Home → Campaign Manager → Frequently Asked Questions! → Index

1.20. Index

1. Frequently Asked Questions!

• 1.1. FEC Password: What is my FEC Electronic Filing Password?
• 1.2. Can I Export a Spreadsheet of Aristotle's "Donor Insights" Data?
• 1.3. How Do I Enter a "Primary Contact" for an Organization or Committee Record?
• 1.4. How do I link spouses and create households?
• 1.5. How do I Import Intermediary/Conduit Contributions?
• 1.6. How do I convert my FEC Form 3 or 3X .fec data file into a spreadsheet?
• 1.7. Committee Records - Linking Committee Staff
• 1.8. Why are my PDFs not auto-downloading?
• 1.9. Anedot Integration - Importing Records and Transactions using an API token
• 1.10. NationBuilder Integration - Importing Records and Transactions using an API/webhook token
• 1.11. Targeted Victory Integration - Importing Records and Transactions using an API token
• 1.12. Final MDB Export Tables/Key Fields Schema
• 1.13. How do I display record names in a Final .MDB Export Excel sheet?
• 1.14. How Do I File My FEC Report with a "Backdoor" Password?

2. Video Tutorials

• 2.1. Logging In, Changing Datasets, Hot Keys, Updating Your Dashboard
• 2.2. Adding and Editing Users
• 2.3. Adding Records (Individuals, Organizations, or Committees)
• 2.4. Adding Transactions (Contributions, Expenses, etc.)
• 2.5. Generating and Filing Compliance Reports
• 2.6. Linking Staff to Your Filing Committee (Candidate, Treasurer, etc.)
• 2.7. Using the FEC ID Lookup Tool
• 2.8. Building Custom Report Searches
• 2.9. Building Your Custom Format
• 2.10. Custom Financial Reports
• 2.11. Sending a Mass Email Blast
• 2.12. Creating a Direct Mail/Mail Merge Letter
• 2.13. Creating and Utilizing Custom Fields
• 2.14. Tags and the Tag Management Tool
• 2.15. Using the Merge Tool
• 2.16. Bank Reconciliation

3. Getting Started

• 3.1. Welcome to Campaign Manager
• 3.2. What You Need to Get Started
• 3.3. Navigation
• 3.4. Navigation in Detail
• 3.5. Moving Around and Keyboard Shortcuts
• 3.6. The Dashboard Page
• 3.7. Customer Support Policy

4. Call Sheet Manager

• 4.1. What are Call Sheets? Where can I find them?
• 4.2. Call Sheet Manager
• 4.3. Header/Footer
• 4.4. Entity Information
• 4.5. Contact Information
• 4.6. Biography
• 4.7. Donation Summary
• 4.8. Recent Donations
• 4.9. Contributions to Other Committees
• 4.10. Notes
• 4.11. Logged Activities
• 4.12. Tags
• 4.13. Call Results
• 4.14. Text Box

5. Online Donation Pages

• 5.1. What are CM's online donation pages for?
• 5.2. How do I import the donations submitted on my online donation page?
• 5.3. Tab #1 - "Setup"
• 5.4. Tab #2 - "Content"
• 5.5. Tab #3 - "Design"
• 5.6. Tab #4 - "Notices"
• 5.7. Tab #5 - "Admin Notices"

6. User Settings

• 6.1. Adding New Users
• 6.2. Permission Settings

7. Contacts

• 7.1. Updated Contacts Page - Filters
• 7.2. Updated Contacts Page - Search Results
• 7.3. Updated Contacts Page - Actions
• 7.4. Adding a New Individual or Candidate
• 7.5. Individual Records
• 7.6. Candidate Records
• 7.7. Adding a New Committee
• 7.8. Organizational Records
• 7.9. Committee Records
• 7.10. Setting-up Joint Fundraising Committees
• 7.11. Sub-Files - Transactions
• 7.12. Sub-Files - Pledges
• 7.13. Sub-Files - Connections
• 7.14. Sub-Files - Events
• 7.15. Sub-Files - Communications
• 7.16. Using Attachments

8. Financial - Transactions

• 8.1. Transaction Types - Which One Should I Choose?
• 8.2. Contributions
• 8.3. Contributions to Third Parties
• 8.4. In-Kind Contributions
• 8.5. Misc. Income
• 8.6. Memo Contributions
• 8.7. Reportable Pledges
• 8.8. Accrued Misc. Income
• 8.9. Loan Received
• 8.10. Expenses
• 8.11. Unpaid Bills & Pending
• 8.12. In-Kind Expenditures
• 8.13. Loan Made
• 8.14. Adding a Loan Interest, Loan Payment, or Loan Forgiveness
• 8.15. Internal Transfers
• 8.16. Contributions from an Intermediary (Conduit) or Earmarked Contributions
• 8.17. Receipts from Joint Fundraising Committees
• 8.18. Adding LLC or Partnership/Split to a Contribution

