What If The Numbers On My Tax Statements Are Wrong?
DO NOT ALTER THE NUMBERS ON THE TAX STATEMENT
By law, taxes are due, not based on policy effective dates or other criteria, but rather based on filings with the Surplus Line Association of Illinois. The numbers on your tax statement(s) reflect those filings. DO NOT CHANGE THESE NUMBERS without first contacting the Association. We can coordinate making corrections, if necessary, and reissuing corrected tax statements. Your check must match the amount preprinted on the tax statement and should be made payable to "Illinois Department of Insurance" and mailed to the address on the statement (not to the Association!).
For instructions regarding how to see the detail that makes up the numbers on your tax statement, click here
Other Important Reminders
MAIL STATEMENT AND CHECK TOGETHER
If you owe tax, always include your check
in the same envelope with your tax statement. However, if you must send them separately due to pandemic restrictions, the Department of Insurance has asked that you put your NPN number on the check so they can identify the tax payment.
ELECTRONIC SIGNATURES
The Department of Insurance has indicated that electronic signatures on tax statements are acceptable.
YOUR TAX STATEMENTS MUST BE FILED ...
... EVEN IF NO TAX IS DUE.
Failure to file by the due date (Aug 1 for surplus line) will result in a
penalty of at least $400!!
KEEP ONE COPY FOR YOUR FILE
...
... and send the other copy with your payment to the DEPARTMENT OF INSURANCE at the address shown on the form. DO NOT mail these forms to the Association!!
PROOF OF MAILING/DELIVERY
There is nothing in the surplus line statute that requires you to obtain proof of mailing or proof of delivery for your tax forms. However, since failure to file by the due date could subject a licensee to substantial fines and penalties, it is prudent and advisable to choose a delivery system that can provide proof of mailing and proof of delivery.
When proof of mailing and delivery is accessible online via a tracking number (as is typically the case with UPS, FedEx and USPS), please note that this proof is often no longer available after 3 months. It is advisable to access the proof of mailing and delivery online a couple of weeks after mailing, and print it out so you can keep it in your files together with your copy of the tax statement. Disputes about receipt of a tax statement or payment often do not even arise until after five our six months from the due date.
COMPLYING WITH DUE DATE REQUIREMENTS
Section 412 of the Illinois Insurance Code states, "A tax return or report shall be deemed received as of the date mailed as evidenced by a postmark, proof of mailing on a recognized United States Postal Service form or a form acceptable to the United States Postal Service or other commercial mail delivery service, or other evidence acceptable to the Director."
The Department of Insurance has indicated in the past that the date imprinted from a postage meter is not an acceptable proof of mailing.
If you did not receive, or cannot find, your tax statements, try reprinting them from the EFS. If you don't have a login for the EFS or are having problems printing the statements, send an email to
and we'll be happy to send/email duplicates.
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