Premium Pro Help

Company Information

Premium Pro offers a centralized location to enter a majority of the data needed for your returns. You may enter the company's general information, as well as premiums, rates and fees into the input schedules found in the Company Information area. You may also add attachments to company information schedules. The company information will vary depending on the product and module selected. Please see the FormsPlus and Municipal help folders for information specific to those modules.

Access Company Information

To access the General Information and other various input schedules, click on the Company Information folder in the navigation tree located on the left side of the screen. All items under the Company Information folder will be displayed. To view a particular item, select the desired schedule.

All of the schedules, except the State Business Page, allow the user to enter tax data for all states on one schedule. For instance, the Gross Detail Schedule allows you to enter other additions for each state in a single location. To enter amounts in the State Business Page, however, you need to specify the state by using current state dropdown box located directly beneath the State Business Page tab.

Data entered on a schedule will automatically calculate and update all other fields on the schedule. To transfer the data from one schedule to another or from the Company Information to a return, you must click the Save button after any changes are made.

Company Information Schedules

Tip: You may view read-only versions of the Annual Schedules from the Estimate module. While in the Estimate module, expand the Annual Schedules node in the active tree and open the schedule you wish to view. The Annual Filing Info schedule is not included.