Tax Center — State Info

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.