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

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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

All conditions must be met:

The Transaction Type is Monetary Contribution or Inkind Contribution
The Financial Account is not associated with a State filer or Levin account
The Entity is not a Political Committee

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)

All conditions must be met:

The Transaction Type is Monetary Contribution or Inkind Contribution
The Financial Account is not associated with a State filer or Levin account
The Entity is a Political Committee but not a Party Committees

Line 12: Transfers From Other Authorized Committees

Three different groups of transactions show on Line 12. Transactions will only be included on Line 12 if they meet all of the listed conditions for that group.

Group 1: Contributions that are Transfers

The Transaction Type is Monetary Contribution
The Transaction has the Tag: Transfer
The Financial Account is not associated with a State filer or Levin account
The Entity is a Political Committee

Group 2: Contributions from related Entities

The Transaction Types is Monetary Contribution or Inkind Contribution
The Financial Account is not associated with a State filer or Levin account
The Entity is a Political Committee and has a Relationship with the filer (example: Authorized Committee)

Group 3: Contributions from Political Party Committees

The Transaction Type is Monetary Contribution or Inkind Contribution
The Financial Account is not associated with a State filer or Levin account
The Entity is a Political Party Committee

Line 13: All Loans Received

All conditions must be met:

The Transaction Type is Loan Received
The Financial Account is not associated with a State filer or Levin account

Line 14: Loan Repayments Received

All conditions must be met:

The Transaction Type is Loan Made Repayment
The Financial Account is not associated with a State filer or Levin account

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

All conditions must be met:

The Transaction Type is Refunded Expense
The Transaction Tag is not Refund of Contribution Made
The Financial Account is not associated with a State filer or Levin account

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

All conditions must be met:

The Transaction Type is Refunded Expense
The Transaction Tag is Refund of Contribution Made
The Financial Account is not associated with a State filer or Levin account

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

Two different groups of transactions show on Line 17. Transactions will only be included on Line 17 if they meet all of the listed conditions for that group:

Group 1: Contribution from Other source

The Transaction Type is Other Income
The Financial Account is not associated with a State filer or Levin account

Group 2: Carey Contribution

The Transaction Type is Monetary Contribution
The Financial Account is marked as a Carey account

Schedule B

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

Three different groups of transactions show on Line 21a. Transactions will only be included on Line 21a if they meet all of the listed conditions for that group.

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

The Transaction Type is Expense, Accrued Expense Payment, or Refunded Expense
The Allocation Type is Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, or Direct Candidate Support

Group 2: Splits of Accrued Expenses

The Transaction Type is Splits of Accrued Expense
The Allocation Type is Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, or Direct Candidate Support
The Financial Account is not associated with a State filer or Levin account

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

Group 3: Inkind Contributions

The Transaction Type is Inkind Contribution
The Allocation Type is Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, or Direct Candidate Support
The Financial Account is associated with a State filer

Line 21b: Other Federal Operating Expenditures

Seven different groups of transactions show on Line 21b. Transactions will only be included on Line 21b if they meet all of the listed conditions for that group.

Group 1: Expenses and Accrued Expense Payments

The Transaction Type is Expense or Accrued Expense Payment
No Allocation is listed in the transaction
The Financial Account is not associated with a State filer or Levin account
The Entity is any entity type but not a Party Committee

Group 2: Splits of Accrued Expenses

The Transaction Type is Splits of Accrued Expense
No Allocation is listed in the transaction
The Financial Account is not associated with a State filer or Levin account
The Entity is any entity type but not a Party Committee

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

Group 3: IEs to Support and Oppose

The Transaction Type is Support/Oppose Memo
The Transaction Tag is IE to Support or IE to Oppose
No Allocation is listed in the transaction
The Financial Account is not associated with a State filer or Levin account

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

Group 4: Inkind Contributions

The Transaction Type is Inkind Contribution
The Entity is any entity type but not a Party Committee

