Home → Campaign Manager → Idaho State Report FAQs → How Do I E-File My Idaho Report?
49.1. How Do I E-File My Idaho Report?
E-Filing Your Idaho State Report
Unfortunately, the State of Idaho does not allow for compliance reports to be filed directly through third-part software like Campaign Manager - reports must be filed through the Secretary of State's (SoS) Online Campaign Finance Reporting Application. Despite having to go outside of CM to file a report, the process of doing so is till a fairly simple task. In order to file a state report for Idaho, two steps must be taken:
1. Generate a list of transactions for each schedule on the report. Schedule A contains standard contributions, Schedule B contains standard expenses, and Schedule C contains in-kind contributions and expenses. Generating a report through CM will allow you to download a spreadsheet for each schedule.
2. Log into the SoS's application to upload the transactions and submit the report.
Getting Your Lists of Transactions from Campaign Manager
For the first step, simply go into Compliance > Government Reports and select the report you wish to file. On the criteria page of the report, fill out all the necessary fields, and click the Generate button. Once you have done that, you should be on a screen like the one below. From the Electronic Report(s) section, you will find the download links of the transaction lists you need to upload to the SoS application.
Uploading to the Secretary Of State Online Campaign Finance Reporting Application
1. Log into the SoS application using your login credentials. Navigate to the Treasurer Record page, and click Select to the left of the Candidate/PAC.
2. You will then see the next reporting period. Click on the New Report button to begin a new report, or click Select next to a report in the table if you have one already in progress.
3. Now that you have the report open, click on the tab for Schedule A to upload your contribution spreadsheet from CM. Note that the spreadsheet must have headers that exactly match the list below.
4. Click on the Browse button and navigate to where you have the spreadsheet of contributions saved. Select it, click on Open, and then the file name should appear in the Upload Field on the Schedule A tab.
5. Click the Upload button and the system will begin uploading the contributions. Once the file has been processed and uploaded to the database, the data is displayed in the entry list at the bottom of the Schedule A tab - Itemized Contributions as if it had been data entered individually through the online application.
You are now done uploading contributions! To upload expenses to Schedule B, and in-kind contributions and expenses to Schedule C, the step-by-step process is essentially the same - the only difference would be to navigate to the appropriate tab of the report - Schedule B or C, and then navigate to and select the corresponding spreadsheet for that schedule. Also, the headers of each spreadsheet, and these, like Schedule A, must match exactly as they appear in the tables below.
Headers for Schedule B
Headers for Schedule C