Annual Contribution Statements & Tax Receipts

At the end of each tax year, church treasurers must provide parishioners with official tax-deductible Contribution Statements. Koinonia OS automates statement generation, email delivery, and bulk PDF printing.

1. Generating End-of-Year Statements

1. Navigate to Giving > Contribution Statements.

2. Select the Tax Year (e.g., 2026).

3. Select Output Format: Individual PDF, Combined Household PDF, or Bulk Zip Archive.

4. Click Generate Tax Statements.

5. Koinonia OS executes the generate-contribution-statement background process, building official PDF documents complete with your church’s tax ID number (EIN), non-profit declaration, and itemized gift breakdown.

2. Bulk Emailing Statements to Donors

1. On the Contribution Statements page, click Dispatch Electronic Statements.

2. Select target group (e.g., All Donors with Email Address).

3. Review email template text.

4. Click Send Electronic Tax Statements. Donors will receive a secure email containing a direct download link to their signed PDF receipt.

3. Member Self-Service Download

Donors can access their tax statements directly anytime:

1. Member logs into My Profile > Giving History.

2. Selects Tax Year and clicks Download Official Tax Statement (PDF).