ZATCA Phase 2: the checklist before you integrate
Most Phase 2 failures are not technical.
Phase 1 changed how an invoice looks. Phase 2 makes your system wait for an answer.
The integration takes days. Fixing the data underneath takes weeks.
Your own company record
- VAT number matches the certificate exactly.
- CR number and national address are current.
- The Arabic company name is present and matches your registration.
- Every issuing branch or device is onboarded separately.
Your customers
- B2B customers have a VAT number in the field the template reads.
- Addresses are complete for standard tax invoices.
- Duplicate customers are merged before, not after.
Your products and tax setup
- Each product carries the correct tax treatment.
- Unit of measure codes match the schema.
- Discounts are discounts, not negative lines.
- Numbering is sequential, gapless and never reused.
If you cannot produce a clean VAT return today, this is a data project wearing an integration costume.
What the integration itself involves
Certificates, XML, cryptographic stamp, hash chain, QR, clearance or reporting.
A retry queue, and a named person who watches it.
Test in the sandbox, twice
Run the full document set in sandbox, then again on production credentials.
Verify current requirements against ZATCA's official publications.
Want us to run this checklist on your data?
A day's work, and a written gap list you own.