Checkboxes for Sch D on CA 460

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Applies To: California

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