Municipal Tax Help
Municipal to Premium Import
Premium Pro allows you to import municipal data into several of the states' annual returns. You may import premiums or fees from ASCII Files, Municipal Files (.MXT), and Allocator import files (.IMP). The following municipal data may be imported into a Premium Pro Life/PC company:
Life:
- GA - Municipal License Fees (Form GID 17A)
- LA - Municipal Premiums for the Municipal Tax Statements (Form 1076)
P&C:
- FL - Municipal Premiums for the Fire Fighters’ Pension Fund
- FL - Municipal Premiums for the Police Officers’ Retirement Fund
- LA - Municipal Premiums for the Municipal Tax Statements (Form 1076)
- SC - County Fire Premiums
When importing municipal information, Premium Pro will give you the opportunity to select “By Municipal Name” or “By Municipal Code.” Be sure to select the one that corresponds to the format of your import file.
From the File Menu, you may select the option to import the municipal data from Louisiana and Georgia Municipal directly into the annual returns and vice versa. If you have access to Municipal and Premium Tax for a given company, you can transfer the data directly from on product to the other.
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