E-file wizard
Generate ready-to-submit campaign-finance + lobbying-disclosure filings from your transaction data. Built for treasurers, lobbying-disclosure registrants, and FARA agents who want a format converter without the vendor relationship.
Rather pay a human? The established compliance-services firms in this space: DDC, Aristotle, PASS, and BIPAC. Annual retainers typically run five to six figures; we list them here because they are the alternative.
2 forms live · 73 total across federal + state campaign finance, federal lobbying disclosure, and FARA. Scaffolded forms have downloadable templates; planned ones are roadmap.
FEC — PAC + party committees
Quarterly + monthly periodic reports for federal political committees.
- Form 3X — PAC + party committee report [
F3X· FEC · ✓ live]
Quarterly (Q1/Q2/Q3/Q4/YE) or monthly (M2–M12) report. Schedule A receipts + Schedule B disbursements + cover-sheet summary totals.
FEC — Candidate committees
House, Senate, and presidential authorized-committee reports.
- Form 3 — House / Senate candidate committee [
F3· FEC · scaffolded]
Quarterly + pre-/post-election. Same shape as Form 3X with a candidate header. Sched A/B/C/D/E. - Form 3P — Presidential committee [
F3P· FEC · planned]
Monthly + pre-/post-election report for presidential principal campaign committees. - Form 6 — 48-hour notice of last-minute contributions [
F6· FEC · planned]
Authorized committees report contributions of $1,000+ received in the last 20 days before an election within 48 hours.
FEC — Independent expenditures + electioneering
Schedule E, 24/48-hour notices, electioneering communications.
- Form 5 — Independent-expenditure-only filer [
F5· FEC · planned]
For persons + 527 / Super PAC filers reporting independent expenditures outside an authorized committee. - Form 24 — 24/48-hour IE notice [
F24· FEC · ✓ live]
Time-sensitive independent-expenditure notification: 48-hour notice for IEs ≥ $10,000 outside the 20-day window; 24-hour inside. - Form 9 — Electioneering communications [
F9· FEC · planned]
Disclosure of electioneering communications (broadcast / cable / satellite ads referring to a federal candidate within 30/60 days of primary/general).
FEC — Registration
Statement of Organization (Form 1) + Statement of Candidacy (Form 2).
- Form 1 — Statement of Organization [
F1· FEC · planned]
Committee registration. Required within 10 days of becoming a political committee. Treasurer + bank + connected-org disclosure. - Form 2 — Statement of Candidacy [
F2· FEC · planned]
Required within 15 days of becoming a candidate ($5,000 receipts-or-expenditures trigger).
Federal lobbying (LDA)
Lobbying Disclosure Act filings — registration, quarterly activity, semiannual contributions.
- LD-1 — Lobbying Registration [
LD-1· Senate Records / House Clerk · planned]
Registrant registers within 45 days of being employed or retained to make lobbying contacts. 2 USC §1603. Filed with Senate Office of Public Records + House Clerk. - LD-2 — Quarterly lobbying activity report [
LD-2· Senate Records / House Clerk · planned]
Quarterly disclosure of each client's lobbying income, government entities lobbied, specific issues + bills, and named lobbyists. Due 20 days after each quarter end. 2 USC §1604. - LD-203 — Semiannual contribution report [
LD-203· Senate Records / House Clerk · planned]
Registrants + individual lobbyists disclose political contributions of $200+ during the half-year. Due Jan 30 + Jul 30. 2 USC §1604(d).
FARA (Foreign Agents Registration Act)
DOJ NSD filings for agents of foreign principals.
- FARA Registration Statement [
FARA Registration· DOJ NSD · planned]
Initial registration as an agent of a foreign principal. Filed with DOJ National Security Division. 22 USC §612. - FARA Supplemental Statement [
FARA Supplemental· DOJ NSD · planned]
Semiannual activity report — informational materials disseminated, contacts with U.S. officials, payments received. 22 USC §614.
State filings
First-pass states: CA, NY, TX, FL, IL, NJ, MA, OH. Each form here is one statute + one upstream filing system; we wire them in priority order.
