Guide: Generate the Annual Broker Summary Report

This job aid explains how to run and export the Annual Premium Tax Report from the Broker Portal.

Instructions

1. Log into the Broker Portal

   1. Enter your username and password to access the portal.

   2. Complete MFA.

2. Open the Financials module

   1. From the Home menu on the Navigation Bar, select Financials.

      Open

      

3. View the report

   1. In the Navigation Bar, click Annual Premium Tax Reporting.

      Open

      

4. Select a Broker Account

   1. Choose the Broker Account you want the report for.

      Open

      

   2. The report will run automatically, and results will display in the grid.

5. Export to Excel

   1. Click the down arrow in the upper-right corner above the results grid.

   2. You will be notified when the export is complete.

Related articles

Instructions for Completing and Filing Statement of Premium Taxes