Giving Statements (Merchant)
This page is where you’ll manage all the giving statements your organization creates—perfect for tax time or whenever your donors need a record of their contributions.
Right now, it looks like there aren’t any statements listed yet. That just means none have been generated from this view (or you might be logged into a brand-new merchant account!).
What You Can Do Here:
Create a New Statement
Click the “New Statement” button on the right to get started. This will walk you through generating a batch of giving statements for a selected time period.
View Past Statements (once created)
When statements have been created, you’ll see a table that lists:
The filename of each giving statement file
The date it was created
The period it covers
Who created it
And how many items (or donor records) it includes
All giving statements generated through Dime are formatted to meet IRS compliance guidelines, so you can feel confident sending them to donors come tax season!