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Charity Registration Assistant
Charity Registration Assistant

Here's how to set up auto-fill capabilities using the Charity Registration Assistant extension to streamline your state registrations

Updated this week

How to install Chrome Extension for Charity Registration Assistant

  • Download Charity Registration Assistant folder from Google Drive.

  • Type in chrome://extensions into your Google Chrome browser.

  • Toggle Developer mode on the top right of the page.

  • Click Load unpacked on the top left of the page.

  • Select the Charity Registration Assistant folder that you downloaded from the Google Drive.

  • You should now see the Charity Registration Assistant BETA added to your Chrome Extensions.

Using the Charity Registration Assistant

  • In your Change dashboard, go to Clients → Tasks and click View state status for the specific state renewal you'd like to work on.

  • In the Task drawer, click on Go to e-form. This will redirect you to the online state registration website.

  • On the state registration page, click on the Change icon on the top right corner of the page to open Charity Registration Assistant extension.

  • To select the nonprofit you'll be filing the state registration for, click on Switch client.

  • Search the nonprofit by name and select from the drop-down list.

  • Once you've selected the nonprofit, click on Autofill all to populate information needed on each page of the registration.

  • You have to ability to revise some of the information shown on the Charity Registration Assistant:

    • By clicking on Edit, you will be redirected to the document on the Change Dashboard to make necessary changes.

    • Once you've made changes to the document (ie - annual questionnaire), go back to the Charity Registration Assistant and click on Refresh data to populate the updated information.

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