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105.2. How Do I E-File My Wisconsin 72-Hour Report?

E-Filing Your Wisconsin 72-Hour Report

Unfortunately, the state of Wisconsin does not allow for compliance reports to be filed directly through third-party software like Campaign Manager - reports must be filed through the state's Campaign Finance Information System (CFIS). Despite having to go outside CM to file a report, the process of doing so is still a fairly simple task. In order to file a state report for Wisconsin, two steps must be taken:

1. Generate a list of transactions in Campaign Manager to upload to the Wisconsin CFIS.

2. Log into the CFIS and submit the report.

 

Uploading Transactions from Campaign Manager into the WI CFIS

1. Login to the CFIS. On the left sidebar, under Step 1: Enter Transactions in the left-hand menu, select "Upload Transactions from Spreadsheet".

2. Click to download a copy of the Receipts and Expenses templates available under "Download Templates". Templates are available in the legacy Microsoft Excel (Excel 2003 and below) format as well as the current format (Excel 2007 and above).

3. In the Additional Information section at the bottom of the screen, you may click to download Committee IDs, Local Candidate IDs, Unregistered IDs, and Expense Type Codes. CFIS automatically populates address information for transactions with a Committee ID, a Local ID, or an Unregistered ID, saving you data entry time.

4. Enter contributions your committee has received in the Receipts spreadsheet and all spending activity
in the Expenses spreadsheet.

 

 

5. Once you have logged your transactions in your spreadsheets and saved those files, you are ready to upload. Return to the Upload Transactions screen. Choose the Filing Period Name for the transactions you are uploading, indicate in Transaction Type whether you are uploading receipts or expenses, and then choose the file you would like to upload.

6. Click Upload.

7. Your upload will now process. You can see the status in the Upload Status box.

8. Click Check Status to refresh the page. Processing may take a few minutes.

9. Once processed, the status of your upload will show Processed-No Errors for transactions that uploaded successfully or Processed-Errors for transactions the system was unable to process.

10. In this example, 38 of the 49 transactions were successfully uploaded. 11 transactions have errors that need to be addressed. To review and correct the errors, click the File Name in the row that has Processed-Errors in the Status column. This will download a spreadsheet where you can correct errors.

 

11. The final column of the spreadsheet lists the error that prevented the system from accepting the transaction in that row. Correct the errors in this document, save it, and re-upload the document following the directions in this chapter. See the following error index below for help in correcting common errors.

 

Filing a 72-Hour Report

1. Once you have the transactions uploaded, check the 72-Hour Reports column for the transactions you would like to include. If you would like to include all transactions, skip to the next step.

2. Press File 72-Hour Report to file a report that includes just the transactions you checked the 72-Hour Reports column for. To include all transactions for the filing period, click File 72-Hour - All.

3. Complete your Authorization information to electronically sign your report.

4. Click Submit.

5. Your report is now filed! You can view your filed report by clicking View/Print. A copy of the report will also be emailed to the email addresses on file for your committee.