MT

Montana Surplus Lines Tax Filing 2026

The Montana surplus lines tax is 2.75% of gross premium, plus a 0.175% SLIP+ Transaction Fee. SLTax360 automates every filing so MGAs, wholesalers, and retail brokers stay compliant without manual entry.

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Rates effective from 2026-07-24

Montana Rates Snapshot
Surplus Lines Tax 2.75%
SLIP+ Transaction Fee 0.175%
Fire Marshal Tax 2.5%

Estimate only. Figures are calculated from published state rates and are not a guarantee of the amounts due. Verify with the applicable state or stamping office before filing.

How SLTax360 Files Montana Surplus Lines Taxes

Filing surplus lines tax in Montana means navigating Montana's specific submission channel, fee structure, and deadline rules. SLTax360 abstracts that away: we maintain the Montana rate configuration in a versioned table and apply it automatically to every invoice you submit.

Each Montana transaction we file is itemized into its components: surplus lines tax (2.75%), SLIP+ Transaction Fee (0.175%). Your audit trail then shows exactly which line went where. Confirmations are retained, deadlines are tracked, and filings are reconciled against your invoice data.

How Montana filings are submitted: SLTax360 transmits Montana filings electronically via SOAP SLIP+. Confirmation numbers come back into the platform automatically, and rejections are surfaced as errors rather than left sitting as “filed.” You keep your own Montana licence and portal login either way.

Whether you're an MGA filing a handful of Montana transactions per month or a wholesaler running hundreds, the amounts, the deadline and the paperwork are handled in one place. Want to verify the numbers yourself first? Run a free Montana calculation (no signup required).

Montana Notes: Montana: 2.75% SL tax, 0.175% Stamping fee. Fire marshal tax 2.5% on fire lines.

Montana Surplus Lines FAQ

As of 2026, the Montana surplus lines tax rate is 2.75% of gross premium. The tax base in Montana includes policy fees.

Yes. Montana applies a stamping fee of 0.175% on top of the surplus lines tax. Stamping fees fund the state-designated stamping office that reviews and processes filings.

Beyond the base surplus lines tax and stamping fee, Montana also applies a fire marshal tax of 2.5%. SLTax360 itemizes all of these on every filing so you can audit each line.

Yes. SLTax360 transmits Montana surplus lines filings electronically via SOAP SLIP+. Confirmation numbers are returned into the platform automatically and state rejections are surfaced as errors, so a filing never sits marked as filed when the state did not accept it. You keep your own Montana licence and portal login. Try the free Montana rate in the public calculator before signing up.

Montana: 2.75% SL tax, 0.175% Stamping fee. Fire marshal tax 2.5% on fire lines.

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