---
title: "Using Tax Management in the IDI Desktop Client"
slug: "tax-management"
updated: 2026-11-12T21:37:18Z
published: 2026-11-12T21:37:18Z
canonical: "help.idibilling.com/tax-management"
---

> ## 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.

# Using Tax Management in the IDI Desktop Client

Tax Management provides a complete and simple method for viewing tax tables in the IDI platform. IDI updates the tax tables on a monthly basis. Contact Customer Support for help downloading the most recent update.

#### Knowledge Center Resources

The IDI knowledge Center has a series of articles that provide comprehensive and up-to-date information on managing your IDI platform tax solution.

- [Tax Management Overview](https://help.idibilling.com/docs/overview)
- [Planning and Setup](https://help.idibilling.com/docs/planning-and-setup)
- [Managing Taxes on Orders and Accounts](https://help.idibilling.com/docs/managing-taxes-on-orders-and-accounts-1)
- [Core Reports for Auditing Taxes](https://help.idibilling.com/docs/core-reports-for-auditing-taxes-1)

#### Continuing in the Client Help...

Edit permissions for taxes are limited to the Tax Rate and the End Date fields in tax details (see the information for each tax type). When the tax database is updated, these fields are not overwritten.

> [!WARNING]
> Warning
> 
> If you edit the End Date, Tax Rate, or Tax Tiers, the monthly download of the tax database will not overwrite the edited fields. Once you make a change, IT IS YOUR RESPONSIBILITY to ensure, from that point forward, that the modified tax information is correct and kept up to date. For example, if you change a tax rate and IDI discontinues that tax the following month, creating a new one, you will need to go into the database and manually discontinue that tax. If you do not remove the tax from the database, double taxing will occur.

When tax rate changes are made by IDI, the existing rate is terminated and a new tax entry is added. This could potentially result in double taxation if your company's changes to these fields are not closely monitored.

To notify IDI of a new tax or surcharge, or a change in rate, please contact Customer Support.

To ensure a comprehensive understanding of the application, it is important to define the concepts of a Tax State and Tax Jurisdiction.

Access to tax information and management functionality is available via **Applications** > **Tax Management**.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/Client menu.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A15%3A30Z&se=2026-11-14T11%3A15%3A30Z&sr=c&sp=r&sig=a2LF1dq95hAQLQDRFj5oaSlrxzkt37tVqkecbZJGxK0%3D)

From here you can view:

- [Taxes](https://help.idibilling.com/docs/tax-management-main-form)
  - **Note**: Use **View** > **Find Tax** to quickly find a specific tax using its tax ID.
- [Tax States and Jurisdictions](/v1/docs/tax-states-and-jurisdictions)
- [Special Districts](/v1/docs/special-district-maintenance)
- [Reference Tables](https://help.idibilling.com/docs/reference-tables-1) (Tax category, City, County, and Zip Code)
- [Reports](/v1/docs/tax-reports)
- [Taxes Database Version](/v1/docs/taxes-database-version)

Or you can maintain:

- [Wireless Tax Exemptions](/v1/docs/wireless-tax-exceptions)
- [Extended Exemptions](https://help.idibilling.com/docs/extended-exemption-maintenance)
- [Extended Exemption Groups](https://help.idibilling.com/docs/extended-exemption-groups)
- [Zip Codes](https://help.idibilling.com/docs/importing-zip-code-files) (import files)