1. When are holder reports and payments due?

  2. What happens if I do not file a timely report?

  3. What can I use to prepare my holder report?

  4. Where can I get help for preparing my holder report?

  5. Can I file my holder report online via UPExchange?

  6. What are my options for submitting payment for my holder report?

  7. Where do I find the spreadsheet template for importing my holder report to My Tax Account?

  8. How do I file a negative report?


  1. When are holder reports and payments due?

    All holder reports and payments are due by November 1 for the filing period ending June 30.

  2. What happens if I do not file a timely report?

    You can request an extension prior to November 1, using the "Holder Request for Extension of Due Date" Form. Interest and penalties may be assessed for late filed reports.

  3. What can I use to prepare my holder report?

    Holder reports must be submitted electronically, we no longer accept CD or paper submissions. You can also use My Tax Account to import our spreadsheet template, manually key your report, or attach a standard NAUPA Report file prepared with commercial software such as UPExchange or HRSPro. Please see our "Options for Holder Reporting" page for links to the commercial software, spreadsheet template, and My Tax Account link.

  4. Where can I get help for preparing my holder report?

    Our "Unclaimed Property Holder Report Guide" and instructional videos​ are good references for completing holder reports. You can also call us at (608) 264-4594 or email DORWIHolderReports@wisconsin.gov.

  5. Can I file my holder report online via UPExchange?

    Yes.

  6. What are my options for submitting payment for my holder report?

    Payments may be made via My Tax Account using ACH Debit. ​We also accept ACH Credit and checks.

  7. Where do I find the spreadsheet template for importing my holder report to My Tax Account?

    The spreadsheet template is available in the "Resources" section of the "Options for Holder Reporting​​" page.

  8. How do I file a negative report?

    Wisconsin requires financial institutions, utility companies, and life insurance companies to file completed and notarized Holder Verification Reports even if no unclaimed property is reported. These are known as negative reports. ​A negative report can be easily filed using the manual filing option in My Tax Account.

September 14, 2017