Digitally Sign 2025 California Surplus Lines Annual Tax Filing

The CA Department of Insurance requires all brokers to digitally sign your 2025 California Surplus Lines Annual Tax Filing.

You should have already received an automated email alerting you that your Annual Filing is ready for signature.

Step 1 — Log In

Go to the PTPS Logon Page and enter your username and password. If you do not have your password, please contact InsCipher and we may be able to help.

Step 2 — Locate Your Filing

After logging in, you will land on a page titled “Insurance (Premium) Tax Forms.”

Scroll near the bottom to the section labeled “Active Tax Returns.”

You will see your 2025 Annual Filing with the status “Pending Signature.”Click “Upload Signature.”

Step 3 — Review Filing Details

The next screen displays the details of your tax return. If you believe any information is incorrect, please contact us before proceeding.

Step 4 — Complete Certification

On this page:

1. Scroll to the bottom to “Surplus Lines Broker’s Certification.”
2. Check the box for “Surplus Lines Certification.”
3. Complete the certification fields.
4. Click “Submit.”

Step 5 — Confirm Submission

You will be asked if you want to continue. Click “Yes.”

Final Screen

The next screen confirms completion.You may close the window or download a copy for your records.

Please complete this process at your earliest convenience to ensure timely filing compliance. The due date for this is no later than March 1st.