FEC Form 3X (Party): How Do I Pull a Transaction to a Specific Line?

Applies To: Federal Election Commission – Party Committees

Below is a breakdown of each Receipt and Disbursement line on the Form 3x (Party). If you are looking to pull a specific transaction to a specific spot, or want to know how transactions pull to the FEC Form 3x (Party), you will find that information below.

Schedule A

Line 11ai: Contribution From Individuals/Persons Other Than Political Committees

  • Transaction Types: Monetary Contributions, Inkind Contributions
  • Financial Account: Not State or Levin
  • Entities: All entities besides Political Committees

Line 11b: Contribution From Political Party Committees

No transactions show on this line. All transactions from a Party Committee to a Party Committee are considered a transfer and will show on Line 12.

Line 11c: Contributions From Other Political Committees (such as PACs)

  • Transaction Types: Monetary Contributions, Inkind Contributions
  • Financial Account: Not State or Levin
  • Entites: All Political Committees but not Party Committees

Line 12: Transfers From Other Authorized Committees

Group 1: Contributions that are Transfers

  • Transaction Types: Monetary Contributions
  • Transaction Tag: Transfer
  • Financial Account: Not State or Levin
  • Entites: Political Committees

Group 2: Contributions from related Entities

  • Transaction Types: Monetary Contributions, Inkind Contributions
  • Financial Account: Not State or Levin
  • Entities: Political Committees with a Relationship with the filer (example: Authorized Committee)

Group 3: Contributions from Political Party Committees

  • Transaction Types: Monetary Contributions, Inkind Contributions
  • Financial Account: Not State or Levin
  • Entities: Political Party Committees

Line 13: All Loans Received

  • Transaction Types: Loans Received
  • Financial Account: Not State or Levin

Line 14: Loan Repayments Received

  • Transaction Types: Loan Made Repayments
  • Financial Account: Not State or Levin

Line 15: Offsets to Operating Expenditures (Refunds, Rebates, etc.)

  • Transaction Types: Refunded Expenses
  • Transaction Tag: All except Refund of Contribution Made
  • Financial Account: Not State or Levin

Line 16: Refunds of Contributions Made to Federal Candidates and Other Political Committees

  • Transaction Types: Refunded Expenses
  • Transaction Tag: Refund of Contribution Made
  • Financial Account: Not State or Levin

Line 17: Other Receipts (Dividends, Interest, etc.)

Group 1: Contribution from Other source

  • Transaction Types: Other Income
  • Financial Account: Not State or Levin

Group 2: Carey Contribution

  • Transaction Types: Monetary Contributions
  • Financial Account: Carey

Schedule B

Line 21a (Sch H4): Allocated Federal/Non-Federal Activity

Group 1: Expenses, Accrued Expense Payments, and Refunded Expenses

  • Transaction Types: Expenses, Accrued Expense Payments, Refunded Expenses
  • Allocation Types: Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, Direct Candidate Support

Group 2: Splits of Accrued Expenses

  • Transaction Types: Splits of Accrued Expenses
  • Allocation Types: Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, Direct Candidate Support
  • Financial Account: Not State or Levin

Note: Accrued Expense splits are reported as a memo (no cash impact) when they are paid.

Group 3: Inkind Contributions

  • Transaction Types: Inkind Contributions
  • Allocation Types: Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, Direct Candidate Support
  • Financial Account: State

Line 21b: Other Federal Operating Expenditures

Group 1: Expenses and Accrued Expense Payments

  • Transaction Types: Expenses, Accrued Expense Payments
  • Not Allocated
  • Financial Account: Not State or Levin
  • Entities: Any besides Party Committee

Group 2: Splits of Accrued Expenses

  • Transaction Types: Splits of Accrued Expense
  • Not Allocated
  • Financial Account: Not State or Levin
  • Entities: Any besides Party Committee

Note: Accrued Expense splits are reported as a memo (no cash impact) when they are paid.

Group 3: IEs to Support and Oppose

  • Transaction Types: Support/Oppose Memos
  • Transaction Tag: IE to Support or IE to Oppose
  • Not Allocated
  • Financial Account: Not State or Levin

Note: The original expense pulls to Line 21b only if the original expense date is earlier than the IE date.

Group 4: Inkind Contributions

  • Transaction Types: Inkind Contributions
  • Entites: All except Party Committee

Note: Inkind contributions are reported as both contributions and expenses for a net zero cash impact.

