Create a Taxed Contract with Anrok

Use a taxed Contract to confirm that Maxio can calculate Anrok sales tax for taxable Items before billing.

Before you start

Confirm that the Anrok setup and required tax calculation data are complete before creating a taxed Contract. Missing addresses, taxability settings, item linkage, or credentials can prevent tax from calculating correctly.

• Anrok is enabled in Maxio.
• The tax origin address is complete.
• The Customer or invoice has the address required by your tax address setting.
• The Item is marked Taxable and is linked to a corresponding Advanced Billing item.

Step 1: Create or update the item

On Maxio Core, Anrok calculates tax based on an Item's link to a corresponding Advanced Billing item, not a per-item tax code. Review this linkage before creating the Contract so Anrok receives the correct line item details.

1. Define Items in Maxio Core.
2. Mark Items as Taxable when sales tax should apply.
3. Confirm the Item is linked to a corresponding Advanced Billing item. If it isn't yet, run or enable the Send Items step in your Advanced Billing sync settings to create the link.

Step 2: Create the Customer record

The Customer record must include the address required by your tax address setting. Anrok uses the Customer's destination address to calculate applicable sales tax.

1. Enter the Customer address information required by your tax address setting.
2. For shipping-based tax settings, collect a complete shipping address.
3. For billing-based tax settings, collect complete billing address details.

Step 3: Configure the contract and invoice

After the Item and Customer record are ready, add taxable Items to the Contract invoice. Preview the invoice before completing issuance.

1. Add taxable Items to the Contract invoice.
2. Preview the invoice to confirm tax is calculated before billing.
3. Complete issuing and sending the invoice when the tax amount looks correct.

Test before going live

1. Create a test Customer in Maxio with a full address.
2. Run a sample Contract, invoice, void, and refund.
3. Confirm in Anrok that the transaction appears with jurisdiction details.