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Manage even the most complex billing models with ease
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Simply your customer lifecycle management, no matter how you bill
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Automate your revenue recognition schedules to ensure GAAP compliance
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Maxio Platform
Your financial operations platform to manage subscriptions, billing, revenue recognition, and financial reporting.
Featured Modules
Advanced Billing
Automated recurring billing to power your product-led or self-service strategy
A/R Management
Reduce your A/R balance, drive down DSO, and get cash in the door faster
Advanced Revenue Management
GAAP/IFRS-compliant revenue recognition your auditors will love
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Bill customers and recognize revenue based on future events (i.e. implementations)
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Expense accounting for prepaid expenses, fixed assets, and sales commissions
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Avalara
Maxio + Avalara AvaTax integration
Save time and avoid confusion by automating sales tax calculations and filings. Maxio’s AvaTax integration allows you to quickly and accurately calculate sales tax to remain compliant with ever-changing tax laws.
Why integrate Avalara AvaTax with your Maxio account
Why integrate Avalara AvaTax with your Maxio account
As you create customers in Maxio, you can validate the business addresses using AvaTax (you can also validate your customers’ addresses in bulk). The AvaTax calculation engine is the most accurate and up-to-date address validation engine available, so you will know that your records are accurate and your Sales Tax will be calculated correctly.
Automate Tax Calculations
With a validated address, AvaTax auto-calculates sales tax based on the local tax code for each invoice. Sales tax is calculated based on the jurisdiction at which the service is delivered. This can be either the shipping address or billing address. When committing sales tax, you’ll have the flexibility to choose between doing so manually or automatically in Maxio.
Accuracy Across all Applications
Maxio is designed to be your source of truth for revenue. All sales tax line items populated by AvaTax can be passed to your CRM or general ledger so you have accurate customer data across all applications.
How the Maxio + Avalara AvaTax integration works
The Maxio + Avalara AvaTax integration is bi-directional. Maxio syncs with your AvaTax account and passes Maxio Items to AvaTax and AvaTax passes your entity use codes to Maxio. Once synced, you can reference the AvaTax information for your Items from both the Item List and the individual Item Profiles within Maxio.
Once configured, AvaTax calculates the sales tax amount for each invoice based on a combination of the item tax code settings in AvaTax, the presence of any exemptions for the customer, and the physical location associated with the invoice.
Sales tax is typically calculated based on the location to which the service is delivered. Using this logic, AvaTax will attempt to use an invoice’s shipping address to assign tax values and will only use the billing address when there are no valid shipping addresses.
To get started using AvaTax with Maxio, contact Maxio Support and we will provide you with instructions for contacting AvaTax. You must first have an account set up with AvaTax in order to use the integration.
Once you’re live with AvaTax, it takes about 10 minutes to enable the integration in your Maxio account.