NewMaxio Metering is now available — usage-based billing for Advanced Billing.Learn more
/
DevelopersAdd-OnsSaaSpediaAcademy

Help Center › Accounting › Other Accounting Integrations › AvaTax for Maxio Core › Configuration

Configure the AvaTax Integration

··

Last updated on Aug 26, 2026

Once the AvaTax integration is connected, use its settings to control how Sales Tax is calculated, committed, and synced between Maxio and Avalara.

As an Admin user, go to Integrations > AvaTax to view your current settings. Click the pencil icon (Update Settings) to edit them, or the external-link icon (AvaTax Admin Console) to open your Avalara Admin console in a new tab.

Settings

General Settings on the AvaTax Integration Settings page

SettingDescription
ModeShows whether the integration is connected to Avalara's Production or Sandbox environment. Only Maxio can change this. Contact Maxio Support if you need to switch between them.
Tax Destination AddressControls which address Maxio uses to determine the tax jurisdiction for an Invoice. See Tax Destination Address below.
Commit Sales Tax
  • Disable Committing Sales Tax - Select if you want to use AvaTax to validate addresses, but not to commit Sales Tax. For example, you may choose this if you have AvaTax integrated with QuickBooks but still want to validate addresses in Maxio.
  • Manually Commit Sales Tax - Select if you want to manually commit your Sales Tax only, such as in a workflow that commits Sales Tax upon receipt of payment for an Invoice.
  • Automatically Commit Sales Tax - Commits Sales Tax automatically upon the first occurrence of one of the following events: the Invoice is emailed via Maxio e-Bill, the Invoice syncs to your general ledger integration, or the Invoice is manually committed. This is the default setting.
Sync Schedule
  • Manual Sync Only - Requires you to sync Items and Entity Use Codes with Avalara yourself. This is the default setting.
  • Nightly Sync - Runs the sync automatically every night.
Only sync active Items to AvaTax(Optional) When enabled, inactive Items are excluded from the Send Items sync step.
Enable Emailing with Unreconciled Sales Tax(Optional) When your Commit Sales Tax mode is set to Manually Commit Sales Tax, enable this to still email Invoices that need Sales Tax reconciliation. Disabled by default, which holds those Invoices back from emailing until they're reconciled. This setting has no effect in Automatically Commit Sales Tax or Disable Committing Sales Tax mode.
Enable Address ValidationCheck this box to enable AvaTax address validation (Recommended). When enabled, you won't be able to save an invalid address for Invoices, Contracts, or Customers.
Commit or Update Sales Tax Only After DateOnly Invoices dated after this date can have their Sales Tax committed or updated. Invoices dated on or before this date have the Commit and Re-estimate Sales Tax options disabled.
Document Number Prefix(Optional) A prefix Maxio adds to the document number it sends to Avalara for each committed transaction.
Account IDYour Account ID from Avalara. To find it, in AvaTax, go to Settings > Company Details, or click Account in the top right.
License KeyYour License Key, found in your initial setup/activation email from Avalara. If you don't have it, you can regenerate a license/API key in Avalara.
WARNING: If you regenerate your License Key and have other integrations connected to the same Avalara account, they'll break until you enter the new key there too. Avalara doesn't show your License Key again once you leave the regenerate page, so store it somewhere safe.
Company CodeYour Company Code from Avalara. If you have multiple companies set up in AvaTax, select the correct one. After entering your Account ID and License Key, it may take several minutes for this dropdown to show values.
Merchant AddressYour company's merchant address. This is a (Required) field if you want to estimate or commit Sales Tax with Avalara. Without a valid Merchant Address, Estimate and Commit Sales Tax are unavailable, and Sales Tax won't apply to your Invoices, even with Automatically Commit Sales Tax enabled.
Taxable RegistersExcludes specific Registers from automatic Sales Tax calculation. Useful if you use multiple Registers to represent different entities. To exclude a Register, move it to the Excluded list and click Save. Invoices in excluded Registers have Commit and Estimate Sales Tax disabled.

Tax Destination Address

Sales Tax is calculated based on the address Avalara treats as the destination of the sale. By default, Maxio uses the Invoice's Shipping Address first and falls back to the Billing Address if no valid Shipping Address exists. Admins can change this behavior with the Tax Destination Address setting:

OptionDescription
Use Shipping Address if provided, otherwise use Billing AddressUses Shipping Address first, falls back to Billing Address. This is the default setting.
Use Billing Address if provided, otherwise use Shipping AddressPrioritizes Billing Address, falls back to Shipping Address.
Use Shipping Address onlyIgnores Billing Address even if present.
Use Billing Address onlyIgnores Shipping Address even if present.

Within whichever address type is selected, Maxio checks these sources in order until it finds a valid one:

  1. The Invoice's own address
  2. The Customer's or Contract's address
  3. The Invoice's address of the other type (Shipping or Billing)
  4. The Customer's or Contract's address of the other type

To connect the integration for the first time, see Setup the AvaTax Integration.

To manage tax-exempt Entity Use Codes, see Manage Entity Use Codes for Tax Exemptions.

Still need help?
Reach out and our support team will take it from here.

Contact support