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.  

Tax Filing Process: See 2024 Notice for 2023 Insurance (Premium) Tax Filing Information

Tax returns and vouchers may be filed electronically. Filing using paper originals via mail is still available. Only one method may be selected.

1. To File Electronically:

  • For Original Tax Return: Send a scanned copy of the physically signed tax return and required attachments via e-mail to PremiumTaxFiling@insurance.ca.gov.

  • For Tax Payment Vouchers: If tax payments are made via EFT, Tax Payment Vouchers can be filed via e-mail to PremiumTaxFiling@insurance.ca.gov.

  • For Amended Tax Return: Send a scanned copy of the physically signed tax return and required attachments via e-mail to PremiumTaxAudit@insurance.ca.gov and refer to latest Tax Return Instructions, last page, for additional instructions for tax payment and claim for refund. Important: Additional tax due from amended tax returns must be made by check and made payable to the State Controller's Office. Do Not send payment via EFT. For claim for refund, Do Not Deduct or Credit the requested refund when filing any future tax returns or prepayments due. The amount claimed is Not a Refund until certified as correct and a Notice of Refund is issued to you by the California Department of Tax and Fee Administration.

  • When filing via e-mail, include in the subject line: Name of the insurer or surplus line broker; CA Permanent number (not NAIC number) or SLB License number; Tax form being filed (PC, Life, Title, HP, OM, SLB); and associated Tax Year.

2. To File by Mail: 

  • For Original Tax Return: Refer to latest Tax Return Instructions first page for mailing address.
  • For Amended Tax Return: Refer to latest Tax Return Instructions last page for mailing addresses.

3. Tax Forms, Instructions, and Information by Tax Year:

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 e-mail 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

Important: EFT payment timeliness is determined by the settlement or debit date. Please be sure to read and understand Electronic Funds Transfer (EFT) Program for Tax Payments and Appendix C - Glossary for information on ensuring timeliness.

 

Electronic Funds Transfer Program Information Guide for Tax Payments

(PDF) Revised January 2019

 

Back to Menu

Google Translate