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Symmetry Tax Logic Chat is an AI-powered agent designed to help you understand how the Symmetry Tax Engine (STE) calculates specific taxes. By uploading your STE log file or JSON payload and asking a question, the AI agent will provide a detailed explanation of the calculation steps.
Symmetry Tax Logic Chat is included in Symmetry Tax Engine Premium. Reach out to us to learn more!

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How to use Symmetry Tax Logic Chat

With the Symmetry Tax Logic Chat add-on, all users within your company who have a Client Support Center login can access it from the homepage (upper right). To get the most accurate and detailed answer, use a clear and specific prompt:
1

Attach your log file or JSON payload

Attach your log file or PayCalc session recording for STE on-premise, or your JSON request for STE API. Symmetry Tax Logic Chat supports .json, .txt, and .log file types. If you don’t attach a payload, you’ll receive a message asking you to upload one.
2

Ask a clear question

We have found the best results come from using the following format: “Explain step by step how the STE calculated X tax according to the attached log.”
3

Reference the tax

Be sure to ask about only one tax at a time and reference the tax in a way that can be associated with the tax ID. You can also just provide the tax ID.

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Log file requirements

  • On-premise clients: Your log file must contain a single payCalc.
  • API clients: Your JSON payload must contain only one request.

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Example prompts

  • Explain why no credit is being applied to the Piketon City Tax for the taxes paid to New Richmond?
  • Explain the calculation steps for FICA in the attached log.
  • Explain the steps of the MA SIT calculation in the attached log. Why is the tax result 0?
  • An employee resides in NJ and works in NY. Can you please explain how the NJ SIT is being calculated?
  • Explain how Colorado SIT was calculated based on filing status being M.

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Expectations and troubleshooting

Response time: Responses typically take less than one minute to complete. If Symmetry Tax Logic Chat doesn’t complete its response within 2 minutes, try refreshing the page. Troubleshooting and errors: If the system appears to be hanging or you encounter an error, try one of the following steps:
  • Refresh the page and retry your request.
  • Try shortening and simplifying your log file by removing tax calculations not relevant to your question.
Important considerations
  • Answers will be according to the most recent publicly-available STE release.
  • We are continuously working on Symmetry Tax Logic Chat to increase its accuracy and helpfulness. Responses from Symmetry Tax Logic Chat can be misleading, incorrect, or incomplete. Please validate all responses for accuracy. If you have any questions or concerns, reach out to our Support Team so they can clarify and help us improve Symmetry Tax Logic Chat.

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Providing feedback and future improvements

Your feedback is crucial for helping us improve Symmetry Tax Logic Chat. To provide in-app feedback, select the thumbs up or down icon for each response and add context into the text field. We are continuously working to enhance its capabilities, including improving error handling and expanding its ability to handle more complex scenarios.