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24.40. Form 3X - Schedule H4

Form 3X -- About the Schedule H4

This is a guide to assist you in using Campaign Manager to handle the Schedule H4 of your FEC Form 3X.  This is NOT a substitute for the FEC's Campaign Guide for Political Party Committees -- be sure to check the FEC's website for resources on any legal questions you have.

 

What is the Schedule H4?
The Schedule H4 lists ALL disbursements—regardless of dollar amount—for allocated federal and non-federal activity.  Because In-Kind Contributions are required to be reported as disbursements, they may also appear here if they are allocated as federal and non-federal funds.  Transactions listed here correspond with Line 21a of your summary page.

 

How do I get something to appear on the Schedule H4 instead of on the Schedule B?

• Expenses
  
  • Open the expense and select any of the FEC reporting codes from the Reporting Code dropdown menu. If you are not sure what reporting code you should use, please check with your FEC Analyst.
  • Open the Allocation dropdown menu and select an allocation. Once chosen, the associated Allocation Event should appear just above in the Event field.
  • Click the green Save button and you're done!
• In-kind Contributions
  • To pull an in-kind to Schedule H4, you just need to select an allocation from the Allocation dropdown menu. That's it! Just remember to hit the green Save button.
• Memos
  • Open the expense, click the "Linking" tab and select "Sub-Vendor". Fill in the fields for this new sub-vendor memo and then click the green Add button. This sub-vendor memo will now appear on Schedule H4 directly below your parent expense transaction!

 

 

 

How do I change the information in "Activity or Event Identifier"?
If you see something in the Event Identifier box, then this is the name of the Allocation Group the transaction is associated with.  These are managed in Financial > Allocations.  Bear in mind that this will change the name for all other transactions related to this allocation group.

Knowledge Tags

Form 3X  /  H4  /  Levin Funds  /  Joint Allocations  /  Shared Activities  /  Schedule H4  /  NonFederal Activity  /  Non-Federal Activity  /