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Information for Agents and Brokers

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

New*: Starting on January 1, 2017, excess line brokers may file "ZERO" premium tax statements electronically if they meet ALL of the following criteria below:

*Warning: The above filing option is for ZERO filers only.

"NON-ZERO" filers may only start filing premium tax statements at the end of February 2017, after ELANY’s members’ report of 2016 is uploaded to the DFS Portal System.


Portal Applications & Accounts

DFS Applications can be found on the DFS Secure Portal.

To access this secured application, you must have a portal account. Select the Secure Portal button below to log into, or create, your portal account. (you may need to disable any "pop-up " prevention software you have running before using this application.

Secure Portal

How to file a premium tax statement electronically for only one broker account

How to file premium tax statement for more than one tax statement

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, do not sign out,
  2. Select the tab “My Apps”,
  3. Select the tab “Requestable Apps”,
  4. Select “Request Access” for Excess Line – Premium Tax Submission,
  5. Enter the Site ID in the box and select “Submit”. You will be prompted back to the home page,
  6. Select “Excess Line – Premium Tax Submission”,
  7. Select the site ID you just entered. (There will be another site ID in the box since you requested access to more than one site ID.)
  8. Select “View/Edit Draft Statement” next to 2016. Now you may start your online tax filing.
  9. File additional premium tax statements by repeating the steps “2” through “8”.

Option B (to allow you to enter multiple site ids before completing premium tax statements):

  1. After you sign in, select the tab “Requestable Apps”,
  2. Select “Request Access” for Excess Line – Premium Tax Submission,
  3. Enter the Site ID in the box and select “Submit”. You will be prompted back to the home page,
  4. Enter additional site ids, just repeat steps “2” through “3” above.
  5. After you enter all the site IDs, select “Excess Line – Premium Tax Submission”,
  6. Select the site ID of your choice. (All of the site IDs you have entered will appear in the box)
  7. Select “View/Edit Draft Statement” next to 2016. Now you may start your online tax filing.

    Continue to file additional premium tax statements by selecting the tab “Excess Line – Premium Tax Submission” and then selecting another site id.

If you have any questions regarding the above, please contact the following examiners:

Updated 05/06/2017

 

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