Create a Taxed Subscription with Taxwire

Use a taxed subscription to confirm that Maxio can calculate Taxwire sales tax for taxable products or components before billing.

Before you start

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

• Taxwire is enabled in Maxio.
• The tax origin address is complete.
• The customer has the address required by your tax address setting.
• The subscription includes taxable products or components.
• The site currency is supported by your Taxwire setup.

Taxwire supports USD and most international currencies, including CAD, GBP, EUR, JPY, and AUD. To check support for a specific currency, contact support@taxwire.com.

Step 1: Create or update the product catalog

The product catalog controls which products and components are taxable. Review the catalog before creating the subscription so Taxwire receives the correct line item details.

1. Define products or plans in Maxio Advanced Billing.
2. Turn on Enable taxes in the Advanced Options of each product or component that sales tax should apply to.
3. Add Taxwire product categories when Taxwire should use a specific product category.

Step 2: Create the customer record

The customer record must include the address required by your tax address setting. Taxwire uses the customer 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 on the payment profile or signup form.

Step 3: Configure the subscription

After the catalog and customer record are ready, add taxable products or components to the subscription. Preview the subscription or invoice before completing signup or issuing the invoice.

1. Add taxable products and components to the subscription.
2. Choose a supported site currency for your Taxwire setup.
3. Preview the subscription or invoice to confirm tax is calculated before billing.
4. Complete signup or issue the invoice when the tax amount looks correct.

If Taxwire can't calculate tax during a signup preview, the preview shows the error message instead of a tax amount, such as "Taxwire authentication failed. Please check your API key."

Test before going live

Test the full Taxwire workflow using a Taxwire Sandbox account before connecting your live Taxwire account. This helps confirm tax amounts, jurisdiction details, exemptions, and Taxwire metadata before live invoices are created.

1. Connect your Maxio test site to Taxwire using the API key from your Taxwire Sandbox account.
2. Run sample subscriptions, invoices, voids, and refunds.
3. Verify tax amounts, jurisdiction breakdowns, and exemption behavior.
4. Confirm jurisdiction detail appears on invoices. Maxio also stores the Taxwire transaction ID in the invoice metadata. It isn't displayed on the invoice, so contact Maxio Support if you need it.

Once validated, connect your production site using the API key from your live Taxwire account.