---
title: How to upload financial statements to the Zakat, Tax and Customs Authority
description: "--- **Purpose of this procedure:**To generate the tax report from the software and upload it to the Zakat, Tax and Customs Authority (ZATCA) portal in order to comply with regulatory requirements and avoid penalties. --- ## Steps to generate the…"
url: "https://bill.sa/en/help/how-to-upload-financial-statements-to-the-zakat-tax-and-customs-authority/"
updated: "2026-09-28"
category: General Settings
---

# How to upload financial statements to the Zakat, Tax and Customs Authority

---

**Purpose of this procedure:**To generate the tax report from the software and upload it to the Zakat, Tax and Customs Authority (ZATCA) portal in order to comply with regulatory requirements and avoid penalties.

---

## Steps to generate the tax report from the program:

---

**❶ From the main interface**

- Scroll to the bottom of the page.
- Look for the "Reports" menu, then click on it.

![](https://bill.sa/wp-content/uploads/2026/07/‫الرئيسية-شركة-تجربة-Google-Chrome‬-7_27_2026-03_16_52-م-1-1024x540.png)

---

**❷ Tax Reports**

- From the reports list, select **"Tax Reports"**.

![](https://bill.sa/wp-content/uploads/2026/07/‫الرئيسية-شركة-تجربة-Google-Chrome‬-7_27_2026-03_16_58-م-1-1024x540.png)

---

**❸ View tax details**

- A screen will open displaying **two tables**:
  - **Table 1:** Shows the sales tax (VAT on Sales) collected from customers.
  - **Table 2:**Shows the VAT on **purchases paid** to suppliers.

![](https://bill.sa/wp-content/uploads/2026/07/‫الرئيسية-شركة-تجربة-Google-Chrome‬-7_27_2026-03_17_13-م-1-1024x540.png)

---

**❹ Copying or exporting data**

- Copy the figures from the two tables (amount, added taxes, ...).

![](https://bill.sa/wp-content/uploads/2026/07/‫الرئيسية-شركة-تجربة-Google-Chrome‬-7_27_2026-03_17_13-م-2-1024x540.png)

---

## Steps to submit the tax return to the Zakat Authority:

---

**❶ Log in to the ZATCA portal**

- Go to the Zakat, Tax and Customs Authority website: [zatca.gov.sa](https://zatca.gov.sa/).
- Log in using:
  - The unique number of the establishment, or
  - Email and password.

---

**❷ Navigate to Tax Returns**

- From the home page, select **"Indirect Taxes"** → **"Value Added Tax"**.
- Click on **"Returns"**.

---

**❸ Selecting the tax period**

- Using the Filter tool, choose the ready-to-fill-in declaration (Ready-to-fill/Draft).
- Select the required tax period (quarterly or monthly, depending on the size of the establishment).

---

**❹ Filling in the declaration details**

- A screen will appear containing fields similar to the tables you extracted from the program:
  - **Sales Tax:** Enter the total tax collected from customers.
  - **Purchase Tax:** Enter the total tax paid to suppliers.
  - The system will calculate the **net tax due** (the difference between them).

---

**❺ Review and Confirm Data**

- Review all the numbers you entered.
- Ensure it matches the report generated from the software.

---

**❻ Submission of the Declaration**

- Click **"Submit"**.
- A notification will appear asking you to review the data one last time; then, click **"Submit"** again.

---

**❼ Acknowledge Receipt**

- A confirmation message acknowledging receipt of the declaration will appear.
- You will receive a notification via email and text message.
- You can download a PDF copy of the declaration to save in your files.

---

## ⚠️ Important Notices:

- **Ensure the accuracy of the figures:** any error in the figures could expose the entity to fines of up to 50% of the tax due.
- **Adherence to deadlines:**The declaration must be submitted within the specified period (monthly or quarterly); otherwise, penalties will double.
- **Data Reconciliation with the "Qawaem" Platform:** Ensure that the figures submitted for Zakat purposes match the financial statements filed on the Ministry of Commerce’s "Qawaem" platform to avoid regulatory notifications.
- **Save a backup copy:** Keep a copy of the submitted report and declaration for review and audit purposes.

---

## 💡 Additional tips:

**📌 Using Monthly Reports**

- Generate the tax report from the software periodically (monthly or quarterly) to facilitate the filing process at the end of the tax period.

**📌 Hiring an accountant**

- If the entity is complex or has multiple branches, it is advisable to engage a certified public accountant to review the figures before submission.

**📌 Track appointments**

- Note down the filing deadlines in your calendar to avoid penalties.