Lobbyist Disclosure Tutorial for Expense Reporting

1. Lobbyist Disclosure Tutorial for Expense Reporting Before proceeding with the tutorial, it’s suggested that you print and read the instructions located at the following Web address (click on the following address): http://www.dos.state.pa.us/campaignfinance/lib/campaignfinance/110lobbyist_reporting/expensereport/onlineexpensereportinstructions01.pdf

2. Enter your PALogin User ID and Password

3. To initiate collecting Expense Reporting information, click on “My Expenses”.

4. Select the Lobbyist via the drop-down menu. Click “Create Expenses Report” or “Create Late Expenses Report” depending on whether today’s date is before or after the closing date for this quarter.

5. Enter costs as indicated. Also, select a “Lobbying Subject” from the drop down menu and/or update the “Other” field. Add as many “Lobbying Subjects” as necessary.

6. Click “Add Gift Receipts” for gifts over $250.00 . This example does not add $250.00 gift receipts; it simply clicks “Next”.

7. Click “Add Payment Reimbursement” for gifts over $650.00 .

8. This screen collects payment details for gifts over $650.00 . Enter required fields and any optional fields you wish to enter. Click “Next” after entering fields.

9. This screen acknowledges the collection of recipient information for a gift over $650.00 . In this example we proceed by clicking “Next”. However, additional recipient payment information could have been collected by clicking “Add Payment/Reimbursement”.

10. By clicking on “Add Source of Contribution”, you will be directed to collect the contribution information for Principal resources exceeding 10%. In this example, we proceed by clicking “Next” and do not collect this information.

11. Summary of Expense Report Information.(For a printer friendly of this report, click on “Printer Friendly Version”.)

12. Summary of Expense Report Information (continued).

13. Summary of Expense Report Information (continued).

14. Summary of Expense Report Information (continued).

15. Summary of Expense Report Information (continued). Click “Next” to continue.

16. This screen affirms the preceding Expense Reporting information via the eSignature associated with your PALogin “User ID and Password”. Click “Next” to continue.

17. Click “Submit” to submit your expenses.

18. This completes the data entry of Expense Reporting Information.n.b. If there is an associated Lobbyist or Firm they will need to affirm their expenses.

19. Thank You! For additional information or questions on completing these quarterly expense reports, please contact the Bureau of Commissions, Elections and Legislation, Pennsylvania Department of State, 210 North Office Building, Capitol Complex, Harrisburg, PA 17120; telephone (717) 787-5280; fax (717) 787-2854. Additional information on the Act, a summary of the Act, Frequently Asked Questions and other information is located on the Department’s website at www.dos.state.pa.us. Click on “Lobbying Disclosure” on the left or right tool bar. For email inquires, write to the Bureau at the following address: RA-LobbyDisclosure@state.pa.us.