Annual surplus lines tax reports are due by March 1. Quarterly surplus lines tax reports are due by the 30th of April, July, October, and January.

Surplus Lines Brokers Tax Filing Requirements:

• Quarterly Tax Report Instructions
• Annual Tax Report Instructions
• Download Annual and Quarterly Forms
• Other Related Documents
  • SLB-9 (NOTICE TO INSURED)
  • Approved Foreign Surplus Lines Carriers
  • Assessment Order
  • NAIC Quarterly Listing of Alien Surplus Lines Insurers

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