Maxio Invoice and TaxJar Transaction Sync

Maxio synchronizes invoice, credit note, void, and refund activity with TaxJar when the invoice includes TaxJar tax. This keeps TaxJar reporting aligned with invoice activity in Maxio.

Transaction export overview

Transaction export keeps TaxJar reporting aligned with invoice activity in Maxio. Maxio sends invoice and adjustment details to TaxJar when the transaction includes TaxJar-calculated tax.

How Maxio identifies TaxJar transactions

Maxio uses deterministic transaction identifiers so related invoice, void, refund, and credit note activity can reference the same record in TaxJar.

• Issued invoices use this transaction ID format: maxio:<site_id>:<invoice_uid>
• Partial void export uses this transaction ID format: maxio:<site_id>:<invoice_uid>:void
• Refund export uses this transaction ID format: maxio:<site_id>:<invoice_uid>:refund
• Credit note export uses this transaction ID format: maxio:<site_id>:<invoice_uid>:refund:<credit_note_uid>, scoped per credit note so multiple credit notes against the same invoice don't collide on TaxJar's unique transaction ID.
• A full void deletes the original TaxJar order using the issued-invoice transaction ID rather than creating a new one.

Supported invoice activity

Maxio exports supported invoice activity when TaxJar tax is present on the invoice, including an invoice whose only taxed amount is a Maxio Payments surcharge. The supported activity depends on the invoice workflow and the type of downstream transaction.

• Invoice issued: If the invoice includes TaxJar tax, Maxio exports the invoice transaction to TaxJar.
• Invoice voided: If the invoice includes TaxJar tax, Maxio enqueues an invoice void job. A full void deletes the original TaxJar order. A partially paid void creates a TaxJar refund transaction for the voided amount.
• Refund success: Maxio enqueues a TaxJar refund export job for successful refund activity.
• Credit notes: Maxio exports a TaxJar refund transaction scoped to the credit note, so multiple credit notes against the same invoice each get their own TaxJar record instead of colliding.

Surcharge resync after payment

A Maxio Payments surcharge can be added to an invoice after that invoice was already exported to TaxJar, so the original export can't reflect it. When a payment is applied to an invoice that already has a TaxJar transaction and a surcharge with a surcharge tax code, Maxio updates that transaction to include the surcharge. If the invoice has a taxed surcharge but no TaxJar transaction yet, Maxio creates the transaction instead.

Reconciliation

Review TaxJar transaction IDs, jurisdiction breakdowns, tax amounts, and provider-side transaction logs to reconcile Maxio invoices with TaxJar.