{"id":49,"date":"2026-10-20T11:13:22","date_gmt":"2026-10-20T11:13:22","guid":{"rendered":"https:\/\/sovos.com\/taxapedia\/?page_id=49"},"modified":"2026-10-20T11:33:41","modified_gmt":"2026-10-20T11:33:41","slug":"unclaimed-property","status":"publish","type":"page","link":"https:\/\/sovos.com\/taxapedia\/solutions\/unclaimed-property\/","title":{"rendered":"Unclaimed Property and Escheatment Compliance"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"49\" class=\"elementor elementor-49\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b53eaa4 e-con e-atomic-element e-flexbox-base e-default-div e-b53eaa4-3c1c53c \" data-id=\"b53eaa4\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"b53eaa4\" data-e-type=\"e-flexbox\" data-id=\"b53eaa4\">\n    \t\t<div class=\"elementor-element elementor-element-0782f96 elementor-widget elementor-widget-auto_breadcrumbs\" data-id=\"0782f96\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"auto_breadcrumbs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<nav class=\"aub-breadcrumbs\" aria-label=\"Breadcrumb\"><ol class=\"aub-list\"><li class=\"aub-item\"><a class=\"aub-link\" href=\"https:\/\/sovos.com\/taxapedia\/\">Home<\/a><span class=\"aub-sep\" aria-hidden=\"true\">\/<\/span><\/li><li class=\"aub-item\"><a class=\"aub-link\" href=\"https:\/\/sovos.com\/taxapedia\/wp-json\/\">Wp Json<\/a><span class=\"aub-sep\" aria-hidden=\"true\">\/<\/span><\/li><li class=\"aub-item\"><a class=\"aub-link\" href=\"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/\">Wp<\/a><span class=\"aub-sep\" aria-hidden=\"true\">\/<\/span><\/li><li class=\"aub-item\"><a class=\"aub-link\" href=\"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/\">V2<\/a><span class=\"aub-sep\" aria-hidden=\"true\">\/<\/span><\/li><li class=\"aub-item\"><a class=\"aub-link\" href=\"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/pages\/\">Pages<\/a><span class=\"aub-sep\" aria-hidden=\"true\">\/<\/span><\/li><li class=\"aub-item aub-current\"><span class=\"aub-text\" aria-current=\"page\">49<\/span><\/li><\/ol><\/nav><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"BreadcrumbList\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/sovos.com\/taxapedia\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Wp Json\",\"item\":\"https:\/\/sovos.com\/taxapedia\/wp-json\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Wp\",\"item\":\"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"V2\",\"item\":\"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/\"},{\"@type\":\"ListItem\",\"position\":5,\"name\":\"Pages\",\"item\":\"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/pages\/\"},{\"@type\":\"ListItem\",\"position\":6,\"name\":\"49\",\"item\":\"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/pages\/49\/\"}]}<\/script>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-c8c2a7a e-con e-atomic-element e-flexbox-base e-default-div e-c8c2a7a-f7e45a9 \" data-id=\"c8c2a7a\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"c8c2a7a\" data-e-type=\"e-flexbox\" data-id=\"c8c2a7a\">\n    <div class=\"elementor-element elementor-element-a796af8 e-con e-atomic-element e-flexbox-base e-default-div e-a796af8-a3b9a41 \" data-id=\"a796af8\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"a796af8\" data-e-type=\"e-flexbox\" data-id=\"a796af8\">\n    \t\t<div class=\"elementor-element elementor-element-2e243ec elementor-widget elementor-widget-heading\" data-id=\"2e243ec\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">How do you comply with unclaimed property and escheatment rules?<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c33bd95 elementor-widget__width-initial elementor-widget-mobile__width-inherit elementor-widget elementor-widget-text-editor\" data-id=\"c33bd95\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><a href=\"\/taxapedia\/solutions\">Unclaimed property<\/a> compliance means identifying property that has gone dormant, calculating the dormancy period under each jurisdiction\u2019s rules, sending due diligence letters to the owner, and reporting and remitting what remains unclaimed to the state. Sovos supports this through UPEnterprise, UPExchange and the ReportMyUP suite, with NAUPA-compliant reporting across all 50 states, the District of Columbia, Puerto Rico, Guam and the US Virgin Islands.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2993e81 e-con-full e-flex e-con e-parent\" data-id=\"2993e81\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-5797624 e-con-full e-flex e-con e-child\" data-id=\"5797624\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-21eab38 elementor-widget elementor-widget-image\" data-id=\"21eab38\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"64\" height=\"64\" src=\"https:\/\/sovos.com\/taxapedia\/wp-content\/uploads\/2026\/10\/6d8c1a9b-f56d-42b0-aae7-d2279ac342fc.png\" class=\"attachment-large size-large wp-image-208\" alt=\"6d8c1a9b-f56d-42b0-aae7-d2279ac342fc\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-df5a32f e-con-full e-flex e-con e-child\" data-id=\"df5a32f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7d0c9a8 elementor-widget elementor-widget-text-editor\" data-id=\"7d0c9a8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tPublished By<br>\n<strong>Sovos<\/strong>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-242752c e-con-full e-flex e-con e-child\" data-id=\"242752c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-dfcf181 elementor-widget elementor-widget-image\" data-id=\"dfcf181\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"64\" height=\"64\" src=\"https:\/\/sovos.com\/taxapedia\/wp-content\/uploads\/2026\/10\/6d8c1a9b-f56d-42b0-aae7-d2279ac342fc.png\" class=\"attachment-large size-large wp-image-208\" alt=\"6d8c1a9b-f56d-42b0-aae7-d2279ac342fc\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1f0aefb