Summary of Taxes

The Summary of Taxes pulls gross premiums from your Schedule T and sources in all related information from each return. It uses this data to calculate an effective tax rate and displays column totals for all states.

Additionally, this schedule includes columns for Overpayment Applied to Estimates and Tax Refund, providing an overview of overpayments and refunds across all states.

Columns for Refund Amount Received and Refund Date Received are also included for tracking purposes only and do not flow to or from any other area.