---
title: "Adding/Editing a Private Line Tax Allocation"
slug: "adding-editing-a-private-line-tax-allocation"
updated: 2026-08-10T20:15:52Z
published: 2026-08-10T20:15:52Z
canonical: "help.idibilling.com/adding-editing-a-private-line-tax-allocation"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding/Editing a Private Line Tax Allocation

To add/edit a Private Line Tax Allocation:

- Open the appropriate customer in Customer Management and click on the **Services** tab.
- Select the appropriate service and view the sub-services.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/51440.jpg?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A58Z&se=2026-11-14T11%3A41%3A58Z&sr=c&sp=r&sig=r7Awnv4q09UnepqCmIrFqoNDxVUVel2mRzlZ%2FyUO%2F%2Bc%3D)
- From the sub-services list, select the ***Private Line*** service, right click and select **Edit**. The Product Detail window is displayed.
- Select the **Private Line Taxes** tab.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/51457.jpg?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A58Z&se=2026-11-14T11%3A41%3A58Z&sr=c&sp=r&sig=r7Awnv4q09UnepqCmIrFqoNDxVUVel2mRzlZ%2FyUO%2F%2Bc%3D)
- Right click on a tax line and select **New**. To edit, right click and select **Edit**.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/51461.jpg?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A58Z&se=2026-11-14T11%3A41%3A58Z&sr=c&sp=r&sig=r7Awnv4q09UnepqCmIrFqoNDxVUVel2mRzlZ%2FyUO%2F%2Bc%3D)
- Modify the necessary fields and click **Save.**

See also:

[Viewing Private Line Tax Allocations](/v1/docs/viewing-private-line-tax-allocations)

Editing a Private Line Tax Allocation

Private Line Error Messages