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105.3. How Do I E-File My Wisconsin Report Amendment?

E-Filing Your Wisconsin State Report Amendment

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 Report Amendment

After a report is filed, committees might need to change or add information to their reports. Any amendment should be filed as soon as possible. When a user adds new transactions or changes previously filed transactions, the changes do not automatically appear on the previously filed report. In order for these changes to be viewable to the public, the report needs to be re-filed.

Choosing a Report to Edit

1. After you have logged in, click Amend a Report under Make a Change to a Filed Report from the left-hand menu.

2. In the top row, choose the Filing Period Name for the report you would like to amend. If you are looking to edit a specific transaction, you can enter additional criteria to narrow down your results.

3. Press Search.

Deleting, Editing, and Adding New Transactions

4. All of your committee's transactions for the filing period you selected will show on the screen. To edit an existing transaction, click the pencil in the Edit column.

5. To delete a transaction, check the Select Box at the far right in the row and click Delete at the bottom of the window. You may select more than one transaction at a time to delete.

6. To add a new transaction, choose the button for the appropriate transaction type and complete all required fields.

7. Once you have completed all updates to your report, you are ready to refile. You may generate a PDF preview of your report using the Preview Finance Report option or you can skip this step and choose File All to State.

 

Updating Cash Balances and Filing the Amended Report

8. CFIS will not automatically calculate the beginning and ending cash balance for your report. If your corrections require you to adjust the beginning or ending cash balance, scroll below the authorization section and make corrections. These balances should come from your bank statement and should reconcile with the transactions you have reported. Cash Balances from your previously submitted reports will also be visible for reference.

9. Complete your Authorization information to electronically sign your report. If you have forgotten your PIN, review What is my committee's PIN? on page 29.

10. Click Submit.

11. 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. If you do not receive a confirmation email, please contact Ethics Commission staff to confirm your report has been correctly filed and your email address is correct.