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| Complete Your Insurance Audit Soon |
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| Turnkey Packaging Solutions |
| Policy Number: 76 WEG AX9Y65 |
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| It’s time once again to complete your insurance audit that’s required for your policy. You have until June 23 2026 to submit it. |
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| For Payroll‑Based Policies (Workers’ Comp or Property/Liability): |
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Payroll tax documents, such as IRS forms 941 or 944, or state unemployment returns. (We prefer you use form 941. However, if you don’t have your most recent 941, you can still get started.) |
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A payroll report with wages by employee for the policy period. |
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Names of owners and officers, and a breakdown of their ownership percentages. |
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Names, amounts paid, and insurance information for subcontractors and temporary/leased workers. |
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| For Sales‑Based Policies (Property/Liability): |
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A sales report that details your gross sales during your policy period. |
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A Profit and Loss Statement (P&L) or an Income Statement. |
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If you don’t have a P&L or Income Statement then we’ll need your most recently filed business tax return. |
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Reminder of Why You Have to Complete an Audit |
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| Audits are required for a couple reasons. First, your policy requires us to perform an insurance audit to meet our contractual obligations, and in most states, it’s the law. Secondly, it gives you the opportunity to make sure what you paid for your policy matched the risks you had while it covered you. So, think of it as your policy checkup. Plus, doing the audit can help you avoid a significant fine–up to three times the amount of your original policy premium, depending on your state’s rules. |
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| Have Questions About Your Audit? |
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| Give us a call at 1‑866‑467‑8730, weekdays between 8:00 a.m. and 8:00 p.m. ET. We're here to help. |
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