Zakat & Income Tax
Zakat on foreign investments & funds
Zakat returns for investments outside the Kingdom and for investment funds.
Who it is for
Saudi entities with investments outside the Kingdom, and investment funds.
What it covers
- Investment inventory and classification
- Investment share of the base
- Return and supporting documents
What you receive
- The zakat return for the investment
- An inventory and classification of investments
- Supporting documents required by ZATCA
How we work
- Understand — We start with your business, structure and filing history.
- Analyse — We reconcile the financial statements and identify risks before any figure is filed.
- Deliver — We prepare, review and file on time, with a documented supporting file.
- Follow through — We handle queries and assessments until the year is fully closed.
Frequently asked
Are foreign investments included in the zakat base?
Treatment depends on the investment’s type, nature and documentation, so it needs a separate review before the return is prepared.
What documents are needed for foreign investments?
The investee’s financial statements, proof of ownership and investment cost, and any documents ZATCA requires to support the treatment.
Zakati is an independent private advisory firm and is not affiliated with the Zakat, Tax and Customs Authority (ZATCA) or its “Zakaty” app. Published content is general guidance and does not constitute professional advice on any specific matter.
How can we help?
Choose the route that suits your need, and a specialist advisor will take it from there.
Speak to an advisorYou have a question about your company’s position or would like us to call you.Get in touch Request a proposalSelect the services you need and receive a written proposal with scope and fees.Request yours Initial consultationA general zakat or tax question, answered by email within two working days.Ask your question