9. Financial - Functions

• 9.1. Register
• 9.2. Accounts
• 9.3. Batches and Deposits
• 9.4. Budgets
• 9.5. Events
• 9.6. Allocations
• 9.7. Reconciliation

10. Financial - Operations and Frequently Asked Questions

• 10.1. Deleting a Transaction
• 10.2. Adding a Soft Allocation
• 10.3. Refunding Contributions
• 10.4. Redesignating a Contribution
• 10.5. Reattributing a Contribution
• 10.6. Adding Sub-Vendors to an Expense
• 10.7. Adding Sub-vendors to a Bill Repayment
• 10.8. Making Political Contributions to Other Candidates/Committees
• 10.9. Reversing an Expense
• 10.10. Check Printing

11. Custom Reports and Custom Financial Reports

• 11.1. Custom Reports
• 11.2. Custom Report Export Options
• 11.3. Custom Report Export Options - Exporting to Spreadsheet
• Custom Report Map
• 11.4. Custom Financial

12. Frequently Used Custom Reports

• 12.1. All Records
• 12.2. All Individuals
• 12.3. All Organizations
• 12.4. Records by City
• 12.5. Records by Street
• 12.6. Records by Zip Code
• 12.7. All Contributors
• 12.8. Donated Last Cycle but not This Cycle
• 12.9. All Records With Non-Standardized Addresses
• 12.10. Records With an Email Address
• 12.11. Records With One Code but not Another

14. Tools

• 14.1. Web Forms: Overview
• 14.2. Web Forms: Walkthrough
• 14.3. Web Forms: Importing Submissions
• 14.4. Merge
• 14.5. Import Manager
• 14.6. FAQ: How do I Import JFC/Partnership Contributions?
• 14.7. Find and Link Spouses
• 14.8. Address Standardization
• 14.9. Mass Email
• 14.10. Thank You Manager
• 14.11. FAQ: Permissions needed to use Thank You Manager

15. Settings

• 15.1. Categories
• 15.2. Template Editor
• 15.3. Custom Formats

16. Compliance

• 16.1. Getting Ready For Your First Report
• 16.2. Adding District Information to a Candidate Committee
• 16.3. Government Reports
• 16.4. Form 1M
• 16.5. Transaction Limits
• 16.6. Election Periods
• 16.7. Best Effort Manager
• 
  
  

17. Joint Fundraising Committee Tools

• 17.1. How to Use
• Set Up Process

  Add Page Edit Chapter

18. FEC Form 1 Compliance

• 18.1. 15.1. How to Complete Page 1
• 18.2. 14.2. How to Complete Page 2
• 18.3. 14.3. How to Complete Page 3
• 18.4. 14.4. How to Complete Page 4
• 18.5. FAQ: How do I enter my leadership PAC sponsor so that the name and address appear on line 6?

 

19. FEC Form 2 Compliance

• 19.1. 15.1. How to Complete the Form 2
• 19.2. 15.2 Adding Additional Text to the Form 2

20. FEC Form 24 Compliance

• 20.1. How to Populate the "Date of Public Distribution/Dissemination" Field
• 20.2. How to Populate the "Date of Disbursement or Obligation" Field
• 20.3. How to Populate the "Name of Federal Candidate" and "Office Sought" Fields

21. FEC Form 3 Compliance

• 21.1. FEC Form 3 Line by Line
• 21.2. FEC Form 3 Line by Line - Types and Subtypes
• 21.3. Form 3 - Reportable Fields in Individual Records
• 21.4. Form 3 - Reportable Fields in Organization/Committee Records
• 21.5. Form 3 - Reportable Fields in Contributions
• 21.6. Form 3 - Reportable Fields in Expenses
• 21.7. Form 3 - Line 11: Contributions
• 21.8. Form 3 - Line 12: Transfers From Other Authorized Committees
• 21.9. Form 3 - Line 13: Loans (a and b)
• 21.10. Form 3 - Line 14: Offsets to Operating Expenditures (Refunds, Rebates, etc)
• 21.11. Form 3 - Line 15: Other Receipts (Dividends, Interest, etc)
• 21.12. Form 3 - Schedule B Reporting Descriptions
• 21.13. Form 3 - Line 17: Operating Expenditures
• 21.14. Form 3 - Line 18: Transfers to Other Authorized Committees
• 21.15. Form 3 - Line 19(a): Loan Repayments (a and b)
• 21.16. Form 3 - Line 20: Refunds of Contributions (a, b, and c)
• 21.17. Form 3 - Line 21: Other Disbursements
• 21.18. Form 3 - Schedule C
• 21.19. Form 3 - Schedule C-1
• 21.20. Form 3 - Reporting Transactions on Line 9 (Schedules C & D)
• 21.21. Form 3 - Reporting Transactions on Line 10 (Schedule C/D)
• 21.22. Form 3 - Generating and Filing in Campaign Manager
• 21.23. Using Memo Group ID to link Debts to the same Entity together.

