# Complete the onboarding wizard

> Create your organization, choose industry and size, and finish the checklist that makes your account ready for e-invoicing.

Source: /help/en/account-and-setup/onboarding-wizard

The wizard runs once, right after you open the verification link. It collects the company facts that every UAE tax invoice needs, so you can issue documents without returning to Settings first.

## Steps

The stepper at the top shows **Welcome**, **Start & Trial**, **Company Data** and **Next Steps**.

1. **Start & Trial**: enter your first and last name and your company name. Under "I am setting up Alya Books for" choose **My own business** or **Clients of my accounting or audit firm** (this creates a CA-firm organization with **Managed Clients**). Click **Create account**. You become the owner of the new organization and your 30-day trial starts.
2. **Company Data**: pick an industry tile and a company-size tile, then **Next**. You can also **Skip** this step.
3. **Next Steps**: a checklist with four items. Click each to open it.
- **Complete company data** (required): page 1 asks for legal form, company name, Arabic name, licence number and licensing authority; page 2 for authorised signatory, phone, street, city, emirate and P.O. Box. Missing mandatory fields are marked "Mandatory field".
- **Fill in mandatory e-invoicing data** (required): choose whether you are registered for VAT. If yes, enter your 15-digit TRN; the Peppol ID is suggested from it as `0235:<TIN>`, the TIN being the first 10 digits of the TRN. Click **Save tax data**, then enter account holder, IBAN, bank and SWIFT and click **Save bank details**.
- **Set your position**: choose the tile that best describes your role.
- **Upload logo**: PNG, JPEG, SVG or WebP. It appears on your PDFs.
4. Click **Explore Alya Books now**. It is enabled once both required items are done. The dashboard opens with the **First steps** modal, from which you can start a short guided tour.

## Good to know

- Everything you enter here is editable later under **Settings → Profile**, **Bank Details** and **E-invoicing**.
- If you are not VAT registered, your documents are titled "Invoice" instead of "Tax Invoice".
- The e-invoicing connection starts in **Test (simulated)** mode. Nothing reaches the FTA until you switch to Live.
- Users of organizations created before the wizard existed are never sent to it.

## Related

- [Company data and TRN](/help/en/account-and-setup/company-data-and-trn)
- [Add bank details](/help/en/account-and-setup/bank-details)
- [Connect to the ASP (Taxilla)](/help/en/settings/e-invoicing-connection)