Multi-State Tax Automation

Handle complex multi-state returns automatically

Multi-State Clients

3

3.0 states avg

Total States

9

Across all clients

Credit Optimization

$4.0K

↑ Additional savings

Automation Rate

94%

Fully automated

Jennifer Martinez
3 States

Home State: CA • Work States: CA, NY, TX

Total Tax
$45,000
+$1800 optimized
CA
Accepted
High Complexity
Tax
$35,000
Refund
$2,500
NY
Filed
Medium Complexity
Reciprocity Applied
Tax
$8,500
Refund
$500
TX
Ready
Low Complexity
Tax
$1,500
Refund
$200
Total Refund: $3,200

Michael Chen
3 States

Home State: IL • Work States: IL, WI, IN

Total Tax
$32,000
+$950 optimized
IL
Ready
Medium Complexity
Tax
$25,000
Refund
$2,000
WI
Ready
Low Complexity
Reciprocity Applied
Tax
$5,500
Refund
$600
IN
Draft
Low Complexity
Reciprocity Applied
Tax
$1,500
Refund
$200
Total Refund: $2,800

Sarah Johnson
3 States

Home State: VA • Work States: VA, MD, DC

Total Tax
$38,000
+$1250 optimized
VA
Filed
Medium Complexity
Tax
$28,000
Refund
$3,000
MD
Filed
Medium Complexity
Reciprocity Applied
Tax
$8,000
Refund
$900
DC
Accepted
Low Complexity
Tax
$2,000
Refund
$200
Total Refund: $4,100