Filing Reports Electronically

To file reports electronically the committee must set up a user name and password with the State Board of Elections. For more information see User Name. or contact the State Board of Elections.

After you have completed entering all your financial transactions, you are ready to print, validate and file your report electronically.

The steps to file D-2 Quarterly, Amended D-2 Quarterly Report, Schedule A-1 and Schedule B-1 are essentially the same. There are separate methods for filing a D-1 Statement of Organization and a Final Report. It is recommended that you view, review and check for errors by viewing and validating your reports prior to sending them electronically.

All reports except the D-1 Statement of Organization can be filed electronically in IDIS v 3.0. See the instructions to create, view, print & file the D-1 Statement of Organization.

Submitter
Types of Campaign Disclosure Reports

Submitter

Who is a submitter?

If someone other than the Candidate or Treasurer is filing the report on the committee�s behalf, the complete name and address of the person submitting the report is required. The Submitter�s name is entered on just prior to electronically filing your report.

TYPES OF CAMPAIGN DISCLOSURE REPORTS

Step-by-step instructions for filing the D-1 Statement of Organization, D-2 Quarterly Reports, Amended D-2 Quarterly Reports, Schedule A-1 Reports, Schedule B-1 Reports, and Final Reports, attaching Submitters, Validating a Report and receiving a filing receipt are provided below:
Filing the D-1 Statement of Organization
Filing D-2 Quarterly Reports
Filing Amended D-2 Quarterly Reports
Filing a Schedule A-1 Report of Contributions of $1,000 or more
Filing a Schedule B-1 Report of Independent Expenditures of $1,000 or more
Filing Final Reports
Validating Reports
Warnings & Error Messages
Filing Receipt

D-1 Statement of Organization

View & Print the D-1 Statement of Organization
Filing the D-1 Statement of Organization
The D-1 Statement of Organization cannot be filed electronically, however the user may prepare and print it from the IDIS v 3.0 program to send to the State Board of Elections.

View & Print D-1 Statement of Organization
1. Click View Committee Details icon Committees.
2. Click Actions in the top menu, click on View D-1 Report.
3. The D-1 will appear in an Adobe .pdf document on a separate window.
4. To print the report, click on the .pdf viewer click the Print icon Print


Filing the D-1 Statement of Organization

1. Print the D-1 Statement of Organization
2. Review all information for accuracy & completeness.
3. The Treasurer or Candidate must sign and date the report. Note: For a Ballot Initiative Committee the Chair and Treasurer must sign and date the report.
4. Two options exist Mail or E-mail:

Mail the original to either address:
State Board of Elections
2329 S. MacArthur Blvd.
Springfield, IL 62704
Fax (217) 782-5959
        State Board of Elections
James R. Thompson Center
69 W. Washington, Suite LL08
Chicago, IL 60602
Fax (312) 814-6485

E-mail the scanned D-1:

Attach the signed D-1 in an e-mail to [email protected] (D-1's only)



Submitter

If someone other than the Candidate or Treasurer is filing the report on the committee's behalf, the complete name and address of the person submitting the report is required.
The Submitter's name is entered on the File Report window just prior to electronically filing your report.

Filing D-2 Quarterly Report

View & Print the Quarterly Report
Filing the D-2 Quarterly Report

View & Print D-2 Quarterly Report

1. Click on the Reports icon IDIS Reports.
2. Click the Reports Due Now icon Reports Due Now.
3. Click on the Quarterly Report you want to file. It will be highlighted in white.
4. Click View Report icon View Reporton the top left of the page.
5. The Quarterly Report appears in a new window as an Adobe .pdf file.
6. To print the report, click the Print icon Print or in the top menu click �File� and �Print�.

Filing the D-2 Quarterly Report

Prior to filing reports electronically, the Candidate and/or the Treasurer needs to be listed in under the Committee Details window. Bundlers, if required, should be entered on the main screen.
1. Click on the Reports icon IDIS Reports.
2. The �Reports Due Now� page appears.
3. Click on the Quarterly Report you want to file. NOTE � if there is more than one Quarterly Report on the �Reports Due Now� list, you must file them in order from top to bottom. 4. Click the File Report icon File Report.
5. When uploading a report for filings, the program will automatically validate the report and advise you of missing information. If the report has errors, it will ask you to correct these errors prior to filing.
6. Type in the committee password. The password is case sensitive.
7. If the committee's address has changed and you have already updated the address in the program, click the check box to the left of �Committee Address Changed�. If you have not made the change in IDIS 3.0, do so at this time. See Change Committee Address.
8. In the Treasurer/ Candidate field, select/highlight the Treasurer or Candidate's name using the drop down box.
9. Under the Submitter field, use the drop down box to select the name of the person submitting the report if it is someone other than the Candidate or Treasurer. For more information see Submitter
10. Click File Now The Filing Messages window will display the filing status of the report. If the report was received by the board it will display �Successfully Filed�. If the report was not received, it will display that the filing failed with the reason for the error..

Filing Amended D-2 Quarterly Reports

Creating an Amended D-2 Quarterly Report
Filing the D-2 Amended Quarterly Report
Cancelling an Amended Report
View Canceled Amendments

Amendments are triggered by changes the user manually makes to a previously filed report. IDIS v 3.0 detects changes to data in the Receipts, Expenditures, Debts & Obligations and Investments areas within a reporting period and generates an Amended Report in the Reports Due Now window. Schedule A-1 and Schedule B-1 Reports cannot be amended. Call the State Board of Elections for instructions to handle an amended Schedule A-1 and Schedule B-1.

Creating an Amended D-2 Quarterly Report

1. On the Home Page, Modify the data you need to change in the Receipts, Expenditures, Debts & Obligations and or Investments area as needed.
2. Click Yes on the following message:
D-2 Amendment Warning
3. Click the Reports icon Reports on the top right of the page .
4. In the �Reports Due Now� window, click on the amended report you want to file. It will be highlighted in white.
5. View & file the amended reports as you would file a Quarterly Report.
NOTE: When filing multiple amendments, on the Reports Due Now window, you must individually file the amended reports in order from top to bottom.

Filing the Amended D-2 Quarterly Report

Prior to filing reports electronically, the Candidate and/or the Treasurer needs to be listed in under the Committee Details window. Bundlers, if required, should be entered on the main screen.

1. After a change has been made to the financial data, IDIS will generate an amended report ready to be filed.
2. Click on the Reports icon on the top right of your page Reports. You may also click on the Amendment Due button on the bottom of the page.
3. The �Reports Due Now� page appears.
4. Click on the Quarterly Report you want to file. NOTE � if there is more than one Quarterly Report on the �Reports Due Now� list, you must file them in order from top to bottom.
5. Click the File Report icon on the top left of the page File Report.
6. When uploading a report for filings, the program will automatically validate the report and advise you of missing information. If the report has errors, it will ask you to correct these errors prior to filing.
7. This page will have two tabs at the top. Click on the Password/Signers tab. Type in the committee password. The password is case sensitive.
8. If the committee�s address has changed and you have already updated the address in the program, click the check box to the left of �Committee Address Changed�. If you have not made the change in IDIS 3.0, do so at this time. See Change Committee Address.
9. In the Treasurer/ Candidate field, select/highlight the Treasurer or Candidate�s name using the drop down box.
10. Under the Submitter field, use the drop down box to select the name of the person submitting the report if it is someone other than the Candidate or Treasurer. For more information see Submitter.
11. Click on the Reason for Amendment/Filing Results tab. On the top portion of the box, type in the reason you are amending the report.
12. Click File Now. The Filing Messages window will display the filing status of the report. If the report was received by the board it will display �Successfully Filed�. If the report was not received, it will display that the filing failed with the reason for the error.

Cancelling an Amended Report

IDIS allows you to cancel an amended report, only in the instance that it was generated in error. Once you cancel the Amendment, it is permanent. The user cannot retrieve the canceled amended report.
1. Click the Reports icon on the top right of the page .
2. In the �Reports Due Now� window, click on the amended report you want to Cancel.
3. Click Actions in the top menu, click Cancel Amendment. The �Cancel Amendment� page appears.
4. Review the message displayed on the screen. Click the Check Box to the left of the statement �I understand that canceling an amendment that is required by law may result in fines and other penalties� .
5. Enter/ describe the reason for the cancellation in the area provided, click Ok.
6. The amendment will be removed from the list of reports.

View Canceled Amendments
1. Click on the Reports icon on the top right of the page Reports.
2. Click View in the top menu, click Canceled Amendments.

Filing a Schedule A-1 Report of Contributions of $1,000 or more

Creating a Schedule A-1 Report
View & Print the Schedule A-1 Report
Filing the Schedule A-1 Report

IDIS v 3.0 will generate a Schedule A-1 Report as long as the contribution(s) are entered timely and the receipt(s) are $1,000 or more. The computer you are using must have the accurate time and date in order for the program to generate the required Schedule A-1.

