Tax reports: SLA By State, Tax Report

Last updated: July 5, 2025

Description of the reports used to file taxes to various entities 

Applies to:

  • Managers
  • Accounting
Last Updated: January 2021

This article explains how to access SLA By State, Tax Report 

The SLA By State and Tax Report reports can be used to file taxes to various entities.

Each of the 3 reports works slightly differently as outlined below.

If you have the right user permissions, you can access the tax reports via:

Accessing Reports in the Sidebar Navigation SLA Reports

 

 

SLA By State

The SLA By State report displays total taxes, fees and surcharges per transaction (policy or endorsement) and per line of business.

  • The SLA By State report lists only non admitted policies,
  • The SLA By State report includes voided/invalidated invoices. Invalidated endorsements will create back out invoices that negate the endorsement invoice with the same invoice number.
  • The SLA By State report includes non monied endorsements.





Tax Report

Displays total taxes, fees and surcharges per transaction (policy or endorsement). The report is NOT broken down by Line of Business.

  • The Tax report lists only non admitted policies
  • The Tax report includes voided/invalidated invoices. Invalidated endorsements will create back out invoices that negate the endorsement invoice with the same invoice number.
  • The Tax report includes non monied endorsements

 

Filtering

All three reports can by filtered by:

  • Date Filter Type: choose between Accounting and Transaction dates. Accounting date is the latter of the transaction or the effective date. Transaction date is the date of the transaction entered into the system.
  • From: Starting day of the date range (transactions are included)
  • To: Last day of the date range (transactions are included)
  • State: This filter might be used to filter transactions by one or multiple States

 

Data points

The following fields are defined in the three reports:

  • INVOICE NUMBER:

    The invoice number of the transaction
  • TRANSACTION DATE

    Date of the transaction
  • TRANSACTION TYPE

    Type of the transaction (BIND, GENERAL, CANCELLATION, etc.)
  • EFFECTIVE DATE

    Effective date of the transaction
  • CONTROLLING STATE

    Controlling state of the policy. Even if the policy covers properties from multiple states there will be controlling state that is recorded in BindHQ
  • POLICY NUMBER

    Policy number of the policy as of the transaction day
  • POLICY EFFECTIVE DATE

    Effective date of the policy, the first day the coverage is active. It will be the same as the Effective Date for original bind transactions, might differ from that data point for Endorsements, Cancellations, Reinstatements
  • POLICY EXPIRATION DATE

    Expiration date of the policy
  • BINDER NUMBER

    The binder number associated to the policy
  • PLACEMENT REASON

    Some states might require filing the placement reason. This data can be entered during the binding workflow.
  • CARRIER NAME

    Name of the carrier
  • CARRIER NAIC

    NAIC number of the carrier
  • AGENCY NAME

    Name of the Retail Agency at time of transaction
  • INSURED NAME

    Name on the policy as of the time of bind
  • INSURED ADDRESS 1

    Primary risk location address. If there are multiple addresses on the policy the risk address of the first location is shown
  • INSURED ADDRESS 2

    Primary risk location address. If there are multiple addresses on the policy the risk address of the first location is shown
  • INSURED CITY

    Primary risk location City. If there are multiple addresses on the policy the risk city of the first location is shown
  • INSURED STATE

    Primary risk location State. If there are multiple addresses on the policy the risk state of the first location is shown
  • INSURED ZIP

    Primary risk location ZIP code. If there are multiple addresses on the policy the risk address of the first location is shown
  • POLICY TYPE

    NEW or RENEWAL
  • OPERATIONS DESCRIPTION

    Some states require filing of the operations description of the insured. This info is entered during the underwriting workflow
  • COVERAGE LIMITS

    Sum of all limits on the policy.
  • DEDUCTIBLE

    The maximum amount of deductible amount on the policy
  • LOB

    List the Line of Business values
  • PREMIUM

    Billed premium on the transaction

    In the PREMIUM BY LOB report it is broken down by LOB.

    in the SLA BY STATE report it is broken down by LOB.
  • RETURN PREMIUM

    Return premium on the transaction

    In the PREMIUM BY LOB report it is broken down by LOB
  • AGENT FEE

    Agent fee on the transaction if applicable
  • CARRIER FEE

    Carrier Fee on the transaction if applicable
  • MGA FEE

    MGA Fee on the transaction if applicable
  • CARRIER INSPECTION FEE

    Carrier Inspection Fee on the transaction if applicable
  • INSPECTION FEE

    Inspection fee on the transaction if applicable
  • CLEARING HOUSE

    Clearing house fee on the transaction if applicable
  • EMP A

    EMP A fee on the transaction if applicable
  • FIRE MARSHALL TAX

    Fire Marshall Tax on the transaction if applicable
  • HEALTHY HOMES

    Healthy homes fund fee on the transaction if applicable
  • STAMPING FEE

    Stamping fee on the transaction if applicable
  • STATE TAX

    State tax on the transaction if applicable
  • WILL COMPLY FEE

    Will comply fee on the transaction if applicable
  • WIND POOL FEE

    Wind pool fee on the transaction if applicable

Downloading data as CSV

By clicking on the Download as CSV button on the top right the data can be downloaded for further manipulation.

Converting a CSV to an EXCEL file

Use the text import wizard in Excel to convert the CSV to an excel file. It is advised to select the cell format as 'text' to keep the ZIP codes starting with a 0 as their original value.

  • Data From Text
  • Select CSV Import
  • Choose 'Delimited' file type Next
  • Select 'Comma' only as the delimiter Next
  • Select 'ZIP Code' column and set 'Text' as column data format Finish