---
title: "New Product - Taxes Tab"
slug: "new-product-taxes-tab"
updated: 2026-08-10T20:16:38Z
published: 2026-08-10T20:16:38Z
canonical: "help.idibilling.com/new-product-taxes-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.

# New Product - Taxes Tab

The Taxes Tab allows you to specify whether the product is subject to the E911 charge, which taxes do not apply (Tax Exempt From), the distance type for taxes, and Vertex Category and Service codes if your company purchased the Vertex package.

- Click the **Taxes** tab.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/48895.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A22Z&se=2026-11-14T12%3A04%3A22Z&sr=c&sp=r&sig=U0CcARGruNSx%2F7GJuCMlgBlxC2Wqr3WOBCS995rpZ%2Fg%3D)

The New Product window - **Taxes** tab contains the following information.

| Subject to E911 | Checked: The E911 charges will be applied (to all products assigned to services having E911 checked) using the information in the tax database. Unchecked: The E911 charges will not be applied using the information in the tax database. > [!NOTE] > Note > > This field is used for billing, not for sending E911 information. |
| --- | --- |
| Tax Class | This menu is only applicable for Advance Pay products. This can be used to set the default tax class if other tax classes are not assigned to the product’s price points (Price Points tab). This single tax class will be used to calculate taxes due for each of Advance Pay product’s price points. |
| Distance Type | Select the appropriate distance type from the drop-down list. This field only applies to Toll tax and recurring charges. If you change this for Intrastate or Interstate, you need to define 2 separate products. Default = Intrastate. Does not apply to wireless. > [!NOTE] > Note > > Distance Types are set up in **Admin Console > Data Management > Distance Types**. |
| Tax Exempt From |
| (If checked, the computation of these taxes is omitted) - Federal Tax - State Tax - County Tax Exempt - City Tax - Regional Tax - Federal Surcharge - State Surcharge - County - City Surcharge - Regional Surcharge - Federal USF - Is State USF - County USF - City USF - Regional USF \| Extended Exemptions (See Extended Exemptions.) \| \| --- \| \| Tax Type \| The tax type is derived from a tax table and includes the primary groupings of city, county, federal, regional and state. \| \| Description \| The name of the specific extended exemption, such as E911 Surcharge, USF – High Cost Fund Surcharge, Surcharge - Gross Receipts Tax, etc. \| \| Tax Exemption Category \| Grouping of tax exemptions: E911, Surcharge, Tax, USF. \| |
| Extended Exemptions (See Extended Exemptions.) |
| Tax Type | The tax type is derived from a tax table and includes the primary groupings of city, county, federal, regional and state. |
| Description | The name of the specific extended exemption, such as E911 Surcharge, USF – High Cost Fund Surcharge, Surcharge - Gross Receipts Tax, etc. |
| Tax Exemption Category | Grouping of tax exemptions: E911, Surcharge, Tax, USF. |
| Vertex > [!NOTE] > Note > > Vertex functionality is no longer available. |
| Category Code | If using the IDI tax database, this field is not applicable. If using Vertex, fill in codes supplied by Vertex. |
| ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/19430.bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A22Z&se=2026-11-14T12%3A04%3A22Z&sr=c&sp=r&sig=U0CcARGruNSx%2F7GJuCMlgBlxC2Wqr3WOBCS995rpZ%2Fg%3D) | Click to display the Vertex Category and Service Codes dialog box. |
| Service Code | If using IDI tax database, this field is not applicable. If using Vertex, fill in codes supplied by Vertex. |
| ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/19389.bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A22Z&se=2026-11-14T12%3A04%3A22Z&sr=c&sp=r&sig=U0CcARGruNSx%2F7GJuCMlgBlxC2Wqr3WOBCS995rpZ%2Fg%3D) | Click to clear the Vertex Category and Service Codes. |
- Enter the required information and click **Select** to display the Vertex Category and Service Codes window.
- Select a code from the **Vertex Category Code** list. The applicable **Vertex Service Codes** are displayed.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/19432.bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A04%3A22Z&se=2026-11-14T12%3A04%3A22Z&sr=c&sp=r&sig=U0CcARGruNSx%2F7GJuCMlgBlxC2Wqr3WOBCS995rpZ%2Fg%3D)
- Select a **Vertex Category** or **Service Code** from the list and click once to add it.
- Click **Save** to add your selection to the product.