- When are holder reports and payments due?
All holder reports and payments are due by November 1 for the filing period ending June 30.
- What happens if I do not file a timely report?
Interest may be assessed for late filed reports and payments, unless an extension has been approved. You can request an extension prior to November 1, by submitting "Form UCP-135, Holder Request for 60-Day Extension of Due Date for Holder Report, to the department.
- 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 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.
- Where can I get help for preparing my holder report?
Publication 82, Unclaimed Property Holder Report Guide, and the instructional videos are good references for completing holder reports. You can also call us at (608) 264-4594 or email DORWIHolderReports@wisconsin.gov.
- Can I file my holder report online via UPExchange?
- What are my options for submitting payment for my holder report?
Payments may be made via My Tax Account using ACH Debit or by submitting a check payable to:
Wisconsin Department of Revenue
PO Box 8982
Madison, WI 53708-8982
- Do I need to mail documentation to the department after I file my holder report?
No paper documents are needed and no notary verification is required. All paper documents received will be destroyed.
- How do I file a negative report?
Financial institutions, utility companies, and life insurance companies with a physical presence in Wisconsin must file a holder report 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.