22. Form 3 Compliance FAQs

• 22.1. What Does the "Load From Last Filing" Button Do?
• 22.2. How do I add reattributions and redesignations for a single large contribution?
• 22.3. How to Enter a Refund for a Contribution You Received in the Previous Cycle?
• 22.4. FEC Guidelines pg. 99 - How to enter non-travel advances made and reimbursed in different reporting periods
• 22.5. How to Add a "Credit" to a Loan to Reverse an Erroneously Reported Payment
• 22.6. 18.3 How to get sub-vendor memos dated outside the reporting period to itemize

23. FEC Form 3X Compliance

• 23.1. Form 3x Criteria
• 23.2. Form 3X - Reportable Fields in Individual Records
• 23.3. Form 3X - Reportable Fields in Organization/Committee Records
• 23.4. Form 3X - Reportable Fields in Contributions
• 23.5. Form 3X - Reportable Fields in Expenses
• 23.6. Form 3X - Creating Accounts for Federal and Non-Federal Money
• 23.7. Form 3X - Line 11: Contributions (other than loans)
• 23.8. Form 3X - Line 12: Transfers from Affiliated/Other Party Committees
• 23.9. Form 3X - Line 13: All Loans Received
• 23.10. Form 3X - Line 14: Loan Repayments Received
• 23.11. Form 3X - Line 15: Offsets to Operating Expenditures (Refunds, Rebates, etc.)
• 23.12. Form 3X - Line 16: Refunds of Contributions Made to Federal Candidates & Other Political Committees
• 23.13. Form 3X - Line 17: Other Federal Receipts (Dividends, Interest, etc.)
• 23.14. Form 3X - Line 18a: Transfers from Non-Federal Accounts (Schedule H3)
• 23.15. Form 3X - Line 18: Transfers from Levin Funds
• 23.16. Form 3X - Schedule B Reporting Descriptions
• 23.17. Form 3X - Line 21a: Operating Expenditures - Joint Activity
• 23.18. Form 3X - Line 21b: Operating Expenditures
• 23.19. Form 3X - Line 22: Transfers to Affiliated or Other Party Committees
• 23.20. Form 3X - Line 23: Contributions to Federal Candidates/Committees & Other Political Committees
• 23.21. Form 3X - Line 24: Independent Expenditures (use Schedule E)*
• 23.22. Form 3X - Line 25: Coordinated Party Expenditures (use Schedule F)*
• 23.23. Schedule F, Cont'd: How to Mark the "Has Your Committee Been Designated...?" Checkbox*
• 23.24. Form 3X - Line 26: Loan Repayments Made*
• 23.25. Form 3X - Line 27: Loans Made*
• 23.26. Form 3X - Line 28: Refunds of Contributions To: (28a, 28b, and 28c)
• 23.27. Form 3X - Line 29: Other Disbursements*
• 23.28. Form 3X - Line 30: Federal Election Activity (30a and 30b)
• 23.29. Form 3X - Schedule C*
• 23.30. Form 3X - Schedule C1*
• 23.31. Form 3X - Reporting Transactions on Line 9 (Schedule D)*
• 23.32. Form 3X - Reporting Transactions on Line 10 (Schedule D)*
• 23.33. Form 3X - Schedules H1 and H2
• 23.34. Form 3X - How to Revise An H2 Ratio
• 23.35. Form 3X - Schedule H4
• 23.36. Schedule H4 Cont'd - How to Show In-Kinds on Schedule H4
• 23.37. Schedule H4 Cont'd - How To pull a Previous Year's Allocation Ratio to H4 Disbursements
• 23.38. Form 3X - Schedule H5
• 23.39. Form 3X - Schedule H6
• 23.40. Schedule H6 Cont'd - How to Enter Transactions into Your Levin Account, Not Your Federal Account
• 23.41. Schedule H6 Cont'd - How to Show an Unpaid Bill Repayment on Schedule H6
• 23.42. Form 3X - Schedule L (Levin Funds)
• 23.43. Form 3X - Schedule L, Line 5
• 23.44. Schedule L, Line 5 cont'd - How do I show an internal transfer on this line?

24. Form 3X Compliance FAQs

• 24.1. Why is my Candidate's record missing their district number?
• 24.2. How to Enter a Refund for a Contribution You Received in the Previous Cycle?
• 24.3. What Does the "Load From Last Filing" Button Do?
• 24.4. 23.4. Why Isn't My Transaction Being Split With the Allocation Ratio I Saved to It?
• 24.5. How Do I Get A Memo To Appear For an In-Kind?
• 24.6. 23.6 How Do I Force the H1 to Pull to the Form 3X
• 24.7. 23.7 How to Get An Allocation to Populate Schedule H1B

25. FEC Form 3L Compliance FAQs

• 25.1. Form 3L Schedule A
• 25.2. I Have Both an Intermediary and a Soft-Allocation Saved to a Contribution - Why Does This Not Pull to My Form 3L?

26. Alabama State Report

• 26.1. 22.1 Candidate Cover Page Weekly Monthy
• 26.2. 22.2 Form 2: Contributions
• 26.3. 22.3 Form 3: In-Kind Contributions
• 26.4. 22.4 Form 4: Receipts from Other Sources
• 26.5. 22.5 Form 5: Expenditures

27. Alabama State Report FAQs

• 27.1. How Do I E-File My Alabama Report?

