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CA Department of Insurance
CA Department of Insurance
CA Department of Insurance

Tax Forms, Instructions & Information

The tax forms, instructions, and information are available for current and prior year(s).  To access any year, select from the links below.

Premium Tax Forms are now available in MS-Excel (MS-Excel) format. Instructions, and Information are in Microsoft-Word format (MS-Word). Each may be downloaded to your computer. If your current software does not support these formats, you may download the Web App by visiting our Free Document Readers page.  

Contact our Premium Tax Audit Unit if you need assistance completing or reading these forms.

New Filing Process (See 2022 Notice for 2021 Tax Return Information)

New in 2022: 2021 tax returns and vouchers for 2022 may be filed electronically. Filing using paper originals via mail is still available. Only one method may be selected.

  • To File electronically: send a scanned copy of the physically signed tax return form and required attachments to PremiumTaxFiling@insurance.ca.gov
  • To File paper originals: refer to "2021 Tax Forms, Instructions, and Information" for the appropriate mailing address.
  • To File an Amended Tax Return: refer to "2021 Tax Forms, Instructions, and Information" on how and where to file.

When filing via e-mail, include in the subject line: The Name of the insurer or surplus line broker; the Insurer's CA Permanent number or Surplus Line Broker's CA license number; and the Tax year and Tax form being filed.

Premium Tax Audit Unit (PTAU)

For questions concerning the completion of the tax return or to obtain prior year tax forms, please contact the California Department of Insurance, Premium Tax Audit Unit by email to PremiumTaxAudit@insurance.ca.gov, or write to:

California Department of Insurance
Premium Tax Audit Unit
300 South Spring Street, 9th Floor
Los Angeles, CA  90013

Electronic Funds Transfer (EFT)

For questions regarding the Electronic Funds Transfer (EFT) Program for Tax Payments, please contact the California Department of Insurance, Tax Accounting/EFT Unit at (916) 492-3288, e-mail at EFT@insurance.ca.gov, or write to:

California Department of Insurance
Tax Accounting / EFT Unit
300 Capitol Mall, Suite 14000
Sacramento, CA 95814

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