- CA Form 460 — Recipient Committee Campaign Statement [
CA Form 460· CA Secretary of State · planned]
California PAC / candidate / ballot-measure committee periodic disclosure. Schedules A–H. Filed via Cal-Access (CA SOS). - CA Form 461 — Major Donor / IE Committee [
CA Form 461· CA Secretary of State · planned]
For major donors ($10K+) + IE-only committees. Schedules A–D. Cal-Access. - CA Form 497 — Late contribution / IE 24-hour notice [
CA Form 497· CA Secretary of State · planned]
CA equivalent of the FEC 24/48-hour IE notice. Late contributions + IEs ≥ $1,000 in the 90 days before an election. - NY State Board of Elections Filer-1 [
NY Filer-1· NY State Board of Elections · planned]
NY periodic disclosure. Schedules A–T. Filed via NYSBoE Electronic Filing System. - TX Texas Ethics Commission — COH (Candidate / Officeholder) [
TX COH· TX Ethics Commission · planned]
Texas candidate + officeholder + specific-purpose PAC disclosure. Filed via TEC. - TX Texas Ethics Commission — SPAC (General-Purpose PAC) [
TX SPAC· TX Ethics Commission · planned]
Texas general-purpose PAC disclosure. - FL DS-DE 12 — Campaign Treasurer's Report (CTR) [
FL DS-DE 12· FL Division of Elections · planned]
Florida candidate + committee periodic disclosure. Filed via FL Division of Elections. - FL DS-DE 13 — Independent Expenditure Report [
FL DS-DE 13· FL Division of Elections · planned]
Florida independent-expenditure disclosure. - IL D-2 — Quarterly Report [
IL D-2· IL State Board of Elections · planned]
Illinois quarterly committee report. Filed via Illinois SBE. - IL D-3 — A-1 Notification (large contributions) [
IL D-3· IL State Board of Elections · planned]
Illinois 5-day notice for contributions of $1,000+ during election period. - NJ ELEC A-1 — Pre-election Report [
NJ ELEC A-1· NJ Election Law Enforcement Commission · planned]
New Jersey pre-election candidate/committee disclosure. Filed via NJ ELEC. - NJ ELEC R-1 — 48-Hour Notice [
NJ ELEC R-1· NJ Election Law Enforcement Commission · planned]
New Jersey 48-hour large-contribution notice during the election period. - MA OCPF M101 — Depository Report [
MA OCPF M101· MA Office of Campaign and Political Finance · planned]
Massachusetts candidate depository report. Filed via OCPF Reporter. - MA OCPF CPF — PAC Report [
MA OCPF CPF· MA Office of Campaign and Political Finance · planned]
Massachusetts PAC periodic disclosure. - OH ORC §3517 Filer — Pre/Post-Election Report [
OH §3517 Filer· OH Secretary of State · planned]
Ohio campaign finance filer report. Filed via OH Secretary of State. - AK APOC 15-5 — Year-End Campaign Disclosure [
AK APOC 15-5· AK Public Offices Commission · planned]
Alaska candidate + group periodic disclosure. Filed via Alaska Public Offices Commission. - AL Fair Campaign Practices Act Report [
AL FCPA· AL Secretary of State · planned]
Alabama monthly + pre-election principal-campaign-committee report. Filed via AL Secretary of State. - AR CC-1 — Candidate / Committee Report [
AR CC-1· AR Ethics Commission · planned]
Arkansas candidate + PAC monthly + pre-election report. Filed via AR Ethics Commission. - AZ CFR — Campaign Finance Report [
AZ CFR· AZ Secretary of State · planned]
Arizona candidate + committee periodic disclosure. Filed via AZ Secretary of State. - CO TRACER — Periodic Campaign Finance Report [
CO TRACER· CO Secretary of State · planned]
Colorado candidate + issue committee disclosure. Filed via TRACER (CO Secretary of State). - CT SEEC-1 — Campaign Finance Statement [
CT SEEC-1· CT State Elections Enforcement Commission · planned]
Connecticut periodic statement (CEP + non-CEP). Filed via CT State Elections Enforcement Commission. - DC R-1 — Campaign Finance Report [
DC R-1· DC Office of Campaign Finance · planned]
DC PAC / candidate / IE committee report. Filed via DC Office of Campaign Finance. - DE Campaign Finance Report [
