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Unclaimed Property Solution by DMA - AUPTC Demo

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Automate your unclaimed property management workflow with an award-winning unclaimed property software solution. Abandoned & Unclaimed Property Total Compliance (AUPTC) addresses the management of unclaimed property and ensures compliance with unclaimed property regulations in the United States and Canada.

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Unclaimed Property Solution by DMA - AUPTC Demo

  1. 1. UNCLAIMED PROPERTY SOFTWARE SOLUTION DEMO
  2. 2. DMA - AN EXTENSION OF YOUR TAX DEPARTMENT | DMAINC.COM DUCHARME, MCMILLEN & ASSOCIATES, INC. ALL RIGHTS RESERVED. REPRODUCTION OF THIS DOCUMENT OR ANY PORTION THEREOF WITHOUT WRITTEN CONSENT IS PROHIBITED. The Scorecard Dashboard provides a list of user tasks
  3. 3. DMA - AN EXTENSION OF YOUR TAX DEPARTMENT | DMAINC.COM DUCHARME, MCMILLEN & ASSOCIATES, INC. ALL RIGHTS RESERVED. REPRODUCTION OF THIS DOCUMENT OR ANY PORTION THEREOF WITHOUT WRITTEN CONSENT IS PROHIBITED. Select which import mapping to use, Choose a file from your computer, then click “Import Properties” Navigate to the Import tab to begin importing properties
  4. 4. DMA - AN EXTENSION OF YOUR TAX DEPARTMENT | DMAINC.COM DUCHARME, MCMILLEN & ASSOCIATES, INC. ALL RIGHTS RESERVED. REPRODUCTION OF THIS DOCUMENT OR ANY PORTION THEREOF WITHOUT WRITTEN CONSENT IS PROHIBITED. Click on the property ID to see the property details In the “All Properties” tab, use “Search” to do an open search on All Properties and advanced search to drill down your results
  5. 5. DMA - AN EXTENSION OF YOUR TAX DEPARTMENT | DMAINC.COM DUCHARME, MCMILLEN & ASSOCIATES, INC. ALL RIGHTS RESERVED. REPRODUCTION OF THIS DOCUMENT OR ANY PORTION THEREOF WITHOUT WRITTEN CONSENT IS PROHIBITED. Notice the navigation changes to show all the property details (e.g. supporting documentation, change history, etc.)
  6. 6. DMA - AN EXTENSION OF YOUR TAX DEPARTMENT | DMAINC.COM DUCHARME, MCMILLEN & ASSOCIATES, INC. ALL RIGHTS RESERVED. REPRODUCTION OF THIS DOCUMENT OR ANY PORTION THEREOF WITHOUT WRITTEN CONSENT IS PROHIBITED. Properties can move through workflow automatically by compliance dates or manually by clicking “Workflow”
  7. 7. DMA - AN EXTENSION OF YOUR TAX DEPARTMENT | DMAINC.COM DUCHARME, MCMILLEN & ASSOCIATES, INC. ALL RIGHTS RESERVED. REPRODUCTION OF THIS DOCUMENT OR ANY PORTION THEREOF WITHOUT WRITTEN CONSENT IS PROHIBITED. Manually update workflow by choosing a Phase and Property Status from the dropdowns, then click “Update”
  8. 8. DMA - AN EXTENSION OF YOUR TAX DEPARTMENT | DMAINC.COM DUCHARME, MCMILLEN & ASSOCIATES, INC. ALL RIGHTS RESERVED. REPRODUCTION OF THIS DOCUMENT OR ANY PORTION THEREOF WITHOUT WRITTEN CONSENT IS PROHIBITED. Properties in Informal (e.g. owner email) or Formal Due Diligence (e.g. owner letters) phases can be found under the Due Diligence tab Letters can be generated from an uploaded template by clicking “Generate Letters”
  9. 9. DMA - AN EXTENSION OF YOUR TAX DEPARTMENT | DMAINC.COM DUCHARME, MCMILLEN & ASSOCIATES, INC. ALL RIGHTS RESERVED. REPRODUCTION OF THIS DOCUMENT OR ANY PORTION THEREOF WITHOUT WRITTEN CONSENT IS PROHIBITED. Select the date by which the letter will be sent, select a pre-loaded template from the dropdown and click “Generate Letter(s)”
  10. 10. DMA - AN EXTENSION OF YOUR TAX DEPARTMENT | DMAINC.COM DUCHARME, MCMILLEN & ASSOCIATES, INC. ALL RIGHTS RESERVED. REPRODUCTION OF THIS DOCUMENT OR ANY PORTION THEREOF WITHOUT WRITTEN CONSENT IS PROHIBITED. Once the letter has been sent, manually change the property status to “Formal Letter Sent (Mail)” and click “Update”
  11. 11. DMA - AN EXTENSION OF YOUR TAX DEPARTMENT | DMAINC.COM DUCHARME, MCMILLEN & ASSOCIATES, INC. ALL RIGHTS RESERVED. REPRODUCTION OF THIS DOCUMENT OR ANY PORTION THEREOF WITHOUT WRITTEN CONSENT IS PROHIBITED. Under the State Reporting tab, use the filters to drill down and find the right state and holder Reviewer then goes to the report batch and clicks “Download Report(s) Reviewer selects the report batch they need to review, and clicks “Generate Reports”
  12. 12. DMA - AN EXTENSION OF YOUR TAX DEPARTMENT | DMAINC.COM DUCHARME, MCMILLEN & ASSOCIATES, INC. ALL RIGHTS RESERVED. REPRODUCTION OF THIS DOCUMENT OR ANY PORTION THEREOF WITHOUT WRITTEN CONSENT IS PROHIBITED. “Download Report(s)” will download a zip file to your computer The downloaded .zip file will contain a Cover Sheet, Detail Report, NAUPA Report, and Summary Report
  13. 13. Property Tax Services Commodity Tax Services State Income Tax Services Franchise Tax Services Crown Royalties Services Tax Technology Services Unclaimed Property Services Sales/Use Tax Services
  14. 14. DMA - AN EXTENSION OF YOUR TAX DEPARTMENT | DMAINC.COM DUCHARME, MCMILLEN & ASSOCIATES, INC. ALL RIGHTS RESERVED. REPRODUCTION OF THIS DOCUMENT OR ANY PORTION THEREOF WITHOUT WRITTEN CONSENT IS PROHIBITED. CONTACT DMA TO LEARN MORE 14 Bud Daleiden DIRECTOR bdaleiden@dmainc.com (800)309-2110 ext. 1819 REQUEST A DEMO https://dmainc.com/AUPTC

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