How this connects: one transaction, several modules

Steps

1. 1

   Select Add Transaction

   First link: Connected Persons and the transaction list. In Tax Intelligence, select Add Transaction above the list. This form adds one transaction by hand; here it is the managing director's pay for the third quarter of 2026.

   • Select Add Transaction
2. 2

   Choose the type and enter the amount and the date

   In Type choose Expense. In Amount type the amount before VAT, 195000. In Date enter 30 September 2026. The dotted box in between is only for a transaction in another currency.

   • Select Type
   • Choose Expense
   • Type AED 0.00: 195000
   • Type Date *: 2026-09-30
3. 3

   Enter the description, the payee and the reference

   In Description say what the payment is. In Vendor or Customer type the payee's name exactly as it is on the Connected Persons list: Saeed Al Marri. In Invoice Number type the payroll reference. Then select Add Transaction at the bottom of the form.

   • Type Description *: Managing director remuneration for July to September 2026
   • Type Vendor/Customer: Saeed Al Marri
   • Type Invoice Number: PAY-2026-Q3-MD
   • Select Add Transaction
4. 4

   Show only 2026 and select Classify Selected

   The payment is at the top of the list, unclassified. Open All Years above the table and choose 2026, so that only this payment is listed. Tick the box in the heading row to select it, then select Classify Selected in the bar that appears. The AI assistant gives the payment a corporate tax category and a VAT treatment in a few seconds, and a message reports the result.

   • Select Year
   • Choose FY 2026
   • Select Select all
   • Select Classify Selected
5. 5

   Open the row and read why it needs review

   Select the description to open the row. Why this needs review starts with Connected Person transaction, verify arm's length pricing, and the reasoning ends with a connected person alert naming Saeed Al Marri. Nobody told the system this payment was to a director: it matched the payee's name against the Connected Persons list from lesson 5. A blue line underneath also reminds you of the transitional election on file from lesson 13.

6. 6

   Approve it in the Review Queue

   Select the Review Queue tab. The payment is waiting there. Read the card and select Approve. When the 2026 return is computed, the excess recorded for 2026 under Connected Persons will decide how much of the director's pay is deductible.

   • Select Review Queue1
   • Select Approve

   

7. 7

   Open the VAT Return tab for the last quarter of 2025

   Second link: VAT. Select Returns, then the VAT Return tab. In Year choose 2025 and select Q4. The period fills in as 1 October to 31 December 2025, the quarter that holds the transactions you imported in lesson 1.

   • Select Returns
   • Select VAT Return
   • Choose Year: 2025
   • Select Q4
8. 8

   Select Compute VAT Return

   Select Compute VAT Return. The result shows VAT due of 4,320,000 dirhams, recoverable VAT of 2,925,000 and net VAT payable of 1,395,000, worked out from the same eleven transactions, using the VAT treatment the classification gave each one at the moment it gave the corporate tax category. Nothing was classified a second time. The red box lists blocking issues to resolve before a VAT filing, such as income classified as out of scope that maps to no VAT box. The VAT course explains each box and each check.

   • Select Compute VAT Return
9. 9

   Open the CT Return tab and compute 2025 again

   Third link: the corporate tax return itself. Select the CT Return tab, choose 2025 and select Compute Return. The year is filed and locked, so the filed figures are shown again and nothing is overwritten.

   • Select CT Return
   • Select 2025
   • Choose 2025
   • Select Compute Return
10. 10

    Point to the lines that come from other modules

    Open Tax vs Accounting Reconciliation. Accounting profit per ledger comes from the Accounting module: it is the net figure of the posted journal entries, which the finance manager sees in the profit and loss report. Connected person payments above market value comes from the Connected Persons list. The return never asks you to type these figures.

11. 11

    Read the risk flags that check other modules

    Scroll to Risk Flags. Staff cost mismatch compares the staff cost claimed in the return with the payroll register kept in Workforce. Transfer pricing looks at the records under TP Records and their documents. Audited financial statements looks for the statements as evidence. Each flag tells you which module to open to settle it.

12. 12

    Finish in the Filing Tracker

    Last link: the Filing Tracker. Choose it in the left menu. The deadline CT Return Filing 2025 was created when the return was first computed and was completed when the compliance officer locked it. Computing the VAT return a moment ago has added VAT Return Filing for the quarter to the same list, shown as Overdue with a File the return button, and the compliance figure has dropped to 50 percent. Every return in Tax Intelligence is followed here, with the other deadlines of the entity.

    • Select Filing Tracker