Work out zakat from your books

Open Reports → Zakat and choose the year. It works in three steps:

1. Profile and ownership

• Year type: Hijri or Gregorian.
• Saudi and GCC ownership: zakat applies to their share only.
• How your accounts count: each balance-sheet account has a default class (equity, liabilities, deductions) you can change.

2. Review the worksheet

The year-end balances appear grouped as equity, liabilities, deductions and adjusted net profit. Each line has:

• the amount per the books,
• an adjustment you enter,
• a note explaining why.

You can add manual lines, and Refresh from the books re-reads the balances while keeping your adjustments.

3. Result

• The zakat base, then the zakat due.
• The rate: 2.5% for a Hijri year; for a Gregorian year it is raised for the extra days (2.5% × 365 ÷ 354 ≈ 2.5776%).
• Finalize the declaration, then post the provision: debit zakat expense, credit zakat payable.
• Print in Arabic or English, and export CSV.

When you pay ZATCA, record a journal: debit zakat payable, credit the bank.

This is a working aid built from your books, not Sharia advice and not a filing with ZATCA. Have a zakat adviser review it before you file.