---
title: Can I change the tax rates?
description: Update tax rate information for your clients to ensure accurate financial modeling.
---

[Skip to content](https://support.grantdequity.com/can-i-change-the-tax-rates#main-content)

[![Grantd Equity](https://support.grantdequity.com/hubfs/grantd-logo.svg)](https://grantdequity.com/)

Open main navigation

Close main navigation

- [Contact us](mailto:support@grantdequity.com)

[Contact us](mailto:support@grantdequity.com)

 Got a Question?

- There are no suggestions because the search field is empty.

1. [Service Knowledge Base](https://support.grantdequity.com/?hsLang=en)
2. [Client & Holdings Management](https://support.grantdequity.com/client-holdings-management?hsLang=en)

November 12, 2025

# Can I change the tax rates?

## Update tax rate information for your clients to ensure accurate financial modeling.

### Changing Client Tax Rates

Yes, you can change tax rates for your clients. Follow these steps:

1. From the home page, select the **Client** box
2. Select the client you would like to edit
3. Once on the client's page, select the **Details** tab towards the top of the page
4. Select the **Edit Details** button

![Screenshot 2025-11-06 at 5.18.29 PM](https://support.grantdequity.com/hs-fs/hubfs/Screenshot%202025-11-06%20at%205.18.29%20PM.png?width=670&height=71&name=Screenshot%202025-11-06%20at%205.18.29%20PM.png)

1. Scroll down to the **Tax Information** section
2. Add your changes to the tax rate table
3. Once the changes are complete, scroll down to the bottom
4. Select **Update Client**

![Screenshot 2025-11-06 at 5.18.40 PM](https://support.grantdequity.com/hs-fs/hubfs/Screenshot%202025-11-06%20at%205.18.40%20PM.png?width=670&height=535&name=Screenshot%202025-11-06%20at%205.18.40%20PM.png)

Your updated tax rates will now be reflected in all calculations and reports for this client.

### Related Articles

- [How do I add my first client to the platform?](https://support.grantdequity.com/how-do-i-add-my-first-client-to-the-platform?hsLang=en)
- [What information do I need from my clients to get started?](https://support.grantdequity.com/what-information-do-i-need-from-my-clients-to-get-started?hsLang=en)

- [Getting started](https://support.grantdequity.com/getting-started?hsLang=en)
- [Client & Holdings Management](https://support.grantdequity.com/client-holdings-management?hsLang=en)
- [Platform Categories](https://support.grantdequity.com/platform-categories?hsLang=en#main-content)

    - [Data & Integrations](https://support.grantdequity.com/platform-categories?hsLang=en#data-integrations)
    - [International Support](https://support.grantdequity.com/platform-categories?hsLang=en#international-support)
    - [Platform Limitations](https://support.grantdequity.com/platform-categories?hsLang=en#platform-limitations)
- [Reports & Customization](https://support.grantdequity.com/reports-customization?hsLang=en)
- [Alerts & Monitoring](https://support.grantdequity.com/alerts-monitoring?hsLang=en)
- [Administration](https://support.grantdequity.com/administration?hsLang=en)
- [Understanding Portfolio Analysis](https://support.grantdequity.com/understanding-portfolio-analysis?hsLang=en#main-content)

    - [Market Assumptions & Analysis](https://support.grantdequity.com/understanding-portfolio-analysis?hsLang=en#market-assumptions-analysis)
    - [Tax Planning](https://support.grantdequity.com/understanding-portfolio-analysis?hsLang=en#tax-planning)
- [Grantd Academy](https://support.grantdequity.com/grantd-academy?hsLang=en)

[![Grantd Equity](https://support.grantdequity.com/hubfs/grantd-logo.svg "Grantd Equity")](http://grantdequity.com)

Copyright © 2025, Grantd