How to Get Started with EFR

Welcome to this module on "How to Get Started with EFR."

The objective of this module is to show you how to begin using EFR and create a profile.

Click New to begin
This wizard will guide you through the steps to create a financial return, beginning with creating your political entity's profile
Click Next to continue
Select the type of financial return you would like to create. For the purposes of this video, the Registered Association Annual Return will be selected. Click Next to continue
Select a fiscal year. Click Next to continue
Review the details of the fiscal year. If you need to change the default details, you may do so now. Click Next to continue
Enter the details of the registered association. Please note that underlined fields are mandatory
Click Next to continue
Click Add to add an agent
Enter the details of the financial agent. Click Next to continue
The wizard has gathered the necessary information to create the financial return
Click Finish to complete
You have now created the profile of your political entity. You may modify it at any time

If you need help or have questions about EFR that were not covered in this module:

Political Entities