Accounting

Financial Statements

القوائم المالية

📖 Definition

Financial statements are formal records of a business's financial activities. The three core statements are: Income Statement (P&L), Balance Sheet, and Cash Flow Statement. Required annually for tax filing and audit.

In everyday Saudi accounting work, financial statements matters because it affects invoice accuracy, financial reporting, tax filing, or ZATCA compliance depending on the transaction.

📖 التعريف بالعربية

القوائم المالية هي السجلات الرسمية للأنشطة المالية للمنشأة. القوائم الثلاث الأساسية: قائمة الدخل والميزانية العمومية وقائمة التدفقات النقدية. مطلوبة سنوياً للإقرار الضريبي والتدقيق.

💡 Example

ZATCA and SOCPA require audited financial statements for companies with revenue exceeding SAR 5 million annually.

تتطلب زاتكا وهيئة المحاسبين القوائم المالية المدققة للشركات التي تتجاوز إيراداتها 5 مليون ريال سنوياً.

When this term matters

Invoices

Use the correct term and value before issuing ZATCA-compliant invoices or credit notes.

Reports

Map it to the right account, tax field, or compliance report to avoid reconciliation gaps.

Compliance

Keep the Arabic and English meaning aligned when working with auditors, ZATCA, or customers.

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