NEW ADDRESS Starting January 27, 2020

Arizona Department of Insurance

100 North 15th Avenue, Suite 261

Phoenix, AZ  85007-2630

VISITORS

Citizens, license applicants, process servers:

  • We will continue to provide assistance from Suite 102 through Friday, January 24, 2020. 
  • We will be up and running in Suite 261 starting Monday, January 27, 2020.

 

    MAIL

    Send mail to our new suite number effective immediately (before January 27, 2020). 

    Please make sure to update our address in your contact lists and information systems.

    Form E-TAX-I: Annual Tax and Fees Report Instructions

    If the insurer's Data Sheet instructs the insurer to complete Form E-TAX, please READ THESE INSTRUCTIONS before proceeding.

    Recent Document Updates
    DATEDESCRIPTION
    1/18/2019Updated instructions uploaded
    PDF icon E-TAX-I: Tax Instructions
    Priority: 
    TAX11000
    Form E-TAX: Annual Tax and Fees Report

    You must use the NAIC OPTins (www.optins.org) system, or a system that is interfaced to provide reports and payments through the NAIC OPTins system, to file insurance premium tax reports and payments.  Reports and payments filed through the mail will be voided and returned, and will be considered not to have been filed.

    Before proceeding with your OPTins tax/fee filing and payment:

    • Please read E-TAX-I instructions.
    • Resolve all errors in forms.  Do not submit a form if it contains cells highlighted with a yellow background or red error text.

    Please only use the newest version of tax forms, which are continuously improved from tax preparer feedback and which are configured for use with OPTins.

    DATEDESCRIPTION
    Recent Document Updates
    1/18/2019New OPTins compliant version

     
    Form E-TC: Tax Credits

    Use this form for an insurer that earned in the current year, carried forward from a prior year or carried forward to a future year a tax credit or offset.

    Recent Document Updates
    DATEDESCRIPTION
    1/18/2019Uploaded new version
    Form E-AMEND: Summary to Changes to Taxes and Fees

    Include this form with an amended Annual Tax and Fee Report.
    Form E-INSTALL: Tax Installment Report

    Each insurer that has a tax liability during the prior calendar year of $50,000 or more must file an installment payment by the 15th of each month, March through August, of the current year equal to 15% of the prior calendar year tax liability.  ARS § 20-224(E). 

    Completing Form E-INSTALL is optional.  It does not need to be included with your OPTins filing.

    Insurers MUST use the NAIC OPTins system to pay Arizona tax installments.  ARS § 20-224(K).