Then enter ‘=’ followed by the first cell of data you want to combine and then the & sign. To start, select a field that you want the combined data to eventually exist. However, I find using the ampersand character (&) to combine multiple values into one cell faster and easier to use. There are a few ways to concatenate in Excel, either by using the & sign or the CONCATENATE function. An example of this may be that addresses need to be merged into one field rather than broken into multiple columns. When creating state reports, sometimes the Surplus Lines Association (SLA) or Department of Insurance (DOI) requires the data to be combined into one field. When mastered, these tools can dramatically reduce the time it takes to file a surplus lines report.

The purpose of this article is to share what we deem to be the TOP 7 MOST IMPACTFUL Excel tools, which will help streamline your filing process! These tools are available to any user of MS Excel or Google Sheets. So, if you are not an Excel wizard yet, where should you start? Some of this information can be helpful, but mostly I find it to be overwhelming.

Many options are available for spreadsheet classes that go over a myriad of functions, tips, and tricks. So what can a filer do to make the filing process better?īesides following some of the tips and tricks defined here, the #1 thing a filer can do to be more efficient in filing surplus lines taxes is to increase one’s spreadsheet skills. Unfortunately, this can create a painful process for those responsible for filing these reports, especially if they aren’t equipped with the skills and tools to automate the filing process. With each state determining its tax filing requirements, all entities and producers must be aware of all surplus lines tax rules and regulations for any state they are licensed in, regardless of whether or not they write business. Plus, download our FREE Excel State Reporting Cheat Sheet! Want to streamline your surplus lines tax filing process? Here are 7 Excel tricks you need to know. 7 Excel Tricks for Faster Surplus Lines Filings

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