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

Group 5: Conduit Fees

The Transaction Type is Monetary Contribution
The Transaction Tag is Conduit – Conduit Check
The Financial Account is not associated with a State filer or Levin account

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

Group 6: Exempt Party Activities

The Transaction Type is Expense, Accrued Expense Payment, or Non-Monetary Expense
The Transaction Tag is Exempt Party Activities
No Allocation is listed in the transaction
The Financial Account is not associated with a State filer or Levin account

Group 7: Party Committee Support/Oppose Memo

The Transaction Type is Support/Oppose Memo
The Transaction Tag is Non-IE to Support, Non-IE to Oppose, or does not have a Transaction Tag
The Original Transaction Type is Expense, Non-Monetary Expense, or Accrued Expense Payment with the Tag: Exempt Party Activities
No Allocation is listed in the transaction
The Financial Account is not associated with a State filer or Levin account
The Entity is a Party Committee

Line 22: Transfers to Other Authorized Committees

Six different groups of transactions show on Line 22. Transactions will only be included on Line 22 if they meet all of the listed conditions for that group.

Group 1: Expenses to Related Political Committees

The Transaction Type is Expense
The Entity is a Political Committee and has designated Relationship with the Filer

Group 2: Expenses with dependent Reattribution or Redesignation

The Transaction Type is Expense
The Dependent Transaction has a Tag of Reattribution or Redesignation
The Entity is a Political Committee and has designated Relationship with the Filer

Note that these will be reported as memos.

Group 3: Expenses and similar transactions to Party Committees

The Transaction Type is Expense, Accrued Expense Payment, Loan Made, or Loan Received Repayment
No Allocation is listed in the transaction
The Financial Account is not associated with a State filer or Levin account
The Entity is a Party Committee

Group 4: Support/Oppose Memos to Party Committees

The Transaction Type is Support/Oppose Memo
The Transaction Tag is Non-IE to Support, Non-IE to Oppose, or does not have a Transaction Tag
The Original Transaction Type is Expense, Non-Monetary Expense, or Accrued Expense Payment
No Allocation is listed in the transaction
The Financial Account is not associated with a State filer or Levin account
The Entity is a Party Committee

Group 5: Split of Accrued Expenses to Party Committees

The Transaction Type is Splits of Accrued Expense
No Allocation is listed in the transaction
The Financial Account is not associated with a State filer or Levin account
The Entity is a Party Committee

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

Group 6: Inkind Contributions from Party Committees

The Transaction Types is Inkind Contribution
The Entity is a Party Committee

Note that 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

Two different groups of transactions show on Line 23. Transactions will only be included on Line 23 if they meet all of the listed conditions for that group.

Group 1: Support/Oppose Memos

The Transaction Type is Support/Oppose Memo
The Transaction Tag is Non-IE to Support, Non-IE to Oppose, or does not have a Transaction Tag
The original Transaction Type is Expense, Non-Monetary Expense, or Accrued Expense Payment
No Allocation is listed in this transaction
The Financial Account is not associated with a State filer or Levin account
The Entity is any entity type but not Party Committee

Note the Support/Oppose memo must be to an entity that has a Federal jurisdiction

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

The Transaction Type is Splits of Accrued Expense
No Allocation is listed in this transaction
The Financial Account is not associated with a State filer or Levin account
The Entity is any entity type but not a Party Committee

Note the original Accrued Expense must have a Support/Oppose Memo; the Support/Oppose memo 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)

All conditions must be met:

The Transaction Type is Support/Oppose Memo
The Transaction Tag is IE to Support or IE to Oppose
The original Transaction Type is Expense, Non-Monetary Expense, or Accrued Expense
No Allocation is listed in the transaction
The Financial Account is not associated with a State filer or Levin account

Line 25: Coordinated Party Expenditures (Schedule F)

All conditions must be met:

The Transaction Type is Support/Oppose Memo
The Transaction Tag is Coordinated
The original Transaction Type is Expense, Non-Monetary Expense, or Accrued Expense
No Allocation is listed in the transaction
The Financial Account is not associated with a State filer or Levin account

