You can electronically file your tax report and electronically pay
Contents
1. r each transaction 2 After all transactions are reported for the semi annual period produce and SAVE a Transaction Detail By Effective Date report a Reconcile its contents with your records b If you have any questions about this report or if you need to make corrections to your filing records call the Association for assistance at 602 279 6344 3 When you are satisfied with the content of your Transaction Detail By Effective Date report produce and SAVE your Semi Annual Statement and Tax Report 4 PRINT your Semi Annual Statement and Tax Report to have it SIGNED and NOTARIZED 5 SCAN your SIGNED Semi Annual Statement and Tax Report 6 Log in to the OPTins system a ATTACH your SIGNED NOTARIZED Tax Report AND the corresponding Transaction Detail By Effective Date report to your OPTins filing b Remit your payment See instructions posted on OPTins for assistance TO FILE AMENDED TAX REPORTS VIA OPTins If you report NEW or RENEWAL transactions LATE to the Surplus Lines Association of Arizona you MUST file an Amended Tax Report TO FILE AN AMENDMENT take the following steps 1 Complete step 1 above for all transactions being reported LATE E SL OPTINS Page 1 of 2 2 Complete steps 2 3 and 4 above for EACH semi annual period in which the EFFECTIVE dates of any NEW or RENEWAL transactions reported LATE fell Example On 4 1 09 you report a NEW policy with Effective Date 6 1 08 and a RENEWAL policy with Effecti2. sass lpi Heide OPTins ELECTRONIC FILING AND Financial Affairs Division Tax Unit PAYM ENTS 2910 North 44 Street Suite 210 Ba pee ae FOR ARIZONA SURPLUS LINES TAX Phone 602 364 3246 Fax 602 364 3989 You can no longer pay taxes by ACH credit You can electronically file tax reports and pay taxes using the NAIC OPTins system For information about OPTins e Visit the NAIC Web site at https external apps naic org optins static index html e View the Industry Tutorial or download the Industry User Manual found on httos eapps naic org optins static implementation html e Contact the OPTins Help Desk at optinshelp naic org or 816 783 8990 Note To use OPTins you must establish an account and electronic funds transfer protocol with the NAIC which can take up to two weeks You must remit payments via OPTins TWO BUSINESS DAYS PRIOR TO THE DUE DATE so that funds are received by us on the due date DO NOT pay stamping fees via OPTins You must separately pay stamping fees directly to the Surplus Lines Association of Arizona TO ELECTRONICALLY FILE TAX REPORTS AND PAY TAX VIA OPTins 1 Report all transactions for the semi annual period to the Surplus Lines Association of Arizona a Go to www sla az org b Log in with your user name and password If you are not registered click on the Register button NOTE Registration may take more than one business day to allow you to enter transactions c Enter the required information fo
3. ve Date 11 1 08 You must print reports for BOTH semi annual periods of 2008 and file Amended tax reports for BOTH periods 3 On the NEW Transaction Detail By Effective Date Report HIGHLIGHT or SHADE the transactions you have just reported i e were not in previous report you filed with us 4 Follow the Instructions in FORM E SL AMEND Call 602 364 3246 if you need assistance a SAVE your completed E SL AMEND report b PRINT it have it SIGNED and NOTARIZED c SCAN the SIGNED report 5 ATTACH all of the following to your OPTins filing a Scanned copy of the original OR last Amended tax report you filed with us and the Transaction Detail By Effective Date you filed with that report b Scanned copy of the NEW tax report produced from Step 2 and the Transaction Detail By Effective Date for this new report Per step 3 transactions reported late should be highlighted or shaded c Scanned copy of your SIGNED NOTARIZED Form E SL AMEND CLAIM FOR REFUND FORM E 173SLB When your original or Amended tax report shows a negative tax amount i e refund due you MUST also file Form E 173SLB Follow the instructions in the form for any additional documents that you may be required to attach to the OPTins filing record Call the TAX UNIT at 602 364 3246 for assistance E SL OPTINS Page 2 of 2
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