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Campaign Manager

• 1. Frequently Asked Questions!
  • 1.1. Why Am I Receiving an Enable Cookies Error?
  • 1.2. FEC Password: What is my FEC Electronic Filing Password?
  • 1.3. How Do I File a Termination Report with the FEC?
  • 1.4. Can I Export a Spreadsheet of Aristotle's "Donor Insights" Data?
  • 1.5. How Do I Enter a "Primary Contact" for an Organization or Committee Record?
  • 1.6. How do I link spouses and create households?
  • 1.7. How do I Import Intermediary/Conduit Contributions?
  • 1.8. How do I convert my FEC Form 3 or 3X .fec data file into a spreadsheet?
  • 1.9. Committee Records - Linking Committee Staff
  • 1.10. Why are my PDFs not auto-downloading?
  • 1.11. Personal PAC Integration
  • 1.12. Winred Integration
  • 1.13. Anedot Integration - Importing Records and Transactions using an API token
  • 1.14. NationBuilder Integration - Importing Records and Transactions using an API/webhook token
  • 1.15. Targeted Victory Integration - Importing Records and Transactions using an API token
  • 1.16. Final MDB Export Tables/Key Fields Schema
  • 1.17. How do I display record names in a Final .MDB Export Excel sheet?
  • 1.18. How do I Amend FEC Reports?
  • 1.19. How Do I File My FEC Report with a Backdoor Password?
  • 1.20. Index
  • 1.21. How do I use the Import Queue?
  • 1.22. SPF information
  • 1.23. How do I track Bundlers/Fundraisers?
  • 1.24. Two Factor Authentication in Campaign Manager
  • 1.25. How do I import check numbers with import manager?
  • 1.26. Why aren't my undeposited contributions appearing for deposit?
• 2. Video Tutorials
  • 2.1. Logging In, Changing Datasets, Hot Keys, Updating Your Dashboard
  • 2.2. Adding and Editing Users
  • 2.3. Adding Records (Individuals, Organizations, or Committees)
  • 2.4. Adding Transactions (Contributions, Expenses, etc.)
  • 2.5. Generating and Filing Compliance Reports
  • 2.6. Linking Staff to Your Filing Committee (Candidate, Treasurer, etc.)
  • 2.7. Using the FEC ID Lookup Tool
  • 2.8. Building Custom Report Searches
  • 2.9. Building Your Custom Format
  • 2.10. Custom Financial Reports
  • 2.11. Sending a Mass Email Blast
  • 2.12. Creating a Direct Mail/Mail Merge Letter
  • 2.13. Creating and Utilizing Custom Fields
  • 2.14. Tags and the Tag Management Tool
  • 2.15. Using the Merge Tool
  • 2.16. Bank Reconciliation
• 3. Getting Started
  • 3.1. Welcome to Campaign Manager
  • 3.2. What You Need to Get Started
  • 3.3. Navigation
  • 3.4. Navigation in Detail
  • 3.5. Moving Around and Keyboard Shortcuts
  • 3.6. The Dashboard Page
  • 3.7. Accessing Campaign Manager from a Mobile Device
  • 3.8. Customer Support Policy
• 4. Contacts Search
  • 4.1. Updated Contacts Page - Actions
  • 4.2. Updated Contacts Page - Search Results
  • 4.3. Updated Contacts Page - Filters
  • 4.4. Contacts Overview (for building lists)
• 5. Frequently Used Contacts Searches
  • 5.1. All Records
  • 5.2. All Individuals
  • 5.3. All Organizations
  • 5.4. Records by City
  • 5.5. Records by Street Address
  • 5.6. Records by Zip Code
  • 5.7. All Contributors
  • 5.8. Donated Last Cycle but not This Cycle
  • 5.9. All Records With Non-Standardized Addresses
  • 5.10. Records With an Email Address
  • 5.11. Records With One Code but not Another
• 6. Call Sheet Manager
  • 6.1. What are Call Sheets? Where can I find them?
  • 6.2. Call Sheet Manager
  • 6.3. Header/Footer
  • 6.4. Entity Information
  • 6.5. Contact Information
  • 6.6. Biography
  • 6.7. Donation Summary
  • 6.8. Recent Donations
  • 6.9. Contributions to Other Committees
  • 6.10. Notes
  • 6.11. Logged Activities
  • 6.12. Tags
  • 6.13. Call Results
  • 6.14. Text Box
• 7. Online Donation Pages
  • 7.1. What are CM's online donation pages for?
  • 7.2. How do I import the donations submitted on my online donation page?
  • 7.3. Tab #1 - Setup
  • 7.4. Tab #2 - "Content"
  • 7.5. Tab #3 - "Design"
  • 7.6. Tab #4 - "Notices"
  • 7.7. Tab #5 - "Admin Notices"
• 8. User Settings
  • 8.1. Adding New Users
  • 8.2. Permission Settings
  • 8.3. The "Compliance Field Modifications" Permission Setting
• 9. Records
  • 9.1. Individual Records - New Profile View
  • 9.2. Candidate Records - New Profile View
  • 9.3. Committee Records - New Profile View
  • 9.4. Creating New Records
  • 9.5. Deleting a Phone, Address, or Email from a Record
  • 9.6. Adding a New Committee
  • 9.7. Organization Records
  • 9.8. Setting-up Joint Fundraising Committees
  • 9.9. Sub-Files - Transactions
  • 9.10. Sub-Files - Pledges
  • 9.11. Sub-Files - Connections
  • 9.12. Sub-Files - Events
  • 9.13. Notes, Log Activities, Tasks, and Meetings
  • 9.14. Using Attachments
• 10. Financial - Transactions
  • 10.1. Accrued Misc. Income
  • 10.2. Transaction Types - Which One Should I Choose?
