Smartstaff, administrator
3,576
edits
Changes
→Verification Settings
||Additional Automatic Field Population
||Only available with IRS verification service. Click the add mapping field button under the mapping field column to add a mapping field. Then select a mapping field from the drop down. Then in the custom field column start typing the caption of the desired custom field, then click it to select that field. Note that the custom field you select must also be in the selected fields list in the Input Form section.
|-
||Exclude Foundation(s)
||Only available with IRS verification service. Select foundations types you want to exclude from the search, then click the Exclude foundation button which looks like +. Example some people may wish to exclude religious organizations such as churches so they select 10 – Church 170(b)(1)(A)(i) and click exclude foundation button.
|-
||Exclude Subsection(s)
||Only available with IRS verification service. Select subsections you want to exclude from the search and then click the exclude subsection button looks like a +.
|}