Tax planning support

Planning runs on the split you already have

A Saudi company with both Saudi or GCC and foreign shareholders is already carrying two parallel calculations, Zakat at 2.5% on the local share and corporate income tax at 20% on the foreign share, and how ownership is structured changes both. We model shifts in that split, a new investor coming in, a shareholder exiting, before the change happens, not after the year it happens in is already closed.

Zakat base, not just profit

The Zakat base is not simply net income; it reflects a company's own equity and reserve position in ways a pure income-tax mindset misses. We build the Zakat base projection from your current balance sheet through the year, so a large capital movement, a dividend, a new financing round, is modelled for its Zakat effect before it happens rather than reconciled after the fact.

Related-party transactions and the disclosure form

Any related-party or related-person transaction has to be reported on a Transfer Pricing Disclosure Form filed alongside the Zakat or tax return, under ZATCA's Transfer Pricing Bylaws. We build the intercompany schedule through the year rather than reconstructing it at filing time, and flag pricing that looks exposed before the disclosure form, not the year after it is filed.

Withholding tax as a planning input, not just a monthly filing

A cross-border management fee, royalty or technical-service payment carries withholding tax at a rate that depends on the payment category, and structuring how that payment is described and documented changes the exposure. We model the withholding position on a planned arrangement before the contract is signed.

GCC subsidiaries of US and UK groups

For a Saudi subsidiary reporting up to a US or UK parent, we model the Zakat and CIT position alongside the group's own reporting calendar, so the Saudi entity's filing timeline and the group's consolidation timeline are planned together rather than colliding at the same year end.

Where this fits

This pairs with the main Zakat and tax preparation hub once a plan becomes this year's actual filing, and with monthly bookkeeping for the balance-sheet data planning runs on. See pricing for planning engagement rates.