What Are the Transaction Method Rules for NY Reports?

Applies To: New York

New York has specific requirements and rules when it comes to the method of transaction. Not following these can result in report errors or filing an incorrect report.

If the transaction method is Check, the transaction number is required to upload the efile.
If the transaction method is blank or not chosen, a compliance note is required explaining why.

If you do not want to add transaction numbers to all of the check contributions, use a transaction method that is not Check or blank, such as ACH.