Home → Campaign Manager → California Form 460 → What Does the "Load From Last Filing" Button Do?

37.1. What Does the "Load From Last Filing" Button Do?

We've added a feature to the CA Form 460 report parameters that will automatically populate some of the "beginning balance" type fields for you!

There are a few requirements for this button to successfully load your balance however! When this button is clicked, the system takes the "Period From" date that you have entered in the parameters, and looks through the reports that were filed within Campaign Manager for the following:

1. It looks for reports marked as filed with the end date closest to the "Period From" date
2. If it finds multiple reports with the same "Period From" date, it will look for the report with the highest amendment number

In effect, the tool looks for the last filed report before the report you're currently generating, and uses information from that filed report to automatically populate your CA Form 460 "Period Start Balance". This tool can be used as many times as necessary before generating the report!

NOTE 1: If the function is used, and then the "Period From" date is changed, the button needs to be clicked again to refresh the values in the applicable fields.

NOTE 2: This function WILL NOT WORK if you filed your last report outside of Campaign Manager, either through another software product or a manually edited report. If that is the case then a message saying "Previous balance not found" will appear.