Tax Forms, Instructions & Information
Note: New 2024 Insurance (Premium) Tax information released December 2, 2024.
See CDI Notice - Online Filing for Insurance (Premium) Tax
To access prior year Insurance (Premium) Tax Forms, select from the links below.
Insurance (Premium) Tax Forms for prior years are available in MS-Excel (MS-Excel) format. Instructions and Information are available in Microsoft-Word (MS-Word) format. Each may be downloaded to your computer. If your current software does not support these formats, you may download the Web App by visiting our Free Document Readers page.
The 2024 Insurance (Premium) Tax Filing Process will be provided in January 2025.
Insurance (Premium) Tax Forms, Instructions, and Information by Tax Year:
- 2023 Tax Forms, Instructions and Information
- 2022 Tax Forms, Instructions and Information
- 2021 Tax Forms, Instructions and Information
- 2020 Tax Forms, Instructions and Information
- 2019 Tax Forms, Instructions and Information
- 2018 Tax Forms, Instructions and Information
- 2017 Tax Forms, Instructions and Information
- 2016 Tax Forms, Instructions and Information
- 2015 Tax Forms, Instructions and Information
- 2014 Tax Forms, Instructions and Information
Premium Tax Audit Unit (PTAU)
For questions concerning the completion of the Insurance (Premium) Tax Return or to obtain prior year tax forms, contact the California Department of Insurance, Premium Tax Audit Unit by e-mail to PremiumTaxAudit@insurance.ca.gov.
Electronic Funds Transfer (EFT)
For questions regarding the Electronic Funds Transfer (EFT) Program for Tax Payments, contact the California Department of Insurance, Tax Accounting/EFT Unit at (916) 492-3288, e-mail to EFT@insurance.ca.gov.
Important: EFT payment timeliness is determined by the settlement or debit date. Refer to Electronic Funds Transfer (EFT) Program for Tax Payments and Appendix C - Glossary for information to ensure timeliness.
Electronic Funds Transfer Program Information Guide for Tax Payments
(PDF) Revised January 2019