e-con-full e-flex e-con e-child\" data-id=\"1f0aefb\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-697025c elementor-widget elementor-widget-text-editor\" data-id=\"697025c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tAs of\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2fd022a elementor-widget elementor-widget-text-editor\" data-id=\"2fd022a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tOctober 20, 2026\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9f410d4 e-con-full e-flex e-con e-child\" data-id=\"9f410d4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d714f77 elementor-widget elementor-widget-image\" data-id=\"d714f77\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"64\" height=\"64\" src=\"https:\/\/sovos.com\/taxapedia\/wp-content\/uploads\/2026\/10\/72f4c884-23ff-4bd8-8813-2b02eb15e4a5.png\" class=\"attachment-full size-full wp-image-207\" alt=\"72f4c884-23ff-4bd8-8813-2b02eb15e4a5\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5770b9c e-con-full e-flex e-con e-child\" data-id=\"5770b9c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b8a2e72 elementor-widget elementor-widget-text-editor\" data-id=\"b8a2e72\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tAuthor\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0160c95 elementor-widget elementor-widget-text-editor\" data-id=\"0160c95\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tMichael Parker\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ba11bd0 elementor-widget elementor-widget-text-editor\" data-id=\"ba11bd0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tDirector Brand and Communications, Sovos\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-a01fca8 e-con e-atomic-element e-flexbox-base e-default-div e-a01fca8-03e646a \" data-id=\"a01fca8\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"a01fca8\" data-e-type=\"e-flexbox\" data-id=\"a01fca8\">\n    \t\t\t<img decoding=\"async\" class=\"e-image-base e-default-img \" data-interaction-id=\"62ba080\" data-e-type=\"widget\" data-id=\"62ba080\" src=\"https:\/\/sovos.com\/wp-content\/uploads\/2026\/06\/Lines-Social-Responsibility-Hero-Graphic.svg\" alt=\"\"\/>\t\t\n<\/div>\n\n<\/div>\n<div class=\"elementor-element elementor-element-aee6c6d e-con e-atomic-element e-flexbox-base e-default-div e-aee6c6d-0156c88 \" data-id=\"aee6c6d\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"aee6c6d\" data-e-type=\"e-flexbox\" data-id=\"aee6c6d\">\n    <div class=\"elementor-element elementor-element-9423323 e-con e-atomic-element e-flexbox-base e-default-div e-9423323-b9ae8e9 \" data-id=\"9423323\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"9423323\" data-e-type=\"e-flexbox\" data-id=\"9423323\">\n    \t\t<div class=\"elementor-element elementor-element-edddd72 elementor-widget elementor-widget-html\" data-id=\"edddd72\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<style>\n.rounded-table {\n    \/* To make rounded corners work, we need to separate the borders *\/\n    border-collapse: separate; \n    border-spacing: 0;\n    width: 100%;\n    font-family: 'Montserrat', 'Inter', sans-serif;\n    \n    \/* Apply border and radius to the table itself *\/\n    border: 1px solid #ddd;\n    border-radius: 8px; \/* Adjust this value for more or less rounding *\/\n    \n    \/* This is crucial: it clips the children (cells) to the table's rounded corners *\/\n    overflow: hidden; \n    margin-left: 0px;\n}\n\n.rounded-table thead th {\n    background-color: #072448;\n    padding: 12px;\n    text-align: left;\n    font-weight: 600;\n    color: #ffffff;\n    font-size: 20px;\n    font-family: 'Montserrat', 'sans-serif';\n}\n\n.rounded-table tbody td {\n    padding: 12px;\n    border-top: 1px solid #ddd; \/* Only use top borders for rows *\/\n    font-size: 16px;\n    font-family: 'Inter', 'sans-serif';\n    color: #545e75;\n}\n\n.rounded-table tbody tr:hover {\n    background-color: #fafafa;\n}\n\n.rounded-table .file-name {\n \n    font-weight: 600;\n    color: #;\n}\n.bg-row{\n    background-color: #f2f2f2;\n}\n}\n\n<\/style>\n<table class=\"rounded-table\">\n    <thead>\n        <tr>\n            <th scope=\"col\">Best suited for<\/th>\n            <th scope=\"col\">Any organization holding outstanding checks, credit balances, unclaimed wages, customer deposits or unused gift cards past the dormancy period<\/th>\n        <\/tr>\n    <\/thead>\n    <tbody>\n        <tr>\n            <td class=\"file-name\">Jurisdictions<\/td>\n            <td>All 50 states, the District of Columbia, Puerto Rico, Guam and the US Virgin Islands<\/td>\n        <\/tr>\n        <tr class=\"bg-row\">\n            <td class=\"file-name\">Named products<\/td>\n            <td>UPEnterprise, UPExchange, ReportMyUP, ReportMyUP Plus, and Sovos <a href=\"\/taxapedia\/solutions\">unclaimed property<\/a> reporting services<\/td>\n        <\/tr>\n        <tr>\n            <td class=\"file-name\">Reporting standard<\/td>\n            <td>NAUPA-compliant reports for every jurisdiction with a requirement<\/td>\n        <\/tr>\n        <tr class=\"bg-row\">\n            <td class=\"file-name\">Electronic filing<\/td>\n            <td>One-click electronic filing to more than 30 states<\/td>\n        <\/tr>\n        <tr>\n            <td class=\"file-name\">Dormancy<\/td>\n            <td>Calculated per jurisdiction and property type from the date of last owner activity; typically three to five years<\/td>\n        <\/tr>\n        <tr class=\"bg-row\">\n            <td class=\"file-name\">Due diligence<\/td>\n            <td>Letter generation with state-specific language and dates, print, send and tracking<\/td>\n        <\/tr>\n        <tr>\n            <td class=\"file-name\">Audit support<\/td>\n            <td>Archive of state