Taxes

How the pieces fit together

Tax on an invoice depends on three things: how the rate is calculated, whether the item is taxable, and whether the customer owes tax.

Start with what you're trying to do

Pick the goal closest to yours. Each path lists articles in the order to read them.

• Choose how to calculate tax

  Compare custom taxes with the tax services you can connect.

  1. Understand Tax Options
  2. Taxes FAQs

• Set my own tax rates

  Create tax rules by region and mark what's taxable.

  1. Configure Custom Taxes
  2. Configure Taxable Products and Items

• Connect my Avalara account

  Including moving off Managed Sales Tax.

  1. Avalara AvaTax Integration Overview
  2. Set Up AvaTax in Maxio Invoicing Suite
  3. Create a Taxed Subscription with Avalara AvaTax ((to test before going live))

• Connect another tax service

  Each service has an overview, a setup guide, and a test subscription walkthrough.

  1. Anrok Integration Overview
  2. Numeral Integration Overview
  3. Sphere Integration Overview
  4. TaxJar Integration Overview ((beta))
  5. Taxwire Integration Overview ((beta))

• Meet e-invoicing requirements

  Find out which model applies, then connect Avalara ELR.

  1. Avalara ELR Integration Overview
  2. General Categories of E-Invoicing Models
  3. Setting Up the Avalara ELR Integration

• Exempt a customer from tax

  Stop charging tax to a customer or EU business.

  1. Set Up Tax Exempt Customers
  2. Taxes FAQs ((VAT numbers))

• Show tax details on invoices

  Display VAT, GST, and tax line details for your customers.

  1. Show Tax Breakdowns by Region
  2. Understand Invoice Customization

Answers to common questions

The tax questions customers ask most, and where to find the answer.

• What do I need to do before Managed Sales Tax is retired?Set Up AvaTax in Maxio Invoicing Suite →
• How do I set up e-invoicing?Avalara ELR Integration Overview →
• Why isn't tax being added to an invoice?Configure Taxable Products and Items →
• Why did AvaTax stop calculating tax?AvaTax Troubleshooting and FAQs →
• Why is a customer charged tax when their VAT number is valid?Taxes FAQs →
• Can I use different tax rates for different products?Taxes FAQs →
• How do I mark a customer as tax exempt?Set Up Tax Exempt Customers →

After your taxes are set up

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