Accounts Payable Resources & Tools: Unclaimed Property
Produced by Reid Unclaimed Property and sponsored by Accounts Payable Now & Tomorrow, a CRYSTALLUS, Inc. publication, our unclaimed property tools include:
The Unclaimed Property Dormancy Due Diligence Chart
tracks requirements for all states, Washington D.C., Guam, Puerto Rico, the U.S. Virgin Islands, and Canada. Tracey Reid, president of Reid Unclaimed Property tracks and regularly updates this information to advise and file for her clients. She is now making this information more broadly available to professionals who need this crucial information – and at a reasonable cost. The information is provided electronically in an Excel spreadsheet and contains data aboutall the states and locales plus 23 payment types, payment dates, reprting dates, and negative reports.
Updates are available each August. A notice for updates will be sent to anyone who has purchased the data or an update in the last two years.
Price for Initial License: $179
Annual updates: $99
Note: Anyone who purchases the data now will get the update in August 2008 for no additional charge.
For all details and to order, click here.
To download a (pdf) order form, click here.
The Unclaimed Property Policy and Procedures Manual
is a 15-plus-page generic policy and procedures manual for
unclaimed property. It incorporates best practices and is provided as a Word document so you can adjust it to reflect your own actual procedures, personnel, and organization. Your purchase price entitles you to the use of this manual only at the purchasing organization.
Price: $99
For all details and to order, click here.
To download a (pdf) order form, click here.
The Unclaimed Property Best Practice CD
features a lecture by Ms. Reid on unclaimed property best practices every organization should incorporate into its procedures. In 60-fast paced minutes Tracey Reid, President of Reid Unclaimed Property Services, brings you and your team up to date on what you need to know to make sure you comply with unclaimed property reporting requirements—and avoid a disaster if audited! She shows you how to:
- Identify hidden unclaimed property obligations in your company;
- Recognize unclaimed property audit red flags on your reports;
- Prevent unclaimed property fraud in your company;
- Successfully manage any unclaimed property audit; and
- Streamline your company's unclaimed property policies and procedures.
Price: $159
For all details and to order, click here.
To download a (pdf) order form, click here.
The Unclaimed Property Executive Bundle
Includes: the Unclaimed Property Dormancy Due Diligence Chart, the Unclaimed Property Policy and Procedures Manual, and the Best Practice CD.
All for $395 – a $39 savings.
For all details and to order, click here.
To download a (pdf) order form, click here.
Both Reid Unclaimed Property & Tracey Reid herself have been helping businesses of all sizes become compliant with state unclaimed property laws since 2002. Before starting Reid Unclaimed Property Services, Tracey L. Reid was a manager in the Big-Four public accounting arena for several years concentrating on unclaimed property. Her clients range in size from Fortune 100 corporations to sole proprietors. Ms. Reid is a frequent and popular speaker in the area of unclaimed property and is the author of Unclaimed Property: A Reporting Process and Audit Survival Guide to be published by John Wiley & Sons in October 2008. She is a member of both the Ohio Bar Association and the Florida Bar Association and is a graduate of the University of Miami School of Law with an LL.M. degree in taxation. She also earned a J.D. degree from the Salmon P. Chase College of Law at Northern Kentucky University.
Accounts Payable Now & Tomorrow is a newsletter published for professionals interested in all issues related to payments. Its publisher, CRYSTALLUS, Inc. is a publishing, training, and consulting firm focusing on the accounts payable arena.
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