Home → Campaign Manager → New York State Report FAQs → How Do I E-File My New York Report?

85.1. How Do I E-File My New York Report?

E-Filing Your New York Report

The state does not currently allow third-party vendors to e-file directly into their system from other software products. That said, all you need to do is download the CSV file from CM and import it into the NY Electronic Filing System (EFS).

How to import NY CSV file into NY Electronic Filing System (EFS):

Step 1: Generate your report from either CM and download the CSV file to your computer

Step 2: Log into your EFS account and locate the “Import Disclosure Report” at the top right-hand corner of the dashboard

Step 3: Locate the “Import Button”

Step 4: Select “Aristotle” as the Vendor Name

Step 5: choose the CSV file that you generated from either CM or 360 and click “Upload”

Step 6: One of two pop-up screens will appear here: Either that the transactions were uploaded
successfully OR that there were issues with the transactions that need to be addressed before the
transactions can be uploaded

Option 1: Transactions were uploaded successfully:

Option 2: Example of transactions with issues (message will differ depending on the issue):

Step 7: Click “view” to view your transactions and to submit your report

Step 8: Under “View All Disclosure Reports”, you can view, delete, and submit uploaded transactions. To
continue with submitting your report, click “Submit”

Step 9: Once your report looks good, click “Submit Disclosure Report” in the top right corner

Step 10: Please read all legal information associated with filing your disclosure report and click “OK”

Step 11: Your disclosure report has been submitted successfully

Step 12: Under “View All Disclosure Reports” all submitted reports can be seen along with associated transactions

Click Here for additional information about this new filing process from the NY State BOE