Invoice or Document Not Appearing in the Tax Declaration Form
When a customer complains that an invoice, entry, or notification does not appear in the tax declaration form, the reason is one or more of the following:
1) The Invoice is a Draft (Not Approved)
Invoices with status “draft” do not appear in any report or in the tax declaration form.
Solution: Click on view next to the invoice and click “Save and Approve”.
2) The Invoice Date is Outside the Selected Tax Period
The declaration retrieves invoices according to the “Supply Date Used in the Tax Declaration” setting (Settings → General Settings).
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If the setting is on “Issue Date”: the invoice appears in the declaration according to the issue date.
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If the setting is on “Due Date”: the invoice appears according to the due date.
Solution: Verify the invoice date and due date and match them with the selected tax period in the declaration.
3) Manual Entry Does Not Appear in the Declaration
Manual entries will not be reflected in the declaration if:
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The correct tax account (such as 2105) was not used.
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The tax type was not specified from the “Entity” field next to the tax account in the entry.
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The entry date is outside the selected tax period in the declaration.
Solution: Open the entry and verify the three conditions above. If the entity has not been specified, you must edit the entry and add it.
Note: Tax on manual entries appears in the declaration under “Tax on Manual Entries” and not under Sales or Purchases. Also, the direction of the entry determines the classification: tax account debit = input tax, credit = output tax.
4) Simple Invoices (Expenses)
Simple invoices appear in the tax declaration naturally if they contain tax, have been approved, and their date is within the period.
If they do not appear: make sure they are not drafts, and that tax is enabled on the item/account used.
5) Credit/Debit Notifications Do Not Appear in the “Adjustment” Column
Notifications appear in the “Adjustment” column in the declaration form:
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Credit notifications (for sales) → sales adjustment.
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Debit notifications (for purchases) → purchases adjustment.
If they do not appear: check the notification date and ensure it falls within the selected tax period, and that the notification has been approved.
6) Tax Declaration Form Report Not Visible in Reports List
The Tax Declaration Form is available for all plans. It can be accessed from: Reports → Tax Declaration Form.
If it does not appear: ensure that the user has access permissions to reports, and that tax is enabled in the organization settings.
7) An Invoice from a Previous Period Affects the Current Period Declaration
If an invoice with an old date (previous quarter) is entered after submitting the declaration, it will appear in the declaration according to its date, not the entry date. This may change figures in a previous period’s declaration.
Solution: In this case, the invoice may appear under “Corrections from Previous Periods” in the current declaration, or the previous declaration must be reviewed with the Zakat and Tax Authority.
