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How to Review Historical Filings

Information on historical filings, such as the account ID for the associated account, the form type, filing status, and regime, and the date it was approved, is included in the Filing History CSV. The Filing History CSV can be downloaded by following the steps outlined below:

Please note: The state filing status is only represented in the CSV if there was a separate state filing required. 

Step 1: From the top right of the forms page, ensure that you have the associated year selected.

Step 2: Select the three dots to the right of the form you wish to review.

Step 3: Select “Download CSV”. 

The Filing History CSV will then be available for you to download to your device from the “Notifications” tab.