
• Need greater control over report content, filters, and delivery options

For foundational steps, refer to the Offering End of Year: Basic Checklist.

Customize Statement and Receipt Content

Use Donor Report content options to tailor how your statements or receipts appear.

Body of Statement

Add or edit a custom message that prints on statements or tax receipts.

• How to create a body of statement
• How to edit or view an existing body of statement

Signature Image

Add or remove a signature image that appears on statements or receipts.

• How to add or remove a signature image

Letterhead Graphic

Include a letterhead graphic on statements or receipts, if desired.

• How to add a letterhead graphic

Printed Name

Control the printed name that appears on statements or receipts.

• How to add or edit a printed name

Mailing Name Selection

Choose which member name prints on the statement or receipt.

• How to select which member name prints on a statement

Manage Compliance and Disclaimers (US Organizations)

If your organization is located in the United States, you can manage the IRS Disclaimer that appears on donor statements.

• How to manage the IRS Disclaimer donor statement option
• Diocesan Manager equivalents are available

Apply Advanced Report Filters

Use Donor Report filters to control which records are included when generating statements or receipts, such as:

• Specific payment types
• Non‑tax‑deductible contributions
• Other contribution‑level criteria
• How to configure filters for donor reports

Special End‑of‑Year Scenarios

Statements for Contributions of $250 or More

Generate statements that meet requirements for contributions totaling $250 or more.

• How to generate contribution statements for $250 or more

Alternative Statement Formats

Additional statement options are available, including:

• Printing a contribution statement for a single family or member
• Generating a year‑end statement that includes totals only, without contribution details

Electronic Statement Delivery

If donors prefer electronic delivery:

• Enable E‑Statements through My Own Church
• Provide guidance to parishioners on accessing electronic statements
• How to make E‑Statements accessible through My Own Church
• How to market My Own Church

Audit Family Data Before Final Output

Before generating final statements or receipts, audit family data to ensure accuracy.

• How to audit family names and addresses using Donor Reports

Additional Help

For more assistance with end‑of‑year processing, see End of Year Resources.