• Gather your premium tax related data – Just like every year.
• We will need
  • Your NAIC diskette file, Schedule T, guaranty fund credits, other credit/fees that need to be included for each state, overpayments available/prepayments made to date, income tax data, and anything else that you normally include in your returns.
• Prior year returns to understand your needs better
• Tritech offers a method to track where the returns are in the process and what still needs to be done and target date for completion.
• Tritech will post a prepared return for your review or the final filed return (if we review)
• You can then print and mail or…
• Let us print on that colored paper or duplex and mail the returns to you
• We’ll sign, notarize, and file, too!
• Tritech can even e-file and prepare payments

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• TriTech services combine the cost saving of Co-sourcing with the efficiencies of technology to deliver the most innovative and complete tax processing solution.
• Our state-of-the-art, intuitive software-including real-time tracking tools-makes managing the process simple.
• Our professional staff will place them all in a web-based tax binder that you can access at any time from virtually anywhere in the world. The result is tax preparation that’s faster, more organized and far less painful.
• We address the staffing issues insurance companies’ face each year by providing technical (tax expertise), clerical (document management), and data entry personnel.
• Well documented policies and processes.
• Processes and workflow are improved through the use of technology
• Service levels are constantly tracked and improved over time.
• Data never leaves the USA.
• Disaster recovery will be much easier as all information is digitized.
• All documents are captured and stored digitally.
• Take the initial steps to moving to a paperless office.
  

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• At the end of each year we do a quality review – looking for possible tax savings
• A Tax binder is created on CD and mailed to you for reference and storage
  • This will Include all return material and documentation used to prepare each jurisdiction
• We will handle any and all amendments as necessary (when those final numbers become available)

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