KEY FEATURES
EASY DATA IMPORT
Import Data from your Annual Statement for State Business Pages, Schedule T, and Ocean Marine.
RETALIATORY AUTOMATION
Choose official retaliatory return or custom worksheet for easy calculation of retaliatory taxes.
INTEGRATED E-FILE
Electronic filing capabilities directly from the software for 40 states with submission confirmation emails.
EASY DATA IMPORT
Import Data from your Annual Statement for State Business Pages, Schedule T, and Ocean Marine.
RETALIATORY AUTOMATION
Choose official retaliatory return or custom worksheet for easy calculation of retaliatory taxes.
INTEGRATED E-FILE
Electronic filing capabilities directly from the software for 40 states with submission confirmation emails.
PROCESS MANAGEMENT
Analyze taxes, fees, credits, and effective tax rates on a state-by-state basis. Track manual changes made to state returns. Reporting capabilities across multiple companies.
TAX FORM MARKUP
Comment & markup tools: preparer signature tool, typewriter, drawing tools, sticky notes, stamps and references.
YEAR-to-YEAR
DATA MIGRATION
Auto transfer key data from year to year (company information, prepayments, and GFA credits).
ON-DEMAND
CALC & REVIEW
Calculate and review retaliatory taxes at any stage of the process based on your state of filing’s premiums and your state of domicile’s tax laws.
ONE-STEP
AMENDED RETURNS
Prepare amended returns while retaining access to the original.
Shareable Information
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OPTIMIZED WORKSPACE
Audit reports and alerts with dockable interface that provides a flexible and customized workspace.
INTEGRATED CHECK & BALANCE
Provide enhanced security by assigning access controls for specific users and companies.
TEAM COLLABORATION
Use notifications, comment and markup tools like: preparer signature tool, type-writer, drawing tools, sticky notes, stamps and references to keep your team informed and on task.
INCREASED CAPACITY
The Premium Pro software provides you with control and flexibility, while allowing you to maximize your time and energy.
EMPOWERED MANAGEMENT
Premium Pro Life and PC automates the insurance tax preparation and review process by offering you an unbeatable combination of features to maximize productivity and efficiency.
IMPROVED FORECASTING
With Premium Pro you can compare your current and prior tax return changes; important notes and specifications; credit, tax and fee updates; return and preparer status.
RELATED PRODUCTS
MUNICIPAL TAX
Premium Pro Municipal allows you to calculate taxes for thousands of towns and cities with ease for over 4,000 municipalities.
HOSTING
Premium Pro is available over the Internet, which means you can focus on premium taxes and forget about software maintenance.
FORMS +
FormsPlus provides insurance and premium tax related forms and required annual statement filings in one location.
TRITECH SERVICES
Our premium tax services offer a unique combination of tax consulting, tax preparation and tax software expertise related to premium taxes.