Preparing for Statements: Reviewing Adult Child in Family Statement | Scribe

    Preparing for Statements: Reviewing Adult Child in Family Statement

    • Chuck Robinson |
    • 7 steps |
    • 22 seconds
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    **Review: Adult Child in Family Statement** is to see which families have a statement but also have an adult child in the household. *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: Adult Child in Family Statement"
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    It looks like there were not Adult Child records within the 2023 statements for this church. That's great! If you do see records for this year (which, again, reflects last years giving), then please review the Adult Child in that house. More than likely they should be in their own household even when living under the same roof.