Manual Online Reporting Purpose: This guide will provide - - PDF document

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Manual Online Reporting

Purpose:

This guide will provide step-by-step instructions on how to utilize the Manual Online Reporting system to electronically file your Texas unclaimed property report.

Manual Online Reporting system

• 1. Visit claimittexas.org
• 2. Select Reporting Property then select Submit a Report

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• 3. Select Enter a Manual Report

Registering for Manual Online Reporting system

• 1. Under REGISTER; Enter an email address and click Register

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• 2. You will be provided a SECRET KEY. First, select Print Key and save your secret key.

Next, select Continue

TIP: Copy and Paste your secret key somewhere on your computer

• 3. Enter the Email that you registered with and your Secret Key that was assigned

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Entering Holder Information

• 1. Once you are logged in, enter your Holder Information (your business’ information)
• a. All fields with an asterisk (*) are required
• b. Enter the name of the person who is creating the report as the Report Contact

Name

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• c. Enter the email address for the person who will be processing the report

payment as the Report Contact Email

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• d. Select the most current report year from the drop down menu for the Report

Year

• e. Once your Holder information is entered completely, select Save

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Creating a Record

• 1. Select Create a Record
• 2. Select Add New Owner to Record

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• a. Enter the Owner Information

All fields with an asterisk (*) is required

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Note: If the SSN/Tax ID is UNKNOWN select the checkbox that is available below the SSN/Tax ID field.

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• b. Once all the available information and required fields are entered, select Save
• 3. Select Go To Properties

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• a. Select Add New Property
• b. Select the Property Type from the drop down menu

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• c. Enter all the available information and required fields then select Save

All fields with an asterisk (*) is required

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• d. Select Go To Main

*Repeat steps 1-3 to create additional records. Throughout the report, there will be an option to edit owners, properties and holder information.

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Submitting your Report

• 1. Select Final Review

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• 2. Select Download NAUPA File and expand your records for review.

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• 3. Review each record and select each of the boxes to confirm that the summary records

are correct.

• 4. Once you have selected each box, select Submit

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• 5. If you have already downloaded the NAUPA file, select Continue with Submission
• 6. Select Print Summary then select Done

This is your final step. Within an hour, you will receive your confirmation email.