Quick Start Filing Guide & User’s Manual
Ohio Business Gateway Unclaimed Funds Report Application
How to use the Ohio Business Gateway to file a Negative Unclaimed Funds Report
Page 2: Quick Start Filing Guide
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The Quick Start Guide provides straight forward “no frills” instructions for filing a Negative Unclaimed Funds Report through the Ohio Business Gateway
Pages 3-16: User’s Manual
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The User’s Manual provides more in depth instructions for filing Negative Unclaimed Funds Report through the Ohio Business Gateway including screen shots with identification and explanations of controls and work flow.
Unclaimed Funds Report Application
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Quick Start Filing Guide & User’s Manual
Quick Start Filing Guide
STEP #1: Go to the Ohio Division of Unclaimed Funds website www.com.ohio.gov/unfd and click on Log In to the Ohio Business Gateway (OBG) under Resources on the left hand side of the page to move to the Ohio Business Gateway Electronic Services Login page. Enter your
Username and Password, and click
.
You may also log in from the OBG website www.business.ohio.gov by clicking on on the right hand side of the page to move to the Ohio Business Gateway Electronic Services Login page. STEP #2: The system displays an information page with current OBG announcements. Click Continue at the bottom of the page to move to the Confirm Registration Information page. STEP #3: Click Confirm and Continue at the bottom of the page to move to the Choose the Form(s) or Payment Option(s) to Complete page. STEP #4: Scroll down the page to Department of Commerce, Division of Unclaimed Funds and click on the Unclaimed Funds Reports box . Then click to move to the Verify Your Account(s) page. the bottom of the page
STEP #5: Click at the bottom of the page to verify that you are filing for the displayed company and move to the Department of Commerce Unclaimed Funds (Splash) page. To begin filing your company’s Negative Report, click Reports (Progress) page.
STEP #6: Select File Negative Report from the drop down list Negative Unclaimed Funds Report page.
to move to the Unclaimed Funds
and click
to move to the
STEP #7: To confirm that you are submitting a Negative Report and that you agree to the filing
certification statement click (Exit) page.
STEP #8: Click the “Yes” Radio button
at the bottom of the page to move to the Unclaimed Funds
at the bottom of the page to save your work and move to the Unclaimed Funds Reports (Progress) page.
Summary page click
then click
STEP #9: To finalize and submit the Negative Report to the OBG and move to the Session
. Click on Print this page at the bottom of the page
to print a copy of the Session Summary page for your file. Then click at the bottom of the page to exit the Unclaimed Funds Report Application.
***Congratulations you have successfully filed a Negative Unclaimed Funds Report!***
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Quick Start Filing Guide & User’s Manual
User’s Manual
Table of Contents
LOGGING INTO THE OHIO BUSINESS GATEWAY .................................................................. 4 ? ? ? CONFIRM REGISTRATION INFORMATION. ...................................................................... CHOOSE THE FORM(S) OR PAYMENT OPTION(S) ........................................................... o Choose the Form(s) or Payment Option(s) Instructions ................................................ VERIFY YOUR ACCOUNT(S) ................................................................................................ o Verify Your Account(s) Instructions ............................................................................... 5 6 6 7 7
UNCLAIMED FUNDS REPORT APPLICATION .......................................................................... 8 ? ? ? ? ? ? DEPARTMENT OF COMMERCE UNCLAIMED FUNDS (SPLASH) PAGE ...................... 8 o Department of Commerce Unclaimed Funds Page Instructions..................................... 8 UNCLAIMED FUNDS REPORTS (PROGRESS) PAGE ........................................................ 9 o Unclaimed Funds Reports (Progress) Page Navigation Button/Field Descriptions ......10 o Unclaimed Funds Reports (Progress) Page Instructions ...............................................10 NEGATIVE UNCLAIMED FUNDS REPORT PAGE .............................................................11 o Negative Unclaimed Funds Report Button/Field Descriptions ......................................11 o Negative Unclaimed Funds Report Instructions .............................................................11 UNCLAIMED FUNDS (EXIT) PAGE ......................................................................................13 o Unclaimed Funds (Exit) Page Navigation Button/Field Descriptions ...........................13 o Unclaimed Funds (Exit) Page Instructions ....................................................................14 VIEW/PRINT ARCHIVED UNCLAIMED FUNDS FILINGS ................................................15 o View/Print Archived Unclaimed Funds Filings Navigation Button/Field Descriptions 15 o View/Print Archived Unclaimed Funds Filings Page Instructions ..................................15 UNCLAIMED FUNDS REPORT (SUMMARY) PAGE ..........................................................16 o Unclaimed Funds Report (Summary) Page Navigation Button/Field Descriptions ......16 o Unclaimed Funds Report(Summary)Page Instructions .................................................16
Unclaimed Funds Report Application
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Logging into the Ohio Business Gateway
How to log into the Ohio Business Gateway (OBG): ? OPTION 1: Go to the Ohio Division of Unclaimed Funds website www.com.ohio.gov/unfd and click on Log In to the Ohio Business Gateway (OBG) under Resources on the left hand side of the page OPTION 2: Go to the Ohio Business Gateway website www.business.ohio.gov and click on on the right hand side of the page. The following page will appear:
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If you are new to the OBG, click here to Register.
