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    How to add or update IRS Foundation codes
    • 23 May 2023
    • Contributors
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    How to add or update IRS Foundation codes

    • Dark
    • PDF

    Article summary

    When updating and saving Foundation code in the tax information of the grantee profile, user is unable to save changes and receives error "Invalid Foundation Code--please retry"


    Answer:
    The selections for Foundation Codes are maintained in

    File Maintenance > Grants > Grant Code Maintenance > IRS Foundation Code.

    From there, the client can add and update the codes, as needed.

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