Checkboxes for Sch D on CA 460
Each checkbox on Schedule D of the CA 460 report has their own data entry options to choose from. Select the applicable option to get the desired box checked.
How do I check the right Type of Payment box?
Monetary Contribution
Choose one of the applicable data entry options:
- The Support/Oppose Memo Entity is the same as the Parent Entity
- The Support/Oppose Memo Entity is the Candidate associated (via relationships) with the Parent Entity
- The Support/Oppose Memo Entity is the Ballot Measure associated (via relationships) with the Parent Entity
Nonmonetary Contribution
Choose one of the applicable data entry options:
- Ensure the Parent Transaction Type is Non-Monetary Expense
- If a Loan Made Balance Reduction is made to another committee
- If the Support/Oppose Memo Entity does not match or is not associated (via relationships) to the Parent Entity
Independent Expenditure
- Ensure the Support/Oppose Memo has either the IE to Support or IE to Oppose tag
How do I check the Support or Oppose box?
Support
- Ensure the Support/Oppose Memo has either the IE to Support or Non-IE to Support tag
- If no tag is specified, Support is the default
Oppose
- Ensure the Support/Oppose Memo has either the IE to Oppose or Non-IE to Oppose tag
PER ELECTION TO DATE TOTALS
The CA 460 Report supports only the following special elections:
- Special Election
- Special Primary
- Special General
