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HQ States

Company Tracker action: implementation-setup-hq-states Milestone: Headquarters / Module Setup (core_milestone_id=2) Order: 7 Estimated duration: 0.25 hours Typical owner: Controller

Purpose​

Review and confirm the all-company state master used for addresses, tax calculations, and regulatory reporting.

Prerequisites​

  • Company / database context exists (States are an all-company master, typically preloaded).
  • Know whether the client uses Vista for payroll tax calculations and has reciprocal state relationships (main setup callout beyond review).

Vista configuration article​

See the detailed Vista guide:

HQ States

Field meanings and form steps live there. Do not restate them on this page.

Implementation guidance​

  • Vista typically ships with a preloaded state list; new implementations usually review existing records and rarely need to extend them.
  • Main implementation callout: when the client uses Vista for payroll tax calculations and has reciprocal state relationships, configure reciprocal states as part of this action.
  • Gotcha: wrong or missing state codes break address validation and tax/jurisdiction setup that depends on state codes.

Done when​

  • Preloaded state list reviewed for the jurisdictions the client needs.
  • Reciprocal states configured when payroll tax + reciprocal relationships apply.