InvoTax connects every financial system a company runs — Oracle, SAP, Odoo, Dynamics, or an in-house build — into one unified ledger, and computes tax on every record under Qatar's General Tax Authority framework ahead of 2027. This page walks the full process in detail, from first sign-up to a live, tax-ready operation.
Step 01Registration
The company creates its account on the InvoTax portal. Registration captures the legal identity (company name and CR number), a finance contact, and — importantly — the list of systems the company uses for invoices, expenses, and transactions. That list is what drives the integration plan: each system gets its own connection, and all of them feed the same ledger.
Step 02Approval by Ideal Solutions
Every application is reviewed by the InvoTax team at Ideal Solutions. Once approved, the company's workspace is activated and the finance contact is notified. From this moment the company can generate integration credentials — nothing connects before approval.
Step 03Connecting the systems — three ways
There are three integration paths. They are not exclusive: a company can use the snippet on one platform, a webhook on another, and the API for an in-house system — all feeding the same ledger.
AThe embed snippet — fastest, no developers
- Generate. Either an Ideal Solutions user (on the company's behalf) or the company's own user opens InvoTax → Integrations, picks the platform, and clicks Generate snippet.
- Copy & paste. The snippet is one script tag. It goes into the page of their system that owns the financial records — the invoices, expenses, or transactions page.
- Map the common fields. The snippet configuration maps fields every system has:
| Field | Meaning | Example |
|---|---|---|
| system | Platform / system name | "Odoo", "SAP", "in-house" |
| amount | Record total | amount_total → 23,400.00 |
| currency | Currency code | QAR |
| date | Record date | invoice_date |
| description | Free-text narration | "Steel supplies — Q1" |
| type | Direction | incoming / outgoing |
On success a toast appears inside their own system — “Record created in InvoTax” — and the record is immediately visible in the unified ledger with its tax computed.
On failure the snippet names exactly what's wrong (for example, a missing amount mapping) and how to fix it. Correct the attribute, refresh, done — nothing is silently dropped.
BThe webhook — subscribe once, forget
- Open the webhook settings of their platform (Odoo, SAP, Dynamics and most modern ERPs support this).
- Add the company's InvoTax endpoint —
https://api.invotax.qa/hooks/<company>— with the signing secret shown in the portal. - Subscribe the events:
invoice.created,expense.created,transaction.created. - Save. From that moment every new record posts itself to InvoTax automatically — no page, no snippet, nothing for users to do.
CThe REST API — full control, fully documented
For in-house ERPs and custom flows, the development team integrates directly. Authentication is a bearer
key; the reference lives at docs.invotax.qa/api.
| Endpoint | Purpose |
|---|---|
| POST /v1/records | Create an invoice, expense, or transaction |
| GET /v1/tax/summary | Computed GTA tax for any period |
| GET /v1/reports/categories | Categorized totals across all systems |
Step 04Test, pay, go live
Every connection starts in test mode: the company creates a test record in its own system and watches it land in the InvoTax ledger with tax computed — proof the mapping is right. Once testing is confirmed, the fees are settled and the workspace flips to live. Case closed: from then on the sync in Step 05 simply runs.
Step 05Living with InvoTax
Live sync
Users keep working in their own systems, exactly as before. Each new record triggers a confirmation toast in their platform and appears simultaneously in the InvoTax ledger — unified with every other system, tax computed per GTA rules on each record.
The assistant — on every integrated platform
The snippet also ships a chat bubble in InvoTax colors. It is draggable, and it remembers where each user leaves it. Behind it sits an AI agent with access to the company's unified data, ready to answer questions like:
- How much did I pay in taxes last year?
- What's the expected tax this year?
- What were the total invoice amounts paid and received this year?
- Can you categorize all invoices?
- How much is the tax for the Logistics category?
It also builds specific reports on request. And when a human is needed, the same bubble connects the user to InvoTax technical support at Ideal Solutions — over live chat, WhatsApp, or email, whichever they prefer.
Paying taxes — without hunting for the portal
One button in the assistant opens the General Tax Authority payment portal in a new window, with the company's period and amount due ready to reference. No searching, no re-typing — the fastest possible path from “tax computed” to “tax paid”.
The result: every system connected through whichever path fits it best, one company-wide ledger, tax computed on everything, an assistant that answers and escalates, and the GTA portal one click away — ready well before 2027. All figures on these pages are demo data.