RiyalPlus — User Manual

Step-by-step guides for the main tasks in RiyalPlus, from setting up your account to exporting a finished filing. Each guide gives a short bit of context, then the steps to follow. RiyalPlus prepares your declaration and financial statements; you submit them through ZATCA's portal.

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Getting started

Creating your account

Your account is where your company profiles, cases, and settings live.

1. Open the sign-up page and enter your email; confirm it from the verification email.
2. Enter your phone number and confirm the code sent by SMS.
3. Set a password.
4. Complete your personal profile (name and language).

[Screenshot: the sign-up screen]

Choosing your account type

After signing up, you pick how you'll use RiyalPlus. The choice is descriptive, not locked — you can change it later as you add companies or team members.

1. On the "What brings you here?" screen, review the three options: Single Company (file for your own company), Multi-Company (file for several companies, your own or clients'), and Firm (a team files for clients).
2. Select the option that fits. If you're unsure, start as Single Company.

[Screenshot: the account-type selection cards]

See also: FAQ "Which account type should I pick?"

Setting up your profile

Your profile details appear on the documents RiyalPlus produces.

1. Open profile setup. The fields depend on your account type — a business enters its own details; a consultant or practice enters the details that will appear on reports.
2. Fill in the name (Arabic, and English if you wish), licence or financial numbers where shown.
3. Save and continue. You can update these later in Settings.

[Screenshot: the profile setup form]

Adding a company you file for

Each company you file for has a profile holding its registration details and ownership.

1. Start adding a company. Provide its commercial registration so RiyalPlus can read the details automatically, or enter them manually.
2. Review the company name, CR number, VAT number, and ownership structure (the Saudi, GCC, and non-Saudi split).
3. Save the profile.

[Screenshot: the company profile form]

See also: Glossary "Company profile", "Ownership structure"

Reviewing company details read from the commercial registration

When you provide the registration document, RiyalPlus extracts the key details for you to confirm.

1. Open the review panel after the document is read.
2. Check the extracted ownership, capital, legal form, and any related parties against the document.
3. Correct anything that doesn't match, then confirm to save them to the profile.

[Screenshot: the extracted-details review panel]

See also: Glossary "ECI", "Related party"

Settings: language, profile, and preferences

You can switch language and update your details at any time.

1. Open Settings.
2. Switch between Arabic and English, or update your profile and preferences.

[Screenshot: the Settings screen]

Preparing a filing

Creating a case

A case is one filing — one company, one period.

1. Select New filing (create a case).
2. Choose the company and enter the period start and end dates.
3. Confirm; the price reflects the company's size band.

[Screenshot: the new-case screen]

See also: FAQ "What is a case?"; Glossary "Pricing band"

Choosing the filing type

The filing type tells RiyalPlus how to treat opening balances. It affects validation, not price.

1. When creating the case, pick the type: first year of a new entity, first time filing in the app, or sequential (a successor to a prior-year case in RiyalPlus).
2. If you choose sequential, select the prior-year case to link to. (This option is available only when a computed prior-year case exists.)

[Screenshot: the filing-type picker]

See also: Glossary "Filing type / filing mode"

Uploading your trial balance

The trial balance is the source data RiyalPlus reads to build your declaration.

1. On the upload step, select your trial balance file. It should be in Arabic, as an XLSX spreadsheet or a PDF, with account names or codes and balance (debit/credit) columns.
2. Start the upload.

[Screenshot: the trial-balance upload step]

See also: Troubleshooting "The trial balance won't upload or ingest"

Selecting a sheet in a multi-sheet workbook

If your workbook has more than one sheet, RiyalPlus asks which one to use.

1. When prompted, choose the sheet that contains the trial balance.
2. Ingestion continues automatically with that sheet.

[Screenshot: the sheet picker]

Following ingestion progress

Reading the trial balance runs in the background; you can leave the page and come back.

1. Watch the progress indicator (queued, then working).
2. You can Cancel at any point to stop and start over.
3. If you refresh or return later, the case resumes where it was.

[Screenshot: the ingestion progress indicator]

Reviewing the ingestion check results

After ingestion, RiyalPlus shows the results of its checks.

1. If everything passed, you move on to mapping.
2. If there are warnings, review the flagged accounts. Correct them and re-upload, or choose Proceed anyway if the figures are right.
3. If a check failed (only Re-upload is offered), fix the issue in your file and upload again.

[Screenshot: the ingestion review screen]

See also: Troubleshooting "Ingestion finished but shows warnings or discrepancies"

Correcting trial-balance figures

You can fix small issues without re-uploading the whole file.

1. On the review screen, edit the flagged figure or field inline.
2. Save your change. (Edits are only possible before the case moves past this stage.)

[Screenshot: an inline correction on the review screen]

Entering opening balances

A first-time-in-app filing needs opening balances before it can compute.

1. Open the opening-balance form when prompted.
2. Enter the opening figures; the opening balance sheet must balance (assets equal liabilities plus equity).
3. Save and continue.

[Screenshot: the opening-balance form]

See also: Troubleshooting "Compute won't run — it asks for opening balances"

Mapping, computing, and reviewing

Reviewing and adjusting the account mapping

Mapping matches each trial-balance account to the right declaration line. RiyalPlus proposes it for you to review.

1. Open the mapping step. Each account shows its suggested line and where the suggestion came from.
2. Adjust any mapping that isn't right.
3. Confirm the mapping to continue. Getting this right is what makes the computed figures correct.

