State Rate Calculator

Calculator Inputs

Calculation Type

Switch modes to compute different outcomes.

State

Presets are editable examples for convenience.

Use Preset State Rate?

Choose a custom rate when needed.

Custom State Rate (%)

Used only when custom mode is selected.

Local Rate (%)

Enter a valid local rate.

Surtax / Special Rate (%)

Optional extra rate applied to the same base.

Override Combined Rate?

Use when you already know the final rate.

Override Rate Value (%)

Overrides state + local + surtax totals.

Cap Tax Amount (optional)

Set 0 for no cap.

Tax Holiday Reduction (%)

Reduces computed tax by a percentage.

Rounding

Applies to displayed results.

Sales / Use Options Use line items for detailed baskets.

Use Line Items?

Adds up to six items with different settings.

Fees Included in Tax Base?

Some jurisdictions tax certain fees.

Fixed Fees (optional)

Delivery, processing, filing, or similar.

Purchase Amount

Discounts / Coupons

Taxable Percent (%)

Exemptions (Amount)

Line Items

Each row can have its own taxable percent and exemption amount.

Description	Amount	Discount	Taxable %	Exemption

Income Estimate Options Use brackets to model marginal tiers.

Use Progressive Brackets?

Calculates tax across multiple tiers.

Apply Local + Surtax on Income?

Adds local and surtax as a flat add‑on.

Bracket Inputs

Limits are cumulative; Tier 4 applies above Tier 3 limit.

Tier 1 Limit

Tier 1 Rate (%)

Tier 2 Limit

Tier 2 Rate (%)

Tier 3 Limit

Tier 3 Rate (%)

Tier 4 Rate (%)

Gross Income

Deductions

Exemptions (Amount)

Credits (Amount)

Withholding / Prepayments

Save and load uses browser storage on this device.

Example Data Table

These examples are illustrative and may not match any official schedule.

Scenario	Inputs	Outputs
Sales / Use (Line Items)	Two items: 1,600 and 900 Taxable 100% and 60% Rate 8.75%, Fees 25	Taxable Base 2,140 Tax about 187.25 Total Due about 2,352.25
Income (Brackets)	Taxable 73,000 Tier rates: 2%, 4%, 6%, 7% Credits 500	Marginal tax computed by tier Credits reduce net result Effective rate varies by income
Tax Holiday	Reduction 25% Applies after rate calculation	Tax reduced by 25% Useful for promotions or exemptions

Formula Used

Sales / Use Mode

Combined Rate = State + Local + Surtax
Item Net = max(0, Amount − Discount)
Item Base = max(0, Net × Taxable% − Exemption)
Taxable Base = sum(Item Base)
Tax Base = Taxable Base + Fees (optional)
Tax = Tax Base × Rate × (1 − Holiday%)
Total Due = Taxable Base + Tax + Fees

Income Estimate Mode

Taxable Income = max(0, Gross − Deductions − Exemptions)
Flat: Pre‑Credit Tax = Taxable × Combined Rate
Brackets: Sum(Tier Base × Tier Rate) + Add‑on
Net Tax = max(0, Pre‑Credit Tax − Credits)
Balance = Net Tax − Withholding

Notes: Caps limit the final tax. Rounding changes displayed values.

How to Use This Calculator

Select Sales / Use or Income Estimate.
Pick a state, then choose preset or custom rate.
Add local and surtax rates, if applicable.
For sales, enable line items for mixed taxability.
For income, enable brackets to model marginal tiers.
Set caps, holiday reduction, fees, and rounding.
Press Calculate to view results, exports, and charts.