Checkboxes for Sch D on CA 460

Applies To: California
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

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