December 3, 2024
New and improved
- ReportMyUP only
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You can now edit your subscription on the Billing page.
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Go to to increase or decrease the number of property records included in your subscription at any time. Upgrades will take effect immediately to help prevent overages. Downgrades will take effect at your next renewal date.
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Bug fixes
- ReportMyUP only
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We fixed how the Owner tax ID field works on the Property details page. Now, if the Owner tax ID type field is "Other," the Owner tax ID value can't be changed because it is a system-assigned value.
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If you already entered an Owner tax ID and change the Owner tax ID type to "Other," the Owner tax ID field will be cleared, and a system-assigned value will be entered when you click Save.
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Regulatory updates
- ReportMyUP only
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A new version of the Due Diligence by State document is available on the page. Changes made in CT, FL, ID, and OK resulted in updates to their due diligence mailing windows.
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Sovos' team of compliance specialists has reviewed and updated the following property codes to comply with spring 2025 reporting requirements.
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- New codes:
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State Property code Business category Description Dormancy (in months) Due diligence threshold FL VC02 All VIRTUAL CURRENCY CASH 60 50 ID VC02 All VIRTUAL CURRENCY CASH 60 50 - Updated codes:
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State Property code Business category Description Dormancy (in months) Due diligence threshold ID HS01 All except Government HEALTH SAVINGS ACCOUNTS 60 36 ID MS15 All except Government Property distributable in course of dissolution 0 12 ID UT03 All except Government REFUNDS OR REBATES 60 12 - Removed codes:
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State Property code Business category Description ID IN10 All PROCEEDS OR SHARES OF STOCK FROM DEMUTUALIZATION ID IN77 All LIMITING AGE TX SC40 All NONTRANSFERABLE CERTIFICATED SHARES TX SC42 All NONTRANSFERABLE SECURITIES HELD BY BROKER/DEALER VT SD04 All STORAGE FACILITY SALES PROCEEDS
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