Mastering E-Invoice: Comprehensive Guides for the application of MyInvois Portal

01 Nov, 2024, GLENMARIE HOTEL & GOLF RESORT SHAH ALAM

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Dr Wendy Tee has over fifteen years of experience in senior management and human resources positions
for diversified industrial and business environments. Graduated with a Doctor of Business Administration
(UUM), Master of Business Administration (UM), Master of Information Technology (UM), Certified Financial
Planner (CFP), Certified Business Coach (UM), Registered Financial Planner (RFP), Certified Trainer (PSMB)
and Certified Advance Human Resource Practitioner (MIHRM), she has undergone intensive academic
training in various human development and knowledge improvement.

 


As a trainer, speaker and consultant, Dr Wendy had spent hundreds of hours in training, speaking and
conducting training related to personal development and performance management over the years.
Her training sessions are enhanced with trainees getting exposure to personal development, improve
service productivity and performance toward productivity. She commits herself towards creating results
in personal excellence and inspiring people to do their best at whatever they do. Her vast experience and
exposure in different industry has given her an in depth understanding training and development needs
which she delivers with passion, performance, positive, integrity and energetic .

 


Dr Wendy is actively involved in management consultancy, management training and research. Her
latest responsibility involves the business coaching, financial training, management consultancy,
Accounting and Financial lecturing of Degree programs for Kolej Universiti Tunku Abdul Rahman . She
has experience managing training programs covering from local universities, in house training and public
seminar training, from designing training needs assessment, developing training materials, monitoring
and tracking of training programs successfulness and implementing training evaluation. Having been
trained as a qualified trainer, her skill and knowledge has been enhanced in operations effectives, fitness
analysis, gap analysis and needs assessments.


Dr Wendy is also a Human Resource consultant and certified trainer now appointed from Harrison
Assessment Talent solutions (HATS), Pembangunan Sumber Manuasia Berhad (PSMB) and National
Human Resources Centre (NHRC), providing comprehensive and independent Human Resource advisory
to clients. In addition to consulting with and servicing clients, she is responsible for HR assessment, HR
training, coaching & advisory for the company.

 


Dr Wendy completed and passed her GST and SST exams organized by Chartered Tax Institute of Malaysia
(CTIM) with the cooperation and support from the Royal Malaysian Customs Department (RMC). She has
trained more than 75 SME companies in Malaysia for getting prepared on the post implementation of GST
and SST, mainly dealing with the tax authorities over various indirect tax issues, elements and scope of
indirect tax, cycle and operations, rulings, registration, administration, audit and investigations on behalf
of her clients.

Venue Details

GLENMARIE HOTEL & GOLF RESORT SHAH ALAM
No. 1, Jalan Usahawan U1/8, Seksyen U1,, 40150 Shah Alam, Selangor - 40150
Phone : (603) 7802 5200

https://www.glenmarie.com.my/

Contact us

Juliany,
03 2283 6109
juliany@ipa.com.my

Phoebe,
03 2283 6100
phoebe@ipa.com.my 

FOR CUSTOMISED IN-HOUSE TRAINING
Jane,
03 2283 6101
Jane@ipa.com.my

ADDRESS 
A-28-5, 28th Floor, Menara UOA Bangsar, 
No.5, Jalan Bangsar Utama 1, 
59000 Kuala Lumpur
www.ipa.com.my

FOCUSING ON
  • Module 1: E-Invoice Latest Updated
  • Module 2: Introduction of Codes Tables
  • Module 3: Categories of an E-Invoice
  • Module 4: MyInvois System Integration Approach
  • Module 5: Introduction to MyInvois Portal
  • Module 6: MyInvois Portal (Testing Environment) User Guide
INTRODUCTION

As businesses and taxpayers in Malaysia adopt E-Invoicing starting 1st August 2024, many questions and challenges are emerging. Depending on the nature, size, and complexity of the business, transitioning to new invoicing processes can be complex.

The government will provide a 6-month grace period. During this time, businesses are still required to process consolidated E-Invoices (Consolidated E-Invoice). Therefore, it is important to understand and master the E-Invoice platform in advance.

The MyInvois Portal is an E-Invoicing solution provided by IRBM at no charge. This platform is designed to facilitate the implementation of E-Invoice for all taxpayers especially for those who are not using the business ERP system to issue E-Invoice.

Accessible via computers, laptops, and smartphones, the portal enables users to manage E-Invoice efficiently from anywhere, at any time. It is accessible across various devices, including computers, laptops, and smartphones, ensuring ease of use and implementation of E-Invoicing processes.

