Surplus lines tax filing, handled

Every state.
Every deadline.
Filed.

We prepare and file your surplus lines premium tax returns, stamping fees, and diligent search affidavits — accurately, on time, in all 50 states.

Quotes start as low as $15 per filing.

Get your quote
Why surplus lines tax is hard

Fifty states. Fifty rulebooks.

Every state treats surplus lines placements differently — different forms, different associations, different deadlines. A single mistake can put a broker's license at risk.

CA

California

Stamping fee is due at binding and filed with the Surplus Line Association of California — separate from the state tax return.

NY

New York

Excess Line Association affidavit is due within 60 days of placement, or the broker's license is at risk.

TX

Texas

Quarterly filings run through SLTX, with penalty interest accruing daily on any tax paid late.

FL

Florida

The policyholder disclosure form must be filed at inception, not at renewal, or the placement can be voided.

PA

Pennsylvania

Tax is filed directly with the Pennsylvania Insurance Department, plus a separate stamping fee owed to the Surplus Lines Association of Pennsylvania on every policy.

Now multiply by fifty states, thousands of policies, and deadlines that never line up. That's the job. It's ours.

How it works

Send us the data. We handle the rest.

1

Send your bordereau

Upload your policy data in whatever format you already use — we work around your systems, not the other way around.

2

We prepare every filing

State-specific tax returns, stamping fees, and diligent search affidavits, calculated and drafted by our team.

3

We file with each state

Submitted through the correct portal or association, ahead of the deadline — no exceptions.

4

You get the record

Confirmations, receipts, and an audit-ready ledger, delivered automatically as each filing clears.

ON-TIME
FILING
GUARANTEE

If we miss a deadline, we cover the penalty.

We haven't had to. Every filing is tracked against its statutory due date, with a compliance officer accountable for every state on your account.

15+ yrs
Experience filing taxes
50
States covered
1,200+
Filings per quarter
0
Missed deadlines
Common questions

Before you reach out.

What do you need from me to get started?

Your policy data, in whatever format you already use. We work around your systems, not the other way around.

Which states do you file in?

All 50. We prepare and file surplus lines premium tax returns, stamping fees, and diligent search affidavits for every state where you write business.

Who actually prepares and files my returns?

Our team does. Every filing is tracked against its statutory due date, and a compliance officer is accountable for every state on your account.

What happens if a deadline is missed?

We cover the penalty. That's our on-time filing guarantee.

How will I know a filing went through?

You receive confirmations, receipts, and an audit-ready ledger as each filing clears.

How much does it cost?

Quotes start as low as $15 per filing. Tell us where you write business and we'll send you an exact quote.

Get started

Let someone else own the deadline.

Tell us how many states you write surplus lines in, and we'll show you what we'd handle for you.

We typically respond within one business day. No obligation, and no change to how you already write business — we plug into your existing process.

Or email us directly: quotes@surlinesolutions.com

Thanks — we've received your request and will follow up within one business day.