Skip to Main Content
Menu
Contact Us Search
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. 

  1. Contact our Premium Tax Audit Unit if you need Assistance completing or reading these forms.
  2. Contact our EFT Unit if you need assistance on making tax payments.
  3. For filing an Original Tax Return, a scanned copy of the physically signed Premium Tax Return can be filed via e-mail to PremiumTaxFiling@insurance.ca.gov. For filing an Amended Tax Return, please follow the Tax Return Instructions on how and where to file.
  4. If tax payments are made via EFT, Tax Payment Vouchers can be filed via e-mail to PremiumTaxFiling@insurance.ca.gov.
  5. 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 of the 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, please contact the California Department of Insurance, Premium Tax Audit Unit, 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

Back to Menu

Google Translate