  • 10.3. Contributions
  • 10.4. Contributions to Third Parties
  • 10.5. In-Kind Contributions
  • 10.6. Misc. Income
  • 10.7. Memo Contributions
  • 10.8. Reportable Pledges
  • 10.9. Loan Received
  • 10.10. Expenses
  • 10.11. Unpaid Bills & Pending
  • 10.12. In-Kind Expenditures
  • 10.13. Loan Made
  • 10.14. Adding a Loan Interest, Loan Payment, or Loan Forgiveness
  • 10.15. Internal Transfers
  • 10.16. Contributions from an Intermediary (Conduit) or Earmarked Contributions (e.g.: ActBlue/WinRed)
  • 10.17. Receipts from Joint Fundraising Committees
  • 10.18. Adding LLC or Partnership/Split to a Contribution
  • 10.19. Adding Voids for Previous Expenses
• 11. Financial - Functions
  • 11.1. Register
  • 11.2. Accounts
  • 11.3. Batches and Deposits
  • 11.4. Budgets
  • 11.5. Events
  • 11.6. Allocations
  • 11.7. Reconciliation
• 12. Financial - Operations and Frequently Asked Questions
  • 12.1. Deleting a Transaction
  • 12.2. Adding a Soft Allocation (for tracking Fundraisers/Bundlers)
  • 12.3. Refunding Contributions
  • 12.4. Redesignating a Contribution
  • 12.5. Reattributing a Contribution
  • 12.6. Adding Sub-Vendors to an Expense
  • 12.7. Adding Sub-vendors to a Bill Repayment
  • 12.8. Making Political Contributions to Other Candidates/Committees
  • 12.9. Reversing an Expense
  • 12.10. Check Printing
• 13. Query Builder and Financial Search Reports
  • 13.1. Query Builder
  • 13.2. Query Builder Export Options
  • 13.3. Query Builder Export Options - Exporting to Spreadsheet
  • 13.4. Financial Search
• 14. Standard Reports
• 15. Spreadsheet Imports and Other Tools
  • 15.1. Web Forms: Overview
  • 15.2. Web Forms: Walkthrough
  • 15.3. Web Forms: Importing Submissions
  • 15.4. Merge
  • 15.5. Import Manager
  • 15.6. Why is my Import Failing?
  • 15.7. FAQ: How do I Import JFC/Partnership Contributions?
  • 15.8. FAQ: How do I import Expenses with Sub-Vendors?
  • 15.9. Find and Link Spouses
  • 15.10. Address Standardization
  • 15.11. Mass Email
  • 15.12. Thank You Manager
  • 15.13. FAQ: Permissions needed to use Thank You Manager
• 16. Settings
  • 16.1. Categories
  • 16.2. Template Editor
  • 16.3. Unsubscribe Manager
  • 16.4. Custom Formats
• 17. Compliance
  • 17.1. Data Integrity Report
  • 17.2. Getting Ready For Your First Report
  • 17.3. Adding District Information to a Candidate Committee
  • 17.4. Government Reports
  • 17.5. FEC Post-General Report, Tips and Tricks!
  • 17.6. Form 1M
  • 17.7. Transaction Limits
  • 17.8. Election Periods
  • 17.9. Best Effort Manager
• 18. Joint Fundraising Committee Tools
  • 18.1. How to Use JFC Tool
• 19. FEC Form 1 Compliance
  • 19.1. How to Complete Page 1
  • 19.2. How to Complete Page 2
  • 19.3. How to Complete Page 3
  • 19.4. How to Complete Page 4
  • 19.5. FAQ: How do I enter my leadership PAC sponsor so that the name and address appear on line 6?
• 20. FEC Form 2 Compliance
  • 20.1. How to Complete the Form 2
  • 20.2. Adding Additional Text to the Form 2
• 21. FEC Form 24 Compliance
  • 21.1. IE - Independent Expenditures Data Entry
  • 21.2. How to Populate the "Date of Public Distribution/Dissemination" Field
  • 21.3. How to Populate the Date of Disbursement or Obligation Field
  • 21.4. How to Populate the Candidate Name and Office Sought Fields
• 22. FEC Form 3 Compliance
  • 22.1. FEC Form 3 Line by Line
  • 22.2. FEC Form 3 Line by Line - Types and Subtypes
  • 22.3. Form 3 - Reportable Fields in Individual Records
  • 22.4. Form 3 - Reportable Fields in Organization/Committee Records
  • 22.5. Form 3 - Reportable Fields in Contributions
  • 22.6. Form 3 - Reportable Fields in Expenses
  • 22.7. Form 3 - Line 11: Contributions
  • 22.8. Form 3 - Line 12: Transfers From Other Authorized Committees
  • 22.9. Form 3 - Line 13: Loans (a and b)
  • 22.10. Form 3 - Line 14: Offsets to Operating Expenditures (Refunds, Rebates, etc)
  • 22.11. Form 3 - Line 15: Other Receipts (Dividends, Interest, etc)
  • 22.12. Form 3 - Schedule B Reporting Descriptions
  • 22.13. Form 3 - Line 17: Operating Expenditures
  • 22.14. Form 3 - Line 18: Transfers to Other Authorized Committees
  • 22.15. Form 3 - Line 19(a): Loan Repayments (a and b)
  • 22.16. Form 3 - Line 20: Refunds of Contributions (a, b, and c)
  • 22.17. Form 3 - Line 21: Other Disbursements
  • 22.18. Form 3 - Schedule C
  • 22.19. Form 3 - Schedule C-1
  • 22.20. Form 3 - Schedule C-1 Cont.: Candidate Has Guaranteed The Line of Credit
  • 22.21. Form 3 - Reporting Transactions on Line 9 (Schedules C & D)
  • 22.22. Form 3 - Reporting Transactions on Line 10 (Schedule C/D)
  • 22.23. Form 3 - Generating and Filing in Campaign Manager
• 23. Form 3 Compliance FAQs
  • 23.1. What Does the "Load From Last Filing" Button Do?
  • 23.2. How do I add reattributions and redesignations for a single large contribution?
  • 23.3. How to Enter a Refund for a Contribution You Received in the Previous Cycle?
  • 23.4. FEC Guidelines pg. 99 - How to enter non-travel advances made and reimbursed in different reporting periods
  • 23.5. How to Add a "Credit" to a Loan to Reverse an Erroneously Reported Payment
  • 23.6. 18.3 How to get sub-vendor memos dated outside the reporting period to itemize
  • 23.7. Why doesn't the committee ID number (for ActBlue/WinRed, etc.) display for all the conduit memos on my report?
