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Last updated on Aug 27, 2026
Use this article to resolve common Numeral setup, connection, and calculation issues in Maxio, and to find answers to frequently asked questions and best practices for keeping tax calculation working after setup.
Confirm the Numeral integration feature is enabled for your site by Maxio Support or your CSM.
Confirm the API token is valid for the selected Test or Production environment.
Maxio validates the key format and attempts a live call to Numeral when you use Test Connection. If the test fails, review the error message, confirm the key, and confirm that the key belongs to the intended environment.
Confirm the tax origin address is complete, the customer destination address is available, and the subscription has taxable products or components.
Confirm the Numeral Product Category value set on the product or component in Maxio matches the category you intend Numeral to use.
Maxio logs Numeral errors and displays setup or calculation issues where applicable. Common causes include:
Confirm the original invoice included Numeral tax and that the invoice activity is supported by the Numeral sync workflow. For invoice-centric billing sites, invoice, void, and refund events enqueue background jobs that export corresponding transaction activity to Numeral.
No. Numeral calculates rates dynamically based on invoice line items, product tax codes, and address data Maxio sends. You should still maintain taxable flags, tax codes, customer addresses, and origin address settings in Maxio.
Yes. Connect a Maxio test site to Numeral using a Test API key. Run test subscriptions or invoice previews and confirm expected taxes. Before going live, switch to a Production API key and test the connection again.
Invoices, invoice voids, refunds, and supported credit note activity are exported with transaction metadata used for reconciliation.
Yes. Product taxability, product tax codes, customer address collection, tax origin configuration, nexus, and filing setup remain customer-managed.
No. Only one tax provider can be active per site at a time.
Yes. Exemption status set in Numeral is honored on Maxio invoices. Numeral can override an applied exemption in certain scenarios, such as when a customer is exempt in one region but taxable in another.
A deleted invoice is skipped entirely by every export path. Maxio doesn't create a new export for it, and doesn't update, void, or refund any export that already existed before it was deleted. Voiding or refunding an already-exported invoice is different: the void or refund is synchronized to Numeral so reporting stays accurate, as long as the invoice included Numeral tax and the activity is supported by the Numeral sync workflow.
Follow these best practices to keep the Numeral integration accurate and reliable after setup. Review these items before testing, going live, or making changes to tax-related settings.
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