DE Campaign Finance Report· DE Department of Elections · planned]
Delaware periodic disclosure. Filed via DE Department of Elections. - GA CFC — Campaign Contribution Disclosure [
GA CFC· GA Government Transparency and Campaign Finance Commission · planned]
Georgia candidate + committee periodic disclosure. Filed via GA Government Transparency and Campaign Finance Commission. - HI CCC Supplemental Report [
HI CCC· HI Campaign Spending Commission · planned]
Hawaii candidate + non-candidate committee periodic disclosure. Filed via HI Campaign Spending Commission. - IA DR-2 — Disclosure Report [
IA DR-2· IA Ethics and Campaign Disclosure Board · planned]
Iowa committee periodic disclosure. Filed via IA Ethics and Campaign Disclosure Board. - ID Campaign Finance Report [
ID Campaign Finance Report· ID Secretary of State · planned]
Idaho candidate + PAC periodic disclosure. Filed via ID Secretary of State. - IN CFA-4 — Campaign Finance Annual Report [
IN CFA-4· IN Election Division · planned]
Indiana candidate + committee annual + pre-election report. Filed via IN Election Division. - KS Campaign Finance Report [
KS CF-Report· KS Governmental Ethics Commission · planned]
Kansas candidate + PAC periodic disclosure. Filed via KS Governmental Ethics Commission. - KY KREF — Campaign Finance Report [
KY KREF· KY Registry of Election Finance · planned]
Kentucky candidate + committee disclosure. Filed via KY Registry of Election Finance. - LA Form 202 — Campaign Finance Disclosure [
LA Form 202· LA Board of Ethics · planned]
Louisiana candidate + committee periodic disclosure. Filed via LA Board of Ethics. - ME MCCEPL — Maine Campaign Finance Report [
ME MCCEPL· ME Commission on Governmental Ethics and Election Practices · planned]
Maine candidate + PAC periodic disclosure. Filed via ME Commission on Governmental Ethics and Election Practices. - MD Campaign Finance Report [
MD AFFIDAVIT· MD State Board of Elections · planned]
Maryland candidate + slate / PAC periodic disclosure. Filed via MD State Board of Elections. - MI Campaign Finance Report [
MI ED-Report· MI Bureau of Elections · planned]
Michigan candidate + PAC periodic disclosure. Filed via MI Bureau of Elections. - MN CFB Form 1 — Statement of Receipts and Expenditures [
MN CFB-1· MN Campaign Finance and Public Disclosure Board · planned]
Minnesota candidate + committee periodic disclosure. Filed via MN Campaign Finance and Public Disclosure Board. - MO MEC Form A-1 — Statement of Committee Organization [
MO MEC A-1· MO Ethics Commission · planned]
Missouri candidate + committee periodic disclosure. Filed via MO Ethics Commission. - MS Campaign Finance Report [
MS CF-Report· MS Secretary of State · planned]
Mississippi candidate + committee disclosure. Filed via MS Secretary of State. - MT C-5 — Statement of Campaign Finance [
MT C-5· MT Commissioner of Political Practices · planned]
Montana candidate + committee periodic disclosure. Filed via MT Commissioner of Political Practices. - NC CRO-2200 — Disclosure Report [
NC CRO-2200· NC State Board of Elections · planned]
North Carolina candidate + committee periodic disclosure. Filed via NC State Board of Elections. - ND SFN 17738 — Statement of Contributions [
ND SFN 17738· ND Secretary of State · planned]
North Dakota candidate + measure committee disclosure. Filed via ND Secretary of State. - NE NADC B-1 — Campaign Statement [
NE NADC Form B-1· NE Accountability and Disclosure Commission · planned]
Nebraska candidate + committee disclosure. Filed via NE Accountability and Disclosure Commission. - NH CEF — Statement of Receipts and Expenditures [
NH CEF· NH Secretary of State · planned]
New Hampshire candidate + committee disclosure. Filed via NH Secretary of State. - NM CFIS — Campaign Finance Report [
NM CFIS· NM Secretary of State · planned]
New Mexico candidate + PAC periodic disclosure. Filed via NM Secretary of State. - NV C&E Report [
