Online PPERA Inputting Help Sheet Revised 06/11/14. This help sheet should guide you through the process of submitting online PPERA reports.

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1 Online PPERA Inputting Help Sheet Revised 06/11/14 This help sheet should guide you through the process of submitting online PPERA reports. Key things that some people get wrong or omit are in boxes such as this to draw your attention to them! Logging in Go to to login to the system Opening Screen Once you have logged in Along the top of the page, just below the Lib Dem logo you will see 5 tabs, click on PPERA Returns, see vertical arrow below. In order to see the premade PPERA returns please click Go!, just under Home (see horizontal arrow).

2 Please don t click this button! Use the Draft PPERA returns we have provided for you. Once you have clicked Vew All & Go, you will see a screen that looks like this, on it we have provided draft PPERA reports for you to fill in. Once you have selected which month you wish to enter this will then bring up the PPERA declaration page (see below), this is the same declaration that is at the bottom of your paper returns. On this page you need to double click on either 1 & 3 or 2 & 3 (see horizontal arrow) to identify if your return is: 1) I certify that this Accounting Unit did not receive any recordable or declarable donations or credit facilities during (stipulated month) 2) I certify that this is a true and accurate record of all transactions covered by the PPER Act 2009 for my Accounting Unit for the above period 3) I certify that this is a true and accurate record of any changes to regulated credit facilities during the above period After you have ticked the correct box you will need to save the document but please note not to change the Submission Date

3 Do Not Change This Date! It should show the first day of the month you are reporting for NOT the date you are filling in the return. * Please note, the submission date is connected to the PPERA reference. I.e. if is shows 01/7/2014, the PPERA return will show July 2014 and so on. If you have a Nil return you can now click the Submit for Approval button. Once you have submitted your return this will send it to the Compliance Team, where we will either approve or reject your return. The Treasurer and Chair will receive an once it has been approved or rejected.

4 Donations Once you have ticked which fields accurately represent your return, you can now enter any donations. If you have any Donations, Gifts in Kind or Loans these need to be added using the New Donation button, just below the Submit for Approval (vertical arrow above) button. This will then take you to the Select Donation Record Type page (below), where you need to choose if the donation has come from an individual, company or other (unincorporated association (council group etc)). Individual Donation To report an individual donation, enter their name into Donor (Individual) and click the magnifying symbol (see image and vertical arrow) next to the word box. This will bring up the Look Up box with its matches for the name entered, if you do not see your donor here, please enter they re details into the First Name and Last Name boxes above Donor Individual.

5 Now enter the date that the donation was made, how much that donation came to, the type of donation and the reason for it. If it is a late donation, please tick the Late Donation box, likewise for if it is an Aggregate or Bequest (See horizontal arrow). If your donor s name does not appear in the Look Up box and you have entered their name into the first and last name boxes you will need to enter their address into the address field (See vertical arrow). Membership number, if they have one and electoral number also need to be added into this field, please ignore the VAN ID box. Please double check addresses for pre-exisitng donors to make sure that the information is correct. If you are entering a new loan you will need to include the detail in the final section Loan Information, when is the loan going to be paid back and if there is any interest on the loan. If you need to edit a pre-existing loan, in between Donation Type and Reason for Donation, in the Donor Information section (See Curved Arrow), you can look up any loan already associated to the donor and edit any details for it.

6 Company Donation Entering a donation for a Company (See Below) and Other Donor (See bottom picture) is roughly the same as entering the details for an Individuals donation, expect that you will also need the Companies House number (See horizontal arrow). Please ensure that the address matches the address on the Companies House website - Please ensure that all fields with a red line by them are filled in.

7 Other Donations eg Unincorparated Associations Just as a donation from an Individual or Company, if you cannot find the Unincorporated Association in the Look Up field, please enter their details into the Organisation Name section and their address on the other side of the screen (See vertical arrow). Please ensure that this is the Association s address and not the Chair person s address, this will result in a rejected submission. The rest of the details with a red line next to them should then be filled in, just as stated in the Indivdual section of this letter, also include if it is Late, an Aggrigate or a Bequest.

8 Once you have saved your donation by clicking the Save button you will be taken to the below page. Here you will see the PPERA return and at the bottom you will see all donations that you have just added. Please review these donations before submitting. In order to send your PPERA return to the Compliance Department, just as before, you need to click the Submit for Approval button. This will be then sent to the Compliance Department where it will be either approved or rejected, either of which will result in the Treasurer and Chair receiveing an stating as such. Important! The Number of donations and Total Amount of Donations will automatically calculate please don t change them if they are wrong then you have not registered a donation properly using the New Donation button!