Changes

Jump to: navigation, search

IRS and CRA - Automatic Verification

510 bytes removed, 18:46, 22 November 2013
no edit summary
Type:
Display Order:
Associated Roles:   Everyone Declined Registrant Former Employee Internal Staff New Registrant Org Contact AND Reviewer Organization Contact Organization Contact - TEST Reviewer Role with No Access System Administrator Denied View Roles:   Declined Registrant Former Employee Internal Staff New Registrant Org Contact AND Reviewer Organization Contact Organization Contact - TEST Reviewer Role with No Access System Administrator 
Transaction Type Linkage:
  :CRA Check - Automatic :CRA Check - Manual Use Publication Service: Use Third party Verification Service: Enable Record Lock: Transaction Formula: UTA Level 1 Term: UTA Level 2 Lookup: UTA Level 2 Lookup Source:
Import XML Tag
[[Image:IRSFieldMapping.png|link=|500px]]
Organization Field Transaction Field
Organization Tax ID
Organization Name
Automatic Checking Schedule: Can be set to ''N/A'', ''Once a month'', ''Once every two months'' or ''Once every three months''
Automatic Checking Database:
:IRS :Canadian Charities :OFAC
Automatic Checking As User: This is a drop down field providing a selection of internal [[users]] in your system.
8,849
edits

Navigation menu