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

18 Dec, 2024, THE MAJESTIC HOTEL KUALA LUMPUR

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Dr Wendy Tee has over twenty 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), HRD CORP Accredited
Trainer (HRD Corporation) and Certified Advance Human Resource Practitioner (MIHRM). She has
undergone intensive academic training in various human development and knowledge improvement.


Dr Wendy is actively involved in management training and lecture. Her latest responsibility involves
the lecturing of Executive Master Business Administration (EMBA) for Universiti Teknologi (SPACE) and
Financial and Investment Degree programs for Tunku Abdul Rahman University of Management &
Technology. She has experience managing training programs from local universities, in house training
and public seminar training.


Dr Wendy is a licenced financial planner currently registered with Malaysian Financial Planning Council
(MFPC). Her responsibility involves the corporate training, financial training, management and human
resource consultancy, management and financial advisory. Work with individuals to meet short and
long-term financial goals, advise clients to have a good command of investments and security planning,
estate planning, tax planning, employee benefits planning and insurance planning.


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 80 SME companies in Malaysia to get prepared for 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.


Dr Wendy now focuses on electronic invoicing corporate training and advisory for Multinational
companies and small medium enterprises. She reviews and evaluates current invoicing procedures,
process workflow (including internal controls) and related system mechanisms to identify changes and
improvements required. She also reviews Standard Operating Procedure (SOP) for e-invoice issuance as
well as provide tax advisory and recommendation in relation to e-invoice architecture.

Venue Details

THE MAJESTIC HOTEL KUALA LUMPUR
5, Jalan Sultan Hishamuddin, 50000 Kuala Lumpur, - 50000
Phone : (603) 2785 8000

https://www.majestickl.com/

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