Purpose

The Saudi government announced the Tax Filing to modernise and streamline tax collection and compliance.The app allows users to file their Value Added Tax (VAT) returns, declarations, and other tax-related documents in a more user-friendly manner, reducing the reliance on physical visits to tax offices and enhancing overall compliance.

Domain Signup    

• When registering a domain and selecting Saudi Arabia as the country, specific tax filing-related fields will be automatically enabled in both the Customer Master and Branch Master.

Onboarding Process for TFA:    

To ensure a successful onboarding for TFA, follow the steps below to complete all mandatory fields in the Customer Master and Branch Master:

Step 1: Customer Master  

Navigation: Go to Master → Customer → Add/Edit Customer

Ensure the following mandatory fields are filled:

• Tax Reg No

• Addition Number

• Buyer Id Label

• Buyer Id Value

Step 2: Branch Master  

Navigation: Go to Master → Branch Master → Edit Branch

Ensure the following mandatory fields are filled:

• Tax Reg No

• Addition Number

• Company Id Label

• Company Id Value

• Country should be set as Saudi Arabia

Step 3: Obtain VAT License Details  

Before onboarding, ensure you have collected the VAT License Number from the customer. This is required to proeed with the TFA onboarding.

TFA   ONBOARDING PROCESS

Follow the steps below for a smooth onboarding experience:

Step I: Log in to Your Zoho Account    

1. Login with your Zoho mail account using the following link:
   Zoho Login

2. If you don’t have an account, sign up for a new Zoho account by visiting this link:
   Zoho Signup

3. Note: Ensure that the browser used for logging in to your Zoho account is the same as the one used for opening the TFA application.

Step II: Access TFA Dashboard    

1. Go to "Tools" -> Integration -> "Tax filing

2. Click the three dots on the top right corner of the dashboard. A pop-up will appear with several options.

3. Click the Onboarding Process menu (this is typically the first option shown).

Step III: Initiate Onboarding Request  

1. Once you’ve clicked the Onboarding Process menu, the onboarding page will appear.

2. On the page, click the Onboarding Request button to proceed.

Step IV: Acknowledge and Confirm    

1. After clicking the onboarding button, you will be redirected to a new tab to acknowledge the process.

2. Accept the acknowledgment and then return to the TFA application tab.

Step V: Verify Company Details    

1. Your company details will load on the screen.

2. Verify all details carefully. Once everything is confirmed as correct, enter the VAT License No in the input field provided.

3. After entering the license number, click the Create Organization button to proceed.

Step VI: Generate CSID    

1. After clicking Create Organization, you will be redirected to a new page for generating the CSID.

2. Enter the OTP (One-Time Password) you received in the ZATCA portal.

3. Once you input the OTP, click the Generate CSID button.

Step VII: CSID Confirmation    

1. If the OTP is correct, a success message will appear:
   "CSID generated successfully".

2. You are now successfully onboarded.

Kindly reach the "Support" team via live chat or "truepos-support@gofrugal.com" mail once the "Onboarding" process done.

Step VIII: Once support team update you can proceed with E-invoice generation against the invoice through the "E-invoice"portal in TFA Dashboard.