To amend a report, go to the financial ledger. Click on the "Show Details" button on the left side of the ledger. This will show all transactions entered under a specific reporting period.
Click on the row you need to amend. The row will then highlight in yellow and on the end of the row an "Amend" button will appear. Click this button and amend the transaction as needed. Once the transaction is saved the amendment will automatically show on the filed report.
If you need to make changes to a filed report before the reporting deadline, please contact our office, and we can un-submit the report for you.
You will first need to create a new user. If you already have a username you will need to log in.
Once you have created your user you will click on create entity. Choose the type of entity you would like to register. Fill in the required information on the form. PACs and PICs -- make sure to click "Remove" on the additional fields you do not intend to fill out.
Once you have entered the required information, click "Save." Your information will be submitted for approval. You will receive an email letting you know the status of your registration within 5 business days.
Please note that candidates and political parties must call the Lt. Governor's Office to have their entity created.
Candidates, officeholders, PICs, and PACs must report all contributions within 30 days of receiving the contribution. To make this report, simply enter the contribution information into the financial ledger. Once that information is put into the ledger you have fulfilled the 30 day reporting requirement. You do not need to hit the "file report" button.
To submit a report you will log into your account and go to the Financial Ledger (found in "My Folder").
Input the required contributions and/or expenditure into the financial ledger.
Once you have inputted everything into the ledger, click the "File Report" button on the far right of the ledger.
If you have a large number of transactions you may also submit a report using the Excel import sheet. This sheet can be found on the bottom right corner of the financial ledger. Follow the instructions found on the import sheet.
Prior to January 1, 2015, an in-kind contribution required the user to add a matching expenditure in order to "offset" the contribution and balance the ledger.
As of January 1, 2015,* a user will not need to offset an in-kind contribution. Please note that while the in-kind amount is displayed, it will not be included in the running totals or the balances. For example, if you have a $0 balance and receive a $200 in-kind contribution of internet services on July 4, 2015, you will simply add a $200 contribution to your ledger, check the in-kind box, and add a comment regarding the internet services. Your balance will remain $0 (the original amount).
As a reminder, an in-kind contribution is “anything of value, other than money, that is accepted by or coordinated with a filing entity” (Utah Code 20A-11-101(24)).
*January 1, 2015 is related to the contribution date, not the date a contribution is added to the ledger. If a user logs in today and inputs a transaction with a contribution date prior to January 1, 2015, the user would still need to offset the in-kind transaction by adding an identical expenditure. If you already offset an in-kind contribution in 2015, the Lieutenant Governor’s Office will fix the offset to reflect your proper balance.
Your username must be tied to your entity account.
If you are a candidate, the Lt. Governor's Office has likely created your account for you. Please contact our office and we can tie your username to your account.
If you are creating a new user to be tied to an existing Corporation, PAC or PIC please contact our office.
“In-kind contribution" means anything of value, other than money, that is accepted by or coordinated with a filing entity.” See Utah Code 20A-11-101(24). Any entity has the option to check an “In-kind” box when adding a contribution to their ledger if the contribution meets the statutory definition.
Each in-kind contribution requires an explanatory comment (e.g. “Internet services”).
PSA (public service assistance) is aid given to an officeholder to defray officeholder costs. For the complete definition please see Utah Code 20A-11-101(45). An officeholder has the option to check the “PSA” box for any contribution added to their ledger that meets the statutory definition.
A contribution marked PSA does not require an additional comment. If an officeholder would like to add a comment regarding a PSA they should use the Optional Comment box.
This new box allows a user to add an additional comment to any contribution. Any information that is entered will be publicly viewable. Please limit your comments to 255 characters. If a comment exceeds this limit, the system will not save your information.
A PSA does not require a comment. If a candidate/officeholder would like to add a comment regarding a PSA they received they should use the Optional Comment box. In-kind contributions require a comment in the “in-kind comment” box.
The contribution and expenditure sheets are “hidden” until a user selects the appropriate entity type from the drop-down menu on the information tab.
Because different entity types have different statutory requirements a user must choose the appropriate entity type prior to inputting contributions or expenditures.
If you choose to file reports using the import sheet rather than using the ledger, please only use the latest version. You can download this directly through your financial ledger.
For campaign and financial reporting terms and definitions, click here.
For lobbyist disclosure terms and definitions, click here.
Please click here for highlights of changes to campaign finance and financial disclosure law from the 2015 legislative session, or click here for Utah Election Code.
Click here for the Lieutenant Governor's Elections website or click here for the Utah State Code.