Tax → Calculate
AI-generatedSummary
Calculate the surplus lines tax amount for a specified U.S. state based on a given premium and optional parameters, supporting current or historical tax rates with automatic fallback if historical data is unavailable.
Inputs
- state (required) — The U.S. state for which to calculate the surplus lines tax.
- premium (required) — The premium amount in USD used as the basis for tax calculation; must be a positive number.
- effective_date — Optional historical date (YYYY-MM-DD) to apply for tax rates; if omitted or unavailable, current rates are used.
- additionalOptions — Optional collection of additional boolean and numeric parameters that modify tax calculation, including wet marine coverage (affects Alaska), fire insurance (affects South Dakota, Montana), electronic filing (affects MT stamping fee), fire marshal tax rate (Illinois only, 0-1%), medical malpractice coverage (exempt in Puerto Rico), workers comp coverage (exempt in Virginia), the tax year (affects Iowa 2024-2027 rates), and whether the policy is new or renewal (affects Oregon $10 fee).
Output shape
a single JSON object containing detailed surplus lines tax calculation results for the specified state and premium
The returned JSON reflects the tax calculation outcome based on provided inputs and options. If an error occurs and 'continue on fail' is enabled, the output item will contain an 'error' message field. The operation is designed to return one output item per input item.
Examples
Example 1: Calculate surplus lines tax for Texas on a $10,000 premium using the current tax rates.
Set 'state' to 'Texas', 'premium' to 10000, leave 'effective_date' empty, and do not set additional options.
Example 2: Calculate tax for Alaska with wet marine coverage using a historical rate for January 1, 2020.
Set 'state' to 'Alaska', 'premium' to premium value, 'effective_date' to '2020-01-01', and set 'wet_marine' to true in additional options.