  • 23.8. Why are my loan repayments not calculating into Line 17 totals?
  • 23.9. Why do committees' election cycle totals include both intermediary and regular contributions?
• 24. FEC Form 3X Compliance
  • 24.1. Form 3x Criteria
  • 24.2. Form 3X - Reportable Fields in Individual Records
  • 24.3. Form 3X - Reportable Fields in Organization/Committee Records
  • 24.4. Form 3X - Reportable Fields in Contributions
  • 24.5. Form 3X - Reportable Fields in Expenses
  • 24.6. Form 3X - Creating Accounts for Federal and Non-Federal Money
  • 24.7. Form 3X - Line 11: Contributions (other than loans)
  • 24.8. Form 3X - Line 12: Transfers from Affiliated/Other Party Committees
  • 24.9. Form 3X - Line 13: All Loans Received
  • 24.10. Form 3X - Line 14: Loan Repayments Received
  • 24.11. Form 3X - Line 15: Offsets to Operating Expenditures (Refunds, Rebates, etc.)
  • 24.12. Form 3X - Line 16: Refunds of Contributions Made to Federal Candidates & Other Political Committees
  • 24.13. Form 3X - Line 17: Other Federal Receipts (Dividends, Interest, etc.)
  • 24.14. Form 3X - Line 18a: Transfers from Non-Federal Accounts (Schedule H3)
  • 24.15. Form 3X - Line 18: Transfers from Levin Funds
  • 24.16. Form 3X - Schedule B Reporting Descriptions
  • 24.17. Form 3X - Line 21a: Operating Expenditures - Joint Activity
  • 24.18. Form 3X - Line 21b: Operating Expenditures
  • 24.19. Form 3X - Line 22: Transfers to Affiliated or Other Party Committees
  • 24.20. Form 3X - Line 23: Contributions to Federal Candidates/Committees & Other Political Committees
  • 24.21. How to get both an original Expense and its redesignation memos to pull to line 23 on the 3X
  • 24.22. Form 3X - Line 24: Independent Expenditures (use Schedule E)*
  • 24.23. Form 3X - Line 25: Coordinated Party Expenditures (use Schedule F)*
  • 24.24. Schedule F, Cont'd: How to Mark the "Has Your Committee Been Designated...?" Checkbox
  • 24.25. Schedule F, Cont'd: How to Populate the "Subordinate Committee" Section
  • 24.26. Schedule F, Cont'd: How to Create a Sub-Vendor Memo for a Coordinated Expenditure
  • 24.27. Form 3X - Line 26: Loan Repayments Made*
  • 24.28. Form 3X - Line 27: Loans Made*
  • 24.29. Form 3X - Line 28: Refunds of Contributions To: (28a, 28b, and 28c)
  • 24.30. Form 3X - Line 29: Other Disbursements*
  • 24.31. Form 3X - Line 30: Federal Election Activity (30a and 30b)
  • 24.32. Form 3X - Schedule C*
  • 24.33. Form 3X - Schedule C1*
  • 24.34. Form 3X - Reporting Transactions on Line 9 (Schedule D)*
  • 24.35. Form 3X - Reporting Transactions on Line 10 (Schedule D)*
  • 24.36. Schedule D - How to Report "Rolling Debt" Across Multiple Reporting Periods
  • 24.37. Form 3X - Schedules H1 and H2
  • 24.38. Form 3X - How do I force Schedule H1 to appear?
  • 24.39. Form 3X - How to Revise An H2 Ratio
  • 24.40. Form 3X - Schedule H4
  • 24.41. Schedule H4 Cont'd - How to Show In-Kinds on Schedule H4
  • 24.42. Schedule H4 Cont'd - How To pull a Previous Year's Allocation Ratio to H4 Disbursements
  • 24.43. Schedule H4 Cont'd - How to get transactions to pull as 100% Federal or 100% Non-Federal
  • 24.44. Form 3X - Schedule H5
  • 24.45. Form 3X - Schedule H6
  • 24.46. Schedule H6 Cont'd - How to Enter Transactions into Your Levin Account, Not Your Federal Account
  • 24.47. Schedule H6 Cont'd - How to Show an Unpaid Bill Repayment on Schedule H6
  • 24.48. Form 3X - Schedule L (Levin Funds)
  • 24.49. Form 3X - Schedule L, Line 5
  • 24.50. Schedule L, Line 5 cont'd - How do I show an internal transfer on this line?
• 25. Form 3X Compliance FAQs
  • 25.1. Why does my PDF only include the summary pages?
  • 25.2. Why is my Candidate's record missing their district number?
  • 25.3. How to Enter a Refund for a Contribution You Received in the Previous Cycle?
  • 25.4. What Does the "Load From Last Filing" Button Do?
  • 25.5. 23.4. Why Isn't My Transaction Being Split With the Allocation Ratio I Saved to It?
  • 25.6. How Do I Get A Memo To Appear For an In-Kind?
  • 25.7. 23.6 How Do I Force the H1 to Pull to the Form 3X
  • 25.8. 23.7 How to Get An Allocation to Populate Schedule H1B
  • 25.9. Why doesn't the committee ID number (for ActBlue/WinRed, etc.) display for all the conduit memos on my report?
  • 25.10. How to Enter an Independent Expenditure Estimate
  • 25.11. How to Enter an Independent Expenditure that is paid after dissemination
  • 25.12. How do I Enter Negative H3 Federal to State Transfer that will Impact my State Report Positively?
  • 25.13. How do I enter an allocated transfer of in-kind contributions?
  • 25.14. Why Are the Wrong Dates Loading on the Parameter Screen When I Select the Report Schedule?
  • 25.15. How do I enter in Independent Expenditures where the payment date is before the dissemination date?
• 26. FEC Form 3L Compliance FAQs
  • 26.1. Form 3L Schedule A
  • 26.2. I Have Both an Intermediary and a Soft-Allocation Saved to a Contribution - Why Does This Not Pull to My Form 3L?
