Tax and compliance analysts
Validating a rate change
For pay date 2026-05-15, what taxes apply to location 42-003-1213644 (Pittsburgh, Allegheny)? I’m specifically looking for the Local Services Tax and EIT rate so I can verify our internal table.
Tracking one rate over time
How has the federal Social Security rate moved over time?
Previewing what changes on January 1
What’s changing for Ohio city taxes on January 1st next year?
Comparing two engine releases
What changed in Ohio city tax rates between release 2026.8.2 and 2026.9.1?
Comparing a release before you upgrade
Run this payroll against 2026.8.2 and 2026.9.1 and tell me which taxes moved.
Checking a bracket schedule
Show me Ohio’s full progressive withholding bracket schedule for 2026.
Pinning a calculation to a version
Run the payroll tax calculation using version 2026.7.2.If no version is specified, the calculation uses the default version.
Checking available engine versions
Show me the list of available STE versions.
Customer support reps
Debugging a wrong-number ticket
A client is reporting that the Ohio SUTA 2025 wage base isn’t capping at $9,000. Here’s the payload from their ticket. Please replay it through STE and walk me through where the cap should have applied.
Checking whether a benefit is pre-tax
Is an HSA contribution pre-tax for Pennsylvania state withholding?
Implementation and onboarding teams
Running a first calculation
Calculate semi-monthly payroll taxes for a $3,000 regular wage in Pittsburgh, PA. Single, no dependents.
Sanity-checking onboarding
Look up location codes for these three addresses [paste]. For each, list the local taxes a new employee would face and tell me which ones the employee can opt out of versus which are mandatory.
Finding a jurisdiction by name
List every school-district tax in Montgomery County, Ohio.
Working back from a code on a client file
PSD code 450106 came in on a client file. What place is that, and which taxes sit behind it?
Comparing jurisdictions side by side
Compare the state income tax rates for Pennsylvania, New Jersey, and New York as of today.
Payroll operations leads
End-of-quarter parity check
For this employee with $87,500 YTD in PA and a $5,000 bonus paid 2026-06-30, calculate Supplemental flat method and compare to combined-aggregation. I want to see the FICA + PA SIT + local difference.
Comparing wage bases across states
Rank every state’s unemployment wage base for 2026, highest first.
Confirming a supplemental method
For a bonus paid 2026-11-15 in Georgia, what supplemental withholding method does the state allow, and at what rate?
Confirming a state’s rounding mandate
Does Michigan require whole-dollar rounding on state withholding?
Product managers
Prototyping a feature
Run the same $3,000 regular wage in PA, NY, and CA semi-monthly, single, 1 exemption. Show me the federal + state + local totals side by side so I can design the UI for our multi-state preview.
Sizing jurisdiction coverage
How many local jurisdictions does STE support in Pennsylvania, and is that every tax on the books or only the ones in force today?
Next steps
Tools
The full catalogue of what the STE MCP server can reach.
Install & connect
Add and connect the STE MCP server in Claude Desktop, Claude Code, or Cursor.