[Screenshot: the mapping review screen]

See also: FAQ "What does mapping mean?"; Glossary "Mapping", "Provenance"

Running compute

Compute calculates your Zakat base, tax base, and the resulting amounts, then runs the validation checks.

1. From the mapped case, select Compute.
2. If anything required is missing — for example, ownership percentages that don't total 100% — fix it and run compute again.

[Screenshot: the compute step]

See also: Troubleshooting "Compute fails on ownership"

Reviewing your results and the warnings panel

After compute, you review the results and any warnings.

1. Open the results. The warnings panel lists anything to look at.
2. Blockers must be resolved before you can export — open each to see what it needs, fix the data, and recompute.
3. Advisory warnings don't block; if you've reviewed one and accept it, you can override it with a reason, which is recorded.
4. When all blockers pass, the filing is submission ready.

[Screenshot: the results screen with the warnings panel]

See also: Troubleshooting "Understanding the warnings after compute"; Glossary "Blocker vs. warning", "Submission ready"

Exporting

Exporting the Form 10 declaration

Once the filing is submission ready, you can export the declaration.

1. On the results screen, select Export Form 10.
2. Save the PDF. You then submit it through ZATCA's portal.

[Screenshot: the export options on the results screen]

See also: Troubleshooting "I can't export the Form 10 or the financial statements"

Exporting the FSG+ financial statements

RiyalPlus also produces a full IFRS-for-SMEs statement set — the FSG+ pack — from the same result. There is no separate "financial statements" export: the statements are rendered inside the FSG+ PDF, and the option appears only where the FSG+ feature is enabled for your account.

1. Select Export FSG+ IFRS Statements.
2. Save the PDF (balance sheet, income statement, cash flow, equity, and notes). If it reports being out of date, recompute first.

[Screenshot: the financial-statements export]

See also: FAQ "What are the financial statements RiyalPlus generates?"

Filing for later years

Creating next year's filing (sequential case)

Link successive years so closing balances carry forward as opening balances.

1. From a computed case, choose to create the next year's filing (a successor).
2. RiyalPlus links it to this case and carries the closing balances forward as the new opening balances.
3. Upload the new period's trial balance and proceed as usual.

[Screenshot: creating a successor case]

See also: Glossary "Sequential filing / successor case"

Add-ons

Adding Verify+ to a case

Verify+ cross-checks figures in your supporting documents against the declaration.

1. On the case, add the Verify+ add-on.
2. Upload the supporting document for the relevant line.
3. Review the verification result; if a figure couldn't be read, upload a clearer copy.

[Screenshot: the Verify+ panel on a case]

See also: FAQ "What is Verify+?"

Adding the TP Disclosure Form

This produces the Transfer Pricing Disclosure Form for companies with related-party transactions. TP Disclosure is an advanced, opt-in feature that an administrator enables per deployment; if you don't see it on your case, it isn't activated for your account — contact support.

1. Open the TP Disclosure feature for the case.
2. If prompted, ensure you have a Practice (Firm) subscription or upload the required accountant's affidavit.
3. Complete the disclosure and export it.

[Screenshot: the TP Disclosure add-on]

See also: FAQ "When does an entity need the TP Disclosure form?"; Troubleshooting "The TP Disclosure add-on isn't available"

Subscriptions and billing

Subscribing or upgrading your plan

A subscription adds a discount, branding, and — for teams — a shared pool and member management.

1. Open Settings › Subscription.
2. Choose your plan (Freelancer or Practice). Adding team members requires a Practice subscription.
3. Confirm at checkout. Current pricing and VAT are shown there.

[Screenshot: the subscription screen]

See also: FAQ "What subscription options exist?"

Managing renewal and cancellation

Subscriptions are annual and renew automatically.

1. In Settings › Subscription, review your renewal date and status.
2. You can cancel with one action; your current period continues to its end.
3. For refunds or billing questions, contact support — these are handled by our team directly.

[Screenshot: the subscription management screen]

Viewing your invoices

RiyalPlus issues a tax invoice for each payment.

1. Open your invoices in your account.
2. Open or download any invoice. If one you expected is missing, contact support.

[Screenshot: the invoices list]

Team (Firm accounts)

Inviting members and assigning roles

Firm accounts can add team members, each with a role.

1. Open team management and choose to invite a member.
2. Enter their email and assign a role: Admin, Member, or Viewer.
3. Send the invitation. Each Practice subscription includes a set number of seats, with more available.

[Screenshot: the team management / invite screen]

See also: FAQ "How do roles work in a Firm account?"; Troubleshooting "A team invite didn't arrive"

Assigning members to clients

Control which members work on which client companies.

1. Open the client assignment view.
2. For each client, set which members can view and which can modify their cases.

[Screenshot: the client assignment matrix]

Setting up firm branding

Add your name and logo to the PDFs RiyalPlus produces.

1. Open branding settings.
2. Upload your logo and enter your name (firm branding on Practice; personal branding on Freelancer).
3. Save; exports now carry your branding.

[Screenshot: the branding settings]

Help and your data

Getting help and contacting support

Help is available from inside the app.

1. Open the support chat from the button in the corner of any page.
2. Ask your question; the assistant can walk you through workflows and common issues.
3. If something needs a person, it's escalated to a ticket and our team follows up by email. You can also reach us at support@riyalplus.ai.

[Screenshot: the support chat widget]

Exporting or deleting your data

You control your data.

1. To get a copy of your data or to delete your account, send a support request.
2. On deletion, personal information is removed; anonymised records may be kept for statistics and compliance.

[Screenshot: the support request / account screen]

See also: FAQ "How do I get a copy of my data, or delete it?"