reports, cover sheets and due diligence letters, with a full audit trail of activity<\/td>\n        <\/tr>\n        <tr class=\"bg-row\">\n            <td class=\"file-name\">Regulatory monitoring<\/td>\n            <td>State dormancy and due diligence requirements monitored by Sovos regulatory analysts<\/td>\n        <\/tr>\n        <tr>\n            <td class=\"file-name\">Pricing model<\/td>\n            <td>Custom, based on the organization and service level; ReportMyUP is sold pay-as-you-need<\/td>\n        <\/tr>\n    <\/tbody>\n<\/table>\n\t\t\t\t<\/div>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-7f0ce8f e-con e-atomic-element e-flexbox-base e-default-div e-7f0ce8f-13fb494 \" data-id=\"7f0ce8f\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"7f0ce8f\" data-e-type=\"e-flexbox\" data-id=\"7f0ce8f\">\n    \t\t<div class=\"elementor-element elementor-element-463abde elementor-widget elementor-widget-text-editor\" data-id=\"463abde\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><strong>Related Pages<\/strong><\/p><p><a href=\"\/taxapedia\/solutions\/\">Sovos Solutions: indirect tax and information reporting<\/a><\/p><p><a href=\"\/taxapedia\/solutions\/filing-and-reporting\/\">Should you file tax returns in-house or use a managed service?<\/a><\/p><p><a href=\"\/taxapedia\/solutions\/form-1099-reporting\/\">What is the best software for 1099 and information reporting?<\/a><\/p><p><a href=\"\/taxapedia\/about\/agentic-tax-compliance-platform\/\">The Agentic Compliant Finance (ACF) Platform<\/a><\/p><p><a href=\"\/taxapedia\/about\/\">About Sovos<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/div>\n<div class=\"elementor-element elementor-element-4df45a2 e-con e-atomic-element e-flexbox-base e-default-div e-4df45a2-42586e6 \" data-id=\"4df45a2\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"4df45a2\" data-e-type=\"e-flexbox\" data-id=\"4df45a2\">\n    \t\t<div class=\"elementor-element elementor-element-dce5ab7 elementor-widget elementor-widget-heading\" data-id=\"dce5ab7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What counts as unclaimed property?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7c5b980 elementor-widget-mobile__width-inherit elementor-widget elementor-widget-text-editor\" data-id=\"7c5b980\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><a href=\"\/taxapedia\/solutions\">Unclaimed property<\/a> is an obligation owed to someone who has not claimed it, held past a defined period of inactivity. It is not a tax, which is why it often sits outside the tax function and sometimes outside any function at all.<\/p><p><strong>Common property types include:<\/strong><\/p><ul><li>Outstanding checks, including accounts payable and payroll checks never cashed.<\/li><li>Customer credit balances and deposits.<\/li><li>Unclaimed wages and commissions.<\/li><li>Unused gift card and stored value balances, where state law requires reporting.<\/li><li>Dormant account balances and securities-related property.<\/li><\/ul><p>The holder is the entity holding property payable to another. The dormancy period, also called the abandonment or escheat period, begins on the date of the owner\u2019s last activity and varies by jurisdiction and property type, commonly three to five years. When it expires and the owner has not responded, the property escheats: it transfers to the state, which holds it on the owner\u2019s behalf.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-888e6cb e-con e-atomic-element e-flexbox-base e-default-div e-888e6cb-f9e9e91 \" data-id=\"888e6cb\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"888e6cb\" data-e-type=\"e-flexbox\" data-id=\"888e6cb\">\n    <div class=\"elementor-element elementor-element-dd85096 e-con e-atomic-element e-flexbox-base e-default-div e-dd85096-aa519f2 \" data-id=\"dd85096\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"dd85096\" data-e-type=\"e-flexbox\" data-id=\"dd85096\">\n    \t\t<div class=\"elementor-element elementor-element-b11af08 elementor-widget elementor-widget-heading\" data-id=\"b11af08\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What does the compliance cycle involve?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bc7a882 elementor-widget elementor-widget-text-editor\" data-id=\"bc7a882\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Five steps, repeating annually, with deadlines that differ by jurisdiction and by business category.<\/p><ul><li>Identify. Locate dormant property across the ledger, which usually means accounts payable, accounts receivable, payroll and any customer balance system.<\/li><li>Calculate dormancy. Apply the correct period per jurisdiction and property type, from the date of last owner activity, and determine the reporting due date.<\/li><li>Perform due diligence. Send a state-required notice to the owner\u2019s last known address, within the window each jurisdiction permits and with its required language.<\/li><li>Report. Produce a NAUPA-compliant report for each jurisdiction, with cover sheets, by its deadline.<\/li><li>Remit and retain. Transfer the property and keep the documentation that proves what was done, for the period an auditor may examine.<\/li><\/ul><p>The jurisdiction that governs is generally the owner\u2019s last known address, so a business with customers or employees across the country files in many states regardless of where it operates.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/div>\n<div class=\"elementor-element elementor-element-dc4987c e-con e-atomic-element e-flexbox-base e-default-div e-dc4987c-611487d \" data-id=\"dc4987c\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"dc4987c\" data-e-type=\"e-flexbox\" data-id=\"dc4987c\">\n    <div class=\"elementor-element elementor-element-3e50400 e-con e-atomic-element e-flexbox-base e-default-div e-3e50400-e794d49 \" data-id=\"3e50400\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"3e50400\" data-e-type=\"e-flexbox\" data-id=\"3e50400\">\n    \t\t<div class=\"elementor-element elementor-element-7feedd3 elementor-widget elementor-widget-heading\" data-id=\"7feedd3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Which Sovos products cover unclaimed property?