Group 5: Conduit Fees

  • Transaction Types: Monetary Contributions
  • Transaction Tag: Conduit – Conduit Check
  • Financial Account: Not State or Levin 

Note: ISP automatically calculates processing fees based on difference of total of donations and the deposit amount.

Group 6: Exempt Party Activities

  • Transaction Types: Expense, Accrued Expense Payments, Non-Monetary Expenses
  • Transaction Tag: Exempt Party Activities
  • Not Allocated
  • Financial Account: Not State or Levin

Group 7: Party Committee Support/Oppose Memo

  • Transaction Types: Support/Oppose Memos
  • Transaction Tag: Non-IE to Support, Non-IE to Oppose, None
  • Original Transaction Types: Expenses, Non-Monetary Expenses, Accrued Expense Payments with the Tag: Exempt Party Activities
  • Not Allocated
  • Financial Account: Not State or Levin
  • Entities: Party Committee

Line 22: Transfers to Other Authorized Committees

Group 1: Expenses to Related Political Committees

  • Transaction Types: Expenses
  • Entities: Political Committees with Relationship with the Filer

Group 2: Expenses with dependent Reattribution or Redesignation

  • Transaction Types: Expenses
  • Transaction Tag: Has a dependent support/oppose memo with tag reattribution or redesignation
  • Entities: Political Committees with Relationship with the Filer

Note: These will be reported as memos.

Group 3: Expenses and similar transactions to Party Committees

  • Transaction Types: Expenses, Accrued Expense Payments, Loans Made, Loan Received Repayments
  • Not Allocated
  • Financial Account: Not State or Levin
  • Entities: Party Committees

Group 4: Support/Oppose Memos to Party Committees

  • Transaction Types: Support/Oppose Memos
  • Transaction Tag: Non-IE to Support, Non-IE to Oppose, None
  • Original Transaction Types: Expense, Non-Monetary Expenses, Accrued Expense Payments
  • Not Allocated
  • Financial Account: Not State or Levin
  • Entities: Party Committees

Group 5: Split of Accrued Expenses to Party Committees

  • Transaction Types: Splits of Accrued Expenses
  • Not Allocated
  • Financial Account: Not State or Levin
  • Entities: Party Committees

Note: Accrued Expense splits are reported as a memo (no cash impact) when they are paid.

Group 6: Inkind Contributions from Party Committees

  • Transaction Types: Inkind Contributions
  • Entities: Party Committees

Note: Inkind contributions are reported as both contributions and expenses for a net zero cash impact.

Line 23: Contributions to Federal Candidates/Committees and Other Political Committees

Group 1: Support/Oppose Memos

  • Transaction Types: Support/Oppose Memos
  • Transaction Tag: Non-IE to Support, Non-IE to Oppose, None
  • Original Transaction Types: Expenses, Non-Monetary Expenses, Accrued Expense Payments
  • Not Allocated
  • Financial Account: Not State or Levin
  • Entities: All except Party Committee

Note: Support/Oppose memos must be to an entity that has a Federal jurisdiction

Group 2: Splits of Accrued Expenses with Support/Oppose Memos

  • Transaction Types: Splits of Accrued Expenses
  • Not Allocated
  • Financial Account: Not State or Levin
  • Entities: All except Party Committee

Note: Original Accrued Expenses must have a Support/Oppose Memo; Support/Oppose memos must be to an entity that has a Federal jurisdiction; Accrued expense splits are reported as a memo (no cash impact) when they are paid.

Line 24: Independent Expenditure (Schedule E)

  • Transaction Types: Support/Oppose Memos
  • Transaction Tag: IE to Support, IE to Oppose
  • Original Transaction Types: Expenses, Non-Monetary Expenses, Accrued Expenses
  • Not Allocated
  • Financial Account: Not State or Levin

Line 25: Coordinated Party Expenditures (Schedule F)

  • Transaction Types: Support/Oppose Memos
  • Transaction Tag: Coordinated
  • Original Transaction Types: Expenses, Non-Monetary Expenses, Accrued Expenses
  • Not Allocated
  • Financial Account: Not State or Levin

Line 26: Loan Repayments Made

  • Transaction Types: Loan Received Repayments

Line 27: Loans Made

  • Transaction Types: Loans Made

Line 28a: Refunds of Contributions to Individuals/Persons other than Political Committees

