Work a compliance task: evidence, the AI review and a waiver request

Steps

1. 1

   Open the task manager

   Open Frameworks, select Tasks in the list on the left, then select Full Task Manager at the top right of the task list. Compliance Audit opens with the seven frameworks.

   • Select Tasks41 (41)
   • Select Full Task Manager
2. 2

   Open UAE VAT and find the task

   Select the line UAE VAT. Find VAT Records Retention, an annual task for the financial year 2026: retain VAT records and supporting documents for five years. It reads Pending. Under it are a box for describing the evidence, the link Attach file, and the button Submit Evidence, which stays grey until you have typed something.

3. 3

   Describe the evidence

   In the box, say what the proof is, its reference or date, and what it shows. A reviewer should be able to find the document from your words alone.

   • Type Paste certificate reference, confirmation number, URL, or describe the: VAT records retention policy version 2.1, approved by the finance mana…
4. 4

   Attach the document

   Select Attach file and choose the document from your computer; here it is the retention policy as a PDF. PDF and Word documents and pictures are accepted. A message confirms the file is attached and its name appears under the box.

   • Upload Attach file (PDF, DOCX, image): vat-records-retention-policy-v2-1.pdf
5. 5

   Select Submit Evidence

   Select Submit Evidence. A message confirms Evidence submitted and the status changes to Under Review. Your description and the attachment are now shown as part of the task, and a new button appears: Request AI Review. Nothing is verified yet.

   • Select Submit Evidence
6. 6

   Select Request AI Review

   Select Request AI Review. The AI reads your description and the attached file against what the law asks for. This takes up to two minutes. A message confirms AI review complete, task is awaiting Compliance Officer sign-off.

   • Select Request AI Review
7. 7

   Read the result of the review

   The status is now Awaiting Sign-off, and a blue box reads AI Review Passed, Compliance Officer Sign-off Required, with the AI's confidence. Under it is the AI's feedback in a sentence or two and, after Cited, the articles of law it relied on. At the bottom of the box are Sign-off notes and two buttons, Reject and Approve and verify.

   

8. 8

   See why you cannot sign off your own evidence

   Select Approve and verify on the task you have just submitted. The sign-off is refused, and a line appears in the box: You created or edited this record, so someone else has to approve it. A second person with the right to approve must sign it off. The next lesson shows that person doing it.

   • Select Approve & verify
9. 9

   Attach a picture as evidence

   Evidence can also be a picture, such as a scan or a photograph of a certificate. Scroll down to VAT Registration Certificate. Type what the picture shows, select Attach file and choose the scan; here it is a PNG picture. The file is accepted like a document and its name appears under the box.

   • Type Paste certificate reference, confirmation number, URL, or describe the: Scan of the VAT registration certificate issued by the Federal Tax Aut…
   • Upload Attach file (PDF, DOCX, image): vat-registration-certificate-scan.png
10. 10

    Submit the picture and request the review

    Select Submit Evidence, then Request AI Review, exactly as before. The AI answers in one of two ways. If the evidence is enough, the task reads AI Review Passed. If not, as here, the status reads Evidence Rejected and a red box headed Insufficient Evidence says what is missing, names the article of law, gives next steps and offers Re-submit Evidence. The picture used in this lesson is a plain stand-in for a scan, so the AI rightly asks for more.

    • Select Submit Evidence
    • Select Request AI Review
11. 11

    Select Request waiver on a task that does not apply

    Every open task has a small Request waiver link at its bottom right. Open UAE Corporate Tax and find Transfer Pricing Documentation, which asks for a transfer pricing policy for dealings with related parties above three million dirhams. This entity has none, so the task does not apply. Select Request waiver. The window explains that waiving removes the task from the compliance score, so a second person with the permission to waive tasks must confirm it.

    • Select Request waiver
12. 12

    Give the reason

    Type why the requirement does not apply. Be specific, and say when it should be looked at again: the person who confirms reads it, and it is kept with the task for auditors. Send request stays grey until a reason is typed.

    • Type Reason for waiving this requirement...: No transactions with related parties above AED 3 million in the 2026 f…
13. 13

    Select Send request

    Select Send request. The task now reads Waiver requested, awaiting confirmation. It still counts until the second person confirms; the next lesson shows that person doing it.

    • Select Send request