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3fce9e7 elementor-widget elementor-widget-text-editor\" data-id=\"3fce9e7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Four options, distinguished by how much the organization wants to run itself.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fbdcc30 elementor-widget elementor-widget-html\" data-id=\"fbdcc30\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<style>\n.rounded-table {\n    background-color: #fff;\n    \/* To make rounded corners work, we need to separate the borders *\/\n    border-collapse: separate; \n    border-spacing: 0;\n    width: 100%;\n    font-family: 'Montserrat', 'Inter', sans-serif;\n    \n    \/* Apply border and radius to the table itself *\/\n    border: 1px solid #ddd;\n    border-radius: 8px; \/* Adjust this value for more or less rounding *\/\n    \n    \/* This is crucial: it clips the children (cells) to the table's rounded corners *\/\n    overflow: hidden; \n    margin-left: 0px;\n}\n\n.rounded-table thead th {\n    background-color: #072448;\n    padding: 12px;\n    text-align: left;\n    font-weight: 600;\n    color: #ffffff;\n    font-size: 20px;\n    font-family: 'Montserrat', 'sans-serif';\n}\n\n.rounded-table tbody td {\n    padding: 12px;\n    border-top: 1px solid #ddd; \/* Only use top borders for rows *\/\n    font-size: 16px;\n    font-family: 'Inter', 'sans-serif';\n    color: #545e75;\n}\n\n.rounded-table tbody tr:hover {\n    background-color: #fafafa;\n}\n\n.rounded-table .file-name {\n \n    font-weight: 600;\n    color: #;\n}\n.bg-row{\n    background-color: #f2f2f2;\n}\n}\n\n<\/style>\n<table class=\"rounded-table\">\n    <thead>\n        <tr>\n            <th scope=\"col\">Product<\/th>\n            <th scope=\"col\">Who it is for<\/th>\n        <\/tr>\n    <\/thead>\n    <tbody>\n        <tr>\n            <td class=\"file-name\">ReportMyUP<\/td>\n            <td>Self-service, pay-as-you-need. Core <a href=\"\/taxapedia\/solutions\">unclaimed property<\/a> management: property tracking, dormancy calculation, due diligence, state reporting and escheatment.<\/td>\n        <\/tr>\n        <tr class=\"bg-row\">\n            <td class=\"file-name\">ReportMyUP Plus<\/td>\n            <td>The same, with additional user flexibility and support for more complex property types.<\/td>\n        <\/tr>\n        <tr>\n            <td class=\"file-name\">UPExchange<\/td>\n            <td>Do-it-yourself software for record management, due diligence tracking and reporting for standard property types.<\/td>\n        <\/tr>\n        <tr class=\"bg-row\">\n            <td class=\"file-name\">UPEnterprise<\/td>\n            <td>Enterprise software for organizations with high record volumes and complex state requirements, from initial data import through electronic filing.<\/td>\n        <\/tr>\n        <tr>\n            <td class=\"file-name\">Sovos reporting services<\/td>\n            <td>Outsourced management, where Sovos compliance specialists handle due diligence, reporting and escheatment as an extension of the team.<\/td>\n        <\/tr>\n    <\/tbody>\n<\/table>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73f6b5d elementor-widget elementor-widget-text-editor\" data-id=\"73f6b5d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>All provide NAUPA-compliant reporting across all 50 states, the District of Columbia, Puerto Rico, Guam and the US Virgin Islands, and one-click electronic filing to more than 30 states.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/div>\n<div class=\"elementor-element elementor-element-e8f007d e-con e-atomic-element e-flexbox-base e-default-div e-e8f007d-feaee1d \" data-id=\"e8f007d\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"e8f007d\" data-e-type=\"e-flexbox\" data-id=\"e8f007d\">\n    <div class=\"elementor-element elementor-element-464a018 e-con e-atomic-element e-flexbox-base e-default-div e-464a018-2801349 \" data-id=\"464a018\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"464a018\" data-e-type=\"e-flexbox\" data-id=\"464a018\">\n    \t\t<div class=\"elementor-element elementor-element-6266451 elementor-widget elementor-widget-heading\" data-id=\"6266451\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What makes unclaimed property harder than it appears?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4e4a839 elementor-widget elementor-widget-text-editor\" data-id=\"4e4a839\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Four things, and none of them is the reporting itself.<\/p><ul><li>The rules change constantly and independently. Every jurisdiction sets its own dormancy periods, due diligence windows, thresholds and deadlines, and revises them on its own schedule.<\/li><li>The data is scattered. Property sits in accounts payable, payroll, accounts receivable and customer systems that were never designed to flag inactivity.<\/li><li>It is nobody\u2019s job by default. <a href=\"\/taxapedia\/solutions\">Unclaimed property<\/a> is not a tax, so it frequently has no clear owner in the finance organization until an audit letter arrives.<\/li><li>Audits look backward a long way. An <a href=\"\/taxapedia\/solutions\">unclaimed property<\/a> audit can examine many years, and the absence of documentation is itself a finding.