The Billing Taxes Calculator in the web Product Catalog lets you perform address validation and calculate taxes for different billing scenarios based on tax jurisdiction, account type, and selected catalog items without having to create/update an account or service. This functionality requires the IDI Tax API, which is available for an additional service fee, and is restricted to authorized users. Contact your IDI account manager regarding the IDI Tax API.

This article is intended for admin-level users responsible for auditing taxes. Related Articles • Tax Management Overview • Planning and Setup • Managing Taxes on Orders and Accounts

The add/edit tax form in CostGuard Tax Management provides new options for configuring a flat fee tax.

This article is intended for sales associates that assemble and submit orders, and service associates that manage customer accounts. Related Articles • Tax Management Overview • Planning and Setup • Auditing Taxes

This article describes how to configure and apply the Colorado Retail Delivery Fee (CORDF). The State of Colorado passed legislation (CO Senate Bill 21-260) that imposes a transaction delivery fee to be assessed to the end consumer by the retailer/provider. This fee applies to retail transactions (online/phone/in-store) which are ordered on or after July 1, 2022, and then delivered by a motor vehicle to a Colorado address.

This article is intended for admin-level users responsible for configuring and managing the IDI tax solution to meet specific business requirements. Related Articles Tax Management Overview Managing Taxes on Orders and Accounts Auditing Taxes

This article provides a quick introduction for all IDI platform users that need to understand how taxing works and where to find the functionality related to their area of responsibility. Links to related articles and other tax resources are provided at the end of this article.