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22.8. Form 3 - Line 12: Transfers From Other Authorized Committees

Line 12 - Transfers from Other Authorized Committees        Record Types:             Committee (Authorized Committee)     Transaction Types:     Contribution (Transfer)

Transfers from Other Authorized Committees

Transfers for Line 12 are entered the same way as contributions for Line 11a, except that Committee records with a Committee Type of Authorized Committee are used instead of Individual records. These Committee records must also be linked to the Filing Committee as a Joint Fundraising Rep. This can be done in the Connections tab of the record by following the instructions found here.

Lastly, the Transfer box must also be checked on the contribution (See image below for Transfer box location)

 

Key Data Entry Steps:

1. Committee record type is Authorized Committee

2. Committee record connected to filing committee record via Connections Tab as a Joint Fundraising Rep

3. Contributions has Transfer Box checked

4. If any of above steps are done after the contribution was created, you must RE-SAVE the contribution so that the report tables capture the update for proper mapping.

 

Knowledge Tags

Form 3  /  Line 12  /