  • Transaction Types: Refunded Contributions, Inkind Contributions (Reversals)
  • Entities: All except Political Committees or the Candidate

Line 28b: Refunds of Contributions to Political Party Committees

  • Transaction Types: Refunded Contributions, Inkind Contributions (Reversals)
  • Entities: Political Party Committees

Line 28c: Refunds of Contributions to Other Political Committees (such as PACs)

  • Transaction Types: Refunded Contributions, Inkind Contributions (Reversals)
  • Entities: All Political Committees except Party Committees

Line 29: Other Disbursements

Group 1: Support/Oppose Memos

  • Transaction Types: Support/Oppose Memos
  • Transaction Tag: Non-IE to Support, Non-IE to Oppose, None
  • Original Transaction Types: Expenses, Non-Monetary Expenses, Accrued Expense Payments
  • Not Allocated
  • Financial Account: Not State or Levin
  • Entities: All except Party Committee

Note: Support/Oppose memos must be to an entity that does not have a Federal jurisdiction

Group 2: Expenses and other Transactions with Reporting Code 012

  • Transaction Types: Expenses, Accrued Expense Payments, Non-Monetary Expenses
  • Reporting Code: 012
  • Entities: All except Party Committees

Group 3: Non-Monetary Expenses

  • Transaction Types: Non-Monetary Expenses
  • Entities: All except Party Committee

Group 4: Split of Accrued Expense with Reporting Code 012

  • Transaction Types: Splits of Accrued Expenses with Reporting Code 012
  • Not Allocated
  • Financial Accounts: Not State or Levin
  • Entities: All except Party Committee

Note: Accrued Expense splits are reported as a memo (no cash impact) when they are paid.

Group 5: Other Splits of Accrued Expense

  • Transaction Types: Splits of Accrued Expenses
  • Not Allocated
  • Financial Account: Not State or Levin
  • Entities: All except Party Committees

Note: Original Accrued Expenses must have a Support/Oppose Memo; Support/Oppose memos must be to an entity that does not have a Federal jurisdiction; Accrued expense splits are reported as a memo (no cash impact) when they are paid.

Line 30a (Sch H6): Allocated Federal/Levin Election Activity

Group 1: Levin Disbursements

  • Transaction Types: Expenses, Accrued Expense Payments, Refunded Expenses
  • Allocation Type: Voter Registration (Levin), Voter ID (Levin), GOTV (Levin), Generic Campaign Activity (Levin)

Group 2: Splits of Levin Disbursements

  • Transaction Types: Splits of Accrued Expenses
  • Allocation Type: Voter Registration (Levin), Voter ID (Levin), GOTV (Levin), Generic Campaign Activity (Levin)
  • Financial Account: Not State or Levin

Note: Accrued Expense splits are reported as a memo (no cash impact) when they are paid.

Group 3: Levin Inkind Contributions

  • Transaction Types: Inkind Contribution
  • Allocation Type: Voter Registration (Levin), Voter ID (Levin), GOTV (Levin), Generic Campaign Activity (Levin)
  • The Financial Account is marked for Levin use

Line 30b: Federal Election Activity Paid Entirely With Federal Funds

Group 1: Expenses and other Transactions with Tag 100% FEA

  • Transaction Types: Expenses, Accrued Expense Payments, Non-Monetary Expenses
  • Not Allocated
  • Transaction Tag: 100% FEA
  • Financial Account: Not State or Levin

Group 2: Splits of Accrued Expenses with Tag 100% FEA

  • Transaction Types: Splits of Accrued Expenses
  • Not Allocated
  • Transaction Tag: 100% FEA
  • Financial Account: Not State or Levin

Note: Accrued Expense splits are reported as a memo (no cash impact) when they are paid.

Group 3: Support/Oppose Memos with Tag 100% FEA

  • Transaction Types: Support/Oppose Memos
  • Transaction Tag: Non-IE to Support, Non-IE to Oppose, None
  • Original Transaction Types: Non-Monetary Expenses
  • Not Allocated
  • Transaction Tag: 100% FEA
  • Financial Account: Not State or Levin

Note: Support/Oppose memos must be to an entity that has a Federal jurisdiction. The 100% FEA Tag will always pull Support/Oppose memos to line 30b even if there are Independent Expenditures indicated.

