Self Assessment Form for Saudi Arabia

Self Assessment Form Template for Saudi Arabia

A comprehensive tax reporting document required under Saudi Arabian tax law that enables businesses and individuals to declare their income, calculate their tax liability, and report their Zakat obligations to the General Authority of Zakat and Tax (GAZT). This form serves as the primary mechanism for tax compliance in Saudi Arabia, requiring detailed financial information, income sources, allowable deductions, and supporting calculations in accordance with Saudi tax regulations and Sharia principles.

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What is a Self Assessment Form?

The Self Assessment Form is a fundamental component of Saudi Arabia's tax compliance framework, implemented by the General Authority of Zakat and Tax (GAZT). This document is required annually from both individuals and businesses operating within Saudi Arabia, serving as their official declaration of income, expenses, and tax obligations. The form must be completed in accordance with Saudi tax laws, including the Income Tax Law (Royal Decree No. M/1) and Zakat Regulations. It requires detailed financial information, supporting calculations, and relevant documentation to substantiate all declarations. The submission of this form is mandatory for tax residents, with different requirements applying to Saudi/GCC nationals (subject to Zakat) and non-GCC entities (subject to income tax). Failure to submit accurate and timely Self Assessment Forms can result in penalties and legal consequences.

What sections should be included in a Self Assessment Form?

1. Taxpayer Information: Basic identification details including name, tax identification number, contact information, and reporting period

2. Business Activity Details: Nature of business, primary activities, and registration information

3. Income Declaration: Summary of all income sources including business income, investments, and other revenue streams

4. Expense Declaration: Breakdown of all allowable business expenses and deductions

5. Calculation of Taxable Income: Net income calculation after adjustments and allowable deductions

6. Zakat Calculation: For Saudi and GCC nationals - calculation of Zakat based on business assets and income

7. Tax Computation: Final calculation of tax liability including any credits or adjustments

8. Payment Information: Details of tax payments made and remaining balance

9. Declaration and Signature: Formal declaration of accuracy and completeness of information provided

What sections are optional to include in a Self Assessment Form?

1. Foreign Income Declaration: Required when the taxpayer has income from foreign sources

2. Capital Gains: Required when reporting profits from sale of assets or investments

3. Related Party Transactions: Required when dealing with affiliated entities or related parties

4. VAT Registration Details: Required for VAT-registered businesses

5. Real Estate Income: Required when reporting income from property ownership or rental

6. Investment Portfolio: Required when reporting income from stocks, bonds, or other investments

What schedules should be included in a Self Assessment Form?

1. Schedule A - Detailed Income Breakdown: Itemized listing of all income sources with supporting calculations

2. Schedule B - Expense Details: Detailed breakdown of business expenses by category

3. Schedule C - Asset Depreciation: Calculation of depreciation for business assets

4. Schedule D - Inventory Valuation: Details of inventory calculation and valuation methods

5. Appendix 1 - Supporting Documents Checklist: List of required supporting documents and attachments

6. Appendix 2 - Tax Calculation Worksheet: Detailed calculations for final tax liability

7. Appendix 3 - Zakat Calculation Worksheet: Detailed calculations for Zakat assessment

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

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What is a Self Assessment Form?

What sections should be included in a Self Assessment Form?

What sections are optional to include in a Self Assessment Form?

What schedules should be included in a Self Assessment Form?

Authors

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