Year end reporting

The Liberal Party of Canada will provide the data relating to the receipts that were prepared for your riding association. In order to request this data, we ask that you complete the Year End Confirmation form. If you have received no contributions and therefore there is no data pertaining to tax receipts for your riding association, you should still complete the form for our records. If you received contributions, you will receive a text file of the data to be used to import into EFR, an Excel file of the same data to help you to reconcile your contributions against your financial statements and an EFR backup file with the contributions already imported.

EFR

The Electronic Financial Returns (EFR) program was developed by Elections Canada to assist Financial Agents with the preparation of their Financial Returns. EFR allows you to generate the Registered Association Financial Transaction Return EC 20081 without having to manually fill out each section of the form. For information on how to download the program, please consult the Elections Canada website.

Financial Statements

The Liberal Party of Canada has developed an Excel spreadsheet based on the reporting requirements of Elections Canada. It can be downloaded here. It is very simple to use and produces the financial statements’ numbers ready to be inputted into the EFR program which produces the Registered Association Financial Transaction Return EC 20081. To assist you with the spreadsheet, we have prepared instructions, which can be downloaded here.