Support for Tax Compliance

Annual Premium Tax Reporting in WA

Each year, surplus line brokers must file an annual premium tax return with the Washington Office of the Insurance Commissioner (OIC). The Association provides an Annual Tax Statement through the Washington Filing Portal to support this reporting process.

Annual Tax Statement Survival Guide pages

2025 Tax Survival Guide

Use our Annual Tax Statement Survival Guide as a resource to help you confidently prepare for annual reporting and premium tax filing. It includes key deadlines, portal reports, and practical steps to ensure your statement is accurate.

Prepare for your Annual Tax Statements

To ensure your Annual Tax Statement is accurate and complete ahead of the February reporting season, we recommend the following steps:

  • Maintain Active Membership and Portal Access – Active members have access to the Washington Filing Portal where policy transactions are submitted for inclusion on your Annual Tax Statement.

  • File Any Outstanding Policies – Submit all remaining policies and transactions as soon as possible to ensure they are reflected correctly and entries are up to date in the portal.

  • Clear Outstanding Tags – Review your portal activity and resolve any tagged filings that require corrections or updates.

  • Run the Annual Tax Statement Detail Report – Use the Annual Tax Statement Detail Report in the portal to review your filing data in advance. (Exclude Special Billings when running the report.)

Tax Statement Discrepancies & Amendments

If the information shown on your Annual Tax Statement or portal reports does not match your internal records, please contact our team for assistance. If an amendment is needed, print the Annual Tax Statement from the Washington Filing Portal, note the corrected amounts, and include a spreadsheet outlining the requested changes. Please note that all transactions must be entered into the Washington Filing Portal before changes can be made. Revised documentation or requests for assistance can be sent to taxinfo@surpluslines.org – our team is here to help!