Reminder: Holder Reports Must Be Filed Electronically By November 2, 2015

All Wisconsin holder reports must be filed electronically. Reports filed on paper or CD will be rejected. Holder reports are due by November 2, 2015. A request for an extension must be received by the department no later than October 2, 2015. Interest and penalties will be assessed for property paid or reports filed after November 2, 2015.

Reports can be filed electronically as follows:

  • Prepare and file your report online using UPExchange software
  • Prepare your report using HRS Pro software and file electronically via My Tax Account
  • Prepare your report using any other third-party software using NAUPA format and file electronically via My Tax Account
  • Download the department's spreadsheet, enter your data, and file electronically via My Tax Account

Please review our Holder Report Guide if you have questions. You can also call us at (608) 264-4594 or email DORWIHolderReports@wisconsin.gov with questions. Online training for holder reporting in My Tax Account will also be provided by October 1st. Check the Unclaimed Property page on our website for updates and additional information.

September 14, 2015