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24.6. Form 3X - Creating Accounts for Federal and Non-Federal Money
Form 3X - Creating Accounts for Federal and Non-Federal Money
State parties raise and spend both Federal and State money. This money must be kept separate.
To keep the separation in the database, a field for bank account is provided for every transaction. For example, below an account can be designated here in the New Contribution window:
A state party should always have at least the following bank accounts: Federal, State, FEA, FEA Shared, Levin. It is possible to have more accounts than these. Please remember that a bank account in the software does not necessarily need to have a "physical" or "real life" equivalent.
1. Setting up an Account
1a. Location
To set up these bank accounts, go to Financial > Accounts
To open a new account click "+ New."
1b. Create a New Account
1b.i. Basic Info
Assign a Filing Committee to your account in the drop-down menu, then give the account a name.
We suggest that the account name be given something along the lines of Federal, for this will help keep the accounts and the funds you deposit into the accounts clearly separate.
1b.ii. Account Info
If this is your default account, than select the box under "Default?"
By default, "Active?" is already selected. To deactivate an account, you would uncheck the box here.
Bank Name, Account Number, Contact Person, and Bank Address fields are useful, yet option.
Please be sure to assign an Account Type, as this will affect whether or not the account's information pulls to your reports.
Click Save.
2. Assigning an Account when Filing Reports
Go to Compliance > Government Reports > under File New Report, select the Form that you need to file.
Step 1. Select Filing Committee > select a committee.
Once a committee is selected, the appropriate accounts will be displayed. Select the appropriate account.
For further information as to how to file your reports, go to the Generating and Filing the Form 3X Helpfile.