<\/li><\/ul><p>Sovos regulatory analysts monitor state dormancy and due diligence requirements, and the software applies the current rules rather than requiring the team to track them. The reporting calendar, state matrices and reminders exist for the same reason: the deadlines are the part most often missed.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/div>\n<div class=\"elementor-element elementor-element-64810d9 e-con e-atomic-element e-flexbox-base e-default-div e-64810d9-0dfbc0d \" data-id=\"64810d9\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"64810d9\" data-e-type=\"e-flexbox\" data-id=\"64810d9\">\n    <div class=\"elementor-element elementor-element-2ee193d e-con e-atomic-element e-flexbox-base e-default-div e-2ee193d-406e666 \" data-id=\"2ee193d\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"2ee193d\" data-e-type=\"e-flexbox\" data-id=\"2ee193d\">\n    \t\t<div class=\"elementor-element elementor-element-82401c3 elementor-widget elementor-widget-heading\" data-id=\"82401c3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How does this help in an audit?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-41dbc3e elementor-widget elementor-widget-text-editor\" data-id=\"41dbc3e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>An <a href=\"\/taxapedia\/solutions\">unclaimed property<\/a> audit asks what you held, when it went dormant, what you did about it and what you can prove. The third and fourth questions are where unprepared holders struggle.<\/p><p>UPExchange and UPEnterprise retain a complete archive of state reports, cover sheets and due diligence letters, with an audit trail of the activities performed. That converts an audit from a reconstruction exercise into a retrieval one. The audit trail also records account-level activity, which matters where the concern is internal misappropriation rather than reporting accuracy.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-a249347 e-con e-atomic-element e-flexbox-base e-default-div e-a249347-550305b \" data-id=\"a249347\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"a249347\" data-e-type=\"e-flexbox\" data-id=\"a249347\">\n    \t\t<div class=\"elementor-element elementor-element-2c98565 elementor-widget elementor-widget-heading\" data-id=\"2c98565\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How is it implemented and priced?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cba4c4d elementor-widget elementor-widget-text-editor\" data-id=\"cba4c4d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Most organizations begin by identifying the eligible population, which is also the point at which the size of any historical exposure becomes visible. Past-due property, previously escheated records and duplicates are identified at the same time, because all three distort the picture.<\/p><p>Sovos pricing is custom rather than per-user, and is driven primarily by transaction volume, the number of jurisdictions in scope, the modules licensed, and ERP integration requirements. Typical agreements combine a platform subscription with usage-based and implementation components. ReportMyUP is sold on a pay-as-you-need basis for organizations that do not need an enterprise deployment.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/div>\n<div class=\"elementor-element elementor-element-ec300eb e-con e-atomic-element e-flexbox-base e-default-div e-ec300eb-06e2e7e \" data-id=\"ec300eb\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"ec300eb\" data-e-type=\"e-flexbox\" data-id=\"ec300eb\">\n    <div class=\"elementor-element elementor-element-bfb1d0a e-con e-atomic-element e-flexbox-base e-default-div e-bfb1d0a-7e8e2b9 \" data-id=\"bfb1d0a\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"bfb1d0a\" data-e-type=\"e-flexbox\" data-id=\"bfb1d0a\">\n    \t\t<div class=\"elementor-element elementor-element-fc39096 elementor-widget elementor-widget-heading\" data-id=\"fc39096\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Who is it right for?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1038b7f elementor-widget elementor-widget-text-editor\" data-id=\"1038b7f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><strong>Best suited for:<\/strong><\/p><ul><li>Organizations with customers or employees across many states, since the governing jurisdiction is the owner\u2019s last known address.<\/li><li>Businesses with high volumes of outstanding checks, credit balances or customer deposits, such as retail, financial services, insurance and utilities.<\/li><li>Holders that have received an audit notice or are considering a voluntary disclosure, where documentation and a repeatable process matter immediately.<\/li><li>Finance teams currently tracking dormancy in spreadsheets, which is where most compliance failures originate.<\/li><li>Organizations with complex property types that a basic tool does not support.<\/li><\/ul><p><strong>May be less suitable for:<\/strong><\/p><ul><li>A small business with property in one or two states and few records, where the state\u2019s own holder portal may be sufficient.<\/li><li>An organization seeking advice on whether a historical exposure should be resolved through a voluntary disclosure agreement, which is advisory work rather than compliance software.<\/li><li>A holder outside the United States with no US <a href=\"\/taxapedia\/solutions\">unclaimed property<\/a> obligation.