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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.
General Settings on the AvaTax Integration Settings page
| Setting | Description |
|---|---|
| Mode | Shows 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 Address | Controls which address Maxio uses to determine the tax jurisdiction for an Invoice. See Tax Destination Address below. |
| Commit Sales Tax |
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| Sync Schedule |
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| 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 Validation | Check 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 Date | Only 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 ID | Your Account ID from Avalara. To find it, in AvaTax, go to Settings > Company Details, or click Account in the top right. |
| License Key | Your 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 Code | Your 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 Address | Your 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 Registers | Excludes 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. |
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:
| Option | Description |
|---|---|
| Use Shipping Address if provided, otherwise use Billing Address | Uses Shipping Address first, falls back to Billing Address. This is the default setting. |
| Use Billing Address if provided, otherwise use Shipping Address | Prioritizes Billing Address, falls back to Shipping Address. |
| Use Shipping Address only | Ignores Billing Address even if present. |
| Use Billing Address only | Ignores Shipping Address even if present. |
Within whichever address type is selected, Maxio checks these sources in order until it finds a valid one:
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.
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