Author: Benjamin Katz

The following information impacts Form 3x & Form 3x (Party).

When an expense is paid in one period, but the IE is dated for a future period/dissemination date, the FEC has a specific way they want to see this itemized.

The IE is reported three times:

1. The original/parent expense is reported on Line 21b in accordance with the report period of the original/parent transaction date. There is no Support/Oppose Memo information on the transaction.
2. When the Support/Oppose Memo date falls in the appropriate report period, we “move” the transaction from Line 21b to Line 24 / Sch E. This is done by reporting the original/parent expense as a negative on Line 21b.
3. On the same report, the IE is also reported on Line 24 / Sch E with all of the appropriate Candidate/Committee information.

This will impact your per-line totals, especially in Col B. But because we are itemizing the transaction as a negative on Line 21b, the overall impact on your ending cash on hand is negated.

1. Navigate to Reports, then to Financial
2. On the Financial Reports page, select Transactions from the Report field dropdown menu
3. Click the downward-facing arrow next to the words Transaction Date, then choose Whole Date from the dropdown menu
4. Make a selection from the Whole Date field dropdown menu
5. In the Transaction Type box, select Monetary Contribution from the dropdown menu
6. Click the Generate button 

A Federal PAC may make contributions or expenditures to Pennsylvania candidates if it is also registered as a PAC with the state. In addition to filing reports with the Federal Election Commission, it must also timely file reports with the State of Pennsylvania.

For PACs this applies to, use the Federal PAC Filing State Report version of the PA Form-DSEB-502. If you do not see this report version available to you, please contact support.

This report version will include the following:

    All contributions received by the PAC
    Itemized expenditures made to PA candidates
    A lump sum expenditure entry of all Non-Pennsylvania Expenditures

You will not need to manually enter this lump sum amount. The software will calculate the total of all your non-PA expenditures and automatically add this entry to the report.

In order for expenditures made to PA state candidates to be itemized on the report, you will need to include a support/oppose memo on the transaction. Click here for instructions on how to add support/oppose memos.

In ISP you can add Committee and Candidate records to your database directly from the WA PDC site when using the Search option at the top of the screen. The imported information will include critical data, such as address, ID number, and other financial information.

First, if you haven’t yet, enable the WA PDC Search feature by navigating to the System tab and then to Account Management. On the resulting screen, locate the Account Preferences section and toggle on the option to include the data in searches.

After this feature has been enabled, when searching for committee records not already in your database, you’ll see the name you were searching for and a message allowing you to import from WA PDC data.

Clicking this will automatically add the record to your database and any pertinent information required for filing and standard information purposes.

On the Organization search page under the Add/Search tab, you’ll also see an option to Exclude matches from WA PDC data. This will help you limit the results on your screen.

In ISP you can add Committee and Candidate records to your database directly from the CA SoS site when using the Search option at the top of the screen. The imported information will include critical data, such as address, ID number, and other financial information.

First, if you haven’t yet, enable the CA SoS Search feature by navigating to the System tab and then to Account Management. On the resulting screen, locate the Account Preferences section and toggle on the option to include the data in searches.

After this feature has been enabled, when searching for committee records not already in your database, you’ll see the name you were searching for and a message allowing you to import from CA SoS data.

Clicking this will automatically add the record to your database and any pertinent information required for filing and standard information purposes.

On the Organization search page under the Add/Search tab, you’ll also see an option to Exclude matches from CA SoS data. This will help you limit the results on your screen.

Legal Defense Fund contributions and expenditures are reported on the NV Candidate Contributions and Expenditures- Legal Defense Fund Report.

Account Setup

To be able to use this report you will need to add an additional filer committee and financial account to your ISP account. Follow the “How do I add a new filer?” steps here for instructions. When setting up your new filer committee, be sure to select “Legal Defense Fund” as the committee type.

Note: Only contributions and expenditures entered into this new financial account will appear on the Legal Defense Fund report.

Generating the Report

When generating your compliance report, choose your new filer committee as the “Filer”. You will now see the NV Candidate Contributions and Expenditures- Legal Defense Fund report option under the Compliance Report drop down menu. 

The NV Candidate Contributions and Expenditures- Legal Defense Fund Form is required to report contributions received and expenditures sent from a Legal Defense Fund, for all statewide, county, and local elections.

This report generates a zip file containing two CSV files that you can use to bulk upload transactions to the AURORA electronic filing system. You will need to extract the files from the generated zip folder before upload. Login into your AURORA account to file your report.

If you’d like to figure out the amount of donations you’ve received that are from out of state, you can do so with Advanced Search.

1. Click on the Add/Search menu, then click on Advanced Search.
2. Your first rule is going to set up your Entities. You can choose to limit this to Individuals and Organizations, or you can include everything.

• Area: Entities
• Field: Entity Type
• Relationship: Is Any Of
• Value: Individual, Organization, Other Entity

3. Now, we need to isolate out-of-state addresses.

• Area: Addresses
• Field: State
• Relationship: Is Not Any Of
• Value: [Your state]

4. Select Save & Run Search and give this search a name.
5. After you save the search, navigate to Reports, then select Financial.
6. In the Report drop-down menu, select the Transactions report.
7. Select your chosen date range.
8. In the Transaction Type box, input Monetary Contribution.
9. In the Advanced Searches field near the bottom, select the Advanced Search you saved earlier. If you can’t find the Advanced Searches field, you may have to scroll down. If you still don’t see it, select Add Row near the top of this page, and add the Advanced Searches row.
10. Generate.

Donors are an important part of any campaign, especially within every election cycle. Finding those who donated to the Primary and the General is a valuable step in raising more funds. Using Advanced Search, you can set specific search criteria to find exactly what you’re looking for.

The creation of this report occurs via several steps. First, start by locating PACs:

• Area: Political Committees
• Field: Political Committee Type
• Relationship: Is Any Of
• Value: Political Action Committee (PAC)

Click the Add Rule button.

Next, add Contributions according to the election cycle:

• Area: Contributions
• Field: Elections
• Relationship: Is Any Of
• Value: from the drop-down menu, first select the Primary election, which will start with a P, and then select the General election, which will start with a G

Click the Add Rule button and then click the Run Search button.