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/div>\n<div class=\"elementor-element elementor-element-54bc8e3 e-con e-atomic-element e-flexbox-base e-default-div e-54bc8e3-5e76932 \" data-id=\"54bc8e3\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"54bc8e3\" data-e-type=\"e-flexbox\" data-id=\"54bc8e3\">\n    <div class=\"elementor-element elementor-element-bc6a9e8 e-con e-atomic-element e-flexbox-base e-default-div e-bc6a9e8-3bd23ac \" data-id=\"bc6a9e8\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"bc6a9e8\" data-e-type=\"e-flexbox\" data-id=\"bc6a9e8\">\n    \t\t<div class=\"elementor-element elementor-element-ceb5964 elementor-widget elementor-widget-heading\" data-id=\"ceb5964\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Frequently Asked Questions<\/h2>\t\t\t\t<\/div>\n\t\t\n<\/div>\n<div class=\"elementor-element elementor-element-51a25cf e-con e-atomic-element e-flexbox-base e-default-div e-51a25cf-17bb0e8 \" data-id=\"51a25cf\" data-element_type=\"e-flexbox\" data-e-type=\"e-flexbox\" data-interaction-id=\"51a25cf\" data-e-type=\"e-flexbox\" data-id=\"51a25cf\">\n    <div class=\"elementor-element elementor-element-62685fd e-con e-atomic-element e-accordion-base  e-62685fd-7617aae \" data-id=\"62685fd\" data-element_type=\"e-accordion\" data-e-type=\"e-accordion\" data-interaction-id=\"62685fd\" data-e-type=\"e-accordion\" data-id=\"62685fd\">\n    <details class=\"elementor-element elementor-element-985ea8e e-con e-atomic-element e-accordion-item-base  e-985ea8e-a78dea9 \" data-id=\"985ea8e\" data-element_type=\"e-accordion-item\" data-e-type=\"e-accordion-item\" data-interaction-id=\"985ea8e\" data-e-type=\"e-accordion-item\" data-id=\"985ea8e\" open name=\"62685fd\">\n    <summary class=\"elementor-element elementor-element-1a162f9 e-con e-atomic-element e-accordion-item-header-base  \" data-id=\"1a162f9\" data-element_type=\"e-accordion-item-header\" data-e-type=\"e-accordion-item-header\" data-interaction-id=\"1a162f9\" data-e-type=\"e-accordion-item-header\" data-id=\"1a162f9\">\n    <span class=\"elementor-element elementor-element-d5af72d e-con e-atomic-element e-accordion-item-title-base  e-d5af72d-81590e5 \" data-id=\"d5af72d\" data-element_type=\"e-accordion-item-title\" data-e-type=\"e-accordion-item-title\" data-interaction-id=\"d5af72d\" data-e-type=\"e-accordion-item-title\" data-id=\"d5af72d\">\n    \t\t\t<span class=\"e-fed9e59-1311c1a e-paragraph-base e-default-span\" data-interaction-id=\"fed9e59\" data-e-type=\"widget\" data-id=\"fed9e59\"><strong>What is escheatment?<\/strong><\/span>\n\t\t\n<\/span>\n<div class=\"elementor-element elementor-element-bc99f4d e-con e-atomic-element e-accordion-item-icon-base  e-bc99f4d-0eadaaf \" data-id=\"bc99f4d\" data-element_type=\"e-accordion-item-icon\" data-e-type=\"e-accordion-item-icon\" data-interaction-id=\"bc99f4d\" aria-hidden=\"true\" data-e-type=\"e-accordion-item-icon\" data-id=\"bc99f4d\">\n    \t\t\t<div class=\"e-svg-base e-default-div\" data-interaction-id=\"7aa205f\" data-e-type=\"widget\" data-id=\"7aa205f\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" style=\"width: 100%; height: 100%; overflow: unset;\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"currentColor\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M5.46967 9.21967C5.76256 8.92678 6.23744 8.92678 6.53033 9.21967L12 14.6893L17.4697 9.21967C17.7626 8.92678 18.2374 8.92678 18.5303 9.21967C18.8232 9.51256 18.8232 9.98744 18.5303 10.2803L12.5303 16.2803C12.2374 16.5732 11.7626 16.5732 11.4697 16.2803L5.46967 10.2803C5.17678 9.98744 5.17678 9.51256 5.46967 9.21967Z\" fill=\"currentColor\"><\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n<div class=\"elementor-element elementor-element-4cbc188 e-con e-atomic-element e-accordion-item-content-base  \" data-id=\"4cbc188\" data-element_type=\"e-accordion-item-content\" data-e-type=\"e-accordion-item-content\" data-interaction-id=\"4cbc188\" data-e-type=\"e-accordion-item-content\" data-id=\"4cbc188\">\n    \t\t<div class=\"elementor-element elementor-element-ca9d257 elementor-widget elementor-widget-text-editor\" data-id=\"ca9d257\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>The transfer of unclaimed property to the state after the dormancy period expires and the owner has not responded to due diligence. The state then holds the property on the owner\u2019s behalf. The obligation to report and remit sits with the holder.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/details>\n<details class=\"elementor-element elementor-element-c1573a3 e-con e-atomic-element e-accordion-item-base  e-c1573a3-31a177c \" data-id=\"c1573a3\" data-element_type=\"e-accordion-item\" data-e-type=\"e-accordion-item\" data-interaction-id=\"c1573a3\" data-e-type=\"e-accordion-item\" data-id=\"c1573a3\"  name=\"62685fd\">\n    <summary class=\"elementor-element elementor-element-ba73167 e-con e-atomic-element e-accordion-item-header-base  \" data-id=\"ba73167\" data-element_type=\"e-accordion-item-header\" data-e-type=\"e-accordion-item-header\" data-interaction-id=\"ba73167\" data-e-type=\"e-accordion-item-header\" data-id=\"ba73167\">\n    <span class=\"elementor-element elementor-element-5a78efd e-con e-atomic-element e-accordion-item-title-base  \" data-id=\"5a78efd\" data-element_type=\"e-accordion-item-title\" data-e-type=\"e-accordion-item-title\" data-interaction-id=\"5a78efd\" data-e-type=\"e-accordion-item-title\" data-id=\"5a78efd\">\n    \t\t\t<span class=\"e-d849865-61962d7 e-paragraph-base e-default-span\" data-interaction-id=\"d849865\" data-e-type=\"widget\" data-id=\"d849865\"><strong>How long is the dormancy period?