The Commonwealth’s new UFR eFiling system changes how human and social services organizations register, assign auditors, submit reports, and manage key compliance requirements.
The Massachusetts Operational Services Division (OSD) has launched a new Uniform Financial Report (UFR) electronic filing system effective July 1, 2026. The new UFR eFiling system is used to file Fiscal Year 2026 and onward. Contractors will continue using the old website to file for fiscal years prior to 2026. If your organization contracts with the Commonwealth of Massachusetts and is required to submit a UFR, this transition affects nearly every part of the filing process, from how you log in to how you request a CPA assignment and overall formatting of the report itself.
Every contractor organization must set up a new account on the new UFR eFiling system. Existing credentials from the prior platform do not carry over. To do this, your organization will submit an Organization Profile Request, which requires its Federal Employer Identification Number (FEIN). Notably, OSD is no longer accepting Social Security numbers for this purpose; clients that previously used an SSN will be contacted by OSD and asked to provide a FEIN instead.
Once submitted, OSD will review and approve the Organization Profile before the system activates your account. You will then receive an email with a temporary password, which expires after just 20 minutes. So plan to complete the login and password-reset steps in one sitting once this email arrives.
Why this matters. OSD’s review and approval process is not instantaneous. Because your organization cannot take any further action in the system—including assigning AAFCPAs as your auditor or downloading your UFR template—until this approval is granted, we strongly recommend submitting your Organization Profile Request as early as possible.
Once your account is active, you can formally assign your CPA firm within the system. Under the new process, this is handled directly by the contractor. OSD’s system will send a confirmation email to both your organization and AAFCPAs once the assignment is made. This is also a change from prior practice. CPA firms can no longer submit certain requests, such as extension requests or Corrective Action Plans, on the contractor’s behalf, since organizational user credentials are no longer shared between contractors and their auditors. That means it is especially important for your organization to stay actively engaged with the portal throughout the filing cycle.
Perhaps the most significant procedural change is how the UFR template itself is generated. In the past, contractors and their auditors relied on a single, universal UFR Excel template. That is no longer the case. Each contractor must now log in, select the applicable fiscal year, and download a contractor-specific UFR template directly from the system. This template is pre-populated with organization-specific details such as the organization’s name and FEIN as well as the CPA’s information. AAFCPAs will no longer list specific partner’s email addresses on the UFR cover page. Instead, a firm-wide email address will be provided: UFR@aafcpa.com.
Because the template is unique to each organization and fiscal year, this download step cannot be skipped or substituted with a prior year’s file. Once downloaded, your organization will need to adhere to one of the following:
UFR filing deadlines are driven by your fiscal year end.
The new system also introduces more structure around related processes, including:
Given the interdependencies between these steps—an active account, an approved CPA assignment, and a contractor-specific template—a delay at the very first step (Organization Profile approval) can create a ripple effect on everything downstream. Beginning the registration process early gives your organization, and AAFCPAs, the runway needed to file on time.
For detailed, step-by-step instructions, including screenshots of each screen, refer to OSD’s Contractor User Guide. AAFCPAs professionals are monitoring the transition and can help clients through this transition. Clients with questions about the new UFR eFiling process or their organization’s specific filing requirements are encouraged to reach out to their engagement team.
AAFCPAs serves human and social services organizations navigating complex regulatory requirements, government funding, and evolving reporting obligations. Our multidisciplinary team provides audit, tax, outsourced accounting, fractional CFO, and advisory services tailored to mission-driven organizations with diverse funding sources and demanding compliance requirements. We work closely with leadership teams to strengthen financial oversight, support regulatory compliance, improve operational effectiveness, and provide practical guidance on matters ranging from Uniform Financial Reports (UFRs) and Single Audits to budgeting, forecasting, internal controls, and long-term financial sustainability. Whether managing growth, responding to funding changes, or preparing for increased scrutiny, we help clients make informed decisions while remaining focused on their mission.
These insights were contributed by Kevin Quinn, CPA, Director and Alison M. McLaughlin, CPA, MSA, Director.
Questions? Reach out to our authors directly or your AAFCPAs partner.
AAFCPAs offers a wealth of resources for nonprofit organizations. Subscribe to get alerts and insights in your inbox.
Author Bio
More Articles
The Commonwealth’s new UFR eFiling system changes how human and social services organizations register, assign auditors, submit reports, and manage key compliance requirements.
Leadership development, mentorship, and opportunity remain essential to advancing women in the profession. AAFCPAs is proud to contribute to that conversation on a global stage.
National Health Center Week is an opportunity to recognize the organizations that expand access to care, strengthen communities, and improve lives every day.
