There may be some cleaning up you will need to do before you send out your Annual Giving Statements. We suggest that you review the sections below to ensure that your Giving Statements are completely accurate.
Confirm the tax-deductibility status
Annual Giving Statements will contain all tax-deductible transactions from Pushpay. This will be determined by the tax deductibility status of your funds. Make sure that your funds are correctly categorized as tax-deductible or non tax-deductible. Remember to check any funds that were open during the financial year which may have since been closed. Click here for more on the tax deductible status.
For organizations utilizing the Church Community Builder two-way integration, Pushpay does not record the Chart of Accounts when a transaction is submitted within CCB. This means you will need to prepare giving statements in CCB.
Reallocate unknown transactions
When Funds was enabled for you to manage, there may have been some older transactions that could not be mapped to one of your current funds. These transactions have been placed in an "Unknown" fund. You will need to reallocate these transactions to the correct fund in order for them to be included in your Giving Statements. Click here for more on reallocating transactions.
Enter all giving through Virtual Terminal
Annual Giving Statements will include transactions given digitally through web, text giving, kiosk giving, the Pushpay app, and your custom echurch app, as well as all cash and check gifts that have been entered into Virtual Terminal. Annual giving statements will include all transactions processed or recorded in Pushpay.
In order for your giving statements to include all transactions made by your community members, you will need to enter all of them into Virtual Terminal. Click here for more on cash and check recording.
If you are adding any additional credit card or ACH payments from another system, you will need to enter them into Virtual Terminal as cash payments so they will be recorded, but will not process again.
If you are using a Direct Database Integration and have already recorded cash and check transactions in that database, those transactions will be automatically added to your database, which will result in duplicates. For this reason we would recommend you produce the current year's Giving Statements from your database (e.g. CCB) and begin recording cash/check transactions in Pushpay at the start of the next year.
Verify Virtual Terminal dates
For Credit Card and ACH gifts, Pushpay will automatically record the time and date the charge was made to the user. This means that in order for a processed transaction to be included on an Annual Giving Statement, it must have been entered in the calendar year the statement covers.
What if I forgot to assign Given On dates for some transactions?
Confirm transaction accuracy
There can be a multitude of reasons why donations may need to be changed or returned to the giver. If any of your transactions have changed, the Pushpay record must reflect this so that the statements are accurate.
For example, if a community member requested a refund, you will need to either delete or refund the transaction in Pushpay.
Once you have completed your preparations, you can proceed to Step 1: Prepare Community Delivery Details.