Step one in preparing for the transition to Indiana's New EFM: Financial History

This is the first in a series of posts for Admins preparing for Indiana's transition to an EFM. All of these posts are long, but don't worry! They are long because we're going into extensive detail to make sure the instructions are easy to follow. The actual work is easy (This one will take most people about 5 minutes)

The second step can be found here:

https://blog.doxpop.com/2025/12/step-two-in-preparing-for-transition-to.html

We suggest doing both of these steps as soon as possible after December 2, 2025. And of course, if you run into any problems, we're here to help. Call us at 866-369-7671 or email support@doxpop.com.

The financial information takes a long time to retrieve and loads the server heavily, so we'll retrieve your information for the past year now, and then the day before the transition, run a final, small, report to retrieve the last couple of weeks. 

If you already routinely retrieve and process your financial information every month, there's no need to duplicate that effort- We just want to make sure the people who don't regularly retrieve these reports are retrieving a copy as well.

To retrieve the financial information, login and click on the "e-filing" tab. Then click on "Create a Financial Report":

In the "Date of Filing" line, choose "In the last 12 months" from the drop-down menu. Leave the "Location" and "Submitter" lines at the default values of "All". Then click on the green [Create Report] button.

You will receive a confirmation message that says "Your report is being created and will be emailed to you within the next hour."

When the report arrives, it will be attached to an email with the subject line "E-Filing financial report". The filename of the attachment will be "FinancialReport.csv". 

Files with the ".csv" filename extension can be loaded into spreadsheets like MS Excel or Google Sheets. Open this file in one of those programs to make sure all of your data was captured. (Usually, just double-clicking on the file will accomplish this.) After you've confirmed that all is well, make a backup of the file, and you're done with this step.

Note: Some larger firms may need to break this process up & retrieve smaller chunks of information to avoid having the server timeout. If you get an error message in your email indicating failure for this reason, please give us a call (866-369-7671) and we'll help!

Your basic preparation for financial information is now complete. The next step will be the day before the transition, when you'll run a second financial report to pick up the last couple of weeks.