• 27. FEC Form 6
  • 27.1. How Do I Get JFC Memos to Pull to the Form 6?
  • 27.2. FEC Form 6 Instructions- 48 Hour Notice
• 28. Alabama State Report
  • 28.1. 22.1 Candidate Cover Page Weekly Monthy
  • 28.2. 22.2 Form 2: Contributions
  • 28.3. 22.3 Form 3: In-Kind Contributions
  • 28.4. 22.4 Form 4: Receipts from Other Sources
  • 28.5. 22.5 Form 5: Expenditures
• 29. Alabama State Report FAQs
  • 29.1. How Do I E-File My Alabama Report?
• 30. Alaska State Report
  • 30.1. 23.1 Cover Page
  • 30.2. 23.2 Income
  • 30.3. 23.3 Expenses
  • 30.4. 23.4 Debts
  • 30.5. 23.5 Summary Page
• 31. Arizona State Report
• 32. Arizona State Report FAQs
• 33. Arkansas State Candidate Report
• 34. Arkansas State Party Report
  • 34.1. Completing the Arkansas State Report Cover Page
  • 34.2. Data entry for Schedule 9 Contributors of more than $50
  • 34.3. Data Entry for Schedule 14 Itemized Non-Money Contributions of More Than $50 Received By Party
  • 34.4. Data Entry for Schedule 19. Itemized Disbursements of More then $100
• 35. Arkansas State Report FAQs
  • 35.1. How Do I E-File My Arkansas Report?
• 36. California Form 410
  • 36.1. 23.1 How to complete page 1
  • 36.2. 23.2 How to complete page 2
  • 36.3. 23.3 How to complete page 3
• 37. California Form 460
  • 37.1. What Does the "Load From Last Filing" Button Do?
  • 37.2. Completing the Form 460 Cover Page
  • 37.3. Completing the Form 460 Summary Page
  • 37.4. Completing the Form 460 Schedule A (Monetary Contributions Received)
  • 37.5. Completing the Form 460 Schedule B, Part 1 (Loans Received)
  • 37.6. Completing the Form 460 Schedule B, Part 2 (Loan Guarantors)
  • 37.7. Completing the Form 460 Schedule C (Nonmonetary Contributions Received)
  • 37.8. Completing the Form 460 Schedule D (Summary of Expenditures Supporting/Opposing Other Candidates, Measures and Committees)
  • 37.9. ↳ Schedule D Cont'd (Marking the "Monetary" and "Non-Monetary" Boxes)
  • 37.10. Completing the Form 460 Schedule E (Payments Made)
  • 37.11. Completing the Form 460 Schedule F (Accrued Expenses/Unpaid Bills)
  • 37.12. Completing the Form 460 Schedule G (Payments Made by an Agent or Independent Contractor [on Behalf of This Committee])
  • 37.13. Completing the Form 460 Schedule H (Loans Made to Others)
  • 37.14. Completing the Form 460 Schedule I (Miscellaneous Increases to Cash)
  • 37.15. Grouping Transactions by Aggregate Group
  • 37.16. Entering IKEM Memos for 460 Reports
  • 37.17. QUICK TIP - Installment Payments
  • 37.18. QUICK TIP - Sponsor's Contributions
  • 37.19. QUICK TIP - How to Add Memo Text to the 460 Report
• 38. California Form 497
  • 38.1. Completing the Form 497 - Filer Information
  • 38.2. Completing the Form 497 - Contributions Received
  • 38.3. Completing the Form 497 - Contributions Made
  • 38.4. QUICK TIP - What Activity Triggers the Requirement to File the Form 497?
  • 38.5. QUICK TIP - Including Specific Transactions
• 39. California State Report FAQs
  • 39.1. How Do I E-File My California Report?
  • 39.2. How To File My CA Report To Netfile
  • 39.3. How to Enter a Loan Made Forgiveness Transaction
  • 39.4. How to Enter a Candidate Seeking Local Office
  • 39.5. How to Enter a Contribution to a Ballot Measure Committee
  • 39.6. What causes the "Duplicate or Invalid Transaction ID" Error?
  • 39.7. San Diego County filers - Why are my sub-vendor memos appearing on Schedule E instead of Schedule G?
• 40. Colorado State Report
  • 40.1. Colorado State Report - Cover Page
  • 40.2. Schedule A - Itemized Contributions Statements ($20 or more) Data Entry
  • 40.3. Schedule B - Itemized Expenditures Statement ($20 or more) Data Entry
  • 40.4. Schedule C - Loans
• 41. Colorado State Report FAQs
• 42. Connecticut State Report
  • 42.1. Schedule A: Total Contributions from Small Contributors - Received this Period ONLY
  • 42.2. Schedule B: Itemized Contributions from Individuals
  • 42.3. Schedule C1: Contributions from Other Committees
  • 42.4. Schedule C2: Reimbursements or Surplus Distributions from other Committees
  • 42.5. Schedule D: Loans Received This Period
  • 42.6. Schedule H: Personal Funds of the Candidate Received This Period
  • 42.7. Schedule J: Interest from Deposits in Authorized Accounts
  • 42.8. Schedule K: Miscellaneous Monetary Receipts not Considered Contributions
  • 42.9. Schedule L1 - Fundraising Event Information
  • 42.10. Schedule L4: In-Kind Donations Not Considered Contributions
  • 42.11. Schedule L5: In-Kind Donations Not Considered Contributions Associated with a House Party
  • 42.12. Schedule M: In-Kind Contributions
  • 42.13. Schedule P: Expenses Paid by Committee
  • 42.14. Schedule S: Expenses Incurred by Committee but Not Paid During this Period
  • 42.15. Schedule T: Itemization of Reimbursements and Secondary Payees
  • 42.16. Section P. ADDENDUM PAGE
• 43. Florida State Report
• 44. Florida State Report FAQs
  • 44.1. How Do I E-File My Florida Report?
  • 44.2. How to pull Organization Description
  • 44.3. How to file an Amendment
  • 44.4. Entering Negative Contributions for Refunds
• 45. Georgia State Report
  • 45.1. Georgia State Report Cover Page
  • 45.2. Georgia State Report Itemized Contributions
  • 45.3. Georgia State Report Itemized Expenditures
  • 45.4. How do I get in-kind contributions to pull as in-kind expenditures?
