The Print Envelopes tool gives you the flexibility of setting necessary details to print on the envelope when sending out mail. You can also determine if you want or don’t want the Return Address to appear in the top left corner.
The Marketing Link Builder tool helps you create and track marketing links used for your campaign. Click the Add Marketing Link button at the bottom of the screen to create your link.
Form Builder is where you can create forms for various volunteer or similar purposes. These form pages, when used, will send the data to the Pending Imports section on your Dashboard to import the volunteers as new entity records.
The External ID Tracking tool provides useful record information on both Individuals and Organizations from various outside sources. This info would be ID Numbers and other indentifiers from external software programs and data sources. Adding this tool adds a new section to the entity record where more details can be included.
Events are used to help clarify applicable financial details of a transaction. An example would be any contribution or expense made during a fundraising event.
The Call Sheets page allows you to manage how call sheets display needed information when they are printed and/or viewed. You can set the Flag Display, as well as the order of Key Stats columns.
Recurring Transactions are typically used for any transactions that may regularly occur on the same day of the month, whether it be a regular donor or a monthly expense.
Allocations are used for shared activities between separate accounts connected to both Federal and Nonfederal elections. The Allocations page allows you to create the allocation, as well as view data related to those allocations.
To add an allocation, click the Add Allocation button at the bottom of the screen.
The TX COH Form Report is used for filing annual reports of unexpended contributions or a report of the final disposition of unexpected contributions. You will need to file this if you fall under either of these different categories.
- In the event of having unexpended political contributions, interest, assets, or other money from political-related contributions, after already filing a final report as a candidate.
- In the event of ceasing as an officeholder without a campaign treasurer on file and any unexpended political contributions, interest, assets, or other money earned at the time you ceased as an officeholder.
To file your TX Forms COH report, you must generate and download your e-file to upload to your filing account. Texas requires the e-file to be in .csv format You can log into your state account and file your report with the state.
The MS Report of Receipts and Disbursements is required for all candidates, their committees, and all political committees to file a report. Contributions and Disbursements are required if their year-to-date aggregate exceeds $200.
Download the generated zip file and extract the files inside. Log into the MS Campaign Finance Portal and upload each file separately.
If you are using a Mac, the state’s website is best viewed using Google Chrome or Mozilla Firefox.