Excess Lines Association of New York (ELANY) Tax Manager

In the topics that follow, we outline the process for the electronic filing of Excess Line Association of New York (ELANY) taxes, as set forth by the state of New York. This guide shows the basic setup necessary to file taxes in New York using Tax Manager, the functions of the Tax Manager application, and the creation of the file to be submitted to ELANY.

This guide is intended for users that are familiar with the Agency Information Manager (AIM) and Data Maintenance Utility (DMU) applications. We will show you some of the requirements necessary in the AIM system for using the Tax Manager, but your AIM system should already be set up to use New York taxes.

Requirements and Setup

Some setup is required before you can begin using the Tax Manager application. We will guide you through the steps necessary to begin filing taxes with ELANY.

This version of Tax Manager is supported in the following versions of AIM system software:

  • AIM 6.9.0 or later
  • Process Manager 6.9.0 or later

Review and complete the steps for setup in the New York Tax Manager Setup topic of Data Maintenance Utility Help.

Certified Database Servers and Operating Systems

To run the ELANY tax module, you must be using a supported SQL Server configuration and Microsoft Windows operating system. For specifics, review our list of certified applications here:

https://help.vertafore.com/aim/#certifiedapplications.htm

Schedule the Install of the ELANY Tax Manager Module

You should contact your Vertafore account manager to schedule the installation of the ELANY tax manager module. As part of the installation it is necessary to make modifications to your AIM database. This work should be completed by a member of Vertafore Professional Services.

We continue our discussion of electronically filing New York taxes in the topics listed below.

Process Manager and NY Process

Configure ELANY Tax Manager

Electronically File New York Taxes

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