California Surplus Lines Tax Filing

California surplus lines tax filing and automation services from InsCipher allow agencies, brokers, and carriers to do more business, more efficiently.

Whether you're interested in filings done for you through InsCipher's Filings Services™, or InsCipher Connect™, our surplus lines filing automation software, InsCipher offers the solution you need to efficiently file surplus lines taxes in all 50 states.  If you need surplus lines tax filing in California or any other state, InsCipher has you covered.

We help agents and carriers:

  • Reconcile & file monthly and annual surplus lines reports
  • Manage changing tax rates, reduce state audits, and pay monthly stamping fees
  • Ensure compliance with up-to-date state regulations, deadlines, & required docs
  • Aggregate all documents and affidavits in one centralized location

InsCipher Connect™ Benefits & Tools

  • Tax calculators to simplify and automate filing rates
  • Step-by-step submission guidance for documents and deadlines
  • Templates for California state stamp and filing requirements
  • Automatically validates and reconciles each policy, flagging errors
  • Creates a customized filing and task calendar based on agencies policies
surplus lines tax calculator

Free California Surplus Lines Tax Calculator

We’ve created a simplified version of the tax calculator housed within our surplus lines management software, InsCipher Connect™, and made it available, free of charge. With accurate and regularly updated tax rates, calculating California surplus lines transactions just got easier.

Date must be formatted yyyy-mm-dd (e.g. 2021-01-01)
Date must be formatted yyyy-mm-dd (e.g. 2021-01-01)
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The free tax calculator rates and percentages provided are for informational purposes only. InsCipher, LLC is not responsible for accurate and timely tax filings unless otherwise mutually agreed to in writing between both parties.

InsCipher makes filing surplus lines taxes
as easy as 1-2-3.
Request your free consultation now!

1,000,000 +
Transactions Filed/yr
States & Territories
3,000,000,000 +
Premiums Processed
15,000 +
Licenses Managed

Helping our clients simplify surplus line tax filing, one agency at a time.


Before we started using the InsCipher surplus lines management system, I was always worried that there was some surplus lines report or payment I was forgetting—not anymore. I sleep much better knowing InsCipher is tracking these things for me.

Veracity Insurance logo
Laura Dudley
Underwriter, Veracity Insurance

InsCipher has been a critical partner in helping us navigate the historically paper-driven surplus lines tax filing process. InsCipher provides an intuitive, tech-enabled platform for agencies/MGAs who are primarily digital, and focused on back-end workflow improvements.

Energetic Insurance
Vincent Lepore
Specialty Underwriter, Energetic Insurance

I am the VP of Operations for an agency in Dallas. We have a couple of programs where we are responsible for filing the taxes/fees and this makes our work much easier. This product takes the guesswork out of taxes and fees. Thank you for this amazing tool!

Lipscomb Insurance
Shyla Lankford
VP of Operations, Lipscomb Insurance Group

You have nothing to lose but inefficient processes.

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Phone: (833) 924-0975
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