Getting Started with KSA e-Invoice Integration

Follow the instructions on this page to set up your company, VAT details, voucher types, party ledgers, and stock items in TallyPrime for KSA e-Invoice integration as per ZATCA guidelines.

Before you begin | Prerequisite

• ZATCA Registration and Fatoora login.
• A mobile no. to receive the OTP.
• Latest version of TallyPrime.
• Active TSS.
• KSA e-Invoicing plug-in.

Verify Mandatory Details on the Fatoora Portal

1. Log in to the Fatoora portal and ensure that the status of e-Invoice credentials is active.
2. Make a note of the following details to ensure the same details in TallyPrime:
   1. Tally Serial Number
   2. Company Name
   3. VRN Type
   4. VAT Number
   5. e-Invoice applicability date

Set Up Company

If you have an existing Company, you may update the details. Otherwise, create a new Company.

1. Ensure that you are using the latest version of TallyPrime Edit Log.
2. Press Alt+K (Company) > Create.
   If you have a Company, open the same and press Alt+K (Company) > Alter, and verify the following details.
3. Fill in the following details as per the registration on the ZATCA Fatoora Portal:
   1. Mailing Name (Company Name)
   2. Building No. (4 digits)
   3. District
   4. City
   5. Region
   6. Postal Code (5 digits)
   7. PO Box
   8. Country
   9. Telephone
   10. Mobile
   11. E-mail
   12. Seller ID details
4. Press Ctrl+A to save.

To know more, refer to Specify necessary information in Company.

Set Up VAT Details

1. Press F11 (Company Features) > set Enable Value Added Tax (VAT) to Yes and press Enter.
2. In the VAT Details screen, specify the VAT Registration Details.
   1. VRN Type
   2. VAT No. (As per Fatoora)
   3. Registration Date (As per Fatoora)
   4. Periodicity (As per Fatoora)
3. Set/alter VAT details: Yes.
   1. Taxability: Taxable
   2. Tax rate: 15%
4. Mailing details in local language: Yes.
   • Press F12 (Configure) and set Show mailing details in local language to Yes to enable the above option.
5. e-Invoice Integration Phase applicable: Yes.
6. Applicable from: Enter the e‑Invoice Integration start date.
7. In the e-Invoice Login Credentials screen, press G (Generate) to generate the OTP.
   You will receive the OTP on your registered mobile number.
8. In Certificate Signing Request (CSR) Form,
   1. Verify Company Name and Company VAT Number.
   2. Update Organisation Unit.
   3. Select Invoice Type.
   4. Enter Location and Industry Name.
   5. Preferred Environment: Simulation.
   6. Enter the OTP.
   7. Send the CSR Form after saving: Yes.
9. In the VAT Details screen, provide e-Invoice archive path for XML and A3 PDF files.

If a blank screen appears during the generation of e-Invoice login details:

1. Press F1 (Help) > Settings > Country > Date and Number Format.
2. Change Data entry format from YYYY-MM-DD to DD-MM-YYYY and generate the details again.

Set Up Voucher Types

1. Press Alt+G (Go To) > Alter Master > Voucher Type > select the required voucher type.
   For example, Sales, Credit Note, Debit Note, Receipt (Advance).
2. Allow e-Invoicing: Yes.
3. Create different Numbering Series or use different numbering formats for each voucher type.
   For example,
   • Sales: SL/2025/XXX
   • Credit Note: CN-XXX
   • Debit Note: DN-XXX
   • Advanced Receipt: RCPT-XXX

To know more, refer to Set Up Voucher Types for e-Invoicing.

Set Up Party Ledgers

1. Press Alt+G (Go To) > Create Master > Ledger.
   Select Alter Master, if you have already created one.
2. Enter the name of the ledger. Add alias in English or Arabic, as required.
   If language alias is not enabled, press F12 (Configure) > set Provide language aliases for Name to Yes and save.
3. Fill in the Mailing Details.
   1. Building No. (4 digits)
   2. Secondary No. (if applicable)
   3. District
   4. City
   5. Region
   6. Country
   7. Pincode (5 digits)
   8. PO Box (5 digits)
4. Enter VAT Registration Details.
   1. Registration Type (Regular/Unregistered)
   2. Date of VAT Registration
   3. VAT No. (15 digits)
   4. VRN Type
5. Set Mailing Details in local language to Yes and enter the mailing details in Arabic.
   1. Name
   2. Address
   3. City
   4. District
   5. Country
6. Press Ctrl+A to save.

To know more, refer to Set Up Ledgers for e-Invoicing.

Set Up Stock Items

1. Press Alt+G (Go To) > Create Master > Stock Item.
   Select Alter Master, if you have already created one.
2. Enter the name of the stock item. Add alias in English or Arabic, as required.
   If language alias is not enabled, press F12 (Configure) > set Provide language aliases or Name to Yes and save.
3. Select appropriate Group and Unit of Measurement.
4. Under Statutory Details, set:
   1. Taxability: Taxable
   2. Tax Rate: 15%
5. Select Type of Supply, as per the nature of the item.
6. Press Ctrl+A to save.

To know more, refer to Set Up Stock Items for e-Invoicing.

Best Practices

• Ensure that your company, ledgers, and stock items contain all the mandatory information as per ZATCA guidelines.
• Verify that the VAT No. is entered in the party ledger and is of 15 digits.
• Verify that the ledger and stock item names are in Arabic.
• Ensure that the Tax Rate is set at 15% for all the stock items.

In case any of this are missed, you may come across one or the other messages given below.