Schedule a Filing



How do I schedule a filing for submission?


Once you've built your filing, uploaded the required tax documents, and entered the tax amounts due, choose the date you'd like the filing to be processed in the "Process Date" field. Simply click on the calendar tool and choose the date, or enter the date in the proper format.


Once you click the "Submit" button, the filing will be saved. OPTins will keep track of your filing and submit it to the state, along with your payment on the date chosen.


Keep in mind that the "Process Date" is the date that the payment initiation process begins. If your filing is due to the state on a particular date, be sure to schedule your filing at least two (2) business days prior to that date to ensure that payment has been generated and received by the state.




Didn't find what you needed here?

The OPTins Help Desk is a great source of information.

Contact the OPTins Help Desk by calling 816-783-8500 or emailing optinshelp@naic.org.

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