How to upload data for an electronic controlling interest return 

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In this video I will be going over how to upload data to the electronic Controlling Interest or CI transfer return on My DOR.

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For this exercise, I am already logged into My DOR and have already started a return.

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If you need assistance on how to file a controlling interest transfer return, please watch either the Completing an exempt controlling interest transfer return video or Completing a controlling interest transfer return with payment video on dor.wa.gov/REET under More Information or call the REET team at 360-704-5905.

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Uploading data is beneficial for controlling interest returns that involve multiple transferor(s), transferee(s), entities and/or parcels.

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To begin, enter the date of the transfer.

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Directly under the Date of Transfer, there is an Upload Data section.

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If you wish to upload information for the return, select the link directly above the Upload Return button.

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As a note, the Excel import document can be used to import the information for the entities, transferor(s), transferee(s), and/or parcels.

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If you do not wish to import all of this information, only complete the tabs you do wish to import.

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The tabs you wish to import must be completely filled out, less the optional fields, while any tab you do not wish to import must be completely blank.

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The import will not upload partial information within the tabs.

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A Microsoft Excel spreadsheet will be downloaded.

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This is an example of what the file name will look like.

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Save a copy of the downloaded spreadsheet where you wish and open it to begin entering the information.

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Instructions for using this spreadsheet are provided on the first tab.

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Please follow these instructions and reference back to them if necessary.

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Begin entering the data by selecting the tabs and enter the information within each tab.

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You can add as many entities, transferor(s), transferee(s), and parcels as needed.

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As an example, here is what the spreadsheet looks like with all of the fields entered for the entity whose ownership is changing.

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The transferors information, with the ownership being transferred, the transferees information with the ownership being acquired, and the Washington state parcels and true and fair value of each parcel owned by the entity.

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Once all of the information has been added to the spreadsheet, select Save. Select the Upload Return button. Choose the file you wish to import, and select OK. Click through the return to double check the information is correct and make any fixes that need to be made.

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If any errors exist, a red error sign will appear on each section that needs to be fixed, like we can see here.

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The error will also be detailed on the Show Error notice, as we can see on the entity page.

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Click into the tab, and fix the error.

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To finish the return, follow the steps detailed in the Completing an electronic controlling interest return with payment video or Completing an exempt electronic controlling interest return video, both of which are located on the REET landing page under More Information.

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If you have any questions or need assistance, please call the REET team at 360-704-5905 or visit our landing page dor.wa.gov/REET.