Free · printable
e-Invoice worksheets
Fill the blanks with your accountant. Not a LHDN ruling. Not a paid ranking.
1. Status sheet
Fill this once. Email the photo to your accountant. Do not debate from memory.
From 1 Sep 2026 the general exemption is under RM3 million. A group carve-out can still pull you in. This sheet is not a LHDN ruling.
2. 14-day calendar
Tick the date you actually did it. Skip days that do not apply. Do not add a 15th meeting.
Print and pin. Owner writes the date, not the vendor.
| Day | Job | Done on | Owner |
|---|---|---|---|
| 1 | Confirm RM3m test + group carve-out in writing | ||
| 2 | Map who invoices, from which tool, for which buyer type | ||
| 3 | Pull 20 invoices. Mark B2B / B2C and ≥ RM10,000 | ||
| 4 | Pick one route: accountant / configure / POS / new software | ||
| 5 | Send the vendor scorecard. Refuse a brochure as an answer | ||
| 6–7 | Sandbox: one real-shaped invoice + one rejection | ||
| 8 | Master data: legal name, TIN, IDs, addresses, tax types | ||
| 9 | Cashier path: B2C receipt vs full e-invoice | ||
| 10 | Name who watches MyInvois errors for 30 days | ||
| 11–12 | One live or parallel full day | ||
| 13 | Accountant: SST, credit notes, month-end export | ||
| 14 | Freeze SOP. One PDF, one owner, one backup |
3. Vendor scorecard
Score 0 / 1 / 2 in a live demo. 0 = they talked. 2 = you saw it on MyInvois.
Use the same sheet for two vendors. Do not average the scores in your head.
| Must see in the demo | Vendor A | Vendor B |
|---|---|---|
| Validated invoice in MyInvois (not a mock) | ||
| Failed validation at 7pm — who is paged? | ||
| Credit note / cancel against the original e-invoice | ||
| Blocks consolidated e-invoice on RM10,000+ lines | ||
| POS offline: queue, lock, or silent fail? | ||
| 3-year cost: licence, hardware, module, support | ||
| A live customer in our industry we may call |
4. Cashier card · RM10,000
Cut or print this page for the till. One rule, no memo.
If the bill is RM10,000 or more
- Do not dump it into the month-end consolidated file.
- Issue a full validated e-invoice — or call the owner before the customer leaves.
- A catering / wholesale / project invoice is not a coffee receipt.
- If the POS cannot do this, the POS is not ready.
5. Email your accountant
Copy, fill the brackets, send. Save the reply with the status sheet.
Copy this
Subject: e-Invoice status for [company] — please confirm in writing Hi [name], Please confirm, in writing: 1. Which turnover year LHDN will use for us, and whether we are under the RM3 million exemption from 1 Sep 2026. 2. Whether any holding company, related company, joint venture or corporate shareholder is at or above RM3 million (carve-out). 3. Which software you will actually support at month-end. Facts from our side: - We invoice via: [Excel / accounting / POS / you] - Mix: [B2B / B2C / online] - Typical ticket: [under / often over RM10,000] - Owner of this inside the company: [name] Please tell us what you need from us by [date], and flag self-billed, export, or agent arrangements if they apply. Thank you.
6. MyInvois field drill
Tick only what you have tested, not what the salesperson named.
- Supplier: legal name, TIN, ID, address, SST no. if registered
- Buyer: legal name + TIN or allowed ID — we did not invent a TIN
- Invoice: unique number, date/time, currency, tax type, total
- Lines: description, qty, unit price, classification codes
- Credit / debit note points at the original e-invoice
- Rejected invoice: named person, resubmit path, what the customer sees
7. Limits
If a date in this kit disagrees with current IRBM text, throw the kit line away.
Reviewed 4 Sep 2026. General exemption under RM3 million from 1 Sep 2026 (IRBM public statements / General Guideline v4.8). Group carve-outs can override. Not legal, tax, or accounting advice.