Reporting history

After creating and submitting reports, you can review and download them from the Report History page.

We recommend downloading all your state reports and storing them locally in case you get audited. Unclaimed property audits generally ask for data and reports dating back 10 years. Our software should not replace your business’s internal data retention policy.

For details on how to undo and resubmit reports, read the article on reporting.

 

Find reports

Use the following quick filters to find state reports:

Report history filters.png

  • Report year: The year the report was submitted.
  • State: The state where the report was submitted.
  • Submission type: The type of report that was created.
    • E-file service: These reports were submitted directly from our software.
    • Self-file: These reports were not submitted from our software. You had to download the required documents and file them on the state websites or by mail.

To sort the report data by ascending or descending values in a particular column, click the column header.

 

Download reports

To download state reports, follow these steps:

  1. On the side menu, click Reporting, then select Report History from the dropdown.
  2. Use the quick filters to find the report. Then, click the More options icon in the Actions column and select Download.

If you selected multiple states at the State and Year step of the reporting process, the reports for all those states are included in the file. The report package that you download can have two folders, “SubmittedOnline” and “FilingRequired.” Reports that you selected E-file service for are in the “SubmittedOnline” folder. Reports that you need to Self-file are in the “FilingRequired” folder.

 

How do I know if my report was delivered to the state?

To check if your report was delivered to the state, log in to the state’s portal or contact the state. You can find state-specific contact information and unclaimed property website links on the By State/Province tab of the Compliance Resources page.

If you aren’t sure which submission type you selected, go to the Report History page and use the Submission type filter to review which reports were e-filed through our software, and which reports you need to download the required documents for and self-file on the state websites or by mail.