Tax Payment

The tax return generated in Zoho Books will be helpful during your tax return filing. This Tax return will be in accordance with your tax period and the transactions recorded in Zoho Books.

In this page…

Insight: Tax payments can be recorded either via a Bank or a Cash Account. However, a tax claim can be recorded only through a bank account.

Tax Return Process

Once you file your tax return to the ZATCA, you can mark the generated tax return as filed in Zoho Books. After you have paid the tax amount to ZATCA or reclaimed the tax amount from ZATCA. you can record it from three different modules in Zoho Books:

Reports
Accountant
Banking

Reports

You can record tax payments or claims for the filed returns from the Reports module. Here’s how:

Tax Payment

Go to Reports > Taxes > Tax Return.
Click Record Payment.

Select the payment mode that you Paid Through.
Enter the Amount Paid.
Select the Payment Date.
Enter the Reference Number and a Description (optional).
Click Save.

Tax Claim

Go to Reports > Taxes > Tax Return.
Click Record Claim.

Select the account to which the claim is Deposit To.
Select the Payment Date.
Enter the Reference Number and a Description (optional).
Click Save.

Accountant

You can record tax payments and tax claims from the Accountant module. Here’s how:

Tax Payment

Go to Accountant > Tax Payments.
Click Record Payments.

Select the account that you Paid Through.
Adjust the amount you want to record in the Amount Paid field. You can record partial payments too.
Select the Payment Date.
Enter the Reference Number and a Description (optional).
Click Save.