NV CCE· NV Secretary of State · planned]
Nevada candidate + PAC periodic disclosure. Filed via NV Secretary of State. - OK Ethics Form 2 — Statement of Organization [
OK Form 2· OK Ethics Commission · planned]
Oklahoma candidate + committee disclosure. Filed via OK Ethics Commission. - OR ORESTAR — Statement of Organization / Transaction [
OR ORESTAR· OR Secretary of State · planned]
Oregon candidate + PAC near-real-time disclosure (transactions filed within 30 days). Filed via OR Secretary of State. - PA Campaign Finance Report (DSBE-420) [
PA DSBE-420· PA Department of State · planned]
Pennsylvania candidate + committee periodic disclosure. Filed via PA Department of State. - PR OCE DE-1 — Informe de Ingresos y Egresos [
PR OCE DE-1· PR Office of the Electoral Comptroller · planned]
Puerto Rico candidate + committee periodic disclosure. Filed via PR Office of the Electoral Comptroller. - RI CF-2 — Campaign Finance Report [
RI CF-2· RI Board of Elections · planned]
Rhode Island candidate + PAC periodic disclosure. Filed via RI Board of Elections. - SC Campaign Disclosure Report [
SC SEC Filer· SC State Ethics Commission · planned]
South Carolina candidate + committee disclosure. Filed via SC State Ethics Commission. - SD Pre-Primary / Pre-General Statement [
SD Form PRE· SD Secretary of State · planned]
South Dakota candidate + committee disclosure. Filed via SD Secretary of State. - TN CF-1 — Statement of Receipts and Expenditures [
TN CF-1· TN Registry of Election Finance · planned]
Tennessee candidate + PAC disclosure. Filed via TN Registry of Election Finance. - UT CFR — Campaign Finance Report [
UT CFR· UT Lieutenant Governor · planned]
Utah candidate + PIC periodic disclosure. Filed via UT Lt. Governor. - VA SBE-501 — Statement of Organization / Disclosure [
VA SBE-501· VA Department of Elections · planned]
Virginia candidate + PAC periodic disclosure. Filed via VA Department of Elections. - VT Campaign Finance Report [
VT Form 600· VT Secretary of State · planned]
Vermont candidate + PAC periodic disclosure. Filed via VT Secretary of State. - WA PDC C-4 — Summary, Full Report [
WA PDC C-4· WA Public Disclosure Commission · planned]
Washington candidate + PAC monthly + pre-election report. Filed via WA Public Disclosure Commission. - WI ETHCF-2 — Campaign Finance Report [
WI ETHCF-2· WI Ethics Commission · planned]
Wisconsin candidate + committee periodic disclosure. Filed via WI Ethics Commission. - WV F-1A — Financial Statement [
WV F-1A· WV Secretary of State · planned]
West Virginia candidate + committee periodic disclosure. Filed via WV Secretary of State. - WY Campaign Receipts and Expenditures Report [
WY Form 4· WY Secretary of State · planned]
Wyoming candidate + committee disclosure. Filed via WY Secretary of State.
What the wizard does — and what it doesn't
Does: dedupe contributors by email, aggregate period totals, diff your filing against your bank statement to surface unmatched rows, flag rows missing required compliance fields, serialize the canonical submission format, validate against the FEC test system + show the receipt inline (one server round-trip; never stored).
Does not:enforce legal contribution caps (you + your counsel own that), file for you in production unless you explicitly select "Production" mode, or store anything between sessions (no "save my work" — the browser tab IS the state).
How it stays local
The wizard is a static React app. Every step — CSV parsing, dedupe, reconcile, generation — runs in your browser via FileReader, Blob, and vanilla JS. The only network round-trips it ever makes, and only when you explicitly opt in: the FEC committee lookup (Step 1, public FEC data), prior-donor typeahead (Step 3, public Schedule A), AI compliance review (Step 6, sends to Claude), FEC test/ production submit (Step 7, sends to FEC). Each is flagged in the UI before the click.