KEY FEATURES

EasyDataImport

EASY DATA IMPORT

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

RetalitoryAutomation

RETALIATORY AUTOMATION

Automatically flow all taxable data through your state of domicile to each state’s calculation requirements.

IntegratedEFile

INTEGRATED E-FILE

E-file directly from the software with immediate submission confirmation.

EasyDataImport

EASY DATA IMPORT

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

RetalitoryAutomation

RETALIATORY AUTOMATION

Automatically flow all taxable data through your state of domicile to each state’s calculation requirements.

IntegratedEFile

INTEGRATED E-FILE

E-file directly from the software with immediate submission confirmation.

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.

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

EMPOWERED MANAGEMENT

Stratus 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 Stratus 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.