Line 26: Loan Repayments Made

The Transaction Type is Loan Received Repayment

Line 27: Loans Made

The Transaction Type is Loan Made

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

All conditions must be met:

The Transaction Type is Refunded Contribution or Inkind Contribution (Reversal)
The Entity is any entity type but not a Political Committee or the Candidate

Line 28b: Refunds of Contributions to Political Party Committees

All conditions must be met:

The Transaction Type is Refunded Contribution or Inkind Contribution (Reversal)
The Entity is a Political Party Committee

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

All conditions must be met:

The Transaction Type is Refunded Contribution or Inkind Contribution (Reversal)
The Entity is a Political Committee but not a Party Committee

Line 29: Other Disbursements

Five different groups of transactions show on Line 29. Transactions will only be included on Line 29 if they meet all of the listed conditions for that group.

Group 1: Support/Oppose Memos

The Transaction Type is Support/Oppose Memo
The Transaction Tag is Non-IE to Support, Non-IE to Oppose, or does not have a Transaction Tag
The Original Transaction Types is Expense, Non-Monetary Expense, or Accrued Expense Payment
No Allocation is listed in the transaction
The Financial Account is not associated with a State filer or Levin account
The Entity is any entity type but not a Party Committee

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

Group 2: Expenses and other Transactions with Reporting Code 012

The Transaction Type is Expense, Accrued Expense Payment, or Non-Monetary Expense
The Reporting Code is 012
The Entity is any entity type but not a Party Committee

Group 3: Non-Monetary Expenses

The Transaction Type is Non-Monetary Expense
The Entity is any entity type but not a Party Committee

Group 4: Split of Accrued Expense with Reporting Code 012

The Transaction Type is Split of Accrued Expense when the whole Accrued Expense has Reporting Code 012
No Allocation is listed in the transaction
The Financial Account is not associated with a State filer or Levin account
The Entity is any entity type but not a Party Committee

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

Group 5: Other Splits of Accrued Expense

The Transaction Type is Splits of Accrued Expense
No Allocation is listed in the transaction
The Financial Account is not associated with a State filer or Levin account
The Entity is any entity type but not a Party Committee

Note the original Accrued Expense must have a Support/Oppose Memo; the Support/Oppose memo 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

Three different groups of transactions show on Line 30a. Transactions will only be included on Line 30a if they meet all of the listed conditions for that group.

Group 1:

The Transaction Type is Expense, Accrued Expense Payment, or Refunded Expense
The Allocation Type is Voter Registration (Levin), Voter ID (Levin), GOTV (Levin), or Generic Campaign Activity (Levin)

Group 2:

The Transaction Type is Splits of Accrued Expense
The Allocation Type is Voter Registration (Levin), Voter ID (Levin), GOTV (Levin), or Generic Campaign Activity (Levin)
The Financial Account is not associated with a State filer or Levin account

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

Group 3:

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

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

Three different groups of transactions show on Line 30b. Transactions will only be included on Line 30b if they meet all of the listed conditions for that group.

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

The Transaction Type is Expense, Accrued Expense Payment, or Non-Monetary Expense
No Allocation is listed in the transaction
The Transaction Tag is 100% FEA
The Financial Account is not associated with a State filer or Levin account

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

The Transaction Type is Splits of Accrued Expense
No Allocation is listed in the transaction
The Transaction Tag is 100% FEA
The Financial Account is not associated with a State filer or Levin account

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

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

The Transaction Type is Support/Oppose Memo
The Transaction Tag is Non-IE to Support, Non-IE to Oppose, or does not have a Transaction Tag
The original Transaction Type is Non-Monetary Expense
No Allocations is listed in the transaction
The Transaction Tag is 100% FEA
The Financial Account is not associated with a State filer or Levin account

Note the Support/Oppose memo must be to an entity that has a Federal jurisdiction. Use of 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

Two different groups of transactions show on Schedule C. Transactions will only be included on Schedule C if they meet all of the listed conditions for that group.