Schedule C: All Loans Received

Group 1: Loans Received

  • Transaction Types: Loans Received
  • Financial Account: Not State or Levin

Group 2: Loan Received Guarantees

  • Transaction Types: Loan Received Guarantees
  • Financial Account: Not State or Levin

Schedule C1: Loans and Lines Of Credit From Lending Institutions

  • Transaction Types: Loans Received
  • Financial Account: Not State or Levin
  • Entities: Financial Institutions, Credit Card Issuers

Schedule D: Debts and Obligations

  • Transaction Types: Accrued Expenses
  • Financial Account: Not State or Levin

Note: If debts appear on an incorrect line, then ensure that previously filed reports have been marked as filed.

Schedule H1: Method of Allocation

  • Allocation: Administrative, Exempt, Public Communications, Voter Drive

Schedule H2: Allocation Ratios for Allocable Fundraising Events and Direct Candidate Support Activities Appearing on this Report

  • Transaction Types: Allocation Transfers, Expenses, Refunded Expenses, Accrued Expense Payments, Inkind Contributions
  • Allocation: Direct Candidate Support, Direct Fundraising

Note: Schedule H2 reports on allocations rather than individual transaction. It will only report an allocation if there is one or more transactions with that allocation on the current report.

Schedule H3: Transfers from Nonfederal Accounts for Allocated Federal / Nonfederal Activity

Group 1: Allocation Transfers

  • Transaction Types: Allocation Transfers
  • Allocation: Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, Direct Candidate Support

Group 2: State Allocated Inkind Contributions

  • Transaction Types: Inkind Contributions
  • Allocation: Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, Direct Candidate Support
  • Financial Account: State

Schedule H4: Allocated Federal/Non-Federal Activity

  • See Line 21a (Sch H4).

Schedule H5: Transfers from Levin Accounts for Allocated Federal Election Activity

Group 1: Allocation Transfers

  • Transaction Types: Allocation Transfers
  • Allocation: Voter Registration (Levin), Voter ID (Levin), GOTV (Levin), Generic Campaign Activity (Levin)

Group 2: Levin Allocated Inkind Contributions

  • Transaction Types: Inkind Contributions
  • Allocation: Voter Registration (Levin), Voter ID (Levin), GOTV (Levin), Generic Campaign Activity (Levin)
  • Financial Account: Levin

Schedule H6: Allocated Federal / Levin Election Activity

  • See Line 30a (Sch H6).

Schedule L-A, Line 1a: Receipts from Persons

  • Transaction Types: Monetary Contributions, Loans Received
  • Not Allocated
  • Financial Account: Levin

Schedule L-A, Line 2: Other Receipts

  • Transaction Types: Other Income, Refunded Expenses
  • Not Allocated
  • Financial Account: Levin

Schedule L-B, Line 4a: Transfers To Federal Or Allocation Account (Voter Registration)

  • Transaction Types: Allocation Transfers
  • Allocation: Voter Registration (Levin)

Schedule L-B, Line 4b: Transfers To Federal Or Allocation Account (Voter ID)

  • Transaction Types: Allocation Transfers
  • Allocation: Voter ID (Levin)

Schedule L-B, Line 4c: Transfers To Federal Or Allocation Account (GOTV)

  • Transaction Types: Allocation Transfers
  • Allocation: GOTV (Levin)

Schedule L-B, Line 4d: Transfers To Federal Or Allocation Account (Generic Campaign)

  • Transaction Types: Allocation Transfers
  • Allocation: Generic Campaign Activity (Levin)

Schedule L-B, Line 5: Other Disbursements

Group 1: Levin Expenses and other Transactions

  • Transaction Types: Expenses, Loan Received Repayments, Accrued Expense Payments, Refunded Contributions
  • Not Allocated
  • Financial Account: Levin

Group 2: Levin Splits of Accrued Expenses

  • Transaction Types: Splits of Accrued Expenses
  • Not Allocated
  • Financial Account: Levin

Note: Accrued Expense splits are reported as a memo (no cash impact) when they are paid.

Group 3: Levin Conduit Fees

  • Transaction Types: Monetary Contributions
  • Transaction Tag: Conduit – Conduit Check
  • Financial Account: Levin

Note: ISP automatically calculates processing fees based on difference of total of donations and the deposit amount.