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Premium Tax Notes

Important Due Dates

  • Premium Tax Filing Quarter One – May 1
  • Premium Tax Filing Quarter Two – August 1
  • Premium Tax Filing Quarter Three – November 1
  • Premium Tax Filing Quarter Four – February 1
  • Premium Tax Filing Annual Reconciliation - March 31

Juliette Daniel (P&C Filings)
(340) 774-7166 ext. 4522
Juliette.daniel@lgo.vi.gov

Vanessa Richards (L&H Filings)
(340) 774-7166 ext. 4513
Vanessa.richards@lgo.vi.gov

Surplus Lines Tax Notes

Important Due Dates

  • Surplus Lines Filing Quarter One – May 1
  • Surplus Lines Filing Quarter Two – August 1
  • Surplus Lines Filing Quarter Three –November 1
  • Surplus Lines Filing Quarter Four – February 1

State Contact Information

Cheryl Charleswell
(340) 774-7166

State Specific/Other Tax Notes

Risk Retention and Purchasing Groups:
Attorney Glendina Matthew
(340) 773-6459 ext. 3107
glendina.matthew@lgo.vi.gov

Captives and Service Providers:
Ashton Bertrand
(340) 773-6459 ext. 3101
ashton.bertrand@lgo.vi.gov

Other entities:
Gail Danet-Joseph
(340) 774-7166 ext. 4531
gail.danet-joseph@lgo.vi.gov

Miscellaneous Fees:
Beryl Freeman
(340) 774-2991 ext. 4514
beryl.freeman@lgo.vi.gov

Tax Notes

Accepting Premium Tax and Surplus Lines filings and payments.
Zero filings are required for Premium Tax and Surplus Lines.
Accepting Licensing and Miscellaneous filings and payments.