Financial Audit Bureau

The Financial Audit Bureau is responsible for the collection, processing and auditing of premium tax filings received by all authorized insurers in the state of New Mexico. All insurers authorized to transact business in New Mexico, including property bondsmen, self-insureds, title companies and risk retention groups are subject to premium tax on a quarterly basis.


Electronic Filing Required

Beginning July 1, 2018, the quarterly premium tax forms and instructions will be available for companies to file and make payments online.

Companies will be required to e-file their premium tax reports utilizing their NAIC and SBS # (NM Company Number).

companies will be required to e-file their premium tax reports either through Premium Pro Enterprise or online at : http://tritechsoft.com/efilenetnm/efilenet/efiledefault.aspx


Bail bonds may file leaving the NAIC area blank and providing the FEIN or SBS # associated with your company.

All Self-Insured and Worker’s Compensation Companies: E-file is not available for your companies at this time, please submit your paper filings as done in Q2.


ATTENTION:

The ACH credit issue has been resolved - The originating bank ACH ID# 585 6000 565

For further information and instructions, please contact Kacy Dunn (Kacy.Dunn@state.nm.us)


Changes to the Q3 2018 Form
  • When you are submitting your Q3 2018 filing, you will need to input your NAIC No. (if applicable) and your NM No. which has been changed to your company SBS No. If you do not know your SBS number, you can search it online here: https://sbs.naic.org/solar-web/pages/public/home.jsf?dswid=-8160/ Please ensure utilizing “New Mexico” as the Jurisdiction when searching.
  • The Class letter area on the forms has been removed- Please do not use the Q2 form that asks for class letter information.
  • The Total Page for the Casualty, Property, and Vehicle filings have been moved to the front page. Please fill out the Casualty, Property, and Vehicle form and it will automatically fill in the Total Page.
  • If you are a Bails Bondsman or other company that does not have an NAIC No. please leave the area Blank (do not enter anything) and in the NM No. please put your FEIN or SS# without dashes. ( ex: XXXXXXXXX)
  • If submitting an Amended Filing you will not be able to submit the filing until there is an explanation made in the comment box.

Premium Tax Due Dates

  • Premium Tax 1st Quarters are due on April 15th every year.

  • Premium Tax 2nd Quarters are due on July 15th of every year.

  • Premium Tax 3rd Quarters are due on October 15th of every year.

  • Premium Tax 4th Quarters are due on January 15th of every year.

  • Premium Tax Finals for the previous calendar year are dueApril 15th (i.e. 2018 Finals Due April 15th 2019)


Latest Updates:



Address Information

Complete the form below if your company has a change of address, contact information, or would like to inform Office of Superintendent of Insurance of an address for a specific assessment.

Address Change/Update Form

Email completed form to John Copple (john.copple2@state.nm.us)


Refund Information


1120 Paseo de Peralta | Santa Fe NM 87501 | 1-855-4-ASK-OSI | Copyright © 2017 - All Rights Reserved - OSI