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NY.gov Portal State Agency Listing

Information for Agents and Brokers

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

Important note to brokers:

  1. How to create an account on the Portal?
    • Select this link (opens in a new window/tab)
    • Select “create account”, enter all required information, then select “save”.
    • A temporary password will be emailed to you automatically. (After the sign in process, you may change the password by selecting your name shown on the right side of the top page.)
    • Your email address is your username.
  2. How to file a premium tax statement electronically when you need to file for only one broker account?
    • After you sign in using the email address and password as stated on Paragraph 1 above, click on the tab “Available Applications”. 
    • Next select “Request Access” for Excess Line – Premium Tax Submission,
    • Next 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.
    • Next select “Excess Line – Premium Tax Submission”.
    • Next select “View/Edit Draft Statement” next to 2012. Now you may start your online tax filing.
  3. How to file premium tax statement electronically when you need to file more than one tax statement? You can do so by choosing either option A or option B below:

    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. Just select the tab “My Portal”,
    3. Next select the tab “Available Applications”,
    4. Next select “Request Access” for Excess Line – Premium Tax Submission,
    5. Next 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. Next select “Excess Line – Premium Tax Submission”,
    7. Next select the site id you just entered. (There will be another site id in the box since you have requested access to more than one site id.)
    8. Next select “View/Edit Draft Statement” next to 2012. Now you may start your online tax filing.

      You can continue to 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,
    2. Select the tab “Available Applications”,
    3. Next select “Request Access” for Excess Line – Premium Tax Submission,
    4. Next 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,
    5. To enter additional site ids, just repeat steps “b” through “d” above.
    6. After you enter all the site ids, select “Excess Line – Premium Tax Submission”,
    7. Then select the site id of your choice. (All of the site ids you have entered will appear in the box)
    8. Next select “View/Edit Draft Statement” next to 2012. Now you may start your online tax filing.

      You can 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