Note: The same logo is on the home page at tasaheelerp.com and on the cover of this guide.

Note: Check your version number in the program itself and compare it with the version on this guide's cover — if yours is older, some of these items will not show until your copy updates.

Note: These items are in development; their details and dates may change. Each is announced when it ships, and moves in this guide from «Coming soon» to «New».

Note: This account manages every company and creates the other users — keep the password somewhere safe.

Note: You can create several companies and switch between them from «My companies» at the top.

Note: Your choice only changes what is shown — no data is deleted, and you can change it any time.

Note: An account with transactions cannot be deleted — this protects your books.

Note: The program keeps reminding you until the opening balances are approved.

Note: If the warning still appears after you chose, check the saved choice in «Plan & subscription» yourself.

Note: Before hiding a module, check yourself that no user is working in it: it disappears from the bar of everyone who enters the company.

Note: A posted invoice is not edited silently — corrections go through a return or a reversing entry so the trail stays clear.

Note: On the customer statement the payment appears as one line for the full amount — reconciliation stays easy.

Note: The mobile number is for search only; the name confirms who the deposit belongs to. A shift counts only what its own cashier collected.

Note: Status updates instantly across windows on the same device, and on other devices after the folder syncs.

Note: A table that is occupied right now cannot be booked until its order is closed.

Note: No posted entry is deleted — it is reversed, so the trail stays in the books and respects period locks and approvals. A cancellation date before the sale date is not accepted.

Note: Check yourself the factor of every item whose selling or purchasing unit is smaller than its base unit (grams of a kilo, pieces of a carton): an older factor may have been saved wrongly.

Note: Open the card of each item in the list and save the correct factor, then compare its balance with the physical count. If you find an old difference, correct it with a count adjustment your accountant decides.

Note: If «Inventory balances & value» shows an item with zero quantity and a non-zero value from an earlier period, check its cause yourself before settling it.

Note: A closed period accepts no new entries — that keeps reported numbers fixed.

Note: An unbalanced entry shows its difference, and you can choose «قرّب الفرق على أكبر سطر وخلّيه يترحّل» (round the difference onto the largest line and post it) for a small difference, or «رحّل الفرق على حساب «تحت المراجعة» وخلّيه يترحّل» (post the difference to the under-review account) for a larger one. Check the cause of the difference yourself before choosing: a large difference is usually a line missing from the file.

Note: A suggestion is not a decision: check every «🔎» and «❓» line yourself before uploading — a wrong account moves the amount to another line of the statements.

Note: Check the suggestion yourself even when the name matches word for word: two accounts with the same name in different groups are not the same account.

Note: Check the proposed group for the new account yourself: an account’s place in the chart decides its line in the financial statements.

Note: After uploading, review the period’s trial balance yourself: any account with an unexpected balance points to a match that needs reviewing.

Note: Check each deposit’s type yourself before saving it: an advance payment gets an e-invoice straight away, a refundable security deposit doesn’t.

Note: Check the «ZATCA log» yourself at the end of each day: every prepayment invoice, and every final invoice a deposit was deducted from, should have been sent.

Note: Check yourself that every open advance-payment deposit has a «Prepayment invoice» before it is deducted from any final invoice, especially deposits received before this feature.

Note: Check the deposit’s details yourself before saving it: once its invoice is issued, any correction is a credit note, not an edit of the invoice.

Note: Check the total of a sample of invoices on the Authority’s portal yourself and compare it with the invoice’s own total, especially invoices with weighed items.

Note: Check yourself that the total in the QR code on the printed invoice equals its written total, by reading it with the Authority’s app.

Note: Check the invoices that carry this warning yourself: if the difference is a few halalas from rounding, its cause is known; if it is larger, review the invoice itself.

Note: Check the limit and the rule yourself in the implementing regulations published on the Authority’s website before you correct: the limit applies to net VAT, and only to corrections that increase it.

Note: Periods closed before this feature don’t show the details of each change: an added document appears, a deleted one appears without an amount, and a change appears as an overall difference in the reconciliation. Check these periods yourself by comparing the trial balance with the filed return.

