› Manage Invoice Processing › Line pairing › Tax configuration for countries with tax jurisdictions › Set the default purchase order tax code

Set the default purchase order tax code

If a tax code is not present on the purchase order line item, Kofax AP Agility is able to default a tax code based on the purchase order line account assignment category.

You can enable Kofax AP Agility to default a tax code based on the purchase order line account assignment category, by following these steps:

  1. Using the menu, navigate to Settings > Invoice Processing > Capture Profiles > Tax Settings > Tax Jurisdiction Codes tab.
  2. In the AccountAssignmentCategories field, for a specific Tax Code, add assignment categories as a comma-separated list for the desired tax code.
  3. Optionally, modify an existing row in the table by amending the comma-separated list of tax codes to the Account Assignment Categories setting.
  4. Optionally, add a new row to the list of tax jurisdiction codes and provide a comma-separated list of tax codes to the Account Assignment Categories setting.
  5. Save your changes.