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52.2. IN State Report Schedule A-1

33.2. Indiana State Report Schedule A-1

 This help documentation will show the data entry required to populate the Indiana State Report Schedule A-1. Any receipt entered on an individual record will pull to this schedule.The below screenshots show where to find the date, name, address, occupation, type of receipt, amount, and date of receipt on your report as well as where to enter that information in your database. 

1 - Name and Address of Contributor

2 - Contributor's Occupation

The Occupation pulls from the Employer's Industry. An Employer must be entered on the Individual's record. Then go to the record for the Employer and select an Industry from the dropdown menu. This will enter a code on the report as the State requires. There are exceptions for the occupations "Retired", "Student", "Unemployed", and "Homemaker". These occupations do not have an employer and will pull directly from the occupation field in the individual's record if they are entered as they show above without the quotation marks. You must also have the Include Occupation box checked in the compliance report parameters page. The occupation will pull to the PDF as it is listed with the state and a number code will pull to the Efile. 

4 - Amount of Contribution

5 - Date of Contribution

 

 

 

3 - Type of Contribution