Money Tree's Financial Planning Software Blog

How to Update State Taxes in TOTAL Planning Suite (Desktop Edition)

Posted on Thu, Jun 05, 2014

If you use TOTAL Planning Suite (destkop edition), now is a great time to take a moment and ensure the state tax rates are entered for all of the states your clients reside in and the rates are up-to-date. We have a great resource to share allowing you to quickly find the state tax rates. 

Resource:  The Tax Foundation’s “State Individual Income Tax Rates, 2000-2014

This resource provides the single and joint rate information for each state, and was recently to include the 2014 tax information. 

Let's run through entering the tax information for a few states for TOTAL Planning Suite using this resource. 


Arizona:

AZTaxRates

 Entered in TOTAL Planning Suite

AZTaxRates TPS

 

Colorado:

COTaxRates

Entered in TOTAL Planning Suite:

COStateTax

 

Illinois:

ILStateTax

Entered in TOTAL Planning Suite:

ILstateTaxRates

 

Vermont:

VermontStateTax

 Entered in TOTAL Planning Suite:

VTStateTax

 

Questions on entering state tax rates?  Please let us know by calling 877-421-9815 or emailing support@moneytree.com.

Tags: TOTAL Planning Suite, Tech Tips

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