  • 45.5. Investment Schedule - How to Pull Purchases, Interest, and Dividend Transactions
  • 45.6. Georgia State Report - How to generate and file an amendment
• 46. Georgia State Report FAQs
  • 46.1. How Do I Include/Exclude Transactions On GA Reports?
  • 46.2. How Do I E-File My Georgia Report?
  • 46.3. How to Mark Boxes 5 and 6 on the Cover Page
  • 46.4. How do I get a reversed expense to pull to the GA report?
• 47. Hawaii State Report FAQs
• 48. Idaho State Report
  • 48.1. Idaho State Report Cover Page
  • 48.2. Data Entry for Schedule A Itemized Contributions.
  • 48.3. Data entry for Schedule B Itemized Expenditures
• 49. Idaho State Report FAQs
  • 49.1. How Do I E-File My Idaho Report?
• 50. Illinois State Report
  • 50.1. IL State Report - Cover
  • 50.2. IL State Report - Schedule A - Part 1 - Individual Contributions
  • 50.3. IL State Report - Schedule A - Part 2 - Transfers In
  • 50.4. IL State Report - Scheudle A - Part 4 - Other Receipts
  • 50.5. IL State Report - Schedule B - Part 6 - Transfers Out
  • 50.6. IL State Report - Schedule B - Part 8 - Expenditures
  • 50.7. Schedule I: In-Kind Contributions
  • 50.8. IL State Report - Showing investments on the IL State report.
• 51. Illinois State Report FAQs
  • 51.1. How Do I E-File My Illinois Report?
  • 51.2. Validation Error: Date received is missing and required.
  • 51.3. Report filing failed due to 'Membership Error'
• 52. Indiana State Report
  • 52.1. IN State report Cover Page
  • 52.2. IN State Report Schedule A-1
  • 52.3. IN State Report Schedule A-1 Cont.
  • 52.4. IN State Report Schedule A-2
  • 52.5. IN State Report Schedule A-4
  • 52.6. IN State Report Schedule A-5
  • 52.7. IN State Report Schedule B
• 53. Indiana State Report FAQs
• 54. Iowa State Report
  • 54.1. IA - Schedule A: Monetory Receipts
  • 54.2. IA - Schedule B: Monetory Expenditures
  • 54.3. IA - Schedule D: Incurred Indebtedness
  • 54.4. IA - Schedule E: In-Kind Contributions
  • 54.5. IA - Schedule F1: Loans Received
  • 54.6. IA - Schedule F2: Loans Repaid
• 55. Iowa State Report FAQs
  • 55.1. How Do I E-File My Iowa Report?
• 56. Kansas State Report - State Office
  • 56.1. Kansas State Report Cover Page
  • 56.2. Kansas State Report Schedule A
  • 56.3. Kansas State Report Schedule B
  • 56.4. Kansas State Report Schedule C
  • 56.5. Kansas State Report Schedule D
• 57. Kansas State Report FAQs
  • 57.1. How Do I E-File My Kansas Report?
• 58. Louisiana State Report
  • 58.1. LA State Report - Cover Page
  • 58.2. LA State Report - Cover Page Cont. - Affiliated Persons
  • 58.3. LA State Report - Schedule A-1
  • 58.4. LA State Report - Schedule A-2
  • 58.5. LA State Report - Schedule A-3
  • 58.6. LA State Report - Schedule C: Debts & Obligations (other than loans).
  • 58.7. LA State Report - Schedule D
  • 58.8. LA State Report - Schedule E-1
  • 58.9. LA State Report - Schedule E-2 (For candidate and PAC statement types)
  • 58.10. LA State Report - Schedule E-3
  • 58.11. LA State Report - Schedule E-4
• 59. Louisiana State Report FAQs
  • 59.1. How Do I E-File My Louisiana Report?
  • 59.2. Louisiana State Report - "C" Reporting Codes
  • 59.3. Louisiana State Report - Name of Person Preparing Report
• 60. Maryland State Report
  • 60.1. MD Schedule 1 - Contributions
  • 60.2. MD Schedule 1B - Other Receipts and In-Kind Contributions
  • 60.3. MD Schedule 2 - Expenditures
  • 60.4. MD Schedule 3 - Outstanding Obligations
  • 60.5. MD Summary Sheet
• 61. Maryland State Report FAQs
  • 61.1. How Do I E-File My Maryland Report?
  • 61.2. Maryland Custom Fields
  • 61.3. Setting Employer and Occupation Information for Maryland State Reports
• 62. Michigan State Report - Candidate
  • 62.1. MI Cover Page
  • 62.2. MI Summary Page
  • 62.3. MI Schedule 1A - Itemized Contributions
  • 62.4. MI Schedule 1A-1 - Itemized Other Receipts
  • 62.5. MI Schedule 1B - Itemized Expenditures
  • 62.6. MI Schedule 1B IK - Itemized In-Kind Expenditures
  • 62.7. MI Schedule 1C - Incidental Office Expense Disbursements
  • 62.8. MI Schedule 1E-By - Debts and Obligations
  • 62.9. MI Schedule 1E-To - Debts and Obligations
  • 62.10. MI Schedule 1F - Fund Raiser Schedule
  • 62.11. MI Schedule 1-IK - Itemized In-Kind Contributions
• 63. Michigan State Report - Party
  • 63.1. MI Cover Page
  • 63.2. MI Schedule 2A - Contributions
  • 63.3. MI Schedule 2A-1 Other Receipts
  • 63.4. MI Schedule 2-IK In-Kind Contributions
  • 63.5. MI Schedule 2B - Expenditures
  • 63.6. MI Schedule 2B-1 Independent Expenditures
  • 63.7. MI Schedule 2E - Debts and Obligations
• 64. Michigan State Report FAQs
  • 64.1. How to E-File Your MI Report
  • 64.2. Why Do I Get Errors When E-Filing My MI Report?
  • 64.3. How do I Report Sub-Vendors on In-Kind Receipts on schedule 1-1K?
