Sovos ETM: Wisconsin Becomes 38th State to Participate in Online Filing through UPExchange and UPExpress

I am very pleased to announce that, with the addition of Wisconsin, we now have 38 states participating in online filing through either UPExchange or UPExpress.

For those who don’t know, UPExchange is our full unclaimed property tracking and reporting system. Users of UPExchange can file directly to the states through our system. This means we transmit the NAUPA report file and coversheet directly to the participating states via a secure website where the states can log in to retrieve the reports. A voucher is provided at the end of the report process for you to print and mail to the state along with your payment. The voucher has a submission number the state uses to match your payment with the state report.

Five of these states: Iowa, Maine, Kentucky, South Carolina, and South Dakota take it one step further and allow you to transfer funds directly to the state via ACH Debit during the reporting process. This makes the processing unbelievably simple. There is literally nothing that needs to be mailed to the states when this option is used.

UPExpress is a portal that allows users of any unclaimed property software to submit their reports directly to the states online. If you have a NAUPA file and a cover sheet, it doesn’t matter what system you used to generate it. You can go out to UPExpress and use our convenient online delivery to the states.

Important note for Texas and Indiana filers. There is a lot of confusion surrounding these two states. They both require online filing and will not accept CDs any longer. However, they have not yet signed on to participate with our online filing system. You’ll have to go to the state’s website and upload your reports there.