Group 1: Loans Received

The Transaction Type is Loan Received
The Financial Account is not associated with a State filer or Levin account

Group 2: Loan Received Guarantees

The Transaction Type is Loan Received Guarantee
The Financial Account is not associated with a State filer or Levin account

Schedule C1: Loans and Lines Of Credit From Lending Institutions

All conditions must be met:

The Transaction Type is Loan Received
The Financial Account is not associated with a State filer or Levin account
The Entity is a Financial Institution/Credit Card Issuer

Schedule D: Debts and Obligations

All conditions must be met:

The Transaction Type is Accrued Expense
The Financial Account is not associated with a State filer or Levin account

Schedule H1: Method of Allocation

Add a new allocation with type Administrative, Exempt, Public Communications, or Voter Drive

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

All conditions must be met:

The Transaction Type is Allocation Transfer, Expense, Refunded Expense, Accrued Expense Payment, or Inkind Contribution
The Allocation Type is Direct Candidate Support or Direct Fundraising

Note the transaction with the Allocation must be on the current report

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

Two different groups of transactions show on Schedule H3. Transactions will only be included on Schedule H3 if they meet all of the listed conditions for that group.

Group 1: Allocation Transfers

The Transaction Type is Allocation Transfer
The Allocation Type is Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, or Direct Candidate Support

Group 2: State Allocated Inkind Contributions

The Transaction Type is Inkind Contribution
The Allocation Type is Administrative, Voter Drive, Exempt, Public Communications, Direct Fundraising, or Direct Candidate Support
The Financial Account is associated with a State filer

Schedule H4: Allocated Federal/Non-Federal Activity

See Line 21a (Sch H4).

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

Two different groups of transactions show on Schedule H5. Transactions will only be included on Schedule H5 if they meet all of the listed conditions for that group.

Group 1: Allocation Transfers

The Transaction Type is Allocation Transfer
The Allocation Type is Voter Registration (Levin), Voter ID (Levin), GOTV (Levin), or Generic Campaign Activity (Levin)

Group 2: Levin Allocated Inkind Contributions

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

Schedule H6: Allocated Federal / Levin Election Activity

See Line 30a (Sch H6).

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

All conditions must be met:

The Transaction Type is Monetary Contribution or Loan Received
No Allocation is listed in the transaction
The Financial Account is marked for Levin use

Schedule L-A, Line 2: Other Receipts

All conditions must be met:

The Transaction Type is Other Income or Refunded Expense
No Allocation is listed in the transaction
The Financial Account is marked for Levin use

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

All conditions must be met:

The Transaction Type is Allocation Transfer
The Allocation Type is Voter Registration (Levin)

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

All conditions must be met:

The Transaction Type is Allocation Transfer
The Allocation Type is Voter ID (Levin)

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

All conditions must be met:

The Transaction Type is Allocation Transfer
The Allocation Type is GOTV (Levin)

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

All conditions must be met:

The Transaction Type is Allocation Transfer
The Allocation Type is Generic Campaign Activity (Levin)

Schedule L-B, Line 5: Other Disbursements

Three different groups of transactions show on Schedule L-B, Line 5. Transactions will only be included on Schedule L-B, Line 5 if they meet all of the listed conditions for that group.

Group 1: Levin Expenses and other Transactions

The Transaction Type is Expense, Loan Received Repayment, Accrued Expense Payment, or Refunded Contribution
No Allocation is listed in the transaction
The Financial Account is marked for Levin use

Group 2: Levin Splits of Accrued Expenses

The Transaction Type is Splits of Accrued Expense
No Allocation is listed in the transaction
The Financial Account is marked for Levin use

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

Group 3: Levin Conduit Fees

The Transaction Type is Monetary Contribution
The Transaction Tag is Conduit – Conduit Check
The Financial Account is marked for Levin use

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

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