I have a client for whom I integrated Manager with the Zakat and Tax Authority over a month ago. The client is issuing invoices but has not clicked the “Relay Zakat” button! He was unaware that this violates Zakat regulations, and today an auditor informed him that this non-compliance could result in a financial fine. My question now is: Is there a method to modify the dates on the old invoices to the current date and then relay the Zakat as an exception?
@Mabaega @Ealfardan
You can Batch Update and change the datea there, however, I don’t think that this is the recommended approach.
What you should do is use the Invoice Reporting portal to report invoices issued that has not been cleared with ZATCA.
I’m not sure if or how this could be done using the relay service, so I will have to defer this to @Mabaega
You mean, the user is late in reporting the Invoice, and when trying to report it, the invoice is rejected by Zatca because of the transaction date?
If Yes, than you can make duplicate Invoices using the Clone Button on Invoice Vew (This will create a new similar invoice with today’s date) and report it to Zatca than delete the original invoice.
No, the issue is not that the invoice is rejected by Zatca due to the transaction date, The real problem is that these invoices have accumulated over a month, which is a clear violation and may result in a fine when relayed now.
There are also significant concerns regarding the manual posting process. I believe this may violate the invoice system, and I’m worried it could lead to issues with both the Zakat and Income authorities.
@Esllam_Rashwan, as far as the clearing process, there isn’t any concern as the process should in fact be manual.
You can imagine the Relay button as the confirm button after which, the invoice is set in stone. Before relaying, the invoice could be thought of as a draft invoice.
Once the user is ready to clear the invoice with Zatca, then they can click on Relay.
I think auto relay would just create more problems than it solves.
This is not an issue since clearing is a realtime process to be done manually. Once ZATCA issues the QR, then and only then the invoice becomes official.
For late submissions, the KSA taxpayer is expected to use another process and another endpoint. This process is called the Reporting process.
The reporting process is about submitting to ZATCA the details of issued invoices after the fact.
In a nutshell, if the taxpayer fails to clear their invoices before issue, they should report them in a manner similar to B2C process described here:
