Premium Pro Help

General Information

This screen has been designed for you to enter company specific information such as company name, address, telephone number, NAIC Code, Federal ID Number, officer names, signer names, notary information, preparer information, contact information, etc.

Company data only needs to be entered once and the data will flow to each return as needed. When all data has been entered and verified, click the Save icon located on the toolbar. Premium Pro will then transfer this information to all active returns. The General Information will also automatically transfer from year to year. Changes made to the company data in the Admin Tool, will populate the General Information as well.