Local Taxes
Discover how to factor in local taxes in your plans
Last published on: October 15, 2025
In some scenarios, you'll need to factor in additional local or municipal taxes your client has based on where they live. Follow the steps below to add local taxes to a plan. This is not intended for state taxes. The software will automatically calculate state taxes based on the state of residence you select on the plan info page.
- From the plan dashboard or the Life Hub page, navigate to the three-dot icon on the top right.
- Select Advanced Settings.
- Open the Taxes tab.
- Enter the local tax rate, then click Save.
