---
title: "Exemptions by Catalog Item"
slug: "exemptions-by-catalog-item"
updated: 2026-08-10T20:04:09Z
published: 2026-08-10T20:04:09Z
canonical: "help.idibilling.com/exemptions-by-catalog-item"
---

> ## 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.

# Exemptions by Catalog Item

Tax exemptions can be added to catalog items, including

- products
- packages
- pricing plans

The process is similar for each.

> [!NOTE]
> Note
> 
> The Edit Package Tax Tab contains two additional fields for general exemptions. You can indicate that a tax is at a Component Level or is Federal Excise Exempt.

To place a tax exemption on a catalog item:
  1. Select **Applications > Product Management > Product Catalog**.
  2. Select a specific Product, Package or Pricing Plan; right-click and select Edit, then click the Taxes tab. This displays the appropriate Edit form.

![Edit Pricing Plan - Taxes Tab](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/31099.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A21%3A59Z&se=2026-11-14T11%3A21%3A59Z&sr=c&sp=r&sig=CnvxWWyWRURLUV81buSg99P9Cyak4quk9FIVSeYtAmw%3D)

**General Exemptions**

1. Check the Subject To E911box if it applies to this item.
2. Select a Distance Type from the drop-down list, if appropriate.

The middle of this form lists general exemptions that can be applied to this catalog item.
3. Select any general exemptions that you want applied.

**Extended Exemptions**

The bottom of the Taxes tab lists extended exemptions. These are very specific tax exemptions that are a subset of a general exemption. Use this area to add or delete an extended exemption.

**Add/Edit/Delete an Extended Exemption**

To add an extended exemption:

1. Right-click in this section and choose a jurisdiction: Federal, State, County, City or Regional.

The Add Extended [jurisdiction name] Exemption form is displayed.

![Add Extended State Exemption](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/31111.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A21%3A59Z&se=2026-11-14T11%3A21%3A59Z&sr=c&sp=r&sig=CnvxWWyWRURLUV81buSg99P9Cyak4quk9FIVSeYtAmw%3D)
2. Either select an exemption and click **Add**, or double-click the exemption. The exemption row is displayed in the Extended Exemptions section of the form.

To edit an extended exemption:
3. Select an exemption and click **Edit,** or double-click the exemption. Make any necessary changes and click **Save** to continue.

To delete an extended exemption:
4. Right-click or double-click the exemption and select **Delete**.