Sovos.com
Contact SupportComing from UPExchange?
Learn about the benefits of ReportMyUP and how it is different from UPExchange.
What to expect
The upgrade from UPExchange to ReportMyUP was automatic, your service continues seamlessly. The UPExchange login page now redirects to a sunset information page where you can log in to ReportMyUP. Your active users and all your data have moved with you, and your service will continue until the end of your current subscription.
Before your renewal date, you must add your billing and payment information in ReportMyUP. If you can't log in, check out these troubleshooting steps.
ReportMyUP and ReportMyUP Plus do not support property attachments. Keep supporting documents locally for audit purposes. If you need to store documents on individual property records, consider our enterprise solution, UPEnterprise. Learn more about UPEnterprise.
What are the benefits of ReportMyUP?
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Clear reporting deadlines: View your business's due diligence and state report deadlines in the Important dates section on the Dashboard.
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Multi-state reporting: Create reports for all required states in one workflow.
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Simplified billing: Manage invoices, payments, and subscription changes directly in the app.
Terminology changes
ReportMyUP has all the features and fields you're used to in UPExchange, but we've changed some of the terms we use:
| ReportMyUP term | UPExchange term |
|---|---|
| Business | Company |
| Properties | Records |
| Compliance Resources | Regulatory Compliance |
| Federal employer ID number (FEIN) | Federal ID |
| Registered business name | Company Name |
| NAICS code | NAICS |
| Business category | Company Type |
| State/province/territory of incorporation | State of Incorporation |
| Business start date | Company State Date |
| Property code | Property Type Code |
| Business owner | Business Indicator |
| Street address | Address 1 |
| Additional address information | Address 2 |
| Additional address information 2 | Address 3 |
| State/province/territory | State |
| Postal code | Zip |
| Returned Post Office (RPO) mail | RPO |
| Alternate filing state | Alt Filing State |
| Property ID | Check Number / Unique ID |
| Last owner activity date | Last Activity Date |
| Property description | Description |
Read about more key concepts in ReportMyUP.
Frequently asked questions
- Is ReportMyUP the right fit for me?
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ReportMyUP and ReportMyUP Plus are designed for standard unclaimed property reporting workflows. Before you start, consider the following:
- Property attachments
- ReportMyUP and ReportMyUP Plus do not support uploading attachments to property records. You should keep any supporting documents locally for audit purposes. If you need to store documents on individual property records, consider our enterprise solution, UPEnterprise. Contact us to learn more.
- Deadline notifications
- ReportMyUP displays due diligence and reporting deadlines in the Important dates section on the Dashboard, replacing the UPCalendar feature. Email notifications are coming in a future release.
- User access levels
- ReportMyUP creates all users as Admins. ReportMyUP Plus supports the same access levels as UPExchange: Admin, Basic, and Read only.
- Multiple reporting entities
- ReportMyUP supports one reporting entity per subscription. ReportMyUP Plus supports up to five. For more than five entities, UPEnterprise is available.
- Complex property types
- ReportMyUP is designed for small businesses and does not support Mineral Interest, Safe Deposit Box, or Share-type properties. ReportMyUP Plus supports Safe Deposit Box reporting.
- Will my current import file work in ReportMyUP?
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Your existing UPExchange import file will work in ReportMyUP with one adjustment: remove the Federal ID and Business Unit columns before importing.
ReportMyUP does not support these columns, and leaving them in causes a critical import error. All other fields map directly to ReportMyUP. You can find column header names on the Instructions tab of the ReportMyUP import template.
- Is there an additional cost associated with the new solution?
- Your existing pricing is maintained for the remainder of your current subscription. New pricing takes effect at renewal, see the ReportMyUP pricing page for details.
- How do invoices work in ReportMyUP?
- You will receive new invoices by email on your renewal date. You can also find them on the page in ReportMyUP. Add a payment method in ReportMyUP before your renewal date to avoid interruptions.
- What payment options do I have?
- ReportMyUP supports credit card and Automated Clearing House (ACH) payments. You can add a payment method directly in the app. Learn how to add a payment method.
- What if I don't want to renew my subscription on ReportMyUP?
- You can cancel your subscription directly in ReportMyUP. If you have questions about cancellation, contact Support.
- What if I need to modify my subscription before my renewal?
- Contact Support for help downgrading your plan or adjusting your record volume before your first renewal. After your initial renewal, you can make subscription changes directly in the app on the page. Learn how to change or upgrade your subscription.
- What happens if ReportMyUP doesn't meet my business needs?
- Sovos offers additional unclaimed property solutions for more complex needs. Visit reportmyup.com to find the solution that fits your organization.
- Who can I contact if I have questions?
- Contact Support for help with your account, data, billing, or any questions about the transition.
For more details about the upgrade, pricing, and benefits, read the full frequently asked questions document.