Tax Center — State Info
Short answer: Tax Center — State Info keeps your firm’s withholding records — investors see only their own.
Tax Center — State Info keeps your firm’s withholding records — investors see only their own.
- What’s recorded: Investor, Form, State (if state), Tax year, Rate %, Amount withheld
- Steps: Calculated → Approved; Approved → Filed. The database only allows these moves.
- Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.
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