Prepare your LM-2
DOL union disclosure mapped to schedules, drafted for officer approval.
What does this agent do?
OpenBooks maps union receipts, disbursements, officers, and employees to an officer-ready LM-2 package, with incomplete disclosures called out before an authorized officer signs.
What OpenBooks needs
- Bank feed connected
- Fiscal-year books closed
- OLMS filer credentials on file
What OpenBooks will do
- I map receipts and disbursements to the LM-2 schedules.
- I compile the officer-and-employee detail the LM-2 requires.
- I draft the return for your president and treasurer to approve.
- I surface anything OLMS would ask about before submission.
- I prepare the approved values for OLMS; an authorized officer signs and files.
What you get
An officer-ready LM-2 package mapped to the OLMS schedules.
Know exactly what you’ll receive
Give union officers a schedule-mapped draft they can verify before taking responsibility for the filing.
- Receipts and disbursement schedules
- Officer and employee detail
- Schedule-mapping worksheet
- Questions requiring officer judgment
- Source-linked supporting ledger
A clear fit before you start
Labor organizations preparing annual DOL disclosure with authorized officers.
You can customize
- Fiscal year
- Officer roster
- Schedule groupings
- Reviewer assignments
OpenBooks prepares. You decide.
- 1
OpenBooks prepares a draft package and flags incomplete disclosures.
- 2
Your president, treasurer, and preparer review the mapped schedules.
- 3
An authorized officer signs and files through OLMS.
Before you start
Does OpenBooks sign or file the LM-2?
No. OpenBooks prepares the schedule-mapped package. An authorized union officer must review, sign, and file through OLMS.
Is the LM-2 agent available now?
The workflow is in development. OpenBooks can scope the work, but the end-to-end automated run is not yet available.
Can I edit the draft before anything happens?
Yes. OpenBooks prepares a private draft and surfaces questions. You can correct the narrative, classifications, figures, and recipients before approval.
Does OpenBooks make the final decision or submit for me?
No. OpenBooks prepares and organizes the work. Your authorized human reviews every consequential decision and handles certification or final submission where required.
How is each number verified?
Figures stay linked to the underlying ledger, transactions, and available evidence so reviewers can trace the source instead of relying on a summary alone.
What if my books are not ready?
Start anyway. OpenBooks identifies the missing prerequisites and unresolved items so you have a concrete checklist instead of discovering gaps at the deadline.
Use the words you would actually search
- How do I prepare a union LM-2 report?
- What records are needed for an LM-2 filing?
- How do I map union expenses to LM-2 schedules?
An officer-ready LM-2 package mapped to the OLMS schedules.
Assembled during closing week. Awaits officer approval.