Infographic: How to File Income Tax Returns Online in 6 Easy Steps

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Infographic: How to File Income Tax Online in 7 Easy Steps

Why use the traditional method to file income tax when you have the convenient and user-friendly e-Filing system in place? All you need to do is fill up the relevant Income Tax Return Form (ITRF) with details like income, deductions, relief and rebate — the system will calculate your income tax — and submit. Yes, it’s that easy!

Apart from the fact that it is more convenient and time-saving, your tax refund (if you’ve been overtaxed) will be credited to your registered bank account much faster if you file your income tax returns online. Plus, salaried residents and non-residents who e-File their tax returns will get an extension of 2 weeks, i.e until 15 May 2018,  to submit their returns.

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Here’s a step-by-step guideline that will get you started with filing your income tax returns online ( infographic at the bottom of the blog ).

Steps at a glance:

Step 1: Register as a taxpayer with LHDN and get PIN

If you’re already a registered income taxpayer and have a PIN, you can proceed to Step 2.

If you’re not a registered taxpayer yet, first let us tell you that if your annual income is more than RM30,667 after EPF deductions, you need to pay income tax (check your EA form to get more clarity on this).

To register as a taxpayer, you will have to visit your nearest Lembaga Hasil Dalam Negeri (LHDN) branch with a copy of your MyKad or passport (if you’re not a Malaysian citizen) and latest payslip. Also, keep your EA form handy.

At the office, submit a form after filling in regular details. You will then receive a piece of paper which will have your 16-digit e-Filing PIN written on it.

If you’re already a registered taxpayer, visit your nearest LHDN branch to get your PIN for e-Filing.

If you’re unsure whether you’re registered as a taxpayer with LHDN or not, click here.

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Step 2: Log in to ezHasil e-Filing website

Now that you have the PIN, you can proceed with your e-Filing by following these steps:

  • Go to the LHDN website.
  • Click on ezHASIL
  • Go to myTax
  • First timers need to click on Login Kali Pertama (login first time)
  • Register for an account by providing your PIN and your MyKad or passport or army or police IC number
  • You can proceed to file your returns once you have registered on the e-Filing website

Screenshot of the First Time Login page

Step 3: Choose the Income Tax Return Form (ITRF) that applies to you

After logging in you will see a host of features on the e-Filing website. In order to proceed with your income tax return filing, click e-Borang.

You will be able to see 7 income tax forms. You have to choose and fill the form which is applicable to you:

  • Form E or e-E: This is a tax return form for an employer
  • Form BE or e-BE: This is for a resident who doesn’t carry on business
  • Form B or e-B: This is for a resident who carries on business
  • Form P or e-P: This is for partnerships
  • Form BT or e-BT: This for a resident who is a knowledge worker or an expert worker
  • Form M or e-M: This form is for non-resident individuals
  • Form MT or e-MT: This form is for non-residents who are knowledge workers

If you’re a salaried resident, then you should choose form e-BE and select your assessment year (the year following the financial year. This year is FY 2017-18, AY will be 2018-19).

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Step 4. Verify personal details

You can check your personal details on Maklumat Individu (individual information) – the first section of the form. Verify and make corrections if you find any information being displayed incorrectly on the page.

Personal details you need to cross-check include:

  • Name
  • Income tax number
  • MyKad number
  • Current passport number (in absence of MyKad)
  • Citizenship
  • Gender
  • Telephone number and email id
  • Bank name and bank account number

Step 5. Fill in details about your income, deductions, tax reliefs, and tax rebates

Put your income details under Pendapatan Berkanun (statutory income) and Jumlah Pendapatan (total income). Following this, if applicable, fill in the amount you have donated to organisations. Make sure that the organisations you have donated to are approved by LHDN.

If you are declaring your income details for the first time, this is where you do it. Just after this sub-section, you will find another section called Pendapatan Tahun Kebelakangan Yang Belum Dilaporkan (revenues not reported from previous years). Fill up this section with information on any undeclared income from previous years.

Fill in details regarding Tuntutan Rebat (tax rebate), Pelepasan Cukai (tax relief), and Tolakan Cukai (tax deduction).

Make sure you have a thorough understanding of tax reliefs that are applicable to you. Click here for detailed list of tax reliefs you can claim.

With a bit of knowledge on tax reliefs, you actually can save a lot in income tax. Last but not the least, ensure that you have properly kept your proof of purchase receipts with you.

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Step 6. Check your tax summary, verify details and SUBMIT

After you have provided all the details pertaining to your income and tax reliefs applicable to you, you can verify your tax summary on Rumusan Cukai (tax formulation) – an automated facility within the system that calculates your income tax based on the information you have provided.

The final step requires you to declare that all the information provided by you is true to your knowledge.

Here’s what you need to do to complete your income tax returns submission:

  • Sign the form electronically
  • Click Tandatangan & Hantar (sign and send) to complete the submission

If you want to make any further changes, click on Kembali (go back).

Additional information on tax dues, refunds and last day of submissions

You’ll also get to know whether you have any income tax dues or you’re eligible for a refund (in case you’ve been over-taxed). If you have any taxes due, you can pay it through internet banking, collection agents, ATMs, and even your credit card. Read our blog on 9 Different Methods to Pay Income Tax in Malaysia for more details.

If you’re eligible for a refund, you’ll get reimbursed on the bank account you’ve provided within 30 working days.