Creating a Schedule A-1 Report

1. Enter the Receipts. A notice at the bottom of the window will indicate that an A-1 Receipt is due if the committee is participating in the election.
2. Click the Reports icon IDIS Reports and click the Reports Due Now iconReports Due Now.
3. The Schedule A-1 is now listed and ready to File.

Note: Schedule A-1s must be filed within 5 business days after the date of receipt. 30 days prior to an election a committee participates in, Schedule A-1s must be filed within 2 business days after receipt.

View & Print Schedule A-1 Report of Campaign Contributions of $1,000 or more.

1. Click on the Reports icon IDIS Reports.
2. The �Reports Due Now� window appears.
3. Select/ highlight the Schedule A- Report.
4. Click View Report icon View Report on the top right of the page .
5. The Schedule A-1 Report appears in a new window as an Adobe .pdf file.
6. To print the report, click the Print icon Printor in the top menu click �File� and �Print�.

Filing the Schedule A-1 Report of Campaign Contributions of $ 1,000 or more.

Prior to filing reports electronically, the Candidate and/or the Treasurer needs to be listed in under the Committee Details window. Bundlers, if required, should be entered on the main screen.

1. Click the Reports icon IDIS Reports.
2. The �Reports Due Now� window appears.
3. Click the Reports Due Now iconReports Due Now.
4. Click on the Schedule A-1 Report.
5. Click the File Report icon File Report.
6. When uploading a report for filings, the program will automatically validate the report and advise you of missing information. If the report has errors, it will ask you to correct these errors prior to filing.
7. Type in the committee password. The password is case sensitive.
8. If the committee's address has changed and you have already updated the address in the program, click the check box to the left of �Committee Address Changed�. If you have not made the change do so at this time. See Change Committee Address.
9. In the Treasurer/ Candidate field, select/highlight the Treasurer or Candidate's name using the drop down box.
10. Under the Submitter field, use the drop down box to select the name of the person submitting the report if it is someone other than the Candidate or Treasurer. For more information see Submitter
11. Click File Now
12. The Filing Messages window will display the filing status of the report. If the report was received by the board it will display �Successfully Filed�. If the report was not received, it will display that the filing failed with the reason for the error..


Filing a Schedule B-1 Report of Independent Expenditures of $1,000 or more

Creating a Schedule B-1 Report
View & Print the Schedule B-1 Report
Filing the Schedule B-1 Report


Independent Expenditures are any expenditure(s) made to expressly advocate for or against the nomination or election of a clearly identified public official or candidate, provided that the spending is not made in coordination in any way with the candidate or their committee. If a political committee makes independent expenditures totaling $1,000 or more in the 30 days before an election, the expenditures must be reported on a special report called a Schedule B-1.

Creating a Schedule B-1 Report

1.Enter the Independent Expenditures(s). A notice at the bottom of the window will indicate that a Schedule B-1 Independent Expenditure is due.
2.Click the Reports icon IDIS Reports and click the Reports Due Now icon Reports Due Now.
3.The Schedule B-1 indicating the year and type of election (ex. B-1 2011 CP) is now listed and ready to File


View & Print Schedule B-1 Report of Independent Expenditures of $1,000 or more

1. Click on the Reports icon IDIS Reports.
2. The �Reports Due Now� window appears.
3. Click on the B-1 Report.
4. Click View Report icon View Report.
5. The Schedule B-1 Report appears in a new window as an Adobe .pdf file.
6. To print the report, click the Print icon Print or in the top menu click �File� and �Print�.


Filing the Schedule B-1 Report of Independent Expenditures of $1,000 or more

Prior to filing reports electronically, the Candidate and/or the Treasurer needs to be listed in under the Committee Details window. Bundlers, if required, should be entered on the main screen.

1. Click the Reports icon IDIS Reports on the top left of the page .
2. The �Reports Due Now� window appears.
3. Select/ highlight the Schedule B-1.
4. Click the File Report icon File Report.
5. When uploading a report for filings, the program will automatically validate the report and advise you of missing information. If the report has errors, it will ask you to correct these errors prior to filing.
6. Type in the committee password. The password is case sensitive.
7. If the committee�s address has changed and you have already updated the address in the program, click the check box to the left of �Committee Address Changed�. If you have not made the change in IDIS 3.0, do so at this time. See Change Committee Address.
8. In the Treasurer/ Candidate field, select/highlight the Treasurer or Candidate�s name using the drop down box.
9. Under the Submitter field, use the drop down box to select the name of the person submitting the report if it is someone other than the Candidate or Treasurer. See Submitter
10. Click File Now. The Filing Messages window will display the filing status of the report. If the report was received by the board it will display �Successfully Filed�. If the report was not received, it will display that the filing failed with the reason for the error.

