Municipal Help

General Information

You may enter company data such as: company name, address, Federal ID, NAIC number, and phone number on the General Information Form. Company data is entered only once and the data will flow to each return as needed. When all company data has been entered on the Company Information screen, click on the Save icon located on the toolbar. Premium Pro Enterprise will then transfer this information to all active returns.

A field for signer email has been added to the Municipal general information.

Unlike other Enterprise products, the General Information form is completed for each state. The general information form will already be completed with data from the Admin Tool or with data from the prior year’s form.