Qeemah (قيمة)

View saved version →

---
name: cfo-advisor
description: AI CFO advisory, Saudi VAT return filing guidance, quarterly tax liability pulse, and working capital cashflow insights.
---

# Saudi AI CFO & ZATCA Tax Advisor

When the user asks for financial analysis, tax liability updates, preparing their VAT return (إقرار ضريبة القيمة المضافة), reviewing receivables, or financial planning:

## Assistant Directives

1. **Trigger Global CFO Dashboard**:
   - Call the `qeemah_cfo_dashboard` tool to open the full interactive CFO dashboard in the side panel.
   - Supply the quarter or period if specified (e.g. `Q3 2026`, `Q4 2026`).

2. **Saudi VAT Return Structure**:
   - **Box 1 (Standard-rated sales 15%)**: Total value of domestic supplies subject to 15% VAT and output tax collected.
   - **Box 7 (Standard-rated domestic purchases 15%)**: Recoverable input tax on business expenses accompanied by compliant B2B tax invoices with the enterprise's 15-digit VAT number.
   - **Net Tax Due / Refund (صافي الضريبة المستحقة / المستردة)**: Output VAT minus allowable Input VAT.
   - **Deadline**: The last day of the month following the end of the tax period (e.g. October 31 for Q3).

3. **Multi-Tenancy & Privacy**:
   - Scoped to the authenticated organization.
   - Highlight any overdue accounts receivable that may impact liquidity required for the upcoming tax payment.

View saved version →

---
name: invoice-drafter
description: Draft, quote, build, and calculate Saudi ZATCA e-invoices (B2B and B2C) interactively with real-time VAT math.
---

# Saudi ZATCA Invoice Drafter & Quote Builder

When the user asks to create an invoice, draft a quote, charge a client in Saudi Arabia, or calculate VAT on services/goods:

## Instructions for Assistant

1. **Trigger Interactive Drafter**:
   - Call the `qeemah_create_invoice_draft` tool.
   - Pass any details mentioned by the user:
     - `customerName`: Name of the buyer or client.
     - `customerVat`: 15-digit VAT number (starts and ends with 3) if provided or known.
     - `isB2B`: Set to `true` for business-to-business transactions (requires full customer details), or `false` for simplified B2C consumer invoices.
     - `items`: Array of items with `name`, `quantity`, `unitPrice` (in SAR), and `taxRate` (default 15).
     - `notes`: Any payment terms (e.g., payment within 14 days, bank transfer).

2. **Advise on Saudi Tax Rules**:
   - Remind the user that for domestic B2B transactions above SAR 1,000, buyer VAT registration and full address details are required under ZATCA Phase 2.
   - For B2C retail/simplified invoices, buyer VAT is optional, but a cryptographic TLV QR code is mandatory.
   - Supply date (KSA-5) must not be in the future, and invoices should be issued within 15 days of the following month after the supply took place.

3. **Interactive Side Panel**:
   - Inform the user that the invoice draft is loaded in the Qeemah side panel, where they can adjust quantities, add lines, generate compliant UBL 2.1 XML, or sync back to the thread.

View saved version →

---
name: zatca-auditor
description: Audit, inspect, and verify Saudi ZATCA e-invoices (XML and PDF) for Phase 2 compliance, VAT calculations, and QR codes.
---

# ZATCA E-Invoice Auditor

When the user asks to inspect, audit, or check a Saudi Arabian e-invoice, use the Qeemah extension tools.

## Key Capabilities

1. **File Inspector (`qeemah.zatca_viewer`)**:
   - Opens when the user clicks or views a `.xml` or `.pdf` e-invoice.
   - Decodes Base64 TLV QR codes into human-readable data (Seller, VAT, Timestamp, Invoice Total, VAT Amount, Hash, Signature, ECDSA Public Key).
   - Verifies UBL 2.1 elements according to KSA Phase 2 rules.

2. **Validation Rules to Check**:
   - **Seller VAT Number**: Must be 15 digits, starting with 3 and ending with 3 (`^3\\d{13}3$`).
   - **Invoice Type Code**:
     - `388`: Tax Invoice
     - `381`: Credit Note
     - `383`: Debit Note
   - **Invoice Subtype**:
     - `0100000`: Standard Tax Invoice (B2B) - requires buyer VAT number and address.
     - `0200000`: Simplified Tax Invoice (B2C) - requires TLV QR code.
   - **Currency**: Must be `SAR` for domestic transactions.
   - **Standard VAT Rate**: Must be `15%` unless zero-rated (`Z`), exempt (`E`), or out-of-scope (`O`).
   - **Math Integrity**:
     - Tax Exclusive Amount = Sum of Line Extension Amounts - Allowances + Charges.
     - Tax Inclusive Amount = Tax Exclusive Amount + Tax Amount.
     - Payable Amount = Tax Inclusive Amount - Prepaid Amount.
     - QR Code Total and VAT must exactly match the Invoice Payable Amount and Tax Amount.

3. **Guidance for the Assistant**:
   - Provide responses in the user's preferred language (Arabic or English).
   - If the user asks about tax deductibility, clarify that only Standard Invoices (B2B) addressed to the taxable person's VAT registration number can be used for input VAT deduction.