28. Alaska State Report

• 28.1. 23.1 Cover Page
• 28.2. 23.2 Income
• 28.3. 23.3 Expenses
• 28.4. 23.4 Debts
• 28.5. 23.5 Summary Page

29. Arizona State Report

30. Arizona State Report FAQs

31. Arkansas State Candidate Report

32. Arkansas State Party Report

• 32.1. Completing the Arkansas State Report Cover Page
• Schedule 7 Loans
• 32.2. Data entry for Schedule 9 Contributors of more than $50
• 32.3. Data Entry for Schedule 14 Itemized Non-Money Contributions of More Than $50 Received By Party
• 32.4. Data Entry for Schedule 19. Itemized Disbursements of More then $100

33. Arkansas State Report FAQs

• 33.1. How Do I E-File My Arkansas Report?

34. California Form 410

• 34.1. 23.1 How to complete page 1
• 34.2. 23.2 How to complete page 2
• 34.3. 23.3 How to complete page 3

35. California Form 460

• 35.1. What Does the "Load From Last Filing" Button Do?
• 35.2. Completing the Form 460 Cover Page
• 35.3. Completing the Form 460 Summary Page
• 35.4. Completing the Form 460 Schedule A (Monetary Contributions Received)
• 35.5. Completing the Form 460 Schedule B, Part 1 (Loans Received)
• 35.6. Completing the Form 460 Schedule B, Part 2 (Loan Guarantors)
• 35.7. Completing the Form 460 Schedule C (Nonmonetary Contributions Received)
• 35.8. Completing the Form 460 Schedule D (Summary of Expenditures Supporting/Opposing Other Candidates, Measures and Committees)
• 35.9. ↳ Schedule D Cont'd (Marking the "Monetary" and "Non-Monetary" Boxes)
• 35.10. Completing the Form 460 Schedule E (Payments Made)
• 35.11. Completing the Form 460 Schedule F (Accrued Expenses/Unpaid Bills)
• 35.12. Completing the Form 460 Schedule G (Payments Made by an Agent or Independent Contractor [on Behalf of This Committee])
• 35.13. Completing the Form 460 Schedule H (Loans Made to Others)
• 35.14. Completing the Form 460 Schedule I (Miscellaneous Increases to Cash)
• 35.15. Grouping Transactions by Aggregate Group
• 35.16. Entering IKEM Memos for 460 Reports
• 35.17. QUICK TIP - Installment Payments
• 35.18. QUICK TIP - Sponsor's Contributions
• 35.19. QUICK TIP - How to Add Memo Text to the 460 Report

36. California Form 497

• 36.1. Completing the Form 497 - Filer Information
• 36.2. Completing the Form 497 - Contributions Received
• 36.3. Completing the Form 497 - Contributions Made
• 36.4. QUICK TIP - What Activity Triggers the Requirement to File the Form 497?
• 36.5. QUICK TIP - Including Specific Transactions

37. California State Report FAQs

• 37.1. How Do I E-File My California Report?
• 37.2. How To File My CA Report To Netfile
• 37.3. How to Enter a Loan Made Forgiveness Transaction
• 37.4. How to Enter a Candidate Seeking Local Office
• 37.5. How to Enter a Contribution to a Ballot Measure Committee
• 37.6. What causes the "Duplicate or Invalid Transaction ID" Error?
• 37.7. San Diego County filers - Why are my sub-vendor memos appearing on Schedule E instead of Schedule G?

38. Colorado State Report

• 38.1. Colorado State Report - Cover Page
• 38.2. Schedule A - Itemized Contributions Statements ($20 or more) Data Entry
• 38.3. Schedule B - Itemized Expenditures Statement ($20 or more) Data Entry
• 38.4. Schedule C - Loans

 

39. Colorado State Report FAQs

 

40. Connecticut State Report

• 40.1. Schedule A: Total Contributions from Small Contributors - Received this Period ONLY
• 40.2. Schedule B: Itemized Contributions from Individuals
• 40.3. Schedule C1: Contributions from Other Committees
• 40.4. Schedule C2: Reimbursements or Surplus Distributions from other Committees
• 40.5. Schedule D: Loans Received This Period
• 40.6. Schedule H: Personal Funds of the Candidate Received This Period
• 40.7. Schedule J: Interest from Deposits in Authorized Accounts
• 40.8. Schedule K: Miscellaneous Monetary Receipts not Considered Contributions
• 40.9. Schedule L1 - Fundraising Event Information
• 40.10. Schedule L4: In-Kind Donations Not Considered Contributions
• 40.11. Schedule L5: In-Kind Donations Not Considered Contributions Associated with a House Party
• 40.12. Schedule M: In-Kind Contributions
• 40.13. Schedule P: Expenses Paid by Committee
• 40.14. Schedule S: Expenses Incurred by Committee but Not Paid During this Period
• 40.15. Schedule T: Itemization of Reimbursements and Secondary Payees
• Schedule L5 Addendum
• 40.16. Section P. ADDENDUM PAGE

41. Florida State Report

42. Florida State Report FAQs

• 42.1. How Do I E-File My Florida Report?
• 42.2. How to pull Organization Description
• 42.3. 34.2 - How to file an Amendment

 

43. Georgia State Report

• 43.1. Georgia State Report Cover Page
• 43.2. Georgia State Report Itemized Contributions
• 43.3. Georgia State Report Itemized Expenditures
• 43.4. How do I get in-kind contributions to pull as in-kind expenditures?

