KEY FEATURES
EASY DATA IMPORT
Import Data from your Annual Statement provider for State Business Pages, Schedule T, and Ocean Marine..
RETALIATORY AUTOMATION
Automatically flow all taxable data through your state of domicile to each state’s calculation requirements.
INTEGRATED E-FILE
E-file directly from the software with immediate submission confirmation.
EASY DATA IMPORT
Import Data from your Annual Statement provider for State Business Pages, Schedule T, and Ocean Marine.
RETALIATORY AUTOMATION
Automatically flow all taxable data through your state of domicile to each state’s calculation requirements.
INTEGRATED E-FILE
E-file directly from the software with immediate submission confirmation.
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.
YEAR-to-YEAR
DATA MIGRATION
Auto transfer key data from year to year (company information, prepayments, and GFA credits).
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.
ONE-STEP
AMENDED RETURNS
Prepare amended returns while retaining access to the original.
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.