Here’s how to make sure the proper checkbox is checked on Sch D for your Support/Oppose Memo.
TO CHECK “MONETARY CONTRIBUTION”
For this checkbox, the entity of the Support/Oppose Memo and Parent Transaction matter.
- Ensure the Support/Oppose Memo Entity is the same as the Parent Entity
- Ensure the Support/Oppose Memo Entity is the Candidate associated (via relationships) with the Parent Entity (ie: Abraham Lincoln / Lincoln for President)
- Ensure the Support/Oppose Memo Entity is the Ballot Measure associated (via relationships) with the Parent Entity (ie: Prop A / People for Better Parks)
TO CHECK “INDEPENDENT EXPENDITURE”
For this checkbox, the tag of the Support/Oppose Memo matters.
- Ensure the Support/Oppose Memo has either the “IE to Support” or “IE to Oppose” tag
TO CHECK “NONMONETARY CONTRIBUTION”
For this checkbox, there are a few data entry methods.
- 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 (ex: Abraham Lincoln / ABC Printing)
TO CHECK “SUPPORT”
For this checkbox, the tag of the Support/Oppose Memo matters.
- Ensure the Support/Oppose Memo has either the “IE to Support” or “Non-IE to Support” tag
- In addition, if no tag is specified, “Support” is the default
TO CHECK “OPPOSE”
For this checkbox, the tag of the Support/Oppose Memo matters.
- Ensure the Support/Oppose Memo has either the “IE to Oppose” or “Non-IE to Oppose” tag