 

44. Georgia State Report FAQs

• 44.1. How Do I E-File My Georgia Report?
• 44.2. How to Mark Boxes 5 and 6 on the Cover Page

45. Hawaii State Report FAQs

46. Idaho State Report

• 46.1. Idaho State Report Cover Page
• 46.2. Data Entry for Schedule A Itemized Contributions.
• 46.3. Data entry for Schedule B Itemized Expenditures

47. Idaho State Report FAQs

• 47.1. How Do I E-File My Idaho Report?

48. Illinois State Report

• 48.1. IL State Report - Cover
• 48.2. IL State Report - Schedule A - Part 1 - Individual Contributions
• 48.3. IL State Report - Schedule A - Part 2 - Transfers In
• 48.4. IL State Report - Schedule B - Part 6 - Transfers Out
• 48.5. IL State Report - Schedule B - Part 8 - Expenditures

49. Illinois State Report FAQs

50. Indiana State Report

• 50.1. IN State report Cover Page
• 50.2. IN State Report Schedule A-1
• 50.3. IN State Report Schedule A-1 Cont.
• 50.4. IN State Report Schedule A-2
• IN State Report Schedule A-3
• 50.5. IN State Report Schedule A-4
• 50.6. IN State Report Schedule A-5
• 50.7. IN State Report Schedule B
• IN State Report Schedule C
• IN State Report Schedule D
• IN State Report Schedule E

51. Indiana State Report FAQs

52. Iowa State Report

• IA - Cover Page
• 52.1. IA - Schedule A: Monetory Receipts
• 52.2. IA - Schedule B: Monetory Expenditures
• 52.3. IA - Schedule D: Incurred Indebtedness
• 52.4. IA - Schedule E: In-Kind Contributions
• 52.5. IA - Schedule F1: Loans Received
• 52.6. IA - Schedule F2: Loans Repaid

53. Iowa State Report FAQs

• 53.1. How Do I E-File My Iowa Report?

54. Kansas State Report - State Office

• 54.1. Kansas State Report Cover Page
• 54.2. Kansas State Report Schedule A
• 54.3. Kansas State Report Schedule B
• 54.4. Kansas State Report Schedule C
• 54.5. Kansas State Report Schedule D

55. Kansas State Report FAQs

• 55.1. How Do I E-File My Kansas Report?

56. Louisiana State Report

• 56.1. LA State Report - Cover Page
• 56.2. LA State Report - Cover Page Cont. - Affiliated Persons
• 56.3. LA State Report - Schedule A-1
• 56.4. LA State Report - Schedule A-2
• 56.5. LA State Report - Schedule A-3
• 56.6. LA State Report - Schedule E-1
• 56.7. LA State Report - Schedule E-3
• 56.8. LA State Report - Schedule E-4

57. Louisiana State Report FAQs

• 57.1. How Do I E-File My Louisiana Report?
• 57.2. Louisiana State Report - Name of Person Preparing Report

58. Maryland State Report

• 58.1. MD Schedule 1 - Contributions
• 58.2. MD Schedule 1B - Other Receipts and In-Kind Contributions
• 58.3. MD Schedule 2 - Expenditures
• 58.4. MD Schedule 3 - Outstanding Obligations
• 58.5. MD Summary Sheet

59. Maryland State Report FAQs

• 59.1. How Do I E-File My Maryland Report?
• 59.2. Maryland Custom Fields
• 59.3. Setting Employer and Occupation Information for Maryland State Reports

60. Michigan State Report - Candidate

• 60.1. MI Cover Page
• 60.2. MI Summary Page
• 60.3. MI Schedule 1A - Itemized Contributions
• 60.4. MI Schedule 1A-1 - Itemized Other Receipts
• 60.5. MI Schedule 1B - Itemized Expenditures
• 60.6. MI Schedule 1B IK - Itemized In-Kind Expenditures
• 60.7. MI Schedule 1C - Incidental Office Expense Disbursements
• 60.8. MI Schedule 1E-By - Debts and Obligations
• 60.9. MI Schedule 1E-To - Debts and Obligations
• 60.10. MI Schedule 1F - Fund Raiser Schedule
• 60.11. MI Schedule 1-IK - Itemized In-Kind Contributions

61. Michigan State Report - Party

• 61.1. MI Cover Page
• 61.2. MI Schedule 2A - Contributions
• 61.3. MI Schedule 2A-1 Other Receipts
• 61.4. MI Schedule 2-IK In-Kind Contributions
• 61.5. MI Schedule 2B - Expenditures
• 61.6. MI Schedule 2B-1 Independent Expenditures
• 61.7. MI Schedule 2E - Debts and Obligations

62. Michigan State Report FAQs

• 62.1. How to E-File Your MI Report
• 62.2. Schedule 1F - How do I enter the "Number of Individuals Attending or Participating"?
• 62.3. Schedule 1F - How do I mark the "Private Residence" box for my events?

