The "501(c)3 Verification" task allows a user to verify if their employer is exempt from federal taxes. Applicants will be able to enter their EIN (Employer Identification Number). This number is verified with the IRS EIN database. The format for this number is ##-####### with no dashes or spaces in between.
- How to Create a 501(c)3 Verification Task
- Basic Information
- Stage & Group
- Behaviour
- What Happens Next?
In order to create this task:
- Click on Edit your Site
- Go to Workflow Designer
- Locate the bottom of the stage you wish to add the task to.
NOTE: If you haven't added any stages to your site, Add a New Stage - Select the dropdown icon located in the "Add a new task" field.
- Select the applicant group you want to add the task for.
- Select "501(c)3 Verification"
- Select the "Create Task" option.
- Go to Basic Information and Set a Name for your task
- Go to Stage & Group and set the applicable settings
- Go to Behaviour
i. Decide if your task will be Required
ii. Decide if your task will have a Deadline - Go to Visibility
i. Decide if this task will be visible to your reviewers or recommenders in the site. - Save the task
The Basic Information tab provides a quick overview of the elementary descriptions (Title and Description) associated with the task.
| Setting | Description |
| Name | The name of the task - how it will appear to Applicants within their submission. |
| Set a Description | This description is shown to applicants who complete this task. Specifying a description is optional. When checked, the Visual Editor is displayed, which allows the content to be formatted accordingly |
The Stage and Group tab allows the administrator to select which stage the task will be in, as well as the group the task should be applicable to.
| Setting | Description |
| Stage |
The specific stage the task should be affiliated with can be selected from this drop down menu. NOTE: This will be set by default based on the stage the task was created in |
| Group |
The Group this task should be assigned to can be selected from this drop down menu. NOTE: This will be set by default based on the group the task was created for |
| Submission Categories |
Select Submission Categories to ensure that only submissions within those categories are able to view and edit this task. NOTE: This setting will be available if you have created submission categories within your site. |
| Assign to All Current and Future Awards |
In an awards site, select to ensure that this task will appear in the Workflow of each award NOTE: This is only available in an Awards platform |
| Awards |
When the above option is disabled, select the specific award(s) that this task should be available for. NOTE: This is only available in an Awards platform |
The Behaviour tab presents critical options that affect the visibility of the task, as well as its importance.
| Setting | Description |
| Required |
This option makes the task required to progress further in the contest. It is not possible to submit the application if a required task has not been completed. You can also refer to our article on What is the Difference between Required Tasks and Pre-Requisites? |
|
Allow Deletion |
This option will allow the applicant to clear completion data of their tasks. |
|
Set a deadline |
Deadlines dictate when a user must complete this task by NOTE: For more information in regards to this you can refer to How to Set Deadlines within your site |
| Prerequisites |
The prerequisites option allows an administrator to dictate that an applicant must complete other tasks before being allowed to complete the current task. These tasks can be selected within the box under 'Prerequisites'. You can also refer to our article on What is the Difference between Required Tasks and Pre-Requisites? |
The 501(c)3 Verification task references a list set up by the Internal Revenue Service (IRS) which compiles a list of charities and organizations that are tax-exempt.
FluidReview uses this compiled lists to allow you as an administrator to verify an applicant's charity or organization during the application process.
What it looks like to the Applicant
When the applicant logs into their application they will be able to see the Verify Charity Status task within their application. They can select "Start" to begin the task where they will then be asked for their verification numbers:
- 9 digit - Employer Identification Number (EIN)
Once they have selected "Verify," FluidReview will check their EIN against that of the associated database in order to confirm. We will also be able to pull in basic information about the charity including:
- EIN
- Company Name
- City
- State/Province
- Country
NOTE: If the charity is not verified by FluidReview, we would recommend ensuring that the number was entered correctly within the applicant task and that the number exists within the list.