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.

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Tax Information

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Exemptions

Use the Tax Exemptions option to define a list of tax exemptions by customer. Note you can select/deselect all tax exemptions using the associated control Select All/Deselect All).

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.

Exempt IDs

Record of the actual tax exempt ID that has been issued to the taxpayer.

Tax Jurisdictions

Tax Jurisdiction is set based on the primary contact address specified in the Contact Information section. You can use the Override option to enter a different Tax State and Tax Jurisdiction. Click the Override checkbox, select a state, and then click the magnifying glass and pick a specific jurisdiction in the selected state.