63. Minnesota State Report

• 63.1. MN - Cover Page
• 63.2. MN - Schedule A1 CR - Contribution Received
• 63.3. MN - Schedule A2 LP - Receipts from Loans Payable (Owed by Committee or Fund)
• 63.4. MN - Schedule A2 MISC - Receipts from Miscellaneous Income
• 63.5. MN - Schedule B2 CAN - Contributions to Principal Campaign Committees
• 63.6. MN - Schedule B2 PCF - Contributions to Political Committees and Political Funds
• 63.7. MN - Schedule B2 PTY - Contributions to Political Party Units
• 63.8. MN - Schedule B3 IND - Independent Expenditures
• 63.9. MN - Schedule B4 BQ - Ballot Questions
• 63.10. MN - Schedule C - Outstanding Loans Receivable

 

64. Minnesota State Report FAQs

65. Mississippi State Report

• 65.1. MS State Report - Cover Page
• 65.2. MS State Report - Itemized Receipts
• 65.3. MS State Report - Itemized Disbursements

 

66. Mississippi State Report FAQs

• 66.1. How Do I E-File My Mississippi Report?

67. Missouri State Report

• 67.1. How to Complete the Cover Page
• 67.2. Summary Page
• 67.3. CD1A - Itemized Contributions Received
• 67.4. CD1B - Non-Itemized Contributions Received
• 67.5. CD1C-2 - Loans Received Over $100
• 67.6. CD1C-3 - Loans Repayment
• 67.7. CD2A - Investments Made
• 67.8. CD2B - Investment Interest or Dividends
• 67.9. CD3A - Expenditures of $100 or Less
• 67.10. CD3B - Itemized Expenditures Over $100
• 67.11. CD3C - Contributions Made Regardless of Amount

68. Missouri State Report FAQs

• 68.1. How Do I E-File My Missouri Report?
• 68.2. How to generate a CD8 Schedule
• 68.3. How to generate an Addendum Schedule

69. Montana Candidate State Report

• 69.1. 43.1 How to Complete the Cover Page
• 69.2. 43.2 Schedule A1 A2 - Receipts Summary
• 69.3. 43.3 Schedule A3 - Loans
• 69.4. 43.4 Schedule A4 - Interest, Rebates, Refunds, Fundraisers, and Other Miscellaneous Income
• 69.5. 43.5 Schedule A5 - Political Action Committee Contributions
• 69.6. 43.6 Schedule A6 - Political Party Committee Contributions
• 69.7. 43.8 Schedule A8 - Other Political Committee Contributions
• 69.8. 43.9 Schedule A9 - Individual Contributors of $35 or More
• 69.9. 43.10 Schedule B1 - Petty Cash Expenditures
• 69.10. 43.11 Schedule B2 - All Other Expenditures
• 69.11. 43.12 Schedule C - Debt and Loans Not Yet Paid

70. Montana State Report FAQs

• 70.1. How Do I E-File My Montana Report?
• 70.2. Generating the Montana Pre-Election (C7) Report

71. Nebraska State Report - Candidate

• 71.1. Nebraska State Report Cover Page
• 71.2. Nebraska - Schedule A
• 71.3. Nebraska - Schedule B
• 71.4. Nebraska - Schedule C1
• 71.5. Nebraska - Schedule C2
• 71.6. Nebraska - Schedule D1
• 71.7. Nebraska - Schedule D2

72. Nebraska State Report - Party

• 72.1. Nebraska State Report Cover Page

73. Nebraska State Report FAQs

• 73.1. How Do I E-File My Nebraska Report?

74. Nevada State Report

75. New Hampshire State Report

• 75.1. NH - Cover Page
• 75.2. NH - Itemized Expenditures
• 75.3. NH - Itemized Receipts

76. New Jersey State Report - C3

• 76.1. 47.1 NJ C3

77. New Jersey State Report - E3

• 77.1. New Jersey State Report E3

78. New Jersey State Report - R3

• 78.1. New Jersey State Report R3

79. New Jersey State Report FAQs

• 79.1. How Do I E-File My New Jersey Report?

80. New Mexico State Report

• 80.1. 50.1 NM Monetary Contributions
• 80.2. 50.2 NM In-Kind Contributions
• 80.3. 50.3 NM Loans Made or Loans Received
• 80.4. 50.4 NM Expenditures
• 80.5. 50.5 NM Anonymous Contributions

81. New Mexico State Report FAQs

• 81.1. How Do I E-File My New Mexico Report?

