STEP-BY-STEP GUIDE TO FILING DAY
C-SMART Login and Encryption Key Entry
Visit https://csmart.nyccfb.info and enter your C-Access Username and Password (Note: both are case-sensitive).
Enter your encryption key and click “Proceed” (Note: enter the encryption key in all CAPS).
Step-by-Step Guide to Filing Day
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Accessing Submission
You can access Submission by going to the Submission tab on the Home screen.
WARNING: Only the candidate and treasurer can submit disclosure statements.
Submission will be disabled for all other user accounts.
Draft Submission
In addition to reviewing Reports, run a Draft Submission of your disclosure statement to ensure you have accurately
entered all transactions into C-SMART for the reporting period.
TIP: Use C-SMART’s reports and run a draft of your disclosure statement to make sure you have
your backup documentation in order with the C-SMART transaction ID numbers written on
them.
To run a draft of your disclosure statement:
1. Under the Submission tab, go to Submission and click “Draft.”
2. Choose the Statement # from the drop-down menu.
3. Click “Review.”
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Step-by-Step Guide to Filing Day
After you click Review, C-SMART will bring you to the CFB Cover Sheet, which displays your committee
information and totals for the reporting period. Review the Statement Inventory to confirm your totals are accurate.
To look at individual schedules, click the Select drop-down menu and choose the schedule you want to review.
The cover sheet, summary, and schedules can be saved to your desktop as a .PDF or printed.
Step-by-Step Guide to Filing Day
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Final Submission — CFB
Once you have reviewed your Reports and a Draft Submission, you are ready to submit your disclosure statement.
To submit your disclosure statement:
1. Under the Submission tab, go to Submission and click “Final.”
2. Select the Statement # from the drop-down menu.
3. Click the Candidate/Treasurer Verification.
4. Click the Itemized Statement Verification.
5. Click the Confirmation.
6. After selecting the statement number and clicking the verifications, click “Submit.”
After clicking Submit, you will receive a warning reminding you to review a draft submission. If you wish to finish
submitting your disclosure statement, click “OK.” If you wish to cancel the submission process and review a draft
submission, click “Cancel” and follow the steps on pages 2 – 3 for reviewing a draft submission.
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Step-by-Step Guide to Filing Day
After you click “OK,” C-SMART will display the CFB Web Submission Record. This message confirms the CFB
received your disclosure statement.
Lastly, C-SMART will display the official cover sheet from the submitted disclosure statement.
You may save the Cover Sheet and each schedule to your desktop as a .PDF or print for your records.
Step-by-Step Guide to Filing Day
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Final Submission — BOE
You must also create and submit your disclosure statement to the New York State Board of Elections (BOE). Visit
www.elections.ny.gov for information on the BOE’s disclosure requirements. You will need your BOE Filer ID and
PIN before submitting via C-SMART.
TIP: Create a folder on your computer or flashdrive where you can save your BOE disclosure
statement file. This should be a designated folder for the entire election cycle.
To create your BOE filing:
1. Under the Submission tab, go to Submission and click “BOE Submission.”
2. Select the BOE periodic report for the current disclosure period; it corresponds with the disclosure
statement due date and the name of the report.
3. Enter your BOE Filer ID and PIN.
4. Click “Standard” for filing type.
5. Click “Proceed.”
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Step-by-Step Guide to Filing Day
Once the submission file is created, you will receive a prompt reminding you to complete your BOE disclosure
statement filing.
When you click “Ok,” the File Download window will appear. Click “Save.”
Step-by-Step Guide to Filing Day
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Save the BOE disclosure statement file in a BOE designated folder for your committee.
After saving the file, open your email, attach the BOE file to a new email message, and send it to efsfiling@
elections.state.ny.us.
Reminders
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You are encouraged to file early.
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Write the C-SMART transaction ID number on your backup documentation and organize your documentation
in transaction ID order.
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Your filing is not complete until you submit your backup documentation. Your backup documentation can
be hand-delivered to the CFB by 5:00pm on filing day, or sent by mail, and postmarked by the deadline.
Questions?
Contact your Candidate Services Liaison at (212) 409-1800 or CSUmail@nyccfb.info.
6/13/14
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Step-by-Step Guide to Filing Day