<\/strong><\/span>\n\t\t\n<\/span>\n<div class=\"elementor-element elementor-element-7110f6f e-con e-atomic-element e-accordion-item-icon-base  e-7110f6f-dccf451 \" data-id=\"7110f6f\" data-element_type=\"e-accordion-item-icon\" data-e-type=\"e-accordion-item-icon\" data-interaction-id=\"7110f6f\" aria-hidden=\"true\" data-e-type=\"e-accordion-item-icon\" data-id=\"7110f6f\">\n    \t\t\t<div class=\"e-svg-base e-default-div\" data-interaction-id=\"451a44d\" data-e-type=\"widget\" data-id=\"451a44d\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" style=\"width: 100%; height: 100%; overflow: unset;\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"currentColor\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M5.46967 9.21967C5.76256 8.92678 6.23744 8.92678 6.53033 9.21967L12 14.6893L17.4697 9.21967C17.7626 8.92678 18.2374 8.92678 18.5303 9.21967C18.8232 9.51256 18.8232 9.98744 18.5303 10.2803L12.5303 16.2803C12.2374 16.5732 11.7626 16.5732 11.4697 16.2803L5.46967 10.2803C5.17678 9.98744 5.17678 9.51256 5.46967 9.21967Z\" fill=\"currentColor\"><\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n<div class=\"elementor-element elementor-element-55e1def e-con e-atomic-element e-accordion-item-content-base  \" data-id=\"55e1def\" data-element_type=\"e-accordion-item-content\" data-e-type=\"e-accordion-item-content\" data-interaction-id=\"55e1def\" data-e-type=\"e-accordion-item-content\" data-id=\"55e1def\">\n    \t\t<div class=\"elementor-element elementor-element-63841a1 elementor-widget elementor-widget-text-editor\" data-id=\"63841a1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>It varies by jurisdiction and property type, commonly three to five years, and it begins on the date of the owner\u2019s last activity rather than the date the property was created. Because periods differ by state and by property type, the calculation is the part most often done wrong.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/details>\n<details class=\"elementor-element elementor-element-561572d e-con e-atomic-element e-accordion-item-base  e-561572d-c6bfb86 \" data-id=\"561572d\" data-element_type=\"e-accordion-item\" data-e-type=\"e-accordion-item\" data-interaction-id=\"561572d\" data-e-type=\"e-accordion-item\" data-id=\"561572d\"  name=\"62685fd\">\n    <summary class=\"elementor-element elementor-element-00b663d e-con e-atomic-element e-accordion-item-header-base  \" data-id=\"00b663d\" data-element_type=\"e-accordion-item-header\" data-e-type=\"e-accordion-item-header\" data-interaction-id=\"00b663d\" data-e-type=\"e-accordion-item-header\" data-id=\"00b663d\">\n    <span class=\"elementor-element elementor-element-415ee80 e-con e-atomic-element e-accordion-item-title-base  \" data-id=\"415ee80\" data-element_type=\"e-accordion-item-title\" data-e-type=\"e-accordion-item-title\" data-interaction-id=\"415ee80\" data-e-type=\"e-accordion-item-title\" data-id=\"415ee80\">\n    \t\t\t<span class=\"e-d14f873-4ea0791 e-paragraph-base e-default-span\" data-interaction-id=\"d14f873\" data-e-type=\"widget\" data-id=\"d14f873\"><strong>Which states require unclaimed property reporting?<\/strong><\/span>\n\t\t\n<\/span>\n<div class=\"elementor-element elementor-element-9544708 e-con e-atomic-element e-accordion-item-icon-base  e-9544708-542ab4a \" data-id=\"9544708\" data-element_type=\"e-accordion-item-icon\" data-e-type=\"e-accordion-item-icon\" data-interaction-id=\"9544708\" aria-hidden=\"true\" data-e-type=\"e-accordion-item-icon\" data-id=\"9544708\">\n    \t\t\t<div class=\"e-svg-base e-default-div\" data-interaction-id=\"606c82f\" data-e-type=\"widget\" data-id=\"606c82f\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" style=\"width: 100%; height: 100%; overflow: unset;\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"currentColor\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M5.46967 9.21967C5.76256 8.92678 6.23744 8.92678 6.53033 9.21967L12 14.6893L17.4697 9.21967C17.7626 8.92678 18.2374 8.92678 18.5303 9.21967C18.8232 9.51256 18.8232 9.98744 18.5303 10.2803L12.5303 16.2803C12.2374 16.5732 11.7626 16.5732 11.4697 16.2803L5.46967 10.2803C5.17678 9.98744 5.17678 9.51256 5.46967 9.21967Z\" fill=\"currentColor\"><\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n<div class=\"elementor-element elementor-element-7d6712a e-con e-atomic-element e-accordion-item-content-base  \" data-id=\"7d6712a\" data-element_type=\"e-accordion-item-content\" data-e-type=\"e-accordion-item-content\" data-interaction-id=\"7d6712a\" data-e-type=\"e-accordion-item-content\" data-id=\"7d6712a\">\n    \t\t<div class=\"elementor-element elementor-element-9fa1397 elementor-widget elementor-widget-text-editor\" data-id=\"9fa1397\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>All 50 states, the District of Columbia, Puerto Rico, Guam and the US Virgin Islands have unclaimed property laws requiring holders to report abandoned property. The jurisdiction that governs a given record is generally the owner\u2019s last known address.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/details>\n<details class=\"elementor-element elementor-element-8b1d104 e-con e-atomic-element e-accordion-item-base  e-8b1d104-df8ae1f \" data-id=\"8b1d104\" data-element_type=\"e-accordion-item\" data-e-type=\"e-accordion-item\" data-interaction-id=\"8b1d104\" data-e-type=\"e-accordion-item\" data-id=\"8b1d104\"  name=\"62685fd\">\n    <summary class=\"elementor-element elementor-element-2428d32 e-con e-atomic-element e-accordion-item-header-base  \" data-id=\"2428d32\" data-element_type=\"e-accordion-item-header\" data-e-type=\"e-accordion-item-header\" data-interaction-id=\"2428d32\" data-e-type=\"e-accordion-item-header\" data-id=\"2428d32\">\n    <span class=\"elementor-element elementor-element-bd60ec3 e-con e-atomic-element e-accordion-item-title-base  \" data-id=\"bd60ec3\" data-element_type=\"e-accordion-item-title\" data-e-type=\"e-accordion-item-title\" data-interaction-id=\"bd60ec3\" data-e-type=\"e-accordion-item-title\" data-id=\"bd60ec3\">\n    \t\t\t<span class=\"e-2a2d933-f2b1bf2 e-paragraph-base e-default-span\" data-interaction-id=\"2a2d933\" data-e-type=\"widget\" data-id=\"2a2d933\"><strong>What is a NAUPA report?