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Information for Agents and Brokers

Excess Lines: Premium Tax Statement Electronic Program for on-line filing

Filing Reports on the Portal

For access to SECURED applications, you MUST have a Portal account.

How to file a premium tax statement electronically for only one broker account

    • After you sign in using the email address and password, click on the tab “Available Applications”. 
    • Select “Request Access” for Excess Line – Premium Tax Submission,
    • Enter the Site ID (If you don’t have one, you can request it) in the box and select “Submit”. You will be prompted back to the home page.
    • Select “Excess Line – Premium Tax Submission”.
    • Select “View/Edit Draft Statement” next to 2012. Now you may start your online tax filing.

How to file premium tax statement for more than one tax statement

Option A (to allow you to access the premium tax statement filing by entering one site id at a time):

  1. After you complete one premium tax statement as stated on Paragraph 2 above, do not sign out,
  2. Select the tab “My Portal”,
  3. Select the tab “Available Applications”,
  4. Select “Request Access” for Excess Line – Premium Tax Submission,
  5. Enter the Site ID (8 capitalized letters followed by the license number) in the box and select “Submit”. You will be prompted back to the home page,
  6. Select “Excess Line – Premium Tax Submission”,
  7. Select the site ID you just entered. (There will be another site ID in the box since you requested access to more than one site ID.)
  8. Select “View/Edit Draft Statement” next to 2012. Now you may start your online tax filing.
  9. File additional premium tax statements by repeating the steps “b” through “h”.

Option B (to allow you to enter multiple site ids before completing premium tax statements):

  1. After you sign in, select the tab “Available Applications”,
  2. Select “Request Access” for Excess Line – Premium Tax Submission,
  3. Enter the Site ID (8 capitalized letters followed by the license number) in the box and select “Submit”. You will be prompted back to the home page,
  4. Enter additional site ids, just repeat steps “b” through “d” above.
  5. After you enter all the site IDs, select “Excess Line – Premium Tax Submission”,
  6. Select the site ID of your choice. (All of the site IDs you have entered will appear in the box)
  7. Select “View/Edit Draft Statement” next to 2012. Now you may start your online tax filing.

    Continue to file additional premium tax statements by selecting the tab “Excess Line – Premium Tax Submission” and then selecting another site id.

Updated 02/26/2013

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