State Tax Overview

In Moneytree Plan state tax tables can be reviewed an modified in Settings > State Tax. Moneytree updates the state tax tables annually. Check the box "Allow Money Tree to Update State Tax" to have your state tax tables updated automatically.

If your tax tables seem a out of date, you can use the "Reset All State Tax Settings" button in the bottom right to update the tables with what is currently used by Moneytree. If that does not resolve the issue, you can make the changes yourself. If you notice information that is inaccurate, please feel free to report it to Moneytree support by emailing support@moneytree.com or calling 877-421-9815 ext 0.

NOTE: You will notice that the drop-down automatically selects Oregon as the state. That is the default state shown, but does not represent the default state for tax purposes for clients.