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Enter your Username and Password, and click . The system then will display an information splash page with the current OBG announcements.
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Click Continue to move to the Confirm Registration Information page.
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Unclaimed Funds Report Application
Quick Start Filing Guide & User’s Manual
Confirm Registration Information
The Confirm Registration Information page summarizes the registered company’s information. This allows the user to review, edit and update the company information associated with the Username and Password.
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Click Confirm and Continue to move to the Choose the Form(s) or Payment Option(s) to Complete page. Click Edit User Information to update current user information and change the password. The same password is used for primary and secondary users. Click Manage Users to add additional new users, edit current user information or delete secondary users. Click Edit Company Information to update the registered company’s information including company contact.
Unclaimed Funds Report Application
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Quick Start Filing Guide & User’s Manual
Choose the Form(s) or Payment Option(s) to Complete
The Choose the Form(s) or Payment Option(s) to Complete page lists all the ava ilable tax forms, registrations and payment options available to companies through the OBG.
Scroll down the page and click this checkbox select the Unclaimed Funds Reports. to
Choose the Form(s) or Payment Option(s) Instructions ? ? Scroll down the page and click the Unclaimed Funds Reports box Click to move to the Verify Your Account(s) page. .
Unclaimed Funds Report Application
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Quick Start Filing Guide & User’s Manual
Verify Your Account(s)
The Verify Your Account(s) page displays the registered company’s name, FEIN or SSN associated with the Username and Password used to log into the system.
Verify Your Account(s) Instructions
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If this is not the company for which you want to file an Unclaimed Funds Report, click return to the Choose the Form(s) or Payment Options(s) to Complete web page. Otherwise, click to log into the Unclaimed Funds Report Application.
to
Unclaimed Funds Report Application
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Quick Start Filing Guide & User’s Manual
Unclaimed Funds Report Application Department of Commerce Unclaimed Funds (Splash) Page
The Department of Commerce Unclaimed Funds (Splash) page begins with a reminder about timelines for filing the Annual Report of Unclaimed Funds.
Department of Commerce Unclaimed Funds (Splash) Page Instructions
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To begin filing your Negative Report click unclaimed funds report at a later date click
.
To return to the Choose the Form(s) or Payment Option(s) to Complete page and file your
Unclaimed Funds Report Application
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Quick Start Filing Guide & User’s Manual
Unclaimed Funds Reports (Progress) Page
This is the primary page for the Unclaimed Funds Report Application. Most of your work will be initiated from or by returning to this page. This page is for filing your unclaimed funds report or for reviewing Ready to File reports for the current Report Year.
Notes: ? ? ? The Ready to File section will display any Negative Report that is in Ready to File status. The Report Year is the State’s fiscal year, which runs from July 1st through June 30th. Once a Negative Report has been received for a fiscal year no other Negative Report will be accepted for the registered company within the same fiscal year.
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Unclaimed Funds Report Application
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Quick Start Filing Guide & User’s Manual
Unclaimed Funds Reports (Progress) Page Navigation Button/Field Descriptions
Field or Button
Description
Click on the dropdown arrow and select “File Negative Report”. You must click the Start button to begin working.