Filing Final Reports

View & Print the Final Report
Filing the Final Report

A Final Report is filed when the political committee is no longer accepting or receiving donations and has ceased political activity. In order to file a Final Report, the committee must have an ending balance of $ 0 and all assets must be either sold or donated.

The process to amend a Final report is the same as a Quarterly Report. See the instructions for Amending the D-2 Quarterly Report.

View & Print the Final Report
1. Click View Committee Details icon Committees.
2. Click Actions in the top menu, click View Final Report.
3. The Final Report appears in a new window as an Adobe .pdf file.
4. To print the report, click the Print icon Print or in the top menu click �File� and �Print�.


Filing the Final Report
1. Click View Committee Details icon Committees.
2. Click Actions in the top menu, click Finalize.
3. The �Finalize Committee� page appears. Review the finalization message and click Yes to continue.
4. The �Asset Disposal� window will appear:

Assets Warning
         Click Yes if the assets have been recorded.
         Click No if the assets have not been recorded.
5. The program will automatically validate the report. If warnings or errors are detected you will need to fix them prior to filing the report. Click Close and follow the instructions for validating a report. After all errors and warnings are corrected, follow the directions from Step 1.
6. Type in the committee password. The password is case sensitive.
7. If the committee�s address has changed and you have already updated the address in the program, click the check box to the left of �Committee Address Changed�. If you have not made the change in IDIS 3.0, do so at this time. See Change Committee Address.
8. In the Treasurer/Candidate field, select/highlight the Treasurer or Candidate's name using the drop down box.
9. Under the Submitter field, use the drop down box to select the name of the person submitting the report if it is someone other than the Candidate or Treasurer. For more information see Submitter.
10. Click File Now. The Filing Messages window will display the filing status of the report. If the report was received by the board it will display �Successfully Filed�. If the report was not received, it will display that the filing failed with the reason for the error.

Reactivating a Finalized Committee>

1. To reactivate a committee after filing the Final report, a committee must first file a D-1 Statement of Organization with the State Board of Elections within 10 business days of reaching $5,000 in contributions or expenditures. If a committee reactivates in the period of 30 days prior to an election, it must file a D-1, Statement of Organization, within 2 business days.
2. When the State Board of Elections receives the D-1, the committee�s status is changed from �Final� to �Active�. Contact the Board to confirm the D-1 has been received and processed prior to using IDIS.
3. Once the State Board of Elections has updated the �Active� status, the committee will automatically reactivate when IDIS v 3.0 is started. You may continue using your IDIS file for your re-activated committee.

Validating Reports

Validating a report examines the report for complete information and notifies you what information, required by law, may have been omitted. Users should validate all reports and correct errors prior to filing with the State Board of Elections.

1. Click the Reports icon on the top left of the page Reports.
2. The �Reports Due Now� window appears by default. If the report is not listed, select Reports Due Now or Future Reports as appropriate to locate the report.
3. Click on the report you want to validate by clicking on the name underlined in blue. It will be highlighted in white when it is selected.
4. Click on the Validate Report icon located on the top left of the page Validate Report.
5. The �Warnings and Errors� page will automatically display any detected errors.
6. Click on Fix Now link to correct each error. You will be directed to the field that requires correction. Make the corrections in the �Details Tab� and click Save on the bottom of the page.
Note: The program will direct you to the next error. When all errors are corrected, a window appears indicating the report has no warnings or errors.

Warnings & Error Messages

The �Warnings and Errors� window will list all errors and warnings.

Errors are marked with the Errors symbol. You must correct errors prior to filing. A report that has errors will not be accepted by the server.

Warnings are marked with the Warnings symbol. A report with warnings can be filed; however you are advised to correct all warnings and errors before filing a report.

Filing Receipt

After the report is accepted by the State Board of Elections server, the user will receive a Receipt Identification next to the report that was filed. This is the only confirmation of electronic filing the committee will receive.

Printing the Receipt

Users can only print filing receipts on reports filed with IDIS 3.0.

1. Click the Reports icon on the top left of the page Reports.
2. Click the Previous Filed Reports icon to the right of the page Previously Filed Reports.
3. Click on the report that you want to generate a receipt. The selected report will be highlighted in white.
4. Click on the Print Filing Receipt icon at the top of the page. The filing receipt appears in a new window as an Adobe .pdf file.
5. To print the report, click the Print icon Print or in the top menu click �File� and �Print�.