• LM2 Reporting

    Integrated LM-2 Reporting for Sage Intacct

  • Labor Union finance and accounting professionals understand the importance and time-consuming process of the reporting of the annual LM-2 to the Department of Labor. LM-2 on Sage Intacct is an integrated module for your deployment of Sage Intacct, configured to meet your unique organizational requirements. This module streamlines the full cycle that supports the creation of your LM-2 reporting; from data entry, tracking, and file generation for submission to the Office of Labor-Management Standards (OLMS).

    Key Benefits:
    This product allows your Sage Intacct users to tag AP bills, AR invoices, and expense report entries, with specific defaults or overrides to track against any of the following LM-2 schedules:

    • Schedule 14 - Other Receipts
    • Schedule 15 - Representational Activities
    • Schedule 16 - Political Activities & Lobbying
    • Schedule 17 - Contributions, Gifts & Grants
    • Schedule 18 - General Overhead
    • Schedule 19 - Union Administration
    • Schedule 20 – Benefits

    In addition to easily tracking AP and expense transactions against the appropriate schedules, the LM-2 on Sage Intacct module automatically generates the appropriate file layout in either CSV or XML required by OLMS for submission.

    • Reduce manual time and effort
    • Automate a time-consuming process
    • Tag transactions appropriately
    • Leverage industry best practices
    • Integrated with your Sage Intacct solution!

    System Requirements:
    Sage Intacct Platform Services


    Integration Approved Countries:
    United States;


    A multi-discipline professional services firm

    250+ partners
    1,900+ associates
    47 US offices
    2 India offices
    ONE Firm
    With over 2,000 associates, 47 offices in the United States and two offices in India, Wipfli ranks among the top 20 accounting and business consulting firms in the nation. Wipfli is also a member of Allinial Global, an accounting firm association of legally independent accounting and consulting firms with offices in North America and throughout the world through international members and partnerships.

    We enjoy a solid reputation as industry experts and as a trusted business advisor to more than 60,000 clients including: manufacturing companies, construction companies, contractors and developers, real estate companies, health care organizations, financial institutions, insurance companies, nonprofit organizations, units of government, dealerships, and individuals.

    The firm serves businesses of various sizes, from large public and private companies, to closely held family-owned businesses. Whether we’re helping clients streamline processes, improve performance, leverage the right technology, or increase financial success, we offer innovative, effective, and personalized services to help clients overcome their business challenges today and plan for tomorrow.

    Our areas of focus
    Our services focus on improving the key components of every successful organization:

    Process and performance management
    Human resources 
    Operations and organization structure 
    Systems and information technology
    Marketing, sales, and customer service
    Capital and financial strength
    Our team approach
    You can rely on a consistent, cohesive, and dedicated team of service professionals and industry-focused experts who draw from a wide range of collective knowledge and experience. With Wipfli's particular focus on specific industries, members of many of Wipfli’s industry-focused teams meet regularly to discuss best practices, industry issues, and updates. These meetings ensure that our associates continue to provide clients with exceptional expertise and service. Clients tell us our associates are a pleasure to work with, and they appreciate the time associates take to understand their individual circumstances. Our partners also commit significant efforts to engagements, further ensuring customer satisfaction.

    Team members arrive at Wipfli with considerable experience and knowledge, and they continue to develop their skills through at least 40 hours of continuing professional education each year.

    Recognizing the critical importance of engaged and satisfied associates, we regularly monitor and work to improve the engagement level of all associates.

    Phone: (703) 860-6945
    Website: http://www.wipfli.com
    Year Founded: 1930
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