EFS Reports Section
Surplus Line Tax Statement
The Association mails surplus line tax statements to licensees twice per year. Statements are mailed at the beginning of July covering the filings made from January to June, and at the beginning of January covering filings made from July to December. They are mailed to the surplus line license address provided by the licensee on the NIPR system, unless a tax statement recipient has been designated. Tax statements must be filed even when no tax is due. Filing due dates can be found here. Never alter the numbers on the statement. Contact us if the numbers don't look right.
You can also reprint the surplus line tax statment on the EFS by selecting SL Tax Stmt
from the Reports section of the menu on the left side of the screen. Tax statements are available for reprint only
for periods that have completed and are typically available on the 1st business day after the end of the period
covered by the tax statement. For instance, the Jul-Dec 2019 statement is not available until the first business day of
January 2020 and the Jan-Jun 2020 statement is not available until the first business day of
July 2020.
Although the list of licensees you see on the screen includes all licensees that were
ever registered under your membership, you can only reprint a tax statement for a licensee if:
- the licensee held an active license during the period selected;
- the licensee was registered under your membership during the period selected;
- the licensee did not switch to another membership before the end of the period selected; and
- the period selected is during the current year, or one of the four previous years.
To reprint a surplus line tax statement, select SL Tax Stmt from the Reports section of
the menu on the left side of the screen. The screen below appears and the first step is to select the licensee
for whom you wish to reprint a tax statement. You can make the selection by scrolling through the list to find
the licensee, or you can just begin typing any part of the licensee name or NPN number.
Next, you need to select the period for which you wish to reprint the statement:
Finally, click the Submit button:
The report will open in a new tab on your browser. At that point, you can print it
or download it as a pdf file.
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