82. New York State Report (Disclosure Statement)

• 82.1. Cover Page
• 82.2. Reporting Transactions on Schedule A
• 82.3. Reporting Transactions on Schedule B
• 82.4. Reporting Transactions on Schedule C
• 82.5. Reporting Transactions on Schedule D
• 82.6. Reporting Transactions on Schedule E
• 82.7. Reporting Transactions on Schedule F
• 82.8. Reporting Transactions on Schedule G
• 82.9. Reporting Transactions on Schedule H
• 82.10. Reporting Transactions on Schedule I
• 82.11. Reporting Transactions on Schedule J
• 82.12. Reporting Transactions on Schedule K
• 82.13. Reporting Transactions on Schedule L
• 82.14. Reporting Transactions on Schedule M
• 82.15. Reporting Transactions on Schedule N1
• 82.16. Reporting Transactions on Schedule N
• 82.17. Reporting Transactions on Schedule O
• 82.18. Reporting Transactions on Schedule Q
• 82.19. Reporting Transactions on Schedule R
• 82.20. How To Allocate The Same Expense To Multiple Candidates on Schedule R
• 82.21. How to Link a Refund to the Original Expense Date

83. New York State Report FAQs

• 83.1. How Do I E-File My New York Report?
• 83.2. What is this "Unitemized" listing on my Schedule F?

84. North Carolina State Report

• 84.1. 52.1 CRO-1000 - Cover Page
• 84.2. 52.2 CRO-1100 - Detailed Summary
• 84.3. 52.3 CRO-1205 - Aggregated Contributions from Individuals
• 84.4. 52.4 CRO-1210 - Individual Contributions
• 84.5. 52.5 CRO-1220 - Political Party Committee Contributions
• 84.6. 52.6 CRO-1230 - Other Political Committee Contributions
• 84.7. 52.7 CRO-1240 - Refunds and Reimbursements Received
• 84.8. 52.8 CRO-1250-1 - Other Receipt Sources (Interest)
• 84.9. 52.11 CRO-1270 - Legal Expense Fund
• 84.10. 52.12 CRO-1310-1 - Disbursements (Operating Expenses)
• 84.11. CRO-1310-1 Cont'd - How Do I Get My Internal Transfer Transactions to Show on this Line?
• 84.12. 52.13 CRO-1310-2 - Disbursements (Contributions to Candidates/Political Committees)
• 84.13. 52.14 CRO-1310-3 - Disbursements (Coordinated Party Expenditures)
• 84.14. 52.15 CRO-1315 - Aggregated Non-Media Expenditures
• 84.15. 52.16 CRO-1320 - Refunds and Reimbursements Made
• 84.16. 52.18 CRO-1410 - Loan Proceeds
• 84.17. 52.19 CRO-1420 - Loan Repayments
• 84.18. 52.20 CRO-1430 - Outstanding Loans
• 84.19. 52.21 CRO-1440 - Forgiven Loans
• 84.20. 52.22 CRO-1510 - In-Kind Contributions
• 84.21. 52.23 CRO-1610 - Debt Owed by the Committee

85. North Carolina State Report FAQs

• 85.1. How Do I E-File My North Carolina Report?
• 85.2. North Carolina 48 Hour Report

86. Ohio State Report

• 86.1. Schedule 30A: Ohio Campaign Finance Report Cover Page
• 86.2. OH - Schedule 31A - Contributions Received
• 86.3. Schedule 31A2 - Statement of Other Income
• 86.4. Schedule 31B: Statement of Expenditures
• 86.5. OH - Schedule 31C - Statement of Loans Received
• 86.6. Schedule 31E: Statement of Contributions Received at a Social or Fund-Raising Event
• 86.7. Schedule 31F Event: Statement of Expenditures for Social or Fund-Raising Event
• 86.8. Schedule 31G Event: Contributors in Officeholder's Employ
• 86.9. Schedule 31G Non Event: Contributors in Officeholder's Employ
• 86.10. Schedule 31J1: In-Kind Contributions Received
• 86.11. Schedule 31K: Statement of Loans Made
• 86.12. Schedule 31N: Statement of Outstanding Debts
• 86.13. Schedule 31U: Independent Expenditures Made by a Campaign Committee, PAC, Political Contributing Entity, Political Party or Legislative Campaign Fund

87. Ohio State Report FAQs

88. Oklahoma State Report

• 88.1. OK - Candidate Committee Contributions and Expenditures Report Cover Page
• 88.2. OK - Candidate Committee Contributions and Expenditures Report Schedule D
• 88.3. OK - Candidate Committee Contributions and Expenditures Report Schedule I
• 88.4. OK - Candidate Committee Contributions and Expenditures Report Schedule J

