Premium Tax Advanced Features

Electronic Import
Premium Pro supports Annual Statement import from A.M. Best, E.F.S, Booke and Company, Freedom, FSI, NAIC, and custom ASCII files

Rollover
Premium Pro allows you to rollover data files from last year eliminating the need for data entry. The rollover process will transfer key information making it a valuable time saver.

Overrides/Adjustments
You can adjust any information on the return simply by typing over it. The overridden values will display in red.

Centralized Data Entry
Centralized data entry schedules for premiums, dividends, prepayments, adjustments and other miscellaneous items.

Power to Control
With the By State options, you can control state specific features and calculations. Adjust tax rates and fees for all taxing jurisdictions using Rates and Fee Schedules

Multi Year Access
Premium Pro allow access to multiple tax years all from one application.

Viewing Capabilities
Premium Pro has made viewing the returns online as natural as looking at the printed form. It is possible to view a tax return, annual statement, and tax rates all at the same time.

Retaliatory Calculations
Premium Pro automatically calculate retaliatory tax based on your state of filling's premiums and your state of domicile's tax laws. Users may also choose to use the state of domicile's actual tax return or a generic worksheet to calculate retaliatory tax in a standard format.

Management Features
The Summary Schedules are useful for reporting and tax management purposes and include check requests, a check request summary, and a summary of taxes area.

Comprehensive Reporting Capabilities
Premium Pro offers comprehensive reporting capabilities across multiple companies, audit reports and alerts, override reports for reviewing and tracking

Tax Planning
Comparison of current and prior tax return changes; important notes and specifications; credit, tax and fee updates; return and preparer status

State Contact Page
Provide you with state specific information: filing requirements, due dates, contact information, state web sites and form specifications

E-file
Electronic filing capabilties through Premium Pro or Opt-ins(Online Premium Tax for Insurance)

Advanced Printing
Print any item that you are viewing by simply clicking on the printer icon, or you may choose to print multiple items from the print menu.

Print to PDF
Built-in PDF printer driver that simplifies document management and collaboration

Help Information
Help allow the user to view the contents of the Help file and also allow a user to view the state tax return instructions. The State Filing and Contact Information Page shows all state specific information including filing requirements, due dates, contact information, state web sites, form specifications and approval status

Premium Tax Standard Features

Automatic Updates
Automatic Updates allow for immediate access to new returns and changes throughout the tax season quickly.

Learning Curve
Premium Pro designed its menus and tool bar after some of the most popular Windows software. So, if you are currently using other Windows software, then you are already familiar with Premium Pro.

Cut, Copy, Paste
You can copy data into and out of Premium Pro spreadsheets using the clipboard. This simplifies the data entry process and allows you to create custom reports using information extracted from Premium Pro.

File Sharing
Multiple users may access the same data file at the same time. This makes it easier to distribute the workload among your staff.

Zoom
You can zoom in or out of a return to accommodate your own viewing preference.

Help
Premium Pro comes with an extensive on line help system, from how to use the software to how to complete the forms. Federal and state instructions are available for each form by simply hitting F1.

Telephone Support
All Premium Pro software comes with free telephone support for fast, friendly service when you need it. Extended hours and Saturday support help when you are stuck in the office with time running out.