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Relius guidebook

Documentation

Clear steps for the people, practices, and tools that help your church stay connected.

Accounting guide

Tax-season records

Organize references for your tax professional.

Plans and access

Accounting and AI include these recordkeeping tools. Free keeps people, membership, donations, receipts and giving insights. Existing accounting history and raw CSV exports remain available to authorized roles after a downgrade; new changes and paid reports need Accounting or AI.

Only administrators can read, create, edit or export tax records. Staff and member accounts do not receive tax-record data.

Compare Free, Accounting and AI

Complete the task

  1. Have your tax professional determine the applicable year, record type and supporting evidence.
  2. Open Accounting → Tax records and add the tax year, recorded date, document type and external reference. This is reference metadata, not an uploaded tax return or filing.
  3. Check the information with the source document. Avoid putting sensitive identifiers into general notes.
  4. Choose explicit start and end recorded dates covering at most 366 days, with an optional tax-year filter. The date period filters when the record is dated; the tax year may be different. Review the tax-records report, then export CSV or PDF for your professional to use in their own process.
  5. Continue donor acknowledgements in Giving → Tax receipts. A donor receipt is separate from a church tax record.
Open Tax-season records in the web app

Sign in with your church account. Accounting work is available in the web app; native mobile does not expose church accounting or payroll records.

If something needs attention

  • Validation error: keep the draft open, correct the highlighted dates, currency or amounts, and retry. Use whole amounts for JPY.
  • Record changed: reload the latest version before repeating an action. Do not assume another reviewer’s change failed.
  • Access denied or read-only: ask your church’s billing administrator to check the plan and your role. Do not create a duplicate record to work around access.
  • Offline, server or export error: reconnect and retry. An error is not an empty report or confirmation that the record saved. Check history before repeating a payment-record action.
  • Every export, including raw history, requires explicit start and end dates covering at most 366 days, including both dates. Export too large: narrow the period or source. CSV and PDF reports use the same selected scope; raw history exports use CSV.