On your computer, create an Annual Report 2021 folder and add a sub-folder labeled Preparer Files
- This is the working folder with files for online filing and supporting documentation.
Download & unzip All Support Files.zip from the SBX Help Center to your Annual Report 2021 folder
- SBX Files, checklists, templates and help documents
- Pension Files, from DRS and BVFF
- SAO Files, templates and help documents including their checklist with cross references to the SBX checklists.
Download All Support Files or select them individually?
Last updated 4/25/2022
Copy the Support Files into the Preparer Files folder as needed
- Do NOT modify the Support Files in the SBX Files, SAO Files or Pension Files folders. This will prevent your work from getting lost as you may refresh the support files from Express numerous times as updates are released.
Copy the Support Files into the Preparer Files folder as needed
- Do NOT modify the Support Files in the SBX Files, SAO Files or Pension Files folders. This will prevent your work from getting lost as you may refresh the support files from BIAS numerous times as updates are released.
Congratulations, you are done!