FormsPlus Help

Premium Tax Annual Schedule

You may view read-only versions of the Premium Tax Schedules from the FormsPlus module. Expand the Premium Tax Schedules node in the Active Tree and open the schedule you wish to view. If you wish to make a change to any of the schedules listed under the Premium Tax Schedules node (e.g., General Information), you may right click on the yellow read-only bar and choose switch to the annual module in order to access the original schedule. Remember, any changes made to these schedules in the annual module will affect all returns, both annual and estimate, that have not been locked.