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Amending a Previously E-Filed Report
Step One - Selecting the report to amend:

Once you have clicked on the Amend a filed report link on the navigation menu:

  • Web Reporter will display a list of all of your previously e-filed reports on the EFS.  The list is grouped by year, in descending order, and the reports for that year are displayed in chronological order, newest to oldest.

  • Click on the "Amend" button next to the report you need to change.

  • Web Reporter will create a draft report with this report information and display the Draft Cover Page.

  • You will notice two changes to the navigation menu:

    • The My Drafts link will update to show a new draft has been created; and

    • New navigation links will appear for the newly created draft report cover page and all of its associated item scheudules.

  • The button to indicate that the report is an amendment is highlighted and an amendment reason box is displayed above the summary information for the report.  You must enter the reason for the amendment before you can navigate to any other page.

Step Two - Editing the Report:

  • On the Draft Cover Page, you can edit the beginning and ending dates for the report, the beginning balance, and the unitemized totals of the report.  All other information is edited from the report schedules.

  • NOTE:  Be careful in changing the report type or the report year.  This is the identifying information for an amendment.  If you change the report type or the report year, the draft will no longer be recognized as an amendment.  For example, if you change the report type and try to file the amendment with the same beginning and ending dates, a warning will appear that you are trying to file an overlapping report (an existing report with the same dates is in the system) since it will no longer recognize that this was an amendment to the previously filed report.  If you need to change the report type or year, and you encounter difficulties e-filing, please contact OCPF for further assistance.

  • Click on the links to the report information, i.e. Receipts, Expenditures, etc., to either add information or to edit the existing report information.

    • To add information to the report, click on the navigation menu link for the item you need to add, fill in the data entry fields and click the Add button.

    • To edit an existing item, click on the Edit button to the right of the record.  Use this button to recall the record to the data entry area and correct or change the information in the data entry fields.  When the Edit button is clicked, the Add button in the data entry area is replaced by these action buttons:

      • Update - This button is used to save the edited record to the report.
      • Delete - This button is used to remove a record from the report.
      • Cancel - This button is used to cancel the edit function and return to data entry mode.

  • NOTE:  Remember, if you find the filer information for your report is out of date or otherwise inaccurate, you can edit the information from the Filer Information menu option.  In addition, please notify OCPF of the error promptly so that we can update your information in the Registered Filer List.

Step Two - Filing the Amended Report:

  • When you have finished completing the changes to your report schedules, click on the Draft Cover Page link for your report on the navigation menu.  This will take you back to the Draft Cover Page.

  • At the bottom left of the Draft Cover Page is the "File" button.  Click on this button to electronically file your report.

  • You will be re-directed to the receipt page for confirmation of your filing.

  • NOTE:  Your report is not filed until you click on the "File" button and receive a valid receipt.  If you receive an invalid receipt, the receipt will tell you the reason(s) why the report was rejected.  You can then go back to your draft report and make any necessary corrections.