  • 64.4. Schedule 1F - How do I enter the "Number of Individuals Attending or Participating"?
  • 64.5. Schedule 1F - How do I mark the "Private Residence" box for my events?
• 65. Minnesota State Report
  • 65.1. MN - Cover Page
  • 65.2. MN - Schedule A1 CR - Contribution Received
  • 65.3. MN - Schedule A2 LP - Receipts from Loans Payable (Owed by Committee or Fund)
  • 65.4. MN - Schedule A2 MISC - Receipts from Miscellaneous Income
  • 65.5. MN - Schedule B2 CAN - Contributions to Principal Campaign Committees
  • 65.6. MN - Schedule B2B CAN - Approved Expenditures for Candidate Committees
  • 65.7. MN - Schedule B2 PCF - Contributions to Political Committees and Political Funds
  • 65.8. MN - Schedule B2 PTY - Contributions to Political Party Units
  • 65.9. MN - Schedule B3 IND - Independent Expenditures
  • 65.10. MN - Schedule B4 BQ - Ballot Questions
  • 65.11. MN - Schedule C - Outstanding Loans Receivable
  • 65.12. MN - Getting individual receipts to pull as Lobbyist receipts to the Minnesota report.
• 66. Minnesota State Report FAQs
• 67. Mississippi State Report
  • 67.1. MS State Report - Cover Page
  • 67.2. MS State Report - Itemized Receipts
  • 67.3. MS State Report - Itemized Disbursements
• 68. Mississippi State Report FAQs
  • 68.1. How Do I E-File My Mississippi Report?
  • 68.2. What Field(s) Pull as the Source of a Receipt when it is Marked as "Other"?
• 69. Missouri State Report
  • 69.1. How to Complete the Cover Page
  • 69.2. Summary Page
  • 69.3. CD1A - Itemized Contributions Received
  • 69.4. CD1B - Non-Itemized Contributions Received
  • 69.5. CD1C-2 - Loans Received Over $100
  • 69.6. CD1C-3 - Loans Repayment
  • 69.7. CD2A - Investments Made
  • 69.8. CD2B - Investment Interest or Dividends
  • 69.9. CD2B - Cont.: Reporting on CD2B Column #10 As Principal Received
  • 69.10. CD3A - Expenditures of $100 or Less
  • 69.11. CD3B - Itemized Expenditures Over $100
  • 69.12. CD3C - Contributions Made Regardless of Amount
  • 69.13. CD8 Independant Contractor Expenditure
• 70. Missouri State Report FAQs
  • 70.1. How Do I E-File My Missouri Report?
  • 70.2. How to generate a CD8 Schedule
  • 70.3. How to generate an Addendum Schedule
  • 70.4. Can CM support MO state report line amendments?
  • 70.5. Why am I seeing a transaction "does not exist on a previous report" error message when trying to file a MO state report amendment?
  • 70.6. How Do I Get Transactions to Pull to Line 10 and the Addendum?
• 71. Montana Candidate State Report
  • 71.1. 43.1 How to Complete the Cover Page
  • 71.2. 43.2 Schedule A1 A2 - Receipts Summary
  • 71.3. 43.3 Schedule A3 - Loans
  • 71.4. 43.4 Schedule A4 - Interest, Rebates, Refunds, Fundraisers, and Other Miscellaneous Income
  • 71.5. 43.5 Schedule A5 - Political Action Committee Contributions
  • 71.6. 43.6 Schedule A6 - Political Party Committee Contributions
  • 71.7. 43.8 Schedule A8 - Other Political Committee Contributions
  • 71.8. 43.9 Schedule A9 - Individual Contributors of $35 or More
  • 71.9. 43.10 Schedule B1 - Petty Cash Expenditures
  • 71.10. 43.11 Schedule B2 - All Other Expenditures
  • 71.11. 43.12 Schedule C - Debt and Loans Not Yet Paid
• 72. Montana State Report FAQs
  • 72.1. How Do I E-File My Montana Report?
  • 72.2. Generating the Montana Pre-Election (C7) Report
• 73. Nebraska State Report - Candidate
  • 73.1. Nebraska State Report Cover Page
  • 73.2. Nebraska - Schedule A
  • 73.3. Nebraska - Schedule B
  • 73.4. Nebraska - Schedule C1
  • 73.5. Nebraska - Schedule C2
  • 73.6. Nebraska - Schedule D1
  • 73.7. Nebraska - Schedule D2
• 74. Nebraska State Report - Party
  • 74.1. Nebraska State Report Cover Page
• 75. Nebraska State Report FAQs
  • 75.1. How Do I E-File My Nebraska Report?
• 76. Nevada State Report
• 77. New Hampshire State Report
  • 77.1. NH - Cover Page
  • 77.2. NH - Itemized Expenditures
  • 77.3. NH - Itemized Receipts
• 78. New Jersey State Report - C3
  • 78.1. 47.1 NJ C3
• 79. New Jersey State Report - E3
  • 79.1. New Jersey State Report E3
• 80. New Jersey State Report - R3
  • 80.1. New Jersey State Report R3
• 81. New Jersey State Report FAQs
  • 81.1. How Do I E-File My New Jersey Report?
  • 81.2. What Occupations and Reporting Descriptions are acceptable by the NJ ELEC filing system?
  • 81.3. How do I check the Schedule-A box for Reimbursements/Refunds of Disbursements for an Expense?
• 82. New Mexico State Report
  • 82.1. 50.1 NM Monetary Contributions
  • 82.2. 50.2 NM In-Kind Contributions
  • 82.3. 50.3 NM Loans Made or Loans Received
  • 82.4. 50.4 NM Expenditures
  • 82.5. 50.5 NM Anonymous Contributions
• 83. New Mexico State Report FAQs
  • 83.1. How Do I E-File My New Mexico Report?
