› 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

Use the procedure in this topic to set the default purchase order tax code based on the purchase order line account assignment category.

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

Procedure

  1. Using the menu, navigate to Settings > Invoice Processing > Capture Profiles > Tax Settings > Tax Jurisdiction Codes.
  2. In the Account Assignment Categories field, for a specific Tax Code, add assignment categories as a comma-separated list for the desired tax code.
  3. Optional. Modify an existing row in the table by amending the comma-separated list of tax codes to the Account Assignment Categories setting.
  4. Optional. 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.