Set up the entity's compliance tasks and run the automatic checks

Steps

1. 1

   Open Compliance Frameworks

   In the left menu, under Risk and Governance, choose Frameworks. The first tile, Frameworks in use, counts the frameworks that apply, and says how many were mapped automatically and how many assigned by hand. The others count the tasks, the tasks verified and those pending approval. In this module lists three views: Assignments, Tasks and Custom Builder. Nothing is set up yet.

2. 2

   Select Tasks

   Select Tasks in the list on the left. There are no tasks yet. Two buttons are offered: Run Auto-Checks, and Full Task Manager, which opens the page where the tasks are created and worked.

   • Select Tasks0 (0)
3. 3

   Select Full Task Manager

   Select Full Task Manager. The page Compliance Audit opens. The banner states the rule for everything that follows: compliance requires evidence. The page is empty and offers one button, Initialize Compliance Tasks.

   • Select Full Task Manager
4. 4

   Select Initialize Compliance Tasks

   Select Initialize Compliance Tasks. The system reads the entity's profile, decides which frameworks apply to it, creates their tasks and runs the automatic checks once. This takes up to a minute.

   • Select Initialize Compliance Tasks
5. 5

   Read the frameworks that were mapped

   Seven frameworks now apply to this entity, each on one line with its name: UAE Corporate Tax, UAE E-Invoicing, Emiratization, UAE Federal Labour Law, UAE Data Protection, Ultimate Beneficial Owner and UAE VAT. Forty-one tasks were created in all. The number at the end of each line is the number of tasks in that framework. Under each name, Mapped automatically, Applies because, gives the reason the framework applies, with the law it comes from.

6. 6

   Read the four tiles

   At the top, Verified counts tasks a person has signed off. Awaiting Sign-off counts tasks whose evidence passed the AI review and now need a second person. Awaiting Evidence counts tasks where a record was found and proof is still to be uploaded. Coverage is the share of all tasks that are verified. It is zero percent now.

   

7. 7

   Read a framework line

   Each line also carries a status tag and a count by status. At risk means the checks found records and other tasks are still waiting. Non compliant means at least one automatic check failed. Beside the tag, the counts read record found, failed and pending.

8. 8

   Open UAE VAT

   Select the line UAE VAT to open it. Its ten tasks are listed. A recurring task shows how often it comes round, the period it covers and its due date: for example VAT Return Filing, Quarterly, the fourth quarter of 2026, due 31 December 2026. The tag on the right is the task's status, here Pending.

9. 9

   Read a task where a record was found

   Scroll down to VAT Registration, TRN. This is an automatic check: it looked for a tax registration number on the entity and found one, so it reads Record Found and shows the number. The arrow underneath reminds you to upload evidence, and the grey line says exactly what to upload: the registration certificate from the tax authority's portal.

10. 10

    Read a task where no record was found

    The next task, VAT Return Filed, Current Quarter, reads Record Not Found, with the reason: no VAT return filed for 1 October to 31 December 2026. That is expected, because the quarter has not ended. When the return is filed in Tax Intelligence, the next check will find it.

11. 11

    Select Run Auto-Checks

    Select Run Auto-Checks at the top right whenever records have changed in the modules. Every automatic check is repeated and a message confirms Auto-checks complete. Tasks that need a document from you are not touched. The checks can be run once a minute for each entity: until then the button reads Try again in, with the seconds left.

    • Select Run Auto-Checks
12. 12

    Open a task's history

    The small clock at the right of a recurring task opens Compliance History. It lists every period of that task, newest first, with its due date and status, so you can show an auditor that last quarter's check was done. Select Close.

    • Select View history