How to Submit SSO Donation Report

House Bill 217 made changes to the Student Scholarship Organization (SSO) donation report. Reports for tax year 2019 and forward must be submitted using the new web request Submit SSO Report 2019. Reports for tax years prior to 2019 will continue to use the Submit SSO Report web request.

NOTE: These instructions cover importing the report into the web request. Information can also be directly keyed into the fields on the web request.

  1. Log into the GTC
  2. Under the I Want To section, click Manage my credits.
  3. Click Submit SSO Report 2019.
  4. Click the Import button.
    NOTE: A copy of the template can be obtained by emailing [email protected].
  5. Click the Browse button to locate the completed SSO Report template on your computer. Click the Import button.
  6. Verify the information from the template populated correctly into the form. Click Next.
  7. The figures on the template will populate into the table on the Donations screen. Existing entries can be copied, deleted, or edited. A new entry can be added by clicking Add a Record. Click the Next button.
  8. Verify the information from the template populated correctly into the form. Click Next.
  9. Click the Add Attachment button to upload the required documentation: SSO Audit Report and the SSO Calendar Report.
  10. Select the Type of attachment and enter a brief Description. Click the Browse button to locate the file on your computer. Click the Save button.
  11. Repeat steps 9 and 10 until all attachments are added. Click the Next button.
  12. Review the summary page. Click the Submit button once you’re ready to submit.
  13. Click Yes to confirm.

A confirmation page will appear with the confirmation number for the submission.