Fee Schedule

The Fee Schedule is used to enter each state’s Annual Statement Filing Fee, Certificate of Authority Fee, Fraud Fee, and any “Other” fees. These amounts will flow to the appropriate state return, or directly to the Retal Worksheet if they are not paid with or shown on the return.

This schedule also includes agent fees. You can enter the number of agents by category, specify resident or non-resident status for appointment and renewal agents, and choose whether to include these fees in state calculations. Any overridden values/changes to default numbers will transfer from year to year.