Electronic reporting requirements & instructions

WisTAF requires that your IOLTA participating financial institution submit its IOLTA remittance report electronically each month or quarter, depending on the remittance frequency your financial institution has chosen. WisTAF will email your IOLTA contact an electronic template file (in .csv file format) for you to complete and submit along with instructions in detail.

To receive a template file, please contact Tehmina Islam, assistant executive director.