title: “A Mexico City church automates annual tax receipts” description: “How a church with 850 donors cut the annual tax close from 80 hours to 2 hours.” church_size: 1200 campuses: 1 country: “MX” consent_date: “2026-03-08” last_reviewed: “2026-05-03”

A Mexico City church automates annual tax receipts

Context

Urban church in Coyoacán, Mexico City, with a single campus and 850 recurring donors. Tax-deductible status with the Mexican SAT.

Problem

- Every January the admin team spent ~80 hours issuing tax receipts manually. - 12% of receipts arrived with errors (wrong tax ID or amount mismatch). - Some donors did not receive the receipt on time and stopped donating the next year.

Implementation (in 4 weeks)

1. Bulk tax-ID validation against the existing list. 2. Migration of historical donations (3 years). 3. Configuration of the annual tax receipt consolidated per family. 4. Pilot test with 30 donors before the bulk issuance.

Observed metrics (FY2025 close, issued January 2026)

Verbatim quote (authorised)

> “Last year I spent a whole weekend in the office with three volunteers signing receipts. This year I issued them on a Sunday night from home.” > — Treasurer

What’s next

Enable explicit consent for digital delivery to further cut prints and mailing costs.