[01] INTRODUCTION 介绍
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-Invoices. 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 training is uniquely designed for users 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.
MyInvois 服务平台是 IRBM 免费提供的电子发票解决方案。该平台旨在促进所有纳税人实施电子发票，特别是那些不使用企业 ERP 系统开具电子 发票的人。该门户可通过电脑、笔记本电脑和智能手机访问，使用户能够随时随地高效管理电子发票。它可通过各种设备访问，包括计算机、笔记 本电脑和智能手机，确保易于使用和实施电子发票流程。该门户网站配备了纳税人作为卖方和买方有效管理电子发票活动所需的全面功能。这些活 动包括提交、审查、取消或拒绝发票。
尽早了解电子发票的深远影响至关重要。我们全面且最新的培训课程为采用和实施电子发票提供了宝贵的见解。此培训专为用户设计，使他们能够 查看、显示和搜索已由 LHDNM 验证的电子发票交易，并在电子发票开具后随时可用。此功能提高了电子发票流程的透明度和可靠性，使其成为 MSMEs 管理其发票需求的宝贵工具。
[02] METHODOLOGY 教学方法
Interactive lectures, practical exercises & discussion on all relevant aspects and implementation of e-invoicing to ensure participants grasp clearly aspects presented.
互动讲座, 实践练习和讨论电子发票的所有相关方面和实施, 以确保参与 者清楚地掌握所呈现的方面.
[03] COURSE OBJECTIVES 课程目标
• Provide digital profile management for taxpayers and their representatives
• Managing ERP System and Intermediaries
• Learn the process to issue invoices, credit notes, debit notes, refund notes and self-billed documents
• Grasping steps to reject, cancel and print invoices, credit notes, debit notes, refund notes and self-billed documents
• Retrieval of invoices via portal
• Validation processes for documents submission
• Notifications
• 为纳税人及其代表提供数字档案管理
• 管理 ERP 系统和中介机构
• 了解开具发票、贷记单、借记单、退款单以及自开票单据的流程
• 熟悉拒绝、取消和打印发票、贷记单、借记单、退款单以及自开票单据的流程
• 通过门户网站检索发票
• 文件提交的验证流程
• 通知
[04] WHO SHOULD ATTEND 谁该参加
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
本课程适合已经开始或即将实施电子发票的公司和纳税人:
• 电子发票委员会
• 会计人员
• 采购人员
• 项目团队
• IT团队
• 人力资源团队
• 销售团队
[05] DATE, TIME, METHOD 日期/ 时间/ 地點
Date 日期： 28 September 2024 (Sat)
Time 时间： 9.00am - 5.00pm
Venue 地点： Cititel Mid Valley
Fee 费用： [HRDF Claimable]
- Early Bird Offer (before 10 Sep 2024) – RM880
- Special Offer (before 24 Sep 2024) – RM940
- Normal Fee – RM990
>> Fee includes Course Notes, Meals, Certificate of Completion and 8% Service Tax.
** OFFER **
- 10% Cashback for SST2u Learner Card+ (SLC+) members. T&Cs applied.
HRDCorp Claimable Course:
Trainer MyCoiD: 429594X
Course Scheme: HRDCorp Claimable Course
Course Type: Public
Course Code:
[06] COURSE OUTLINE 课程大纲
Module 1: E-Invoice Latest Update
• 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
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
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
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
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
1. User Representative Management
• View and Manage User Representative Permissions
2. View and Manage ERP
• Manage ERP
3. Intermediary Representatives Management
• Add and Manage Intermediary 3.00pm Afternoon Tea Break
Module 6: MyInvois Portal (Testing Environment) User Guide (Cont.-)
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 related to MyInvois Portal
Module 7: Frequently Asked Questions
• Implementation of E-invoice FAQ
End of Training
第 1 单元 : 最新更新的电子发票
• 临时放宽期内的电子发票处理
• 年营业额或收入低于 150,000 令吉的纳税人的特殊豁免
• 资本津贴福利
第 2 单元 : 代码表介绍
• 分类代码
• 国家代码
• 货币代码
• 电子发票类型
• 马来西亚标准行业分类 (MSIC) 代码
• 付款方式
• 州代码
•税种
• 计量单位
第 3 单元 : 电子发票类别
• 电子发票 55 个必填字段列表
• 电子发票附件下的必填和可选字段列表
• 运送到不同收件人/地址所需的其他信息
第 4 单元 : Myinvois 系统集成方法
• 检索和验证公司税务识别号 (TIN) 编号
• 获取客户 ID 和客户机密
•环境URL
• 电子发票工作流程中的各种文档状态
• 数字指南签名
• 纳税人用于在沙盒环境中测试和验证数字签名的文
档类型版本 12.30pm 午餐
第 5 单元 : MyInvois 服务平台简介
• 用户、纳税人、代表、ERP 系统和中介的配置文件管理;和
• 文档管理包括提交、查看、拒绝、取消和打印文档
第 6 单元 : MyInvois 服务平台(测试环境)用户指南
A. 个人资料管理
• 首次登录 MyInvois服务平台(测试环境)(主管)
• 公司注册(我的税务)
• 代表任命
• 登录 MyInvois 服务平台
• 查看和编辑纳税人个人资料
• 查看和编辑用户个人资料
• 管理通知偏好
• 切换纳税人
1. 用户代表管理
• 查看和管理用户代表权限
2. 查看和管理 ERP
• 管理 ERP
3. 中介代表管理
• 添加和管理中介
第 6 单元 : MyInvois 服务平台 (测试环境) 用户指南 (Cont.-)
B. 文档管理
• 签发文档
○ 签发发票文档
○ 签发贷方通知单文档
○ 签发借方通知单文档
○ 签发退款通知单文档
○ 签发自开票发票文档
○ 签发自开票贷方通知单
○ 签发自开票借方通知单
○ 签发自开票退款注意
○ 开具合并电子发票
○ 开具合并自开票电子发票
• 查看文档
○ 查看最近的文档
○ 查看文档详细信息
○ 查看最近的提交
○ 查看提交详细信息
○ 通过公共链接将文档共享给匿名用户
• 拒绝文档/取消文档/打印文档
C. 草稿管理
• 批量上传
• 提交草稿文档
• 删除草稿文档
• Myinvois 中的搜索功能
• 获取验证链接
D. 文档提交
E. MYInvois 服务平台的实际问题
第 7 单元 : 常见问题
• 电子发票实施常见问题
培训结束
[07] TRAINER PROFILE
DR WENDY TEE
HRD Corp Certified Trainer
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.
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.
Dr Wendy is also a Human Resource consultant and certified trainer now appointed from Harrison Assessment Talent solutions (HATS), Pembangunan Sumber Manusia 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. In the area of Human Resource Management, Wendy focuses on Under- standing Malaysian Employment Laws, Strategic Talent Management, Training and Development Management, Performance Management, Payroll Management, HR Tax planning and Setting Departmental & Inter Departmental Key Performance Indicators (KPIs).
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 also actively involved in E-Invoicing research, training and implementation.
[08] ENQUIRY/ REGISTRATION
Email： yes@sst2u.com
Contact:
- Whatsapp Only (012 - 824 8874)
- General - (03 - 8604 7270)
- Teo (011 - 3178 9203)
- Logesh (012 - 503 0346)
- Siti (012 - 383 8603)
- Han (019 - 323 0507)
- Nisa (019 - 851 5134)