View or Print already filed Unclaimed Funds Reports
Starts your work on the option you selected from the drop down list shown above. If no option is selected from the drop down list you will receive an error message. Displays archived filed reports for viewing and printing. Files any completed reports, saves your work and returns you to the OBG web site. If no reports are ready to be filed then it saves your work and returns you to the OBG web site.
Unclaimed Funds Reports (Progress) Page Instructions
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To file a Negative Report, select File Negative Report from the drop down list and click Figure 1 below)
(See
Figure 1: Filing a Negative Report ? ? To file an existing Ready to File report click .
To view or print existing unclaimed funds reports, click View or Print already filed Unclaimed Funds Reports to move to View/Print Archived Unclaimed Funds Reports page. See pages 15-16 for additional information. To file the Negative Report and / or exit the system click .
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Unclaimed Funds Report Application
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Quick Start Filing Guide & User’s Manual
Negative Unclaimed Funds Report Page
The Negative Unclaimed Funds Report page is used to initiate the Negative Report (Stating that the registered company has no unclaimed funds to report). It is used to verify the registered company’s information and as confirmation that the user agrees with the filing certification statement regarding their understanding that the registered company has no unclaimed funds to report.
Negative Unclaimed Funds Report Button/Field Descriptions
Negative Unclaimed Funds Report Instructions
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To confirm that you are submitting a Negative Report and that you agree to the filing certification statement on the following page click .
Unclaimed Funds Report Application
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To abandon filing a Negative Report and return to the Unclaimed Funds(Progress) Page click
Unclaimed Funds Report Application
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Quick Start Filing Guide & User’s Manual
Unclaimed Funds (Exit) Page
The Unclaimed Funds (Exit) page allows the user to either file the Negative Report or save it in Ready to File status.
Important Note:
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You MUST select whether or not to file any displayed reports by selecting the “Yes” or “No” Radio buttons before being able to exit the page. Selecting “Yes” files the associated report; selecting “No” saves the report for you to work on it later without filing it.
Unclaimed Funds (Exit) Page Navigation Button/Field Descriptions
Field or Button
Description Allows the user to select whether or not to file the associated report before exiting. This is a required Radio button. If the user does not select Yes or No for the associated report the system will display an error message prompting the user to choose whether or not to file the report. ? ? Reports marked Yes will be filed. Reports marked No will be saved and will appear on the Unclaimed Funds (Progress) Page in the Ready to File section.
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Unclaimed Funds Report Application
Quick Start Filing Guide & User’s Manual
Files and/or saves the current re port and moves the user to the Unclaimed Funds Reports (Progress) page. See File Report? above for an explanation of error messages. Abandons the attempt to file without saving any information.
Unclaimed Funds (Exit) Page Instructions
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To select whether to file a report or not, click the Radio button corresponding to “Yes” or “No” as needed. If the user fails to make a selection then an error message will be displayed.
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To save your work after you have made your File Report? selection and return to Unclaimed Funds (Progress) Page, click . .
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To return to the Unclaimed Funds (Progress) Page without saving any information click
Unclaimed Funds Report Application
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Quick Start Filing Guide & User’s Manual
View/Print Archived Unclaimed Funds Filings
This page is for viewing and printing archived reports of all types.
View/Print Archived Unclaimed Funds Filings Navigation Button/Field Descriptions
View/Print Archived Unclaimed Funds Filings Page Instructions
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To view or print a report, click the View/Print link next to the corresponding report. To return to the Unclaimed Funds Page click
Unclaimed Funds Report Application
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Quick Start Filing Guide & User’s Manual
Unclaimed Funds Report (Summary)
This page displays the summary page of one of the following: ? ? Archived reports previously selected on the View/Print Archived Unclaimed Funds Filings page. You may view or print these reports. Ready to File status reports saved in a previous session and displayed on the Unclaimed Funds (Progress) Page. You may view and/or print these reports.
Unclaimed Funds Report (Summary) Page Navigation Button/Field Descriptions
Unclaimed Funds Report (Summary) Page Instructio ns
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To print the displayed report click To return to the previous page click
.
Unclaimed Funds Report Application
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