Premium Pro Enterprise – Notes & Corrections
Program Files
March 22, 2018
All - General Information entered into the Admin Tool (such as company name, state of domicile, etc.) will only flow to the General Information form when a company is initially created. Subsequently, data in the General Information form will only change if the form is modified directly. When companies are created during rollover, information on the General Information will always be populated with the data on the prior year form.
All - The name of the PremProd.log file has been changed. The filename will now have the username appended to the end of the filename (PremProd.name.log). This file can be accessed from the Help Menu (Help > Logs > View Logs) and is stored in each user’s local directory (PremiumProEnt).
All - Changes have been made to reduce the amount of memory used by Premium Pro Enterprise.
February 15, 2018
Calendar - In previous versions of the software, the Description and State fields for user entries could not be changed by pasting into the cell. This has been corrected.
All - In the Hosted environment, the entire Attach Files dialog may not have displayed when attempting to add a file to the Attachment Frame. This has been corrected.
All - When printing multiple companies to PDF, the print job would error if a print job name was used that included the Company Name or Company abbreviations. This has been corrected.
January 18, 2018
All - In previous versions of the software, users were unable to delete a typewriter field placed on any return as it reappeared when saving the return. This issue has been corrected.
All - The preview screen on the Payment Request Export now properly displays the total amount of exported payment requests as well as the number of Checks, ACH Debit, ACH Credit, Credit Card, and EFT requests included with the export if applicable.
January 11, 2018
All - Due to changes to the Payment Request Form and Schedule from 2016-2017 to 2017-2018, any changes to the field selections and order of the fields made in the Payment Request Export window may need to be manually applied to both product years as these are now saved separately.
All - When using the fixed width format for the Payment Request Export feature, the Payment Amount field was inadvertently changed to be left aligned in the resulting exported file. This could have caused errors when you attempted to import the file into your AP system. This issue has been corrected and the Payment Amount field will now be right aligned as it has been historically.
December 29, 2017
All - Changes have been made to reduce the time it takes to load a company in Enterprise after the initial rollover to the new product year.
Calendar - Changes have been made to reduce the amount of time it takes to copy and paste a large number of records from Calendar to Excel.
December 15, 2017
All - Changes have been made to the program files for the release of the 2017-2018 Premium Tax product.
November 15, 2017
All - Changes have been made to the program files for the release of the 2017-2018 FormsPlus product.
November 3, 2017
All - Changes have been made to the program files for the Premium Tax product. Please see the product specific release notes below for more information.
October 19, 2017
All - For any filing electronically submitted from Premium Pro to OPTins, the efile summary and the email confirmation will now include the NAIC Bank name, routing number, and account number.
All - The custom audit button is now visible in the Audit Pane for all returns, even those without system generated audits.
All - The ability to save changes to the Address Schedule and Filing Information Schedule for all companies or groups is available by default to users with administrative permissions. The new permission may be added to any existing role by going to Tool > Roles Wizard.
All - In previous versions of the software, if you were importing a database from a file that included the GTS, the assessment input schedules may not have imported properly. This has been corrected.
September 21, 2017
All - The program files update includes general performance enhancements.
2017-2018 Premium
April 12, 2018
New Mexico
All - The state has revised Form 306. There were only minor cosmetic changes.
States released for this update:
- New Mexico (Revised 1st Quarter Estimate)
April 10, 2018
Idaho
All - The State of Idaho has confirmed that corporate income tax that would be imposed on Idaho insurers doing business in an applicable domicile state (e.g. Illinois) is to be included on Schedule E, Column B (Retaliatory Tax). Therefore, it is subject to retaliatory tax. The state will be sending letters to affected insurers and will be collecting the tax for 2017 going forward and will not retroactively collect the tax. To accommodate this, changes have been made to the software to no longer exclude corporate income tax from Schedule E, Column B.
West Virginia
All - The state has revised the Quarterly Tax Payment Form. There were only minor cosmetic changes.
