Review the classifications: approve and override

Steps

1. 1

   Select the Review Queue tab

   In Tax Intelligence select the Review Queue tab. The number on the tab is how many transactions are waiting for a person. Every suggestion made by the AI comes here, so the number is most of the quarter. The four tiles show how many are pending, how many are high risk, the tax at stake and the possible corporate tax saving.

   • Select Review Queue12
2. 2

   Read the panel on the right

   The panel on the right repeats the counts, adds how many rows were approved automatically, here the three decided by a statutory rule, and shows the amount pending and the date of the oldest item. Hide closes the panel. The letters above the tiles are keyboard shortcuts: A approves, R rejects, the down arrow moves to the next item and O opens the override.

3. 3

   Read a proposal

   Each waiting transaction is a card. Corporate gift hampers shows the customer, the amount, the date, the proposed category and the proposed VAT treatment, Standard Rated, with the badge AI suggestion and its percentage. The AI's reasoning is written on the card. A sale of goods in the country at five percent is right.

4. 4

   Select Approve

   Select Approve on that card. A message confirms Transaction reviewed and the card leaves the queue. The transaction is now Approved, with your name against the decision as the reviewer.

   • Select Approve
5. 5

   Find a suggestion that is wrong

   The queue is where you catch the AI's mistakes. Select the Transactions tab and hide the menu. Find Sea freight for shipping homeware cartons from Jebel Ali to Sohar Oman. The AI suggested Standard Rated and the row is Awaiting Review. Transport of goods from the UAE to another country is an international transport service, which the law makes zero rated, so this suggestion is wrong.

   • Select Transactions
   • Select Hide navigation
6. 6

   Select Override on that row

   Select Override at the end of the row. Reject, in the queue, would only refuse a proposal and leave the transaction out of the return until someone corrects it. Override corrects it in one step. The Override Classification window opens with the description and vendor at the top, and the current category and VAT treatment filled in.

   • Select Override classification
7. 7

   Choose the right VAT treatment

   Leave CT Category Override as it is: the corporate tax category is not what you are correcting. Open VAT Treatment Override. The four choices are Standard Rated, Zero Rated, VAT Exempt and Outside VAT Scope. Choose Zero Rated.

   • Select VAT Treatment Override
   • Choose Zero Rated

   

8. 8

   Give the reason in Reviewer Notes

   Type the reason in Reviewer Notes. Keep it short and factual. The note is optional, but always write one: it is stored with the override and with your name.

   • Type Reason for override...: International transport of goods from Jebel Ali to Oman is zero rated…
9. 9

   Decide whether this should become a rule

   The tick box at the bottom would save your choice as a classification rule for all future transactions with this vendor. Leave it unticked for a one-off correction. Tick it only when every transaction from the vendor should get the same treatment.

10. 10

    Select Apply Override

    Select Apply Override. A message confirms Override applied and the window closes. The row now reads Zero Rated with the status Approved, and the badge under its confidence names you: Overridden by Fatima Noor. A decision by a person shows as Approved; a decision made by a rule shows as Auto-Approved.

    • Select Apply Override
11. 11

    Read the reverse charge row

    Now find Online advertising services from supplier in the United Kingdom. Its VAT column reads Reverse charge (5%) and it is Awaiting Review. The rate is right: a service bought from a supplier outside the UAE is taxed under the reverse charge at five percent, and the app always applies that rate to a reverse charge purchase. The company accounts for the VAT itself and reclaims it in the same return.

12. 12

    Approve it in the Review Queue

    Select the Review Queue tab and find the card for Online advertising services. Read the treatment and the reasoning, then select Approve. A message confirms Transaction reviewed and the card leaves the queue.

    • Select Review Queue10
    • Select Approve
13. 13

    Read the approved row

    Select the Transactions tab. The advertising row reads Reverse charge (5%) with the status Approved, and its badge says Approved by Fatima Noor. The Reverse charge tick on the transaction is kept, so the return reports its VAT both as tax due and as recoverable tax.

    • Select Transactions