Maxio Invoice and Taxwire Transaction Sync

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

How Maxio identifies Taxwire transactions

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

• Issued invoices use this reference ID format: <invoice_uid>
• Full refunds use this reference ID format: <invoice_uid>:refund
• Partial refunds, credits, and partial voids use this reference ID format: <invoice_uid>:refund:<credit_note_uid>
• The remaining amount refunded when you void an invoice that already has credit notes uses this reference ID format: <invoice_uid>:refund:void_remainder
• Every refund transaction links back to the original invoice transaction in Taxwire.

Supported invoice activity

Maxio exports supported invoice activity when Taxwire tax is present on the invoice. The supported activity depends on the invoice workflow and the type of downstream transaction.

• Invoice issued: If the invoice includes Taxwire tax, Maxio exports the invoice to Taxwire as a finalized transaction.
• Invoice voided: If the invoice was exported to Taxwire, Maxio enqueues an invoice void job. A full void marks the original Taxwire transaction as void rather than deleting it.
• Invoice updated: If an open invoice that was already exported to Taxwire changes, for example when you use Commit Sales Tax, Maxio recalculates the tax and updates the same Taxwire transaction. Maxio sends the recalculated line tax with the update, so Taxwire files the tax on the updated invoice, including $0, rather than the tax from the first export. A line that still carries tax after you make its product or component non-taxable stays on the transaction, so its tax is filed too. If no line on the invoice is taxable or carries tax after the change, Maxio marks the Taxwire transaction as void instead of updating it.
• Refund success: Maxio enqueues a Taxwire refund export job. A refund of the full invoice total creates a full refund transaction in Taxwire, and a smaller refund creates an itemized, proportional refund transaction.
• Service Credit applied: If you apply a Service Credit to an invoice that included Taxwire tax, Maxio reverses the proportional share of that tax in Taxwire with a credit transaction linked to the original invoice transaction. Applying a Service Credit for the full invoice total creates a full reversal. Applying a smaller amount, including the full amount due on a partially paid invoice, creates a partial reversal in proportion to the credit compared with the invoice total. This applies whether you apply the Service Credit yourself from Record Payment or Maxio applies it automatically during signup, renewal, or reactivation. When it's applied automatically to a new invoice that hasn't exported to Taxwire yet, Maxio waits for that invoice to export before sending the reversal.
• Credit note created: If a credit note is created in Maxio Core with Commit to Tax Service Provider selected, Maxio reverses the credited share of the original invoice's tax in Taxwire with a credit transaction linked to the original invoice transaction.

Sync start date

If you set Start syncing transactions from in the Taxwire settings, invoices dated before that date are taxed as usual but aren't sent to Taxwire. A void or refund of an invoice that was already sent still syncs, even if you later move the date past it.

Subscription groups

Taxwire exports a subscription group's consolidated invoice per member segment rather than on the parent. The consolidated parent invoice never creates a Taxwire transaction; each member segment creates, voids, refunds, and reverses its own transaction, much like a plain invoice.

• Invoice issued: Each segment that includes Taxwire tax creates its own finalized Taxwire transaction, scoped to that segment's own lines and address. The consolidated parent never creates a transaction, including when its invoice is later updated.
• Invoice voided: Voiding an unpaid consolidated parent voids every segment's transaction, and voiding a single unpaid member segment voids only that segment's transaction. Voiding a partially paid parent or segment posts a partial credit for the voided remainder of each segment. A segment that was already fully paid gets no credit, and its transaction isn't voided. If a credit note already reversed tax on a segment, whether the credit note was issued on that segment or on the parent, voiding the segment credits only the part not yet reversed, and nothing if the credit note covered all of it.
• Refund success: Maxio sends each segment the part of the refund that applied to that segment. A segment refunded for its full total creates a full refund transaction, and a smaller amount creates an itemized, proportional refund transaction, as for a plain invoice. Refunding a single member segment affects only that segment's transaction, and a retried refund doesn't post a duplicate. A rebilled segment, or a segment the refund didn't touch, isn't sent.
• Credit notes: A credit note issued on a member segment reverses tax on that segment's transaction. A credit note issued on the consolidated parent is split proportionally across the segments by their invoice totals, and each segment's share is reversed on its own transaction. A segment with no Taxwire tax is skipped, and its share isn't moved onto another segment.
• Service Credit applied: Applying a subscription group's Service Credit to a consolidated invoice generates one credit note per member segment, and each is reversed on that segment's own transaction, the same way a Service Credit applied to a plain invoice is reversed.

Voids and refunds

For invoice-centric billing sites, Maxio responds to downstream invoice activity with Taxwire export jobs.

• Voids and refunds are synchronized to Taxwire so reports stay accurate.
• Full voids mark the original Taxwire transaction as void, unless the invoice already has credit notes, such as from a Service Credit. In that case, Maxio reverses each credit note's share and refunds only the remaining amount instead of voiding the whole transaction, so the credited share isn't reversed a second time.
• Partially paid voids can create a Taxwire refund transaction for the voided amount.
• A full refund reverses the tax that the original Taxwire transaction files. A partial refund, credit note, Service Credit, or partial void reverses its proportional share of that filed tax, so the reversal matches what Taxwire filed even after the invoice was updated.
• Successful refund activity enqueues a Taxwire refund export job.
• Retries are idempotent: a retried void or refund export doesn't create a duplicate record in Taxwire.

Reconciliation

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