Skip to main content

Prepare Muhasib for Tax Integration

How to Prepare Muhasib for Tax Integration in Muhasib ERP

Overview

This guide will help you prepare company, terminal, customer, item, tax, invoice, and connectivity data for an approved tax integration.

The environment is ready for connector-specific testing without assuming legal compliance from settings alone.

Who can do this

You need access to Tax integration/settings administration, tax master access, sales access, and responsible tax approval.

Before you start

Confirm jurisdiction, registration identifiers, branch/terminal IDs, scenario, credentials, sandbox URL, invoice numbering, item/service classification, rates, units, buyer rules, and response-retention policy.

Before saving, check that the correct company is open and that you have permission to complete this task.

Where to find it

Back Office → Administration/Settings and Muhasib Financials → Manage Tax.

Prepare Muhasib for Tax Integration

Step 1: Obtain current official specifications and sandbox access

Step 2: Validate company/branch/terminal registrations

Step 3: Map customer and item tax identities, classifications, units, rates, and

Map customer and item tax identities, classifications, units, rates, and exemptions.

Step 4: Configure sandbox endpoint and credentials securely

Step 5: Disable live submission and unattended retry during setup

Step 6: Submit representative sandbox cases and retain sanitized requests/responses

Step 7: Obtain tax-owner approval before production activation

Check your work

Each required scenario validates in the sandbox and maps to the intended Muhasib transaction/tax accounts.

Take a moment to check your work before closing the window. This small check can save time later.

If something goes wrong

  • Stop when authority documentation and software fields disagree.
  • Never expose tokens, credentials, or taxpayer personal data.

What to do next