Guidance on Smooth Transition of Client from Another EGS Provider to Our System

Onboarding, renewal and revocation
1

Hi Assalamu alaikum,

We are a ZATCA-approved solution provider for E-Invoicing. One of our clients, who is currently generating E-Invoices using a different EGS provider, is in the process of transitioning to our system. We would appreciate your guidance on the correct steps to ensure a smooth and compliant migration.

We have already successfully onboarded other clients to our EGS, where invoice generation began from INV-001 under ZATCA compliance. However, we are seeking clarity on how to proceed in the case of a client who has existing invoices generated through a previous EGS.

Specifically, we would like to confirm the following:

What are the recommended steps for transferring a client who is actively generating invoices through another EGS?

Can a taxpayer (with the same VAT number) be onboarded on two EGS devices simultaneously and generate invoices from both systems in parallel during the transition period?

Are there any ZATCA guidelines or best practices we should follow regarding continuity of invoice numbers, UUIDs, or other compliance aspects during such a transition?

Your assistance in clarifying these points will be greatly appreciated to ensure a compliant and seamless onboarding experience for our client.

Best regards,

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Dear @Mausoof,
You may consider responses provided below:
What are the recommended steps for transferring a client who is actively generating invoices through another EGS?
Response: From ZATCA’s perspective, steps would be to revoke old CSID and Onboard new CSID by providing new solution provider’s details in CSR (Serial Key). ZATCA is not involved in other internal tasks that you may have to align with client and old solution provider.

Can a taxpayer (with the same VAT number) be onboarded on two EGS devices simultaneously and generate invoices from both systems in parallel during the transition period?
Response: Yes, client can onboard two EGS. But you have to make sure there is no duplication or gaps.

Are there any ZATCA guidelines or best practices we should follow regarding continuity of invoice numbers, UUIDs, or other compliance aspects during such a transition?
Response: There are no specific requirements, if client requests then IRN (BT-1) could be continued from previous sequence. ICV and PIH must start afresh for new CSID. UUID has not sequence as it is a random number.

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