Texas - State Filing and Reporting for Tax Professionals

This course takes you through the basics of filing Surplus Lines taxes in this state.

Course curriculum

1. Introduction
2. Lesson 1: FAQs for Texas
3. Lesson 2: Common Flags and State Characteristics
4. Lesson 3: Interactive
1. Lesson 1: Filing Steps for New and Renewal Policies
2. Lesson 2: Filings Steps for Endorsements
3. Lesson 3: Texas Filings Quick Reference Guide
4. Assignment: Texas Filing Simulation Challenge
5. Quiz: Filing in Texas
1. Lesson 3: Texas SL Tax Monthly Pre-Payments: Overview
2. Lesson 4: Exporting Filings & Finding Agencies Over $70K
3. Lesson 5: Reviewing SRTs & Archiving Tasks Under the Threshold
1. Introduction
2. Lesson 1: What the Automation Covers (Partners + Transactions)
3. Lesson 2: What to Expect - Batch Behavior and QC
1. Course Survey

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