Calculate surplus lines tax for every placement. Generate state-specific compliance forms. Export results in seconds. Used by brokers, MGAs, and wholesalers placing policies in all 50 states and DC.
Free tier includes single-policy calculator. No credit card required.
Instant surplus lines tax, stamping fees, and filing charges for all 50 states. Rates updated quarterly. All calculations include state-specific fee treatment.
Upload Excel or CSV with your policy list. Calculate tax for 100+ placements at once. Export results with full breakdown per policy.
Generate state-specific Statement of Diligent Effort forms. Track carrier declinations. Download as PDF or print directly.
Save calculations to your account. Compare scenarios. Build a searchable history of all placements.
Override any rate with your stamping office's current published fees. Changes apply instantly across all calculations.
We update rates quarterly and notify you when changes affect your states. Stay compliant without manual tracking.
All 50 states plus DC. Every state has unique tax rates, stamping fees, and compliance requirements. We handle them all.
… and 31 more states included
Forever
per month, billed monthly
per year, volume pricing
| Feature | Surplus Lines Tax | Competitor A | Competitor B |
|---|---|---|---|
| Tax calculation all 50 states | ✓ | ✓ | ✓ |
| Batch upload policies | ✓ | ✓ | ✗ |
| SDE form generation | ✓ | ✗ | ✗ |
| Editable rates | ✓ | ✓ | ✓ |
| Quarterly rate updates | ✓ | ✗ | ✓ |
| Free tier available | ✓ | ✗ | ✗ |
| Starter price | $49/mo | $99/mo | $150/mo |
Nearly all states require brokers to make a good-faith effort to place coverage in the admitted market before surplus lines. Four states (LA, MS, VA, WI) have abolished the requirement. 17 states have export lists for specific coverages.
We update rates quarterly (Jan, Apr, Jul, Oct) as states change them. You'll receive a notification when rates for your states change, and you can update rates manually anytime.
Yes. Sign up free and calculate taxes for single policies. To batch upload, generate SDE forms, and save history, upgrade to Pro ($49/mo). You get 14 days free trial on Pro before payment.
For MVP, no. We support manual upload and export. Enterprise tier includes API access and custom integrations. Contact sales if you need direct AMS integration.
No. This is a calculation and form-generation tool. Always consult your stamping office or state department of insurance for compliance questions. Rates and requirements change; verify before filing.
Email support@surpluslinestax.com with the state and the correct rate. We verify and update within 24 hours. Pro customers can override any rate immediately and see the change reflected in all calculations.
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