Import your Personal Financial Statement schedules into your Electronic PFS report. Learn how to format your CSV spreadsheet files and test them against our PFS Import Verifier Tool.
Use the guide and the part templates below to prepare your Personal Financial Statement (PFS) schedules for import into the filing application.
PFS Import Guide
This verifier will describe each format error found in each line of your CSV file. Your file will not be uploaded to the Texas Ethics Commission through this verifier.
This tool only checks the format of the data in your CSV file.
After you correct all your formatting errors found with this verifier, you can import your CSV file into the Personal Financial Statement filing application. After you successfully import your CSV file into the PFS filing application, you can select “Check For Errors” to list other problems you may have with your data, such as missing addresses.
Note: The PFS Amount Ranges have changed for activity occurring in 2020 and can vary depending on the Applicable Year of your PFS report.
Please review the table below as well as our Templates and Guide to help determine how to complete your import files.
If you are unsure what to use for your PFS Amount Ranges, see PFS Amount Ranges below.