Submit COMPLETED Reports and Other Documents to the LGSB Online!
Welcome to the LGS Portal Resources Page!
This page contains helpful information to assist registered users in utilizing the LGS Local Government Entity Portal.
SUBMIT A REPORT ONLINE - follow the 4 steps below:
Step 1 - Login to the LGS Portal using e-Pass
e-Pass Montana provides a convenient way to access authorized eGovernment services using one username and password.
PLEASE NOTE - Your LGS Portal contact information (first name, last name, email, and phone) originates from your e-Pass account. If you need to update this information in the future, then you will need to edit your e-Pass account information.
Step 2 - Register with an Entity
Becoming a "Registered User" associates your LGS Portal account with a local government entity, and provides you with additional functionality. If you need to be associated with more than one entity, you will complete this process for each entity. See the "How to Register with an Entity" video for more detailed instructions.
Step 3 - Complete the applicable report
All the forms and information needed to complete Annual Financial Reports (AFR), Budgets, Audit Reports, Financial Reviews, and Contracts can be found on the right side of this page under QUICK LINKS.
Local Governments are responsible for submitting their Annual Financial Report and, if a County, City, or Town, their Budget. They are also responsible for ensuring the Audit Report, Financial Review, and Audit Contract are submitted, although the contracted audit firms generally submit these documents. Before an Audit Report can be uploaded, the portal requires the audit firm's transmittal information.
Contact the Help Desk if you have any questions, LGSPortalRegistration@mt.gov.
Step 4 - Upload a document
See steps 1-4 listed under each document type, then go to the "Uploading a Document" section for steps 5-10.
ANNUAL FINANCIAL REPORTS
AUDITS AND FINANCIAL REVIEWS
BUDGETS (Counties, Cities, and Towns)
CONTRACTS (for Audits and Financial Reviews)
UPLOADING A DOCUMENT
FAQs - Frequently Asked Questions:
Why doesn’t my e-Pass account work anymore?
If you haven’t used your e-Pass Montana account for over 24 months, it has expired and you will need to create a new account.
Can I use an existing e-Pass account, or do I have to create a new one to register with an entity?
You may use your existing ePass account to register with an entity or multiple entities.
I’m trying to open a report under the "Public Information" navigation link. Why won’t the reports open after I get the message to open or save?
Try deleting your browsing history (cache) or use another browser (i.e. Mozilla Firefox or Google Chrome).
When I type an entity’s name into the "Annual Financial Reports" search box, why is there nothing available to choose from?
The record will only be available once the LGS has accepted the report.
Why can’t I see any of the fields displayed below a section in a report form?
Press the report form’s section name (e.g. Budget Information, Documents, Audit/Financial Review Information) to see if the fields reappear underneath.
Why can’t I see the DLL in the "Public Information" report selection?
Only users registered with an entity can upload an entity’s DLL. Once the DLL is uploaded, the LGSB will retrieve and remove from the Portal.
Why didn’t I receive an email from LGSB after registering with an entity?
LGSB needs to approve your registration before you will receive an email. If you haven’t received an email within three business days after registering, contact the help desk by emailing LGSPortalRegistration@mt.gov.
What do I need to do before uploading an Audit or Financial Review?
Press the "Audits & Financial Reviews" navigation link. Highlight the applicable record and press "Open." Fill in the "Audit Report Transmittal Information" fields before uploading your document.
What do I need to do before uploading a Contract?
Press the "Contracts" navigation link. If you don’t see the applicable Contract record listed in the view, you will need to create a record by pressing "New" and filling out the "Contract Information" and "Audit Firm Information" fields that are white. If the Contract record was created previously, highlight the applicable record and press "Open."
What do I need to do before uploading a Budget document?
Press the "Budgets" navigation link. Highlight the applicable Budget record and press "Open." Fill in the applicable "Values" fields that are white, before uploading your document.
Why do I get an error when uploading a document?
The portal will accept documents up to 250MB. If your document is larger, you can upload as more than one document through the portal, or you can use the Montana File Transfer Service, https://transfer.mt.gov/, which will take documents as large as 2GB.
How do I upload a report?
See "STEP 4 – UPLOAD A DOCUMENT," shown above.
HOW TO VIDEOS
Issues viewing the video? See our PDF Video Troubleshooting page.