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How to Amend Monthly Statement

How to Amend Monthly Statement

This guide was produced by the San Francisco Ethics Commission. It contains step-by-step instructions illustrating how to amend a previously filed monthly statement.

Steps

  1. Login with the last e-mail address associated with your account.

If you lost/don't remember password, please click Lost Your Password.

  1. Amend/Add/ Remove/Update the Transaction(s) that need to be corrected BEFORE creating Monthly Statement

    1. Activity Expenses

    2. Campaign Contributions

    3. Contacts

    4. Payments Promise

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  1. Go to the Home Screen by Selecting Home.

  2. Under the E- Filed Statements section find the Individual Lobbyist Statement (monthly statement) that needs to be corrected.

  3. Click the Amend button.

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  1. Make sure you are creating an amendment for the correct monthly period for the Statement Date

  2. Select Create Draft

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  1. Go to the Home Page

  2. View the newly created draft then E-file the statement

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 Related Articles

https://sfethics.atlassian.net/wiki/spaces/LG/pages/2604826629