This article applies to:

Open the NAIC Annual Statement Reconciliation

The Tax Accounting System has two items in the navigation tree that are unique to insurance returns -

NAIC Annual Statement Reconciliation

for 1120-PC binders and

Insurance Workpapers

for 1120-L binders.

1120-PC binders also have an additional item for Schedule M-2.

Follow these steps to open the

NAIC Annual Statement Reconciliation

screen.

Open a binder.

In the Tax Accounting System
navigation tree, select NAIC Annual Statement Reconciliation
.

Select the NAIC Type
from the dropdown list.

Select Export
to save this information to a spreadsheet file.

Select Print
to print a copy. The print default settings are landscape and letter-sized paper.