Changes to Charities and Fundraisers User Dashboards Effective May 17, 2019

To enable faster response times when logging into your dashboard and -- in the case of third-party preparers -- returning to your dashboard from a client’s record, we will no longer display incomplete solicitation notices and campaign financial reports in the “Open Filings” panel of your dashboard. The loading of this information into the “Open Filings” panel of user dashboards was identified as the most significant contributor to the delays moving back and forth from the dashboard.

You can still review the status of incomplete solicitation notices or campaign financial reports by going to the organization’s summary page, selecting File a Form, and then “Solicitation Notices and Campaign Reports.” This was how incomplete solicitation notices and campaign financial reports were managed before dashboards were introduced in April, 2017.

In progress registrations, renewals, and amendments will continue to display in the “Open Filings” panel.