States released for this update:
- West Virginia (Revised Estimates)
April 5, 2018
New Mexico
All - The return instructions for the annual returns have been updated.
PC- The order of the forms has been changed to be in sequential order (301, 302, 303).
PC - Changes have been made to Form 301, Page 2, Lines 22 and 24 so that they are no longer limited to tax.
PC - The Total Amount fields have been modified to now display zeros instead of being empty.
States released for this update:
- Arizona (WC Estimates)
- New Mexico (1st Quarter Estimate)
March 29, 2018
Florida
All - Electronic filing via TriTech has been enabled for the estimate returns. Please see the state specific release notes for more details.
New Mexico
All - Please be advised that the new 4/15 installment return is anticipated to be included with the update currently scheduled to be released next Thursday afternoon (4/5/2018).
Wyoming
All - Corrected an issue that was causing labels to print unnecessarily with the estimate returns.
States released for this update:
- New Mexico (Annual)
March 23, 2018
Oregon
PC - An issue has been corrected where the fire tax rates in Column 4 of Page 2, Schedule F, were incorrectly being rounded.
March 22, 2018
Illinois
PC - The SBP requirement listed in the Filing Information Page for the Fire Marshal Tax Return has been changed to be "Yes."
Oregon
PC - The amounts in columns 1 and 2 for premiums and dividends on Page 2, Schedule F will now be rounded to the nearest whole dollar to match the requirements for the state's online system.
States released for this update:
- Louisiana (Estimates)
March 15, 2018
Georgia
PC - The Payment Request form for the quarterly return due 9/20 has been updated.
North Carolina
All - The postmark setting for the annual and estimate returns in the State Filing Information Schedules has been changed to "No" to indicate that a USPS postmark is not acceptable to show timely filing. Per the state, all filings must be received no later than the applicable due date. If the due date falls on a weekend or holiday, then the deadline is extended to the next business day.
Oregon
All - The amount calculated on page 3, Schedule G, line 10 will now be rounded to the nearest whole dollar to match the requirements for the state's online system.
PC - The "Online Only" watermark has been removed from the Payment Request form.
Vermont
All - The state of Vermont has changed its ACH credit processing account. As such, the Addenda Schedule (Summary Schedules > Addenda Schedule) has been updated with the following information:
· Routing Number: 221172186
· Account Number: 8877770634
March 8, 2018
Alaska
All - The OPTins Excel file for the estimates has been updated with the latest version made available. The only changes were for internal reporting purposes for OPTins and the state.
Connecticut
All - When calculating estimates based on current year liability, the software will now consider the 2018 rate of 1.5% when calculating the estimated tax on Page 2, Schedule 1, Line 2 of the estimate returns.
New York
All - Previously, the prior year overpayment amounts reported on Forms CT-33, CT-33-NL, and CT-33-M may have been overstated. To address this issue, changes have been made so that the overpayment calculated on line 92 of Form CT-33, line 44 of Form CT-33-NL, and line 42 of Form CT-33-M will now be the amount of overpayment less the amount applied to the Mandatory First Installment (MFI) reported on line 2 of the worksheet used to calculate the MFI.
Rhode Island
All - An issue has been corrected so that First Quarter Estimate return shows as being due on 4/15/2018 in the Calendar module.
Tennessee
All - Electronic filing via OPTins has been enabled for the estimate returns. Please see the state specific release notes for more details.
West Virginia
All - Electronic filing via OPTins has been enabled for the estimate returns. Please see the state specific release notes for more details.
States released for this update:
- Colorado (Estimates)
- Massachusetts (Domestic Life Annual)
- Minnesota (Revised Estimates)
- South Dakota (Estimates)
- Tennessee (Estimates)
- West Virginia (Estimates)
March 1, 2018
Delaware
All - The OPTins Excel files for the foreign annual returns have been updated with the latest versions made available. The only changes were for internal reporting purposes for OPTins and the state.
