Tax Planning for Employers and Employees with Tax Update of e-PCB Plus Registration

27-28 Aug, 2025, 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 cover 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 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 for getting prepare 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.

 

Dr Wendy is now focuses on the individual personal income tax planning, corporate taxation, 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 a 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, Malaysia,
Phone : 03 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: EMPLOYEE PROVIDENT FUND
  • MODULE 2: SOCSO CONTRIBUTIONS (SOCSO ACT 1969)
  • MODULE 3: UNDERSTANDING THE IMPORTANT OBLIGATIONS OF AN EMPLOYER
  • MODULE 4: EMPLOYMENT INCOME
  • MODULE 5: UNDERSTANDING OF E-PCB PLUS
  • MODULE 6: UNDERSTANDING THE TYPES OF REMUNERATION AND SCOPE OF CHARGE
  • MODULE 7: OBLIGATIONS OF EMPLOYEES
  • MODULE 8: COMMON TAX ISSUES ARISING FROM EMPLOYMENT INCOME
COURSE OVERVIEW

Nowadays, businesses are concerned that their tax returns may trigger a tax audit or investigation. Did you know that the Inland Revenue Board (IRB) uses the tax returns not only to collect economic statistics, but to also examine and analyse taxpayers’ activities and performance? This information is used to determine if an audit or investigation is required. It is thus crucial for taxpayers to understand and comply with the various provisions to ensure that their returns are completed accurately.

With the e implementation of PCB plus system, employers are requested to complete the submission of all data and PCB payments for the current month deductions or past year deductions on Jan 15, 2025. IRB recommends that employers who are currently using the e-PCB, e-Data PCB and e-CP39 systems and have not yet registered their role in the e-PCB Plus system to do so immediately to ensure a smooth transition process.

Therefore, this course will guide you through all the sections of the various forms that may need to be submitted for Year of Assessment 2024 and the impact of the data provided. With the latest tax update, employer will be updated with the roles and responsibilities in the new e-PCB Plus System on MyTax Portal, employers can benefit from a more streamlined, efficient, and accurate tax filing process. With its numerous advantages, e-PCB Plus is poised to become the preferred method for tax submissions in Malaysia.

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Having a better tax planning knowledge of the rights and obligations of the employer/employees.
  2. Gaining a better grasp of the legal requirements in the, EPF Act 1991, Sosco Act 1969 & Income Tax act 1967
  3. Understanding the various sections where its compliance will make you richer in knowledge – and your company, law- abiding.
  4. Understanding Roles and Responsibilities in the New e-PCB Plus System on MyTax Portal.
  5. Providing the minimum standards/terms and conditions of employment in your contract of service to new hirer.
WHO SHOULD ATTEND
  • Company Directors, General Managers and Business Owners
  • Finance Manager and HR Manager
  • Company Accountant
  • Executives and Administrators
  • Those involved with maintaining records and preparing accounts
METHODOLOGY
Interactive Presentation, Practical Sessions, Real Life Case Studies & Examples and Q&A sessions.
DAY 1
9:00

MODULE 1: EMPLOYEE PROVIDENT FUND

  • Compulsory contribution
  • Definition of wages
  • Minimum Wages 2025: Effective from February 2025
  • Statement of EPF contributions
  • Nomination of beneficiaries
  • Budget 2025: Key Updates for EPF relief
10.45

MODULE 2: SOCSO CONTRIBUTIONS (SOCSO ACT 1969)

  • Compulsory contributions
  • Categories of employee covered by the Act
  • Scheme of insurance
  • Meaning of invalidity
  • Benefits offered under employment injury scheme
  • Eligibility for invalidity pensions
  • Budget 2025: Key Updates for SOCSO relief
1:00 Lunch
2:00

MODULE 3: UNDERSTANDING THE IMPORTANT OBLIGATIONS OF AN EMPLOYER

  • Definition of employment under Income Tax Act
  • Definition of employer and employee
  • Tax obligation as an employer
  • Completion of Form E & EA
  • Details required to prepare Form E and EA
3:45

MODULE 4: EMPLOYMENT INCOME

  • Remuneration categories
  • Exempt income and benefits
  • Benefits-in-kind
  • Form CP 38 & ECP 39
  • Form CP21, CP22, CP22A
  • Form TP1, TP3
  • Form PCB(ii)
  • Tax Clearance Letter
  • Tax clearance letter application process
  • Exemption for Tax Clearance Application
  • Employers duties and failure to comply with Section 83
  • Monthly tax deduction from remuneration
5:00 End of Day 1
DAY 2
9:00

MODULE 5: UNDERSTANDING OF E-PCB PLUS

  • Understanding Roles and Responsibilities in the New e-PCB Plus System on MyTax Portal
  • Employer Role in e-PCB Plus System
  • Employer Representative Role in e-PCB
  • PCB administrative role in e-PCB
  • e-PCB Plus Registration - Step by Step
  • Appointment of administrator representative role in e-PCB plus
10.45

MODULE 6: UNDERSTANDING THE TYPES OF REMUNERATION AND SCOPE OF CHARGE

  • Wages & salary
  • Perquisites
  • Benefit in Kinds
  • Value of living accommodation (VOLA)
  • Amount from unapproved pension or provident fund
  • Compensation for loss of employment
  • Tax exemption for Benefits- in- kind
  • Tax exemption for perquisites
1:00 Lunch
2:00

MODULE 7: OBLIGATIONS OF EMPLOYEES:

Filling Form BE

  • Filling of tax returns (Form BE)
  • Tax relief for resident individual
  • Return form filing 2024
  • Failure to file tax return
  • Types of relief, tax deduction and tax rebate
    - Education (Self)
    - Self, Parents and Spouses
    - Medical
    - Lifestyle
    - Parenthood
    - Insurance and investments
    - Relief for Disabled Persons
    • Tax identification number (TIN)

3:45

MODULE 8: COMMON TAX ISSUES ARISING FROM EMPLOYMENT INCOME

Employer

  • Not tax deductible in the year of accrual, allowable only when payment is made e.g: sales commission, director fee, etc.
  • No MTD on other payment made to employee e.g : incentive, commission, etc
  • Director’s fee accrued with no actual payment
  • Failing to submit Form E for dormant company

Employee

  • No supporting document to claim tax relief
  • Did not report rental income / annual income
5:00 End of Course