After reporting

Download state reports

Follow these steps to view and download your state reports.

Go to Reporting > Report History
Use the quick filters to narrow down results and find reports.

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.

Tip:
To sort the reports by ascending or descending order in a column, click the column header.
Click the More options icon in the Actions column and select Download.

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

Find your report's submission number

The submission number is crucial for payment memos and inquiries. Learn how to locate it in your report files.

When paying states, enter the submission number of the report in the memo for the payment. You will also need to reference the submission number if your business or a state has questions about the report.

Go to Reporting > Report History.
Use the quick filters to find the report, then click the More options icon in the Actions column and select Download.
Open the report package and find the .txt or .hde NAUPA file. The submission number is at the end of the file name directly before ".txt" or ".hde."
In this example, "C7009a5603" is the submission number.

Submit payments to states

Learn how to escheat unclaimed property to states by submitting payment using the provided resources.

After reporting, you need to escheat the unclaimed property to states by submitting payment to them. You can't do this through our software, but we provide all the payment information you need.

Note:

If you used the e-file service, your report was delivered to the state's sharefile folder and will not be available on the state's online portal.

If you plan to pay electronically on the state portal, turn off the e-file service when creating your report and upload the NAUPA file directly to the state portal at the time of payment.
If you already used the e-file service, contact the state to ask about electronic payment options. Some states let you re-upload the same report, while others want to know about the duplicate submission. You can find state contact information on the By State/Province tab of the Compliance Resources page.

Click Compliance Resources on the menu.
Click the All tab. Then, download the Payment Methods document from the Reporting Information section.
If you pay the state with a check, enter the check number in the property's Payment check number field.
Read about editing a property.
Tip:
Enter the submission number of the report in the memo of the payment.

Resubmit a report

Learn how to undo and resubmit a report when properties were mistakenly reported or need to be updated.

After reporting, properties' statuses automatically change to Reported (R) and they are moved to the Archived tab on the Properties page. Before resubmitting a report, you need to undo it so the properties will be ready to report again.

You might also want to resubmit a report if the properties had an On hold (H) status and weren't included in the report even though they should have been. Or, if an owner reached out to claim their property after you reported, but before you paid the state.

CAUTION:

While state reports can be undone in the software, they can't be recalled from the states. Reports that were submitted without payment are called orphan reports by the states. If a report was filed electronically through the system or you already self-filed it to the state, you are responsible for notifying the state before resubmitting the report. Look up contact information for each state in the Address Information section of the By State/Province tab on the Compliance Resources page.

Go to Reporting > Report History.
Use the quick filters to find the report you want to undo. Then click the More options icon in the Actions column and select Undo.
On the pop-up, click Undo.
The properties' statuses change back to Open (O), and they are moved to the Current tab on the Properties page.
Edit the properties, then resubmit the report by following the steps in the create and submit a regular report article.

Unclaimed Property