On your computer, create an Annual Report 2024 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 2024 folder
- SBX Files, checklists, templates and help documents
- SAO Files, templates and help documents including their checklist with cross references to the SBX checklists.
- Other Files, includes OPEB Tools from the Office of the State Actuary and pension files from DRS and BVFF.
Download All Support Files?
Last updated 02/09/2024
Copy the Support Files into the Preparer Files folder as needed
- Do NOT modify the Support Files in the SBX Files, SAO Files, Other 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.