Quickstart: Look up a tax rate and filing instructions

This quickstart walks you through the fastest path to value in Symmetry Guides: logging in, asking a question, looking up a tax rate, and finding filing instructions for a tax program.

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1. Log in to Symmetry Guides

Symmetry Guides authenticates using Auth0. Access Guides through the tile on your Client Support Center home page, or go directly to guides.symmetry.com.

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2. Ask your first question

From the Search page, type a question in plain language into the search field, for example a question about a local rate or a state’s withholding filing rules. Click the Ask AI button (or press Enter) to get a summarized answer along with its sources.

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3. Look up a tax rate

Click Taxes in the left navigation to search and filter tax-specific data:

1. Filter by jurisdiction, tax name or tax ID, effective date, or STE release to narrow down to a specific tax or group of taxes.
2. Click a tax row to view additional detail and tax record history.
3. Click View record within the tax detail to see full history for that line item.

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4. Find filing instructions for a tax program

Click Filing in the left navigation, then use the search field to find a specific tax program:

1. Select a row to open the Tax Program detail page.
2. Review the Overview tab for a summary of what’s needed before filing, plus agency contact information.
3. Check the Filing, Payments, Taxes, and Register tabs (whichever are available for that program) for step-by-step guidance.

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Next steps

More references:

• Understanding tax records for what the Effective date, STE release, and Who pays fields mean
• Filing guide coverage for why the available sections vary by tax program