Home → Campaign Manager → California Form 460 → Completing the Form 460 Schedule D (Summary of Expenditures Supporting/Opposing Other Candidates, Measures and Committees)

37.8. Completing the Form 460 Schedule D (Summary of Expenditures Supporting/Opposing Other Candidates, Measures and Committees)

This help documentation will show the data entry required to populate all sections of the CA 460 report Schedule D in Campaign Manager. If you'd like some additional information about this report please take a look at the FPPC's guidelines for the Form 460. The Schedule D information begins on page 27.

 

 

Adding A Transaction

Add a transaction to Schedule D by creating a new transaction, either from the Register, the donor's record, or the Financial drop-down menu. Valid transaction types for Schedule D are: Expense, Unpaid Bill (Accrued Expense). 

(Note: Expense transactions also display on Schedule E. For more information about Schedule E, see Completing the Form 460 Schedule E (Payments Made). Unpaid Bill (Accrued Expense) transactions also display on Schedule F. For more information about Schedule F, see Completing the Form 460 Schedule F (Accrued Expenses/Unpaid Bills).)

Section 1: Date

The date the expenditure was made is entered in the Date field of the transaction record. See below for a screenshot of this field.

Section 2: Name of Candidate, Office, and District, or Measure Number or Letter and Jurisdiction, or Committee

The candidate or committee being supported is entered in the Support/Oppose field of the transaction record. Either the Support or the Oppose button must also be selected. The name of the candidate and their office and district, or the ballot measure number or letter and jurisdiction, or the name of the committee, pull to the report as they are entered in the selected record. See below for a screenshot of the Support/Oppose section of the transaction record.

Section 3: Type of Payment

The type of payment is selected from the Reporting Code drop-down menu in the transaction record. See below for a screenshot.

Section 4: Description

If a description of the payment needs to be entered, it should be entered in the Reporting Description field of the transaction record. See below for a screenshot.

Section 5: Amount This Period

The amount of the payment is entered in the Amount field of the transaction record. See below for a screenshot.

Section 6: Cumulative to Date Calendar Year

This field gives the total of all payments made supporting or opposing the candidate, measure or committee since the aggregation start date. The aggregation start date is entered in the Aggregate From field in the report's criteria screen.

Section 7: Per Election to Date

This field gives the total of all payments made supporting or opposing the candidate broken down by designated election. The election is selected in the Election Period drop-down menu in the transaction record. See below for a screenshot of the Election Period drop-down menu.

Section 8: Schedule D Summary

This is a summary of all transactions in the Schedule. It generates automatically.