Stress-Free Tax Statements with BreezeChMS | Dec 18, 2025

Описание: Get ready for tax season with this in-depth Breeze Tax Statements Webinar! Join Moriah and Stacy from the Tithely team as they walk you through best practices for preparing, customizing, and sending church giving statements using Breeze.

Learn how to ensure data accuracy, navigate donor information, perform bulk imports, handle joint statements, and confidently generate both printable and email-friendly tax statements. Whether you're a pastor, admin, bookkeeper, or treasurer, this webinar is designed to help you save time and reduce stress during tax season.

✅ Topics Covered:

• Preparing donor and giving data for tax season
• U.S., Canada, and Australia tax deadlines
• Customizing tax statement templates in Breeze
• Emailing vs printing statements
• Importing giving data (e.g., QuickBooks, Zelle)
• Answering top user questions live

🔗 Helpful Resources:
📘 Breeze Tax Statement Help Guide
https://support.breezechms.com/hc/en-...

🎓 Tithely University - https://university.tithe.ly/

Chapters
00:00 - Welcome & Webinar Overview
01:50 - Purpose of the Tax Statement Webinar
04:45 - Meet the Presenters: Mariah & Stacy
06:00 - Introduction to Breeze & Tithely Ecosystem
06:50 - Key Tax Deadlines by Country
08:05 - Donor & Giving Data Integrity Check
15:00 - How to Generate and Customize Tax Statements
25:50 - Emailing vs Printing Tax Statements
31:00 - Handling Unique Giving Scenarios (Bulk Import, Joint Statements, etc.)

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Simply Manage Church Giving, Administration, and Engagement in a Single Place, with Tithely Church Management Software.

You need technology working for you, not against you. Our easy-to-use platform includes everything you need to run your church, plus world-class support at every stage, so you can cut back on busywork and Simply Serve™.

Learn more at https://get.tithe.ly

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