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How Do I Enter a Transaction to Transfer Funds from a Previous Committee?
91.3. How Do I Enter a Transaction to Transfer Funds from a Previous Committee?
In order to get a transaction to pull to Line 10 of the OK state report, you'll need to take the following steps:
- Create a contribution entry. The contributor should be the record for the committee that the funds are coming from, i.e. the previous committee.
- Enter the proper date and amount.
- Select the reporting code TAPC — Transfer of Assets from Prior Committee.
- Check the transfer box at the bottom. Note that failure to check this box can result in this transaction pulling to both line 10, as well as duplicating on another receipt line of the report.
Once you save that transaction, it will begin to pull to line 10 of the report.