2. Download and save your "Transaction Report" spreadsheet.
Thu, 08/07/2014 - 13:49
- Click the Reports tab.
- Select the report period
- Click the "Run Transaction Report" button. The system will display your transactions for the selected period in the lower half of the screen. If you had no transaction effective during the period, the system will display "No filings." Do not file a report with the Department of Insurance if you had no transaction that was effective during the period.
- If you had transactions effective during the period, click the "Save to Excel button. The system will ask if you want a "Short Form" or "Long Form." You may want to download the "Long Form" for your internal reconciliation purposes. You must include the "Short Form" as part of your tax filing.