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
Support/Oppose Memos Paid with Federal Funds (CA vs non-CA Candidates)
If your account has both a state and a federal filer, activity on non-federal candidates or ballot measures paid with federal funds appears on Schedule D only when the candidate or measure is marked as California. To mark this, populate the State field in the Candidate Info section of the record. Activity supporting or opposing candidates or measures outside California is excluded.
PER ELECTION TO DATE TOTALS
The CA 460 Report supports only the following special elections:
- Special Election
- Special Primary
- Special General
