Annual Statement Schedule T for insurance returns
The Annual Statement Schedule T provides state premium numbers for the state tax returns. Schedule T in the Organizer is automatically populated when you import the Annual Statement for Life and PC Annual Statement returns. The premium total numbers also populate the Allocation and Apportionment area automatically for the states once the state area is turned on.
In Organizer, select
Life Annual Statement
, then Page 48 - Schedule T
.If you want to suppress the Schedule T premium amounts from populating the States Allocation and Apportionment area, use the checkbox in the Organizer at the top of the Schedule T.
Organizer customers can only enter the data directly into the Allocation and Apportionment area. In Organizer, select .
