If you accept donations from a conduit and you report contributions to an agency, it will be required to set up a source code for that conduit. By doing this, all the complexities of entering and then campaign finance reporting are handled for you. To set up a conduit, follow these steps:
- go to Manage Data
- click Configure Data Fields
- click Standard Codes
- click Solicit/Contrib Sources
From here, you can see all existing source codes and which ones, if nay, are marked as conduit. If the source code that you want is already there AND you have not yet entered donations for this code, then you can simply alter it and mark it as a conduit.
Alternatively, you can enter a new source code and set conduit = yes.