Insurance Returns: Organizer and Tax Forms Overview

The Organizer is the central collection point for all data in a given tax year. The Organizer is initially populated with balances, adjustments, and calculated amounts that flow from NAIC import, or are entered manually. The Organizer also stores any supporting schedules and return data that are used to complete the tax return. The primary type of screens found in the Organizer area are:

Organizer These screens are used to display data or review the amounts that are imported or entered. These screens have a gray background and white fields.
Workpapers These screens reside between the Tax Forms and Organizer screens, and show how Organizer data is calculated for tax form completion. Workpaper screens are generally shaded with a yellow background.
Tax Forms These screens show on-screen reproductions of the tax forms. Tax Form screens have white backgrounds.

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Last Modified: 03/20/2020

Last System Build: 01/31/2023