---
title: "Tax Category Reference"
slug: "tax-category-reference"
updated: 2026-08-10T20:23:11Z
published: 2026-08-10T20:23:11Z
canonical: "help.idibilling.com/tax-category-reference"
---

> ## 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.

# Tax Category Reference

#### To View Tax Category References:

1. From the **Applications** menu, access **Tax Management > View > Tax Category Reference**. This displays the Tax Category Reference table.

![Tax Category Reference](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/31077.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A29Z&se=2026-11-14T11%3A31%3A29Z&sr=c&sp=r&sig=hWmTCrsDaA1%2BZ0bdZBaxPTlsEokuu1z5TXkTfL3DKV0%3D)

It contains a list of Tax Category IDs and their descriptions.

#### To Add a Tax Category:

1. Right-click in the Tax Category Reference form and select Add a Tax Category.

![Add Tax Category](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/31078.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A29Z&se=2026-11-14T11%3A31%3A29Z&sr=c&sp=r&sig=hWmTCrsDaA1%2BZ0bdZBaxPTlsEokuu1z5TXkTfL3DKV0%3D)
2. Enter a Tax Category ID and a Name. (Both fields are required.)
3. Click **Save** to add it to the Tax Category Reference Table.

#### To Edit a Tax Category:

1. Right-click a Tax Category form and select Edit a Tax Category.

![Edit Tax Category](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/31079.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A29Z&se=2026-11-14T11%3A31%3A29Z&sr=c&sp=r&sig=hWmTCrsDaA1%2BZ0bdZBaxPTlsEokuu1z5TXkTfL3DKV0%3D)
2. Make any changes to the Name and click **Save** to continue. (The Category ID field is read only).

#### To Delete a Tax Category:

1. Right-click a tax category and click **Delete.** Click **Yes** at the confirmation dialog.