Premium Options

The Premiums Options window can be opened by clicking on the gear icon in the upper right-hand section of the web page. This window has three tabs that let you set company-specific options for a given tax year.

Please Note: If you make changes to the options on any of the tabs, the Save icon in the bottom right-hand corner of the window will turn blue. You must save your changes before navigating out of this window.

Company Name Tab

The first tab in this window is for options that are unique to filings for the listed company. The options available in this tab include:

• Use First and/or Second Signer in like of President/Secretary/Treasurer determines if the First and/or Second Signer from the company’s General Information will always be used on the returns in lieu of the President, Secretary, or Treasurer.
• Use Reciprocal Fee
• Default overpayments to be refunded rather than carried forward as a credit
• Include OPTins Filing Fee on Payment Requisition Forms – Check this option if you would

  like to include the OPTins filing fee on payment requests.

• This Company is a Mutual Company
• Calculate estimates at 100% of current year in lieu of safe harbor percentage
• Qualified for RHO in CO – Check this option if your company is not domiciled in CO but qualifies for Regional Home Office treatment. When this option is checked, the Domestic/Regional Home Office return will be used instead of the foreign return. The foreign return will remain active, but electronic filing should be initiated from the Domestic/RHO return and the Domestic/RHO return will be used to populate the Summary of Taxes.
• Write A&H Business in LA
• Calc NJ Premiums according to N.J.S.A. 54:18A-6 – Check this option to indicate that the company is eligible to calculate taxable premiums as provided in N.J.S.A. 54:18A-6 (12.5% Premium Tax Cap). This box must be checked for this section of the return to populate.

Print Options

The Print Options tab allows you to choose which pages to include when printing a return and to customize the order in which they appear. Use the checkboxes on the right side of the tab to include or exclude specific pages from the PDF. To change the page order, click the dots icon to the left of a page name and drag it to the desired position.

Print Job Name
‎The Print Job Name section on the Print Options tab allows you to customize the name that will be assigned to generated print jobs.

To edit the Print Job Name, click the Edit button located on the right side of the Print Job Name section. A window will open displaying the available variable options, such as 2-Digit Tax Year, 4-Digit Tax Year, Company Name, Jurisdiction, and others.

Select the desired variables and click OK. As variables are selected, a preview example will display below to show how the print job name will appear.

After making your selections, click Save on the Print Options tab. The Save button is located in the bottom right-hand corner of the window. Your changes must be saved before navigating away from the tab.

Jurisdiction Options

The Jurisdiction tab provides options that can be set on a jurisdiction-by-jurisdiction basis. These options include:

• Display Cents – When checked, the returns for that jurisdiction will calculate to the nearest cent; otherwise, all returns for that jurisdiction will round to whole dollars.
• Retal Support - The default for Retal Support is to have both the Retaliatory Return and the Retal worksheet. Available options are to use only the retaliatory returns or only the retaliatory worksheets. The underlying calculations will not be changed but access to the return and the worksheet can be controlled through this option.
• Estimate Basis - Estimate Basis may be either “Prior Year” or “Current Year”. If prior year is selected, the estimate returns will use the amount in the Prior Year Tax Liability column of the Estimate Schedule to calculate the estimated current year liability. If “Current Year” is selected, the estimate returns will use the amounts entered in the “Current Year or [Qtr] Installment Premiums” columns on the Estimate Schedule.
• Pay All with First - Check the box to indicate that you wish to pay the entire estimated tax liability with the first installment, if permitted.

• Use Prior on 1^st Installment Only - Check the box to calculate the first installment using the prior year tax liability.

P&C Company Jurisdiction Options

• Multi Peril Crop – Check the box to include Multi Peril Crop premiums as taxable.
• Federal Flood – Check the box to include Federal Flood premiums as taxable.
• Finance and Service Charges – Check the box to include Finance and Service Charges as taxable.

These options may include default selections based on what is generally accepted by the corresponding jurisdiction. Certain estimate-related options, such as Estimate Basis and Pay All with First, may be locked and not editable if required by the jurisdiction.

Display Info

The Display Info button, located in the bottom left-hand corner of the Jurisdiction tab, opens a legend that explains the meaning of the check mark indicators and color coding.

• Blue box with a check mark – Default ON. This indicates that the system default value is ON and no override has been set.
• Blue box without a check mark – Default OFF. This indicates that the system default value is OFF and no override has been set.
• Red box with a check mark – Override to ON. This indicates that the system default value is OFF and an override has been set to turn the option ON.
• Red box without a check mark – Override to OFF. This indicates that the system default value is ON and an override has been set to turn the option OFF.