--- schema_version: "1" id: 9eec332375296bc8125ef0deaa20e4285614a4671270098e02e51aece6e85347 title: Configure Tax Status Search collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/gm_configuretaxstatussearch.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.gm_configuretaxstatussearch.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: d8e95aea850c3e5ef76334ac82d26b77d6a70fb0dc9e90d32245198ef82d5298 description: Make it easy for your staff to search for United States-based organizations based on their tax information. products: - Nonprofit release: "264" --- # Configure Tax Status Search Make it easy for your staff to search for United States-based organizations based on their tax information. - **[Create a Document Type](https://help.salesforce.com/s/articleView?id=sfdo.gm_configuretaxstatussearch.htm&release=264.0.0&type=5)** 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. - **[Assign the Document Type](https://help.salesforce.com/s/articleView?id=sfdo.gm_configuretaxstatussearch.htm&release=264.0.0&type=5)** Add the Tax Status Search document type to the Verification Items component on the Account Lightning Record Page. - **[Set Remote Site Settings for Grants Management](https://help.salesforce.com/s/articleView?id=sfdo.gm_configuretaxstatussearch.htm&release=264.0.0&type=5)** 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, configure your remote site settings. - **[Update the Verification Check Layout (Optional)](https://help.salesforce.com/s/articleView?id=sfdo.gm_configuretaxstatussearch.htm&release=264.0.0&type=5)** 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. - **[Update to the Tax Status Verification Tool](https://help.salesforce.com/s/articleView?id=sfdo.gm_configuretaxstatussearch.htm&release=264.0.0&type=5)** In the Summer ‘26 release, we modernized nonprofit tax status verification with a new API integration that protects the stability of your due diligence tools. This new system provides a more efficient way to get expanded compliance and organizational data. Migrate verification processes and automations to the new API format to unlock richer insights while maintaining the familiar user experience. ## 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_tip.png) 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 ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_note.png) Note The Name field being Tax\_Status\_Search is important when you [Assign the Document Type](https://help.salesforce.com/s/articleview?id=sfdo.gm_configuretaxstatussearch.htm). 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](https://help.salesforce.com/s/articleview?id=sfdo.gm_create_action_plan_template.htm) 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](https://help.salesforce.com/s/articleview?id=sfdo.gm_create_action_plan_template.htm) for more information. 1. Click ![Setup icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), 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**. ![Click the Verification Items tab, then click the Verification Items component to assign Available Document Types.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/gm_verificationitems1.png) 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_note.png) Note If you created additional document types, add them to the Available Document Types field. For example, Tax\_Status\_Search;Legal;Finance. ![Enter Tax\_Status\_Search in Available Document Types.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/gm_verificationitems2a.png) 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_tip.png) 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 for Grants Management 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, configure your remote site settings. 1. Click ![Setup icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), 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/as 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 ![Setup icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/setup.png), 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**. ![Click the Fields tab in Lightning App Builder.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/gm_vclayout1.png) 7. Drag Raw Tax Status Search Results into the field area. ![Drag Raw Tax Status Search Results from available Fields to the Verification Check layout.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/gm_vclayout2.png) 8. Click **Save** then **Activate**. 9. Click **App Default** then **Assign as App Default**. ![Assign the Verification Check Record Page as the app default.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/gm_vclayout3.png) 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_tip.png) 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. ![An example of the Raw Tax Status Search Results when added to the Verification Check layout.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/gm_vclayout4.png) ## Update to the Tax Status Verification Tool In the Summer ‘26 release, we modernized nonprofit tax status verification with a new API integration that protects the stability of your due diligence tools. This new system provides a more efficient way to get expanded compliance and organizational data. Migrate verification processes and automations to the new API format to unlock richer insights while maintaining the familiar user experience. To make sure that your organization continues to receive accurate, up-to-date compliance and tax status information, complete these steps. - Create a remote site for the Candid Premier API URL For steps, see the Set Remote Site Settings topic in this article. - Review automations If you’ve built automations (for example, flows or Apex triggers) that parse the `RawTaxStatusSearchResults__c` field on the Verification Check record, update those automations. - Review and update field values Review your processes for fields where the data format has changed (for example, "Y" vs. "True" or "501(c)(3)" vs. “03”). To prevent errors, update any automation logic that depends on specific values. - Map new fields Review the new available data points from Candid Premier to see if you can use richer data in your grants process. Find the field mapping and new data points in the [Grants Management Tax Status Verification Upgrade](https://help.salesforce.com/s/articleView?id=005313655&language=en_US) knowledge article. - Review the structure To understand the improvements, compare the legacy Candid internal database payload structure with the new Candid Premier API structure. The new structure replaces the depreciated legacy structure.