Configure Tax Status Search

Create a Document Type

Create a Tax Status Search document type so grantmakers can search for a United States-based organization’s tax information from a Document Checklist Item.

Tip You can create additional document types to further define Document Checklist Items. Tax Status Search is only required if you want grantmakers to search for an organization's tax status from a Document Checklist Item.

1. Click , then click Setup.

2. Enter Document in the Quick Find Box, then select Document Type.

3. Click New Document Type.

4. Enter a Label. For example, Tax Status Search.

5. For Name, change the automatic entry to  Tax_Status_Search.

   

   Note The Name field being Tax_Status_Search is important when you Assign the Document Type.

6. Leave Is Active selected.

7. Enter a Description.

8. Click Save.

To give grantmakers the option to search for a grantseeker’s tax status, add a Document Checklist Item with the Tax Status Search document type to an Action Plan Template. See Create an Action Plan Template for more information.

Assign the Document Type

Add the Tax Status Search document type to the Verification Items component on the Account Lightning Record Page.

When Tax Status Search is selected as the Document Checklist Item’s document type, grantmakers will see the option Check Tax Status. See Create an Action Plan Template for more information.

1. Click , then click Setup.

2. Click Object Manager.

3. Click Account.

4. Click Lightning Record Pages.

5. Click Grants Management - Account Lightning Record Page.

6. Click Clone.

7. Click the Verification Items tab, then click the Verification Items component.

   

8. In Available Document Types, enter Tax_Status_Search. This is the document type you created earlier and is needed for a grantmaker to search for a United States-based organization's tax information from a Document Checklist Item.

   

   Note If you created additional document types, add them to the Available Document Types field. For example, Tax_Status_Search;Legal;Finance.
   

9. Click Save then Activate.

10. Click App Default then Assign as App Default.

11. Select Grants Management, then click Next, Next, and Save.

Tip To keep track of the cloned Lightning record page, go back to Lightning Record Pages then click your cloned layout. Click Edit and give the page a unique name. Save your changes.

Set Remote Site Settings

The tax status search uses a Salesforce service to retrieve tax information from GuideStar about an organization based in the United States. To use the tax status search, you’ll need to configure your remote site settings.

1. Click , then click Setup.

2. Enter Remote in the Quick Find Box, then select Remote Site Settings.

3. Click New Remote Site.

4. Enter a Remote Site Name. For example, Tax_Status_Search.

5. Enter https://9dpx7ym8g8.execute-api.us-east-1.amazonaws.com/ in Remote Site URL.

6. Leave Disable Security Protocol unselected.

7. Enter a Description.

8. Leave Active selected.

Update the Verification Check Layout (Optional)

When a grantmaker searches for an organization’s tax status, they get IRS results, including the raw JSON data of the results, from GuideStar. When selected, the raw JSON data is populated in the Raw Tax Status Search Results field on the Verification Check, although this field isn’t included on the Verification Check layout by default. If you want to show this information you can add the field to the Verification Check layout.

1. Click , then click Object Manager.

2. Click Verification Check.

3. Click Lightning Record Pages.

4. Click Verification Check Record Page.

5. Click Clone.

6. Click Fields.

   

7. Drag Raw Tax Status Search Results into the field area.

   

8. Click Save then Activate.

9. Click App Default then Assign as App Default.

   

10. Select Grants Management, then click Next, Next, and Save.

The cloned Verification Check layout now contains the Raw Tax Status Search Results field that shows the output from the tax status search. To view the data, click the Verification Check for an existing tax status result.

Tip To keep track of the cloned Lightning record page, go back to Lightning Record Pages then click your cloned layout. Click Edit and give the page a unique name. Save your changes.