📢 **Upcoming Update: Enhanced Tax Experience in APO (Zurich Release)**

We’re excited to introduce several improvements to the tax experience in Accounts Payable Operations (APO) as part of the  **Zurich release**. These enhancements are designed to provide greater accuracy, simplify manual work, and offer seamless integration with external tax engines.

 

🚀 **What’s New?**

**1. Automated Tax Calculation with External Tax Engines**

You can now integrate APO with your preferred external tax solution to  **automatically generate tax lines** during invoice processing.

This reduces manual effort and improves tax accuracy.

If you choose not to use external tax integration, you can continue to  **enter tax lines manually** —with an improved and more user‑friendly experience.

 

**2. Streamlined Manual Tax Entry**

For customers entering tax information manually:

- System tax and supplier tax can now be reviewed and added  **on a single page**.
- This replaces the earlier two‑step process, making tax entry faster and more intuitive.

**3. Enhanced Tax Validation & New Exception Types**

We’ve expanded tax validation to ensure system‑calculated tax matches supplier tax  **at both invoice line and invoice header levels**.

To support this, four new exception types are introduced:

- **Over‑tax amount variance – Invoice line**
- **Under‑tax amount variance – Invoice line**
- **Over‑tax amount variance – Invoice header**
- **Under‑tax amount variance – Invoice header**

These provide better visibility into tax discrepancies and help resolve issues more efficiently.

**Note:**

The two existing tax variance exceptions will be retired. You may close them manually by bypassing them or use the upgrade script provided.

 

**4. Updated Playbook Experience**

The **Review Tax Lines** pane has been removed.

- For all the customers, tax lines can still be added manually for each invoice line in the tax lines tab.
- For customers using external tax integration, tax lines are created automatically, and you can now track their status in the new  **Review Compliance** swimlane.

**5. API Ingestion Behavior Remains the Same**

- For all the customers, If invoice payload includes tax lines, APO will continue to create them during API ingestion—no changes required.
- For customers using external tax integration, tax lines cannot be created as they are automatically created based on the response from external tax system.