89. Oklahoma State Report FAQs

90. Oregon State Report

91. Pennsylvania State Report

• 91.1. PA Cover Page
• 91.2. 53.1 PA Schedule I Part A, Contributions Received from Political Committees $50.01 to $250.00
• 91.3. 53.2 PA Schedule I Part B, All Other Contributions $50.01 to $250.00
• 91.4. 53.3 PA Schedule I Part C, Contributions Received From Political Committees Over $250.00
• 91.5. 53.4 PA Schedule I Part D, All Other Contributions Over $250
• 91.6. PA Schedule IE - Other Receipts
• 91.7. PA Schedule IIF - Small $ In-Kind Contributions
• 91.8. 53.5 PA Schedule II Part G, In-Kind Contributions Received Over $250
• 91.9. 53.6 PA Schedule III, Statement of Expenditures
• 91.10. 53.7 PA Schedule IV, Unpaid Debts and Obligations

92. Pennsylvania Compliance Report FAQs

• 92.1. How Do I E-File My Pennsylvania Report?

93. South Dakota State Report

• 93.1. SD - Cover Page
• 93.2. SD - Contributions from Individuals
• 93.3. SD - Direct Contributions from Organizations
• 93.4. SD - Contributions from Political Parties
• 93.5. SD - Contributions from South Dakota Political Action Committees and South Dakota Candidate Committees
• 93.6. SD - Itemized Contributions from Out of State and Federal Political Action Committees
• 93.7. SD - Direct Contributions From Candidate Committees
• 93.8. SD - Other Income
• 93.9. SD - In Kind Contributions
• 93.10. SD - Expenditures
• 93.11. SD - Debts and Obligations Owed by Committee
• 93.12. SD - Loans Owed to Committee
• 93.13. SD - Loans Owed by the Committee
• 93.14. SD - Summary Page

94. Tennessee State Report

• 94.1. TN - Cover Page
• 94.2. TN - Contributions
• 94.3. TN - In-Kind Contributions
• 94.4. TN - Expenditures
• 94.5. TN - Independent Expenditures
• 94.6. TN - Debts
• 94.7. TN - Loans
• 94.8. TN - Summary Page

95. Texas State Report

• 95.1. 55.1 TX State Report - Cover Page 1
• 95.2. 55.2 TX State Report - Cover page 2
• 95.3. 55.3 TX Schedule A1
• 95.4. 55.4 TX Schedule A2
• 95.5. 55.5 TX Schedule F1
• 95.6. 55.6 TX Schedule K
• 95.7. How Do I E-File My Texas Report?

96. Utah State Report

• 96.1. UT - Cover Page
• 96.2. UT - Schedule A
• 96.3. UT - Schedule B
• 96.4. UT - Summary Page

97. Virginia State Report

• 97.1. 78.1. VA - Cover Page
• 97.2. 78.2. VA - Schedule A
• 97.3. 78.3. VA - Schedule B
• 97.4. 78.4. VA - Schedule C
• 97.5. 78.5. VA - Schedule D
• 97.6. 78.6. How to Show a Contribution Refund on Schedule D?
• 97.7. 78.7. VA - Schedule E
• 97.8. 78.8. VA - Schedule E-2
• 97.9. 78.9. VA - Schedule F
• 97.10. 78.10. VA - Schedules G and H

98. Washington State C3 Report

• 98.1. 56.1 WA Line 1a Anonymous Monetary Contributions
• 98.2. 56.2 WA Line 1b Candidate's Personal Funds Deposited in the Bank
• 98.3. 56.3 WA Line 1c Loans, Notes, Security Agreements (Schedule L)
• 98.4. 56.4 WA Line 1d Misc Rreceipts (Interest, refunds, auctions, other)
• 98.5. 56.5 WA Line 1e Small Contributions $25.00 or less
• 98.6. 56.6 WA Line 2 Contributions Over $25.00

99. Washington State C4 Report

• 99.1. Schedule A - Cash Receipts
• 99.2. Schedule A - Expenditures
• 99.3. Schedule B - In Kind Contributions, Pledges, Orders, Debts, Obligations

100. Washington State Report FAQs

• 100.1. How Do I E-File My Washington Report?
• 100.2. Entering Anonymous Contributions on the C3 Report
• 100.3. Entering Sub-vendors for the Campaign Summary Receipts & Expenditures (C4) report
• 100.4. FAQ: Why is my Treasurer information missing from my report?

 

101. Wisconsin State Report

• 101.1. WI State Report - Cover Page
• 101.2. WI State Report - Schedule 1-A
• 101.3. WI State Report - Schedule 1-B
• 101.4. WI State Report - Schedule 1-C
• 101.5. WI State Report - Schedule 2-A
• 101.6. WI State Report - Schedule 2-B

102. Wisconsin State Report FAQs

• 102.1. How Do I E-File My Wisconsin Report?
• 102.2. How Do I E-File My Wisconsin 72-Hour Report?
• 102.3. How Do I E-File My Wisconsin Report Amendment?

103. IRS Compliance Reporting

• 103.1. IRS 1099 - How to Populate the "Tax ID#" Column?

104. Troubleshooting

• 104.1. Printing from Internet Explorer
• 104.2. Adding Additional Reattributions

Knowledge Tags

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