Home → 360 → FEC Form 3X FAQs → How Do I Enter An H2 Fundraising Allocation And Then Utilize That On An H4 Allocable Disbursement?

41.1. How Do I Enter An H2 Fundraising Allocation And Then Utilize That On An H4 Allocable Disbursement?

How Do I Enter An H2 Fundraising Allocation And Then Utilize That On An H4 Allocable Disbursement?

This helpfile will walk you through how the proper data entry to both pull a schedule H2 and itemize the corresponding disbursement in your FEC Form 3X report.

• You'll first need to create an event with a date range that falls within the filing period of your report (ie. if you are scheduling a June 3X filing, you'll need an event that falls within the 5/1-5/31 window)
• Once you've saved the event, you'll see that more tabs will now be accessible within the events page. Click the Joint Activity (Compliance) tab to see the Joint Activities options for your event-related allocable disbursement:

• In the Joint Activity (Compliance) tab, you'll need to do the following
  1. Set a date range that the allocation ratio applies (this must be listed in a wider range than your event date range in order for your Schedule H2 to pull properly)
  2. Select the ratio type
  3. Input the proper ratio
  4. click the "Save" button

Next you'll need to create the disbursement in the record itself. You can do this by either going to the add disbursement option on the right side of the event page or going in to the record profile of the entity to which the disbursement was paid out to and create a new disbursement

Your disbursement will need to have 3 things to ensure that it will populate Schedule H4 and have the allocations set in your event to properly populate it.

1. The Type needs to be set to "Joint Activity"
2. The Sub Type needs to be set to "Fundraiser"
3. The event needs to be set to the event you created for your H2