About the CA Form 460

Applies To: California

This form, the Consolidated Campaign Disclosure Form, is used by recipient committees to report expenditures and contributions.

If you see a transaction with [info] in front of the amount, this indicates the Split transaction has no cash impact on the summary totals. The local agency will know what this refers to when they see it.

Version Differences

  • The Paper Only versions do not pull any signers to Section 4 – Verification on the e-file or PDF.
  • The $25 Report Itemization version has a $25.00 Threshold instead of $100.00 for both Receipts & Expenses.
  • The $50 Report Itemization version has a $50.00 Threshold instead of $100.00 for both Receipts & Expenses.
  • The CA Form 460 Standard version has a $100.00 Threshold for both Receipts & Expenses.
  • The Itemize All version itemizes ALL transactions regardless of amount.
  • The Itemize All Contributions version itemizes ALL transactions regardless of amount on Schedules A/B/C.
  • The Self-Employed Work Address version pulls work address for self-employed individuals listed on Schedules A/B/C/H/I.
  • The Static Aggregate version calculates aggregate totals on a Static Basis, as of the end of the period; rather than Running Basis, as of the date of each transaction.

Amendments

When Amending a report, Amendment Number is which amendment this report is. For example, if you have already filed 2 amendments, Amendment Number would be 3. 

If you are a local filer, when Amending a report you will need the Original Filing ID. This number can be found on your filing agency’s website and is a 6-10 digit number. 

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About the CA Form 461

Applies To: California

The CA Form 461 Campaign Finance Report is filed by major donors, independent expenditure committees, non-profits, and multipurpose organizations 


AMENDMENTS

? When Amending a report, Amendment Number is which amendment this report is. For example, if you have already filed 2 amendments, Amendment Number would be 3. 

? If you are filing locally and Amending a report, the Original Filing ID is found on your filing agency’s website. It will likely be a 6-10 digit number. 

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About the AZ IE Trigger Report

Applies To: Arizona

The AZ IE Trigger Finance Report is for required disclosure of independent expenditures in excess of $1,000 during regular campaign finance reporting periods.

To file your report, you must download the .txt file and then upload to the state. Please check with the state first to ensure your committee is set as a bulk filer.

Log into your state account to file your report.

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About the AZ Bulk Import – PAC

Applies To: Arizona

The AZ Bulk Import PAC Campaign Finance Report
is used to report Contributions. 

When filing this report, the following transaction types are not supported:

  • Loan Received
  • Loan Received Payment
  • Loan Received Balance Reduction 
  • Loan Made
  • Loan Made Repayment
  • Loan Made Balance Reduction

If you need to import these transactions,
please contact our Support team ASAP. 

In order to file your report, you must download
the .txt file and then upload to the state. Please check with the state first
to ensure your committee is set as a bulk filer.

Log into your state account to file your report.

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How do I efile with GA after the state’s update?

Applies To: Georgia

In order to efile with GA now that the sate has updated their efiling system, there are a few one-time administrative steps that need to be taken.

    
To get started, all filers with a FilerID beginning with ‘C’, ‘NC’, or ‘F’ must use the new EFiling system to file any required reports. If they had not previously registered your account in the new EFiling system, they will be required to do so by accessing the “Register” button.  The system is available using here.

All other filers (Lobbyists, Vendor Gifts Disclosures, Qualifying Officers) will continue to use the Legacy EFiling system for now.

The state has a Campaign Finance Commission University, which has more information on how to register and use a new EFiling account if needed.  In addition to the University, the Campaign Finance Commission also provides training videos on their YouTube channel.

Once your filer is all set up with the state, here are some tips:

  • After you login, go to “Import Manager” to import your file. Click on “Import File” in the upper right, browse for your file, and name it as you choose.
  • The import can take a while to process, especially on a heavy filing day. We recommend allowing for a few hours, even more if you have a large file (more than 8000 transactions). We have found it goes much smoother if you DO NOT logout while the import is processing.
  • While the import is processing, you can scroll to the right on the import manager, click on the “hot dog” menu, and review your data. You can accept or reject the import.

Please note, GA requires us to import ALL transactions, and the itemization calculation is done on the software side.

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