KEY FEATURES

EasyDataImport

EASY DATA IMPORT

Import Data from your Annual Statement for State Business Pages, Schedule T, and Ocean Marine.

RetalitoryAutomation

RETALIATORY AUTOMATION

Choose official retaliatory return or custom worksheet for easy calculation of retaliatory taxes.

IntegratedEFile

INTEGRATED E-FILE

Electronic filing capabilities directly from the software for 40 states with submission confirmation emails.

EasyDataImport

EASY DATA IMPORT

Import Data from your Annual Statement for State Business Pages, Schedule T, and Ocean Marine.

RetalitoryAutomation

RETALIATORY AUTOMATION

Choose official retaliatory return or custom worksheet for easy calculation of retaliatory taxes.

IntegratedEFile

INTEGRATED E-FILE

Electronic filing capabilities directly from the software for 40 states with submission confirmation emails.

ProcessManagement

PROCESS MANAGEMENT

Analyze taxes, fees, credits, and effective tax rates on a state-by-state basis. Track manual changes made to state returns. Reporting capabilities across multiple companies.

TaxFormMarkup

TAX FORM MARKUP

Comment & markup tools: preparer signature tool, typewriter, drawing tools, sticky notes, stamps and references.

YearDataMigration

YEAR-to-YEAR
DATA MIGRATION

Auto transfer key data from year to year (company information, prepayments, and GFA credits).

OnDemandCalc

ON-DEMAND
CALC & REVIEW

Calculate and review retaliatory taxes at any stage of the process based on your state of filing’s premiums and your state of domicile’s tax laws.

OneStepAmendReturns

ONE-STEP
AMENDED RETURNS

Prepare amended returns while retaining access to the original.

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OPTIMIZED WORKSPACE

Audit reports and alerts with dockable interface that provides a flexible and customized workspace.

INTEGRATED CHECK & BALANCE

Provide enhanced security by assigning access controls for specific users and companies.

TEAM COLLABORATION

Use notifications, comment and markup tools like: preparer signature tool, type-writer, drawing tools, sticky notes, stamps and references to keep your team informed and on task.

INCREASED CAPACITY

The Premium Pro software provides you with control and flexibility, while allowing you to maximize your time and energy.

EMPOWERED MANAGEMENT

Premium Pro Life and PC automates the insurance tax preparation and review process by offering you an unbeatable combination of features to maximize productivity and efficiency.

IMPROVED FORECASTING

With Premium Pro you can compare your current and prior tax return changes; important notes and specifications; credit, tax and fee updates; return and preparer status.

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