Premium Pro Help

Certain filings must be sent to the appropriate taxing jurisdiction as a spreadsheet, document, or some other soft copy format (other than PDF). These forms may be e-mailed or may be uploaded to the agency’s website. Other forms may need to be completed on the agency’s website. Typically, a user will have to register with the agency in order to access the form. These forms cannot be sent as a PDF attachment to e-mail.

A description for these forms will be included in the navigation tree. The form in the product will include a button that will link to the agency’s website through your default web browser. Complete the form and save it to your computer. Then use the file attachment function to attach the file to the FormsPlus form.

Some FormsPlus filings have an email button. Selecting the Email This Form button prints a copy of the return to PDF and generates an email addressed to the state with the necessary identifying information and return attached.

You may preview returns prior to submitting them via email. On the review and Submit Email tab, you may double click on the items listed in the Attachments section to review the PDFs that will be submitted. The email addresses the filing will be sent to, subject, and body of the email are visible as well on this tab.

An Online Assistant or Web Login button can be found on the first page of certain FormsPlus filings. This coincides with the states listed on the Login Schedule in the Company Information area. The Online Filing Assistant wizard will walk you through the appropriate pages in the software so that you can copy data to the specified page on the state’s website. Please see the Online Filing Assistant help topic for more information.

If a FormsPlus form can be filed via OPTins, an Export button can be found on the first page to assist with the OPTins filing process.  

Steps to Export a FormsPlus form to file via OPTins:

1. View the desired return in FormsPlus.
2. If you are filing a non-mandatory state, check the box at the top of page one of the return to indicate that you plan to electronically file the return using the Export feature.
3. Fill out the return completely, with all company information, premiums, and other required information, just as you would a paper return. Verify that all information is correct.
4. When you are satisfied that all information is correct and complete, go to the first page of the return and press the "Export " button.
5. An Efile Action Dialog will appear and give you the option to Validate Data, Export, or Cancel.

6. If you select Validate Data, the software will display any differences between the software values (including overridden values) and the OPTins Excel calculations. This will allow you to determine if any changes or correction should be made on the return in the software before proceeding.

7. If you click the Review Excel button, the OPTins Excel version of the return will load and any differences will be highlighted in yellow. Please note that this is for review purposes only and cannot be edited. Select close to close the Data Validation. If you select the Export Button, the NAIC OPTins Efile Wizard will appear. You will see the Data validation tab display the same information you reviewed in the previous steps. If everything is correct, you may select the Export option.

8. After selecting Export, an Export action dialog will appear, confirming that you would like to proceed with creating an Excel file for the return. Select Yes to proceed.

Some agencies specify that computer generated filings are not accepted. However, the PDF form generated by FormsPlus is identical to the PDF downloaded from the agency website. In such cases, the icon appearing in the navigation tree will be red. In other cases, a red icon will appear in the navigation tree and a Do Not File watermark may also appear on the form. Typically, these forms must be filed electronically or submitted to the agency in a format other than PDF.