• 84. New York State Report (Disclosure Statement)
  • 84.1. Cover Page
  • 84.2. Reporting Transactions on Schedule A
  • 84.3. Reporting Transactions on Schedule B
  • 84.4. Reporting Transactions on Schedule C
  • 84.5. Reporting Transactions on Schedule D
  • 84.6. Reporting Transactions on Schedule E
  • 84.7. Reporting Transactions on Schedule F
  • 84.8. Reporting Transactions on Schedule G
  • 84.9. Reporting Transactions on Schedule H
  • 84.10. Reporting Transactions on Schedule I
  • 84.11. Reporting Transactions on Schedule J
  • 84.12. Reporting Transactions on Schedule K
  • 84.13. Reporting Transactions on Schedule L
  • 84.14. Reporting Transactions on Schedule M
  • 84.15. Reporting Transactions on Schedule N1
  • 84.16. Reporting Transactions on Schedule N
  • 84.17. New York: Reporting Transactions on Schedule O
  • 84.18. Reporting Transactions on Schedule Q
  • 84.19. Reporting Transactions on Schedule R
  • 84.20. How To Get Other Office Types To Pull To Schedule R
  • 84.21. How To Allocate The Same Expense To Multiple Candidates on Schedule R
  • 84.22. How to Link a Refund to the Original Expense Date
• 85. New York State Report FAQs
  • 85.1. How Do I E-File My New York Report?
  • 85.2. What is this "Unitemized" listing on my Schedule F?
  • 85.3. How do I Enter Negative Federal Transfer that will Impact my NY State Report Positively on Schedule G
  • 85.4. Contribution Type ID
• 86. North Carolina State Report
  • 86.1. 52.1 CRO-1000 - Cover Page
  • 86.2. 52.2 CRO-1100 - Detailed Summary
  • 86.3. 52.3 CRO-1205 - Aggregated Contributions from Individuals
  • 86.4. 52.4 CRO-1210 - Individual Contributions
  • 86.5. 52.5 CRO-1220 - Political Party Committee Contributions
  • 86.6. 52.6 CRO-1230 - Other Political Committee Contributions
  • 86.7. 52.7 CRO-1240 - Refunds and Reimbursements Received
  • 86.8. 52.8 CRO-1250-1 - Other Receipt Sources (Interest)
  • 86.9. 52.11 CRO-1270 - Legal Expense Fund
  • 86.10. 52.12 CRO-1310-1 - Disbursements (Operating Expenses)
  • 86.11. CRO-1310-1 Cont'd - How Do I Get My Internal Transfer Transactions to Show on this Line?
  • 86.12. 52.13 CRO-1310-2 - Disbursements (Contributions to Candidates/Political Committees)
  • 86.13. 52.14 CRO-1310-3 - Disbursements (Coordinated Party Expenditures)
  • 86.14. 52.15 CRO-1315 - Aggregated Non-Media Expenditures
  • 86.15. CRO-1315-1 Cont'd - How Do I Get My Internal Transfer Transactions to Show on this Line?
  • 86.16. 52.16 CRO-1320 - Refunds and Reimbursements Made
  • 86.17. 52.17 CRO-1330 - Non-Monetary Gifts to Committees
  • 86.18. 52.18 CRO-1410 - Loan Proceeds
  • 86.19. 52.19 CRO-1420 - Loan Repayments
  • 86.20. 52.20 CRO-1430 - Outstanding Loans
  • 86.21. 52.21 CRO-1440 - Forgiven Loans
  • 86.22. 52.22 CRO-1510 - In-Kind Contributions
  • 86.23. 52.23 CRO-1610 - Debt Owed by the Committee
• 87. North Carolina State Report FAQs
  • 87.1. How Do I E-File My North Carolina Report?
  • 87.2. North Carolina 48 Hour Report
• 88. Ohio State Report
  • 88.1. Schedule 30A: Ohio Campaign Finance Report Cover Page
  • 88.2. OH - Schedule 31A - Contributions Received
  • 88.3. Schedule 31A2 - Statement of Other Income
  • 88.4. Schedule 31A2: Statement of Other Income cont'd. - Voided Refunds
  • 88.5. Schedule 31B: Statement of Expenditures
  • 88.6. OH - Schedule 31C - Statement of Loans Received
  • 88.7. Schedule 31E: Statement of Contributions Received at a Social or Fund-Raising Event
  • 88.8. Schedule 31F Event: Statement of Expenditures for Social or Fund-Raising Event
  • 88.9. Schedule 31G Event: Contributors in Officeholder's Employ
  • 88.10. Schedule 31G Non Event: Contributors in Officeholder's Employ
  • 88.11. Schedule 31J1: In-Kind Contributions Received
  • 88.12. Schedule 31K: Statement of Loans Made
  • 88.13. Schedule 31N: Statement of Outstanding Debts
  • 88.14. Schedule 31P Contributions for Debt Retirement
  • 88.15. Schedule 31U: Independent Expenditures Made by a Campaign Committee, PAC, Political Contributing Entity, Political Party or Legislative Campaign Fund
• 89. Ohio State Report FAQs
• 90. Oklahoma State Report
  • 90.1. OK - Candidate Committee Contributions and Expenditures Report Cover Page
  • 90.2. OK - How to populate line 2 (Schedule B) - "Surplus funds transferred from prior committees"
  • 90.3. OK - Candidate Committee Contributions and Expenditures Report Schedule D
  • 90.4. OK - Candidate Committee Contributions and Expenditures Report Schedule I
  • 90.5. OK - Candidate Committee Contributions and Expenditures Report Schedule J
• 91. Oklahoma State Report FAQs
  • 91.1. Why aren't my loans showing on the OK report?
  • 91.2. Why Am I Getting a "Duplicate External Reference ID" Error on my Report?
  • 91.3. How Do I Enter a Transaction to Transfer Funds from a Previous Committee?
  • 91.4. How Do I make the Refund Contribution ID match the Original Contribution ID?
