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View and Edit Acceptable Tax Statuses

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View and Edit Acceptable Tax Statuses
360031394094-View-and-Edit-Acceptable-Tax-Statuses
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To view the tax Status that are eligible to submit for a specific proposal type, you will need to have the tax status checked off in the proposal type.

To complete this update, you'll need to do the following:

  1. ADMIN tab > application configuration > proposal types > view proposal types
  2. Click on proposal type link for SOC/CED
  3. Click on EXTERNAL SETTINGS > APPLICATION SECURITY - Under APPLICATION FILTERING, click on VIEW/EDIT link next to NONPROFIT status
  4. Within the pop up screen, check off 2 boxes to the left of tax status >click on SAVE at the bottom of the page > click on DONE to return to the proposal type page
  5. Publish the updates by clicking on the PUBLISH button at the top of the proposal type page

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