There may be some cleaning up you will need to do before you send out your Giving Statements. We suggest that you review the sections below to ensure that your Giving Statements are completely accurate.
Confirm the tax-deductibility status
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 or reallocate these transactions to their appropriate fund (see below).
If any of your transactions were assigned to the wrong fund (either by the giver or within Gift Entry, Check Deposit, or Transaction Import), you may 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 Transaction Import
Giving Statements will include transactions given digitally through web, text giving, Check Deposit, kiosk giving, the Pushpay app, and your custom echurch app, as well as all gifts that have been entered into Gift Entry. Giving statements will include all transactions processed or recorded in Pushpay. S
In order for your giving statements to include all transactions made by your community members, you can import all of them into our system through Transaction Import.
Alternatively, you can record these transactions manually using Gift Entry. This can be a great option if you have fewer than 100-200 transactions to enter, as these can be entered in quickly using our search feature that pre-populates the giver's data in for you.
If you are using a Direct Database Integration and have already recorded cash and check transactions in that database, Gift Entry transactions will be automatically added to your database, which will result in duplicates. For this reason we would recommend you use Transaction Import for these transactions as they will not be sent through to your ChMS.
Manage Community Members
Verify Gift 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 a 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.