Premium Pro supports Annual Statement import from A.M. Best, E.F.S, Booke and Company,
Freedom, FSI, NAIC, and custom ASCII files
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
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.
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.
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.
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
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
Electronic filing capabilties through Premium Pro or Opt-ins(Online Premium Tax
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 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