The LM-2/LM-3 Software Program will provide the information needed to prepare the Annual LM Report and download the schedules for file import into the Department of Labor's LM software.  Here are the features of this Software Package. 
  LM-2    
    ●  Automatic LM Item number totals for Statement B-Receipts & Disbursements
    ●  Each account detail total makes up the LM Item number totals
    ●  Software’s data download will fill in the LM form
    ●  Each expenditure & income item is coded to the correct schedule as you go
    ●  Includes mandatory electronic submission rules
    ●  Follows the cash accounting system
    ●  Automatically creates a Schedule B, then distributes items to schedules
    ●  Schedule 11 & 12 - Disbursements to Officers & Others, downloads disbursements/percentage of time for each person
    ●  Schedule 13 - Membership Status downloads dues paying member totals
    ●  Schedule 14 - Other Receipts includes itemized by payer (over $5,000)
    ●  Schedule 15-19 - includes itemized by payee (over $5,000)
  LM-3
    ●  Automatic LM Item number totals for Statement B-Receipts and Disbursements
    ●  Each account detail total makes up the LM Item number totals
    ●  Number 24 -All Officers & Disbursements to Officers is recorded in total to Item 45, Statement B
    ●  Item 28 & 29 - Purchase of Investments and Fixed Assets
    ●  Item 43 - Other Receipts
    ●  Item 46 - Disbursements to Employees (including all employee details that make-up less than $10,000)
    ●  Item 48 - Office & Administrative Expenses
    ●  Item 50 - Benefits
    ●  Item 51 - Contributions, Gifts & Grants
    ●  Item 54 - Other Disbursements