Tax statement generation and delivery

Purpose

1. Automate tax statement generation and automated delivery to streamline member financial compliance for Latter-day Saints churches.

2. Ensures timely, accurate recordkeeping and automates congregation tax reporting for year-end statements.

3. Automates collation, formatting, and dispatch of annual donation data to donors and church finance teams.

4. Eliminates manual entry, minimizes administrative labor, and automates compliance with local tax regulations.

5. Automates secured archival and enables bulk automated delivery to members across multiple distribution channels.

Trigger Conditions

1. End-of-tax-year date reached (e.g. December 31st).

2. Donation threshold exceeded (as defined by local policy or individual user configuration).

3. Manual admin trigger via church financial software interface.

4. Scheduled automations (e.g. quarterly, monthly, or custom periods).

5. Automated receipt of new donation data completion within a defined batch.

Platform Variants

1. Microsoft Power Automate

• Feature/Setting: Schedule cloud flow; configure with “Recurrence” and “Create File” actions for PDF generation and SharePoint/Outlook as delivery endpoints.
  

2. Zapier

• Feature/Setting: “Schedule” + “Formatter” + “Email by Zapier”; configure automated triggers from donation data input to statement email delivery.
  

3. Google Apps Script

• Feature/Setting: Script Time-driven triggers with GmailApp.sendEmail and DriveApp for automated document creation and delivery.
  

4. Adobe Sign

• Feature/Setting: REST API “Send Agreement”; automate PDF generation/signature request, and track statement receipt.
  

5. Salesforce

• Feature/Setting: Process Builder automator; configure Data Export and Email Alert on Recurring Scheduled Flow.
  

6. DocuSign

• Feature/Setting: “Envelopes:create” API; automate statement batch sending and recipient tracking; add template mapping.
  

7. SendGrid

• Feature/Setting: Mail Send API v3; automate custom email delivery with PDF attachment and track bounces.
  

8. Mailgun

• Feature/Setting: /messages endpoint; automate email distribution of tax statements and receive delivery notifications.
  

9. Twilio SendGrid

• Feature/Setting: “Dynamic Templates”; automate personalized donor messaging and attach tax statement PDFs.
  

10. AWS Lambda

• Feature/Setting: Schedule CloudWatch Events trigger + Lambda function; automate script execution for file generation and SNS email delivery.
  

11. Google Cloud Functions

• Feature/Setting: Scheduled HTTP trigger automates document assembly and triggers Gmail/Sheets APIs for email.
  

12. Box

• Feature/Setting: Box Automation; triggers new file saves to “Tax Statements” folder and automated share/invite to recipients.
  

13. Dropbox

• Feature/Setting: API /files/upload & /sharing/create_shared_link; automates bulk statement saving & sharing.
  

14. HubSpot

• Feature/Setting: Workflow Automation tools to automate task creation, contacts update, and trigger email delivery for tax documents.
  

15. Slack

• Feature/Setting: Incoming Webhooks; configure automated notification to finance/admin staff on successful batch delivery.
  

16. Smartsheet

• Feature/Setting: Automated workflows for file upload/sharing, with scheduled reminders to recipients.
  

17. Monday.com

• Feature/Setting: Automations center; trigger notifications and task assignments on statement delivery events.
  

18. Notion

• Feature/Setting: Notion API to automate templated inserts of donation summary and trigger sharing or notification.
  

19. FreshBooks

• Feature/Setting: Automated Invoices API; use for generating and e-mailing tax-appropriate donation receipts.
  

20. Xero

• Feature/Setting: Reports API, Automated Scheduling to email donation/statement reports to contacts.
  

21. QuickBooks Online

• Feature/Setting: Automate Recurring Transactions and Reports; email end-of-year donor statements using Scheduled Reports.
  

22. Airtable

• Feature/Setting: Automations to generate and email-end tax statement attachments from structured donation records.
  

23. Intercom

• Feature/Setting: Automated Messages + Data Sync; configure donor engagement and inform on statement retrieval.
  

24. Microsoft Teams

• Feature/Setting: Power Automate + Teams connector for workflow updates and delivery notifications to stakeholders.
  

25. Gmail

• Feature/Setting: Gmail API for automated email dispatch with PDF statement attachments on event triggers.
  

Benefits

1. Automates statement preparation for all donors, ensuring 100% compliance with regulatory requirements.

2. Reduces labor; automator system operates autonomously, freeing staff for higher-value tasks.

3. Ensures error-free, secure, and timely automated delivery, boosting donor confidence.

4. Automator minimizes data breaches via auditable, one-way document automation.

5. Enables scalable, automated batch processing for congregations of all sizes.

6. Provides automated notifications, reminders, analytic tracking, and confirmation to admins and recipients.