Preparing for Statements: Reviewing 18+ on Family Statement | Scribe

    Preparing for Statements: Reviewing 18+ on Family Statement

    • Chuck Robinson |
    • 7 steps |
    • 22 seconds
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    **Review: 18+ on Family Statement** is to see which families have a statement but also have an 18+ year old in the household. This may be another type of person such as "Other Adult". *Remember, those over 18 are usually considered independent by the IRS and should receive their own statements (exceptions do apply but check with the family).*
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    Navigate to [https://mp.ptdiocese.org/mp](https://mp.ptdiocese.org/mp/0/2/)
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    Click "Contributions"
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    Click "Statements".
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    Change your view from the Views dropdown
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    Click "Review: 18+ on Family Statement"
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    It looks like there were not 18+ member records within the 2023 statements for this church. That's great! If you do see records for this year (which, again, reflects last year's giving), then please review the 18+ year old in that house. More than likely they should be in their own household even when living under the same roof.