The portal is equipped with comprehensive functionalities necessary for taxpayers, acting as both sellers and buyers, to efficiently manage E-Invoicing activities. These activities include submitting, reviewing, cancelling, or rejecting invoices.

Understanding the far-reaching implications of E-Invoicing early on is crucial, our comprehensive and up-to-date training course provides valuable insights for adopting and implementing E-Invoicing.

This course is uniquely designed for users to have the capability to view, display, and search for E-Invoice transactions that have been verified by LHDNM, available at any time after the E-Invoice is issued. This feature enhances transparency and reliability in the E-Invoicing process, making it a valuable tool for MSMEs in managing their invoicing needs.

COURSE OBJECTIVES
  1. Providing digital profile management for
    taxpayers and their representatives.
  2. Managing ERP System and Intermediaries.
  3. Learning the process to issue invoices, credit notes, debit notes, and refund notes, as well as
    self-billed documents.
  4. Learning the process to reject, cancel and print invoices, credit notes, debit notes, and refund
    notes, as well as self-billed documents.
  5. Being able to do retrieval of invoices via portal.
  6. Validating processes for documents submission.
  7. Notifications.
WHO SHOULD ATTEND
This course is designed for companies and taxpayers who have begun or about to implement E-Invoicing:
• E-Invoicing Committee
• Accounting Personnel
• Purchasing Personnel
• Project Team
• IT Team
• HR Team
• Sales Team
METHODOLOGY
Interactive lectures, practical exercises & discussion on all relevant aspects and implementation of e-invoicing to ensure participants grasp clearly aspects presented.
COURSE CONTENT
9:00

Module 1: E-Invoice Latest Updated

  • E-Invoice treatment during interim Relaxation period
  • Special exemption for taxpayers with an annual turnover or revenue of less than
    RM150,000
  • Capital allowance benefits
 

Module 2: Introduction of Codes Tables

  • Classification codes
  • Country codes
  • Currency codes
  • E-Invoice types
  • Malaysia standard industrial
    classification ( MSIC) codes
  • Payment modes
  • State codes
  • Tax types
  • Unit of measurement
10.45

Module 3: Categories of an E-Invoice

  • List of required 55 fields of E-Invoice
  • List of mandatory and optional fields under annexure to the E-Invoice
  • Additional information required shipped to different recipient / address
12.00

Module 4: MyInvois System Integration Approach

  • Retrieve and verify company Tax identification number (TIN) number
  • Obtain Client ID and Client Secret
  • The environment URLs
  • The various document statuses within the E-Invoice workflow
  • Guidance on digital signature
  • Version of document types taxpayers use to test and validate digital signature in he sandbox environment
1:00 Lunch
2:00

Module 5: Introduction to MyInvois Portal

  • Profile Management for User,
    Taxpayers, Representative, ERP System
    and Intermediary
  • Document Management includes Submit, View, Reject, Cancel and Print
    Document
3:00

Module 6: MyInvois Portal (Testing Environment) User Guide
A. Profile Management

  • First Time Login to MyInvois Portal(Testing Environment) (Director)
  • Registration of company (My Tax)
  • Appointment of representative
  • Login to MyInvois Portal
  • View and Edit Taxpayer Profile
  • View and Edit User Profile
  • Manage Notification Preferences
  • Switch Taxpayer
 

User Representative Management

  • View and Manage User Representative Permissions
 

View and Manage ERP

  • Manage ERP
 

Intermediary Representatives Management

  • Add and Manage Intermediary
3:45

B. Documents Management Issue Document

  • Issue Invoice Document
  • Issue Credit Note Document
  • Issue Debit Note Document
  • Issue Refund Note Document
  • Issue Self-Billed Invoice Document
  • Issue Self-Billed Credit Note
  • Issue Self-Billed Debit Note
  • Issue Self-Billed Refund Note
  • Issue Consolidated E-Invoice
  • Issue Consolidated Self-Billed E-Invoice
 

View Document

  • View Recent Documents
  • View Document Details
  • View Recent Submissions
  • View Submission Details
  • Share Document to Anonymous User via Public Link
  Reject document/ Cancel document/ Print document
 

C. Draft Management

  • Batch upload
  • Submit draft documents
  • Delete draft documents.
  • Search Function in Myinvois
  • Obtain validation link
  D. Documents submission
E. Practical issues MyInvois Portal
5:00 End of Course