1. How do I manually define state and local taxes for the US?
  2. Why Should I Verify My Manual State and Local Taxes with My Tax-Filing Provider

2Why Should I Verify My Manual State and Local Taxes with My Tax-Filing Provider

If you're planning to manually define a state or local tax, you must contact your tax-filing account manager because:

  • You need to confirm they support the tax you want to add and can process its payments.

  • You need to provide them with the tax code you plan to give the new tax.

    Tax codes can be any unique alphanumeric combination, with the following restrictions according to their level.

    This tax category

    Has these tax code restrictions

    Federal

    Any alphanumeric value, up to 15 characters.

    State

    Any alphanumeric value, up to 13 characters. The 2-character state postal code is automatically prefixed to this value.

    County

    Any alphanumeric value, up to 10 characters. The 2-character state postal code and 3-character county geocode are automatically prefixed to this value.

    City

    Any alphanumeric value, up to 6 characters. The 2-character state postal code, 3-character county geocode, and 4-character city geocode are automatically prefixed to this value.

    School District

    Any alphanumeric value, up to 8 characters. The 2-character state postal code and 5-character school geocode are automatically prefixed to this value.