---
title: "Assigning/Editing a Service - Tax Information Tab"
slug: "assigning-editing-a-service-tax-information-tab"
updated: 2026-08-10T20:22:32Z
published: 2026-08-10T20:22:32Z
canonical: "help.idibilling.com/assigning-editing-a-service-tax-information-tab"
---

> ## 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.

# Assigning/Editing a Service - Tax Information Tab

The **Tax Information** tab displays the address used to determine taxes. You can override the assigned tax jurisdiction and specify E911 exemption if appropriate.

**(Show picture)**

![Service Number Tax Information](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/68994.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A32%3A23Z&se=2026-11-14T11%3A32%3A23Z&sr=c&sp=r&sig=KwMYu2N5vcZIDfAOBW0Wy6Jj05EM93fHBwYwMT3xmkk%3D)

This window contains the following information:

> [!NOTE]
> Note
> 
> To select a service address as the tax address, the **Tax Using Service Addresses** option must be selected/enabled in the Configuration Console (see **Tax Using Service Address** for more information).

| Tax Address |
| --- |
| Tax Using | ***Primary Customer Contact*** indicates the tax address is the Primary Customer Contact's address, which is used when: - **Tax Using Service Addresses** is disabled and a Service Contact is not specified, or - **Tax Using Service Addresses** is enabled and a Service Address is not specified. ***Service Contact*** indicates the tax address is the Service Contact's address, which is used when **Tax Using Service Addresses** is disabled and a Service Contact is specified. ***Service Address*** indicates the tax address is a service address, which is used when **Tax Using Service Addresses** is enabled and a Service Address is specified. |
| Service Address | If the **Tax Using Service Addresses** option is disabled, this field is empty and cannot be modified. If the **Tax Using Service Addresses** option is enabled, select the desired tax address from the drop-down list. This list contains the service addresses that are defined on the **Service Addresses** tab. > [!NOTE] > Note > > If you select the empty selection, the Primary Customer Contact's address is used as the tax address. |
| Address 1,2 | Street address used for taxing purposes. The Address 2 field provides additional information if applicable. |
| City / State / Zip | City, State, and Zip Code used for taxing purposes. |
| Tax Account Type | Select the appropriate type of account from the drop-down list (used for tax classification). |
| Tax Information |
| Override | Check to enable the Tax State field, so you can select a different taxing jurisdiction. > [!NOTE] > Note > > If you override the tax jurisdiction, that override will only apply to the current service. It does not affect the tax jurisdictions of other services using the same service contact. |
| Tax State | The 2-character abbreviation for the tax state. To modify this field, check the Override check box, enter the new state, and click the **Choose Jurisdiction** link. |
| ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/29847.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A32%3A23Z&se=2026-11-14T11%3A32%3A23Z&sr=c&sp=r&sig=KwMYu2N5vcZIDfAOBW0Wy6Jj05EM93fHBwYwMT3xmkk%3D) | In order to select this link, the Override check box must be checked. Click the **Choose Jurisdiction** link to view the available tax jurisdictions based on the tax state. ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/29848.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A32%3A23Z&se=2026-11-14T11%3A32%3A23Z&sr=c&sp=r&sig=KwMYu2N5vcZIDfAOBW0Wy6Jj05EM93fHBwYwMT3xmkk%3D) Highlight the desired Tax Jurisdiction and click **Select**. |
| Tax Jurisdiction ID | Automatically entered, based upon the tax address' zip code, or the override you selected. |
| Jurisdiction | Automatically entered, based upon the tax address' zip code, or the override you selected. |
| E911 Exemptions | If the new service number is exempt from State, County, City, and/or Regional E911 charges, check all E911 exemptions that apply to the new service number. You can check more than one box. The service number is only exempt from those E911 charges that are checked. All unchecked E911 charges still apply to the service number. These E911 exemptions override all products assigned to this service that are E911 eligible (“E911 Eligible” flag is checked for that product). Refer to Tax Exemption Maintenance, Exemptions by Catalog Item, for additional information. |

#### Tax Using Service Address

You may base taxes upon a service address rather than the Primary Customer Contact address. To do this, select the **Tax Using Service Addresses** option in the Configuration Console:

1. Select **Environment_Name > Local Services > CostGuardService > *Environment*_CostGuardServer > Customer Management Settings**, click **Tax Options**. This displays the Tax Options window.

![FigureTightCaption](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/29132.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A32%3A23Z&se=2026-11-14T11%3A32%3A23Z&sr=c&sp=r&sig=KwMYu2N5vcZIDfAOBW0Wy6Jj05EM93fHBwYwMT3xmkk%3D)
2. Check the **Tax Using Service Addresses** check box and click **Save**.

As long as **Tax Using Service Addresses** is checked, you can select a service address as the tax address for a service. If **Tax Using Service Addresses** is not checked, the tax address for all services is that service's Primary Customer Contact or Service Contact address.