Onboarding on web portal for e-Invoicing

This page lists the steps to add your VAT number and register an online device for reporting

Generation of e-Invoices for ZATCA phase 2 involves adding the VAT registration number of the business and also registering an online device that will be used for submitting all e-Invoices generated at stores. Below will be the steps to complete the onboarding for e-Invoicing on the ClearTax web portal:

Step 1 - Click on E-Invoicing

To start with E-Invoicing please click on the ‘E-Invoicing’ tile on the home page.

Click on e-Invoicing

Step 2 - Welcome page

Once you have clicked on e-Invoicing further account setup will continue. You will land on the ‘Welcome’ page which begins your onboarding with ZATCA e-Invoicing and provides more details about it. Click on ‘Continue’ to proceed further.

Welcome page

Step 3 - Select Phase 2 of e-Invoicing

This is the step to choose the phase of e-Invoicing your VAT is eligible for. All the details of both phases are available with details on the page to help you in choosing the correct phase for your E-Invoicing. In phase 1, e-Invoices are not submitted to ZATCA but a VAT return is filed once a month/quarter while for phase 2 invoices, a signed QR code has to be generated using the guidelines specified by ZATCA and all invoices have to be submitted to ZATCA depending on the type of invoice i.e. B2B or B2C. Choose phase 2 of e-Invoicing as you are eligible for 'Generation phase' to generate ZATCA compliant invoices and submit it.

Details of both phases. Choose phase 2

Step 4 - Select phase 2:

Click on ‘Continue with phase 2’ and then click on ‘Proceed’ to start profile creation with phase 2 of E-Invoicing.

Choose phase 2 to generate and submit e-Invoices to ZATCA

Selecting phase 2 to start with e-Invoicing

Step 5 - Create Business profile:

Enter all the details of your business to create your profile for E-Invoicing with ClearTax. Enter details of your VAT, org name, pin code, etc. which would be used with your device registration with ZATCA. After completely filling all the required fields correctly click on ‘Continue’ to proceed further.

Adding VAT and organisation details

Step 6 - Add device details:

Registering devices is required to start with your E-Invoicing as these act as points to sign invoices to generate QR code and as an authentication layer to submit invoices to ZATCA. Devices are also used by ZATCA to track all the invoices generated by taxpayer The thumb rule to follow while registering devices - each source at which invoices are generated should have a device to sign and submit invoices. To register a device a few details are required to be entered on the screen.

Enter required details to begin the process of device registration

Minimum one device is required to begin e-Invoicing. Enter the device name, Industry, EGS Serial Number, location and select the invoice type.

Step 7 - Enter OTP

OTP from the Fatoora portal is required to complete the device registration. This OTP is used to authenticate the details with ZATCA. Fetch the OTPs from Fatoora portal of ZATCA and enter them in the device registration screen. The link to the Fatoora portal is - https://fatoora.zatca.gov.sa/ Use your VAT number and OTP to login. Select simultation or production environment as applicable and generate the required number of OTPs. Enter the generated OTPs on ClearTax screen.

Step 8 - Registration of device with ZATCA

All information required to register devices with ZATCA are transmitted to ZATCA with the OTP. Certificate generate request for devices is submitted with the device details filled in Step 6. Compliance xmls are generated based on the VAT and branch information entered. These xmls are sent to ZATCA using the temporary CSID (cryptographic stamp identifier). These are validated by ZATCA. OTPs are authenticated and if all info is as per requirement then devices are registered successfully and PCSID is returned by ZATCA. PCSID is the production cryptographic stamp identifier which is used to sign or authenticate each invoice by ZATCA.

Step 9 - Completion of device registration

Once all the steps required for device registration is complete a new device would be successfully register. This will complete the registration of an online device that will be used for reporting e-Invoices generated from all PoS terminals to ZATCA. This would act as an authentication device and will not be used for signing invoices at the individual PoS terminal. Registration of that device would be different. The status of the device can be checked from the 'Device' page.

Addition of business details and registering a device completes 50% of the onboarding to start generating e-Invoices from NCR-Aloha Fiscal manager. Another offline device is required to be registered at the NCR Aloha PoS terminal to begin with e-Invoicing. Refer the next guide on how to do that.