Biannual Form 9 Report - Create File - Form 9 Report

Use the IN Biannual Form 9 Report – Report page to specify the report criteria and create the Form 9 report file.

1. On the IN Biannual Form 9 Report page, select Report.

2. Select the Year and Report Half.

3. If the Report Half is 2 - July - December, select an option in the Accounts field. If the Report Half is 1 - January - June, the default option in the Accounts field is Both, and the field is inactive.

4. Create a hard copy of the report to verify data before you create the electronic file:

   1. Select Hard Copy.

   2. Select PDF or Excel.

   3. Select Create, and then Yes.

5. Save the file and select OK.

6. If errors are encountered, save the Error log and select OK.

7. Navigate to the folder containing the files.

8. Inspect the files. Refer to Maintain data and update it as necessary.

9. Repeat these steps until all the required data is included.

10. Create the electronic file:

    1. Select Electronic File.

    2. Select Create, and then Yes.

    3. Save the file and select OK.
       The default file name is <Corporation Number>form9.rpt.
       For detailed information about the report’s file layout, refer to Form 9 Report - File Layout and Data Mapping.

Follow the state's submission procedures.