Instructions For Completing The "Transmittal P-520"

1 Click on "Transmittal Worksheet" tab on the bottom of the worksheet

2 Click in first cell under "Date Recorded" column (Cell A5)
3 Select "Data" on the Excel tool bar
4 Arrow over "xml" in the drop down list
5 Select "import' on the drop down list
6 Find the location of the saved xml file, highlight and click import. (Double clicking the file name will also import the file.)
7 Enter the paper return with Waiver PE-500 fee collected in the 3-mill column
8 Click the "Transmittal Fee" tab on the bottom of worksheet. All non-shaded boxes require manual input.
9 Enter county name in the box at the top of the form

10 Enter any adjustments. This would include annual county sharing adjustments, paper returns and 1 mil payments. List the
document number in the explanation box.

11 Enter the information for the following fields: Name and Address of Preparer, Title, Telephone number, E-mail address and Date
prepared.
12 Save file with the county name, month and year of collection. (ex. Dane April 2019)
13 E-mail the saved file to Department of Revenue by clicking on link: eRETR@wisconsin.gov
13a In the Subject line, enter County Name, month and year (ex. Dane April 2019)
13b Insert the saved file in Step 12 and then click "Send"

14 Submit payment to bank using MY tax ACCOUNT https://tap.revenue.wi.gov/mta/_/

To view the Instructions for using the Treasurer's Transmittal go here:

https://www.revenue.wi.gov/Documents/treasurer.pdf
 0 December-99 0 0 0 ###### ###

Electronic Real Estate Transfer Summary Section:

(3-mill) Paper Transfer Returns
DateRecorded DocumentNumber TransferFee ExemptionNumber CountyCode Document No. Transfer Fee Amt.

0.00
Enter Document No. and amount under
Adjustments

Total 0
 REAL ESTATE TRANSFER FEE TRANSMITTAL
County Name County Code Reporting collections for Month of
0 December-99

COLLECTION
1 Number of returns with a fee 0
2 Number of returns without a fee 0
3 TOTAL RETURNS 0
4 Fees collected by COUNTY $0.00
5 STATE share of fees collected (80%) $ -

Adjustments (explain each, Enter Doc. #)

Adjustments include -
- Paper return with a Waiver. List Document #.
-1 mill payments. Subtract an additional 30% of the
total fee to equal your 50% share. List Doc. #

6 Total adjustments $ -

7 Net due Dept. of Revenue $ -

Total Lines 5+6

Name and address of preparer Title

Telephone Number

E-mail address Date prepared

State law (s. 77.24) requires county treasurers to remit the fees and returns to the department by the 15th day of the
month following the close of the month in which the fees were collected.
a. E-mail this Real Estate Transfer Fee Transmittal (P-520) and spreadsheet to: eRETR@revenue.wi.gov

b. Make payment via MYtaxACCOUNT http://www.revenue.wi.gov