<\/strong><\/span>\n\t\t\n<\/span>\n<div class=\"elementor-element elementor-element-69b81e2 e-con e-atomic-element e-accordion-item-icon-base  e-69b81e2-72b77b3 \" data-id=\"69b81e2\" data-element_type=\"e-accordion-item-icon\" data-e-type=\"e-accordion-item-icon\" data-interaction-id=\"69b81e2\" aria-hidden=\"true\" data-e-type=\"e-accordion-item-icon\" data-id=\"69b81e2\">\n    \t\t\t<div class=\"e-svg-base e-default-div\" data-interaction-id=\"b9441b0\" data-e-type=\"widget\" data-id=\"b9441b0\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" style=\"width: 100%; height: 100%; overflow: unset;\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"currentColor\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M5.46967 9.21967C5.76256 8.92678 6.23744 8.92678 6.53033 9.21967L12 14.6893L17.4697 9.21967C17.7626 8.92678 18.2374 8.92678 18.5303 9.21967C18.8232 9.51256 18.8232 9.98744 18.5303 10.2803L12.5303 16.2803C12.2374 16.5732 11.7626 16.5732 11.4697 16.2803L5.46967 10.2803C5.17678 9.98744 5.17678 9.51256 5.46967 9.21967Z\" fill=\"currentColor\"><\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n<div class=\"elementor-element elementor-element-6a0da04 e-con e-atomic-element e-accordion-item-content-base  \" data-id=\"6a0da04\" data-element_type=\"e-accordion-item-content\" data-e-type=\"e-accordion-item-content\" data-interaction-id=\"6a0da04\" data-e-type=\"e-accordion-item-content\" data-id=\"6a0da04\">\n    \t\t<div class=\"elementor-element elementor-element-3093085 elementor-widget elementor-widget-text-editor\" data-id=\"3093085\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>The standard electronic reporting format used by state unclaimed property administrators. Sovos produces NAUPA-compliant reports for every jurisdiction with a requirement, with one-click electronic filing available to more than 30 states.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/details>\n<details class=\"elementor-element elementor-element-e435b67 e-con e-atomic-element e-accordion-item-base  e-e435b67-2cb3386 \" data-id=\"e435b67\" data-element_type=\"e-accordion-item\" data-e-type=\"e-accordion-item\" data-interaction-id=\"e435b67\" data-e-type=\"e-accordion-item\" data-id=\"e435b67\"  name=\"62685fd\">\n    <summary class=\"elementor-element elementor-element-5fb4094 e-con e-atomic-element e-accordion-item-header-base  \" data-id=\"5fb4094\" data-element_type=\"e-accordion-item-header\" data-e-type=\"e-accordion-item-header\" data-interaction-id=\"5fb4094\" data-e-type=\"e-accordion-item-header\" data-id=\"5fb4094\">\n    <span class=\"elementor-element elementor-element-417050b e-con e-atomic-element e-accordion-item-title-base  \" data-id=\"417050b\" data-element_type=\"e-accordion-item-title\" data-e-type=\"e-accordion-item-title\" data-interaction-id=\"417050b\" data-e-type=\"e-accordion-item-title\" data-id=\"417050b\">\n    \t\t\t<span class=\"e-3c19837-ab57c7d e-paragraph-base e-default-span\" data-interaction-id=\"3c19837\" data-e-type=\"widget\" data-id=\"3c19837\"><strong>What happens in an unclaimed property audit?<\/strong><\/span>\n\t\t\n<\/span>\n<div class=\"elementor-element elementor-element-26f2af3 e-con e-atomic-element e-accordion-item-icon-base  e-26f2af3-3dcddf7 \" data-id=\"26f2af3\" data-element_type=\"e-accordion-item-icon\" data-e-type=\"e-accordion-item-icon\" data-interaction-id=\"26f2af3\" aria-hidden=\"true\" data-e-type=\"e-accordion-item-icon\" data-id=\"26f2af3\">\n    \t\t\t<div class=\"e-svg-base e-default-div\" data-interaction-id=\"9f8d765\" data-e-type=\"widget\" data-id=\"9f8d765\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" style=\"width: 100%; height: 100%; overflow: unset;\" width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"currentColor\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M5.46967 9.21967C5.76256 8.92678 6.23744 8.92678 6.53033 9.21967L12 14.6893L17.4697 9.21967C17.7626 8.92678 18.2374 8.92678 18.5303 9.21967C18.8232 9.51256 18.8232 9.98744 18.5303 10.2803L12.5303 16.2803C12.2374 16.5732 11.7626 16.5732 11.4697 16.2803L5.46967 10.2803C5.17678 9.98744 5.17678 9.51256 5.46967 9.21967Z\" fill=\"currentColor\"><\/path><\/svg><\/div>\n\t\t\n<\/div>\n\n<\/summary>\n<div class=\"elementor-element elementor-element-1c10479 e-con e-atomic-element e-accordion-item-content-base  \" data-id=\"1c10479\" data-element_type=\"e-accordion-item-content\" data-e-type=\"e-accordion-item-content\" data-interaction-id=\"1c10479\" data-e-type=\"e-accordion-item-content\" data-id=\"1c10479\">\n    \t\t<div class=\"elementor-element elementor-element-cedc5c7 elementor-widget elementor-widget-text-editor\" data-id=\"cedc5c7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>An auditor examines what property was held, when it went dormant, what due diligence was performed and what documentation exists, often across many years. A complete archive of state reports, cover sheets and due diligence letters with an activity audit trail is what turns that from a reconstruction exercise into a retrieval one.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\n<\/div>\n\n<\/details>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Home\/ Wp Admin\/ Admin Ajax.php How do you comply with unclaimed property and escheatment rules? Unclaimed property compliance means identifying property that has gone dormant, calculating the dormancy period under each jurisdiction\u2019s rules, sending due diligence letters to the owner, and reporting and remitting what remains unclaimed to the state. Sovos supports this through UPEnterprise,&hellip;<\/p>\n","protected":false},"author":6,"featured_media":0,"parent":28,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-49","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/pages\/49","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/comments?post=49"}],"version-history":[{"count":0,"href":"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/pages\/49\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/pages\/28"}],"wp:attachment":[{"href":"https:\/\/sovos.com\/taxapedia\/wp-json\/wp\/v2\/media?parent=49"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}