Note: Check the actually filed figures yourself from the copy of the return on the Authority’s portal, not from memory: the whole correction is calculated against them.

Note: Check how many devices you need yourself before registering: every point of sale on a separate machine needs a device registered on that machine.

Note: Check the option’s name on the Fatoora portal yourself when registering: the portal belongs to the Authority, and its labels may change.

Note: Check each branch’s address and registration yourself against the business’s documents: this is what the customer and the Authority see on the invoice.

Note: Check the ZATCA log yourself at the end of each day that every invoice was signed: an invoice that wasn’t signed hasn’t been sent to the Authority.

Note: Check the nature of every amount you receive yourself: is it part of the price of a supply, or a guarantee that will be refunded? The name doesn’t decide the VAT; the nature of the amount does.

Note: After saving, check the entry yourself: the VAT line appears for an advance payment only, not for a refundable security deposit. If no VAT line appears for an advance payment, review the company’s output VAT setup.

Note: Check the deposits recorded before this setting yourself: review the type and entry of every open deposit — the setting applies to what you record from now on.

Note: Check yourself at the end of each period: the customer-advances balance equals the open advance payments excluding their VAT, plus the open refundable security deposits at their full amount, and the output VAT on the return matches the books.

Note: These are the authority's rules, not the program's. Check their current wording on the authority's website before filing, as limits can change.

Note: The «Open» button next to a closed period merges later entries back into its return. Use it only if you are actually amending that return with the authority.

Note: The amendment or disclosure is made on the authority's portal, outside the program. Keep a copy of the table and of the authority's acknowledgement with the period's documents.

Note: The principle: the return is drawn from the entries themselves, so if it differs from the books one of them is wrong. Check the match yourself every period.

Note: Repair tools are for the manager only — they change posted entries and cannot be undone. Other users can see the findings but cannot apply fixes.

Note: A feature coming for subscribers.

Note: Saving to a folder needs Chrome or Edge.

Note: Import does not bring users or attachment images; re-create the users or use «⭯ Restore a company from a folder».

Note: After saving, check the role in the «Permission role» column yourself, and try signing in as the user once to see what they get.

Note: Check it yourself after signing out: open the program again, and it should ask you to sign in before it shows any data.

Note: If, after signing out or switching cashier, you see a permission that wasn’t yours, don’t carry on working; tell the company owner or support.

Note: Before changing anything in a client company, check the bar’s text yourself: work «as a client» while you review what the client sees, and switch to «admin» only for the task that needs it.

Note: Saving needs an internet connection, and only the point of sale (cashier) sells offline.

Note: After adding a new device for a restricted employee, ask the employee to sign in and check yourself that only their screens appear.

Note: A user’s first sign-in on a new device needs an internet connection. Check the connection yourself before handing the device over.

Note: Because repeated attempts on the device don’t lock the account, a strong password and the device’s own lock are the protection. Check yourself that each user has a password nobody else knows.

Note: The number belongs to the company and is not a password: signing in also needs a correct username and password. Check yourself that the person you send it to has a user on the company.

Note: Check the company’s status yourself before promising anyone access from another device: the number only appears for a company linked to the server.

Note: After signing in, check the company name at the top of the screen yourself before recording any transaction.

Note: The «My companies» button is shown to the program administrator; a user tied to one company goes straight into it. If the button does not appear right after signing up, sign out and sign in again.

Note: The method is an accounting decision: control (usually over 50%) = full consolidation, significant influence without control (usually 20–50%) = equity method, a joint arrangement = proportionate. Confirm it with your auditor before issuing statements. «Save entity» does not check the method against the percentage; that check appears in the consolidated statements as a warning that the ownership is not consistent with the consolidation method — if you see it, correct the method from «Edit».

Note: After any change to the entity, close the open «Consolidated statements» tab and open it again from «Reports» so it reads the change.

Note: Failed the final? You can retake it until you pass — each attempt shuffles the questions and the choices. On any practice question: pick an answer, then «Show answer».

Note: The full track certificate is issued only once every stage final is passed. Fail a final and you retake it until you pass, and the certificate then issues automatically — a passed final cannot be retaken, so an issued certificate is never withdrawn.