• 92. Oregon State Report
• 93. Pennsylvania State Report
  • 93.1. PA Cover Page
  • 93.2. 53.1 PA Schedule I Part A, Contributions Received from Political Committees $50.01 to $250.00
  • 93.3. 53.2 PA Schedule I Part B, All Other Contributions $50.01 to $250.00
  • 93.4. 53.3 PA Schedule I Part C, Contributions Received From Political Committees Over $250.00
  • 93.5. 53.4 PA Schedule I Part D, All Other Contributions Over $250
  • 93.6. PA Schedule IE - Other Receipts
  • 93.7. PA Schedule IIF - Small $ In-Kind Contributions
  • 93.8. 53.5 PA Schedule II Part G, In-Kind Contributions Received Over $250
  • 93.9. 53.6 PA Schedule III, Statement of Expenditures
  • 93.10. 53.7 PA Schedule IV, Unpaid Debts and Obligations
• 94. Pennsylvania Compliance Report FAQs
  • 94.1. How Do I E-File My Pennsylvania Report?
• 95. South Dakota State Report
  • 95.1. SD - Cover Page
  • 95.2. SD - Contributions from Individuals
  • 95.3. SD - Direct Contributions from Organizations
  • 95.4. SD - Contributions from Political Parties
  • 95.5. SD - Contributions from South Dakota Political Action Committees and South Dakota Candidate Committees
  • 95.6. SD - Itemized Contributions from Out of State and Federal Political Action Committees
  • 95.7. SD - Direct Contributions From Candidate Committees
  • 95.8. SD - Other Income
  • 95.9. SD - In Kind Contributions
  • 95.10. SD - Expenditures
  • 95.11. SD - Debts and Obligations Owed by Committee
  • 95.12. SD - Loans Owed to Committee
  • 95.13. SD - Loans Owed by the Committee
  • 95.14. SD - Summary Page
• 96. Tennessee State Report
  • 96.1. TN - Cover Page
  • 96.2. TN - Contributions
  • 96.3. TN - In-Kind Contributions
  • 96.4. TN - Expenditures
  • 96.5. TN - Independent Expenditures
  • 96.6. TN - Debts
  • 96.7. TN - Loans
  • 96.8. TN - Summary Page
• 97. Texas State Report
  • 97.1. 55.1 TX State Report - Cover Page 1
  • 97.2. 55.2 TX State Report - Cover page 2
  • 97.3. 55.3 TX Schedule A1
  • 97.4. 55.4 TX Schedule A2
  • 97.5. 55.5 TX Schedule F1
  • 97.6. 55.6 TX Schedule K
  • 97.7. How Do I E-File My Texas Report?
• 98. Utah State Report
  • 98.1. UT - Cover Page
  • 98.2. UT - Schedule A
  • 98.3. UT - Schedule B
  • 98.4. UT - Summary Page
• 99. Virginia State Report
  • 99.1. 78.1. VA - Cover Page
  • 99.2. 78.2. VA - Schedule A
  • 99.3. 78.3. VA - Schedule B
  • 99.4. 78.4. VA - Schedule C
  • 99.5. 78.5. VA - Schedule D
  • 99.6. 78.6. How to Show a Contribution Refund on Schedule D?
  • 99.7. 78.7. VA - Schedule E
  • 99.8. 78.8. VA - Schedule E-2
  • 99.9. 78.9. VA - Schedule F
  • 99.10. 78.10. VA - Schedules G and H
  • 99.11. How Do I E-file My VA State Report?
• 100. Washington State C3 Report
  • 100.1. 56.1 WA Line 1a Anonymous Monetary Contributions
  • 100.2. 56.2 WA Line 1b Candidate's Personal Funds Deposited in the Bank
  • 100.3. 56.3 WA Line 1c Loans, Notes, Security Agreements (Schedule L)
  • 100.4. 56.4 WA Line 1d Misc Rreceipts (Interest, refunds, auctions, other)
  • 100.5. 56.5 WA Line 1e Small Contributions $25.00 or less
  • 100.6. 56.6 WA Line 2 Contributions Over $25.00
  • 100.7. Contribution Chargebacks, NSF's, and Refunds
  • 100.8. How to Amend Previously Reported C3's
• 101. Washington State C4 Report
  • 101.1. Schedule A - Cash Receipts
  • 101.2. Schedule A - Expenditures
  • 101.3. Schedule B - In Kind Contributions, Pledges, Orders, Debts, Obligations
• 102. Washington State Report FAQs
  • 102.1. How Do I E-File My Washington Report?
  • 102.2. How Do I E-File My Seattle Report?
  • 102.3. Entering Anonymous Contributions on the C3 Report
  • 102.4. Entering Sub-vendors for the Campaign Summary Receipts & Expenditures (C4) report
  • 102.5. FAQ: Why is my Treasurer information missing from my report?
• 103. West Virginia State Report
  • 103.1. How to get a transaction on “In-Kind Contributions”
  • 103.2. How to get a transaction on “Contributions of $250 or Less”
  • 103.3. How to get a transaction on “Contributions of More than $250”
  • 103.4. How to get a transaction on “Fundraising Events under $250”
  • 103.5. How to get a transaction on “Fundraising Events over $250”
  • 103.6. How to get a transaction on “Other Income: Interest, Refunds, Miscellaneous Receipts”
  • 103.7. How to get a transaction on “Loans”
  • 103.8. How to get a transaction on “Itemized Expenditures”:
  • 103.9. How to get a transaction on “Receipt of a Transfer of Excess Funds”
  • 103.10. How to get a transaction on “Disbursement of Excess Funds”
  • 103.11. How to get a transaction on “Unpaid Bills”
• 104. Wisconsin State Report
  • 104.1. WI State Report - Cover Page
  • 104.2. WI State Report - Schedule 1-A
  • 104.3. WI State Report - Schedule 1-B
  • 104.4. WI State Report - Schedule 1-C
  • 104.5. WI State Report - Schedule 2-A
  • 104.6. WI State Report - Schedule 2-B
• 105. Wisconsin State Report FAQs
  • 105.1. How Do I E-File My Wisconsin Report?
  • 105.2. How Do I E-File My Wisconsin 72-Hour Report?
  • 105.3. How Do I E-File My Wisconsin Report Amendment?
• 106. IRS Compliance Reporting
  • 106.1. IRS 1099 - How to Populate the "Tax ID#" Column?
• 107. Troubleshooting
  • 107.1. Printing from Internet Explorer
  • 107.2. Adding Additional Reattributions

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