Indiana
All - The OPTins Excel file for the Fee Statement has been updated with the latest version made available. The only changes were for internal reporting purposes for OPTins and the state.
Maryland
All - The field on Page 10, Line 1, Column 2 for the Annual Statement Filing Fee has been enabled to allow the inclusion of a filing fee when entered on the return or in the Fee Schedule.
New York
All - Minor changes have been made to conform to the state's e-filing requirements.
Puerto Rico
All - Electronic filing via OPTins has been enabled for the annual returns. Please see the state specific release notes for more details.
2017-2018 Municipal
March 13, 2018
Alabama
The address has been corrected for Center Point.
Louisiana
Additional instructions have been added regarding the LaMATS online filing.
February 20, 2018
North Dakota
The return instructions have been updated for the Fire District Report.
February 15, 2018
Louisiana
An additional note regarding filing instructions has been added to the LaMATS return. The watermark has also been changed.
Municipal
An option to print audits with each return or form has been added to the Printing Options tab.
February 13, 2018
Alabama
The Tuscaloosa Fireman Pension Fund return has been updated.
Louisiana
The rate has been changed for the City of Jennings.
February 6, 2018
Alabama
The issuance fee has been corrected for the Town of Ardmore.
Georgia
The address has been corrected for the City of Between.
Louisiana
The Export LaMATS button has been enabled.
The calculation for Total Premiums Reported on the LaMATS return has been changed to include negative premiums.
New York
The address has been corrected for the New York State Cover Letter.
January 30, 2018
North Dakota
North Dakota has been updated for 2017-2018.
The City of Ashley (0270) has been removed.
Havana FPD is now Havana.
The code for Forest River has changed to 3541.
January 16, 2018
Alabama
The issuance fee has changed for Oak Grove.
Louisiana
Louisiana has been updated for 2017-2018.
The following cities have been added to the LaMATS return:
Creola
Crowley
Delcambre
Elizabeth
Forest Hill
Greenwood
Independence
Lecompte
Madisonville
Thibodaux
Vivian
The LaMATS return has been updated, however, it should not be filed. A button has been added to the LaMATS return to export premiums to a .csv file that can then be uploaded to the LaMATS website. This feature is currently disabled, but will be available in a future release.
January 9, 2018
Alabama
The issuance fee has changed for the following municipalities:
Center Point
Henager
Livingston
Opelika
Tuscaloosa
The address has changed for the following municipalities:
Birmingham
Odenville
Saraland
The Mobile and Mobile Firefighter Pension Fund returns have been updated.
The Town of Carolina has been added to the software and is part of RDS.
The following municipalities have been added to RDS:
Geraldine
Goodwater
Goshen
Prichard
Valley Head
If using the single return for RDS option:
1. If you have already filed with these municipalities and they have accepted your payment, but you have not filed the RDS return yet: Override premiums reported to these cities on the RDS return with a zero, then override the premium and tax fields on the Summary of Taxes with the correct information.
2. If you have entered premiums for these municipalities in the Input Schedule and locked the return before applying the update, but you have not filed these returns and the RDS return yet: Unlock the return, then go to the Actions menu and click on Calculate Active Municipalities.
New York
The New York City Fire return has been updated for 2017-2018.
South Carolina
South Carolina has been updated for 2017-2018.
December 21, 2017
Alabama
The issuance fee has been changed for Garden City.
December 1, 2017
Global
The Check Requisition form has been renamed Payment Requisition form. Each form includes a payment method dropdown that lists the following different payment methods: Check, ACH Credit, ACH Debit, Credit Card, and EFT.
A field for users to input the Signer's email information has been added to the General Information form.
Schedule T is now shown under the Premium Tax Schedules in the Tree. The Premium Tax Schedules folder will be enabled when the 2017-2018 Premium Tax product year is released.
Alabama
Alabama is updated for 2017-2018.
Florida