Creating an Independent Expenditure

Creating an Independent Expenditure is as simple as creating a typical Expense transaction and using the tags that start with IE to… in the Support/Oppose section.

First, create an Expense transaction as you normally would through either the Register or from within the entity’s record.

Next, towards the bottom of the transaction, click the Specify Support/Oppose box to display more fields. Complete the fields and in the Tag drop down, choose either IE to Support or IE to Oppose depending on what you need.

Please note, however, there are specific data entry steps necessary in order to accomplish specific results on the compliance report for California Form 460 reporting.

  • If you want the compliance report to check the “Independent Expenditure” and “Support” boxes, use the Tag “IE to Support” in the transaction.
  • If you want the compliance report to check the “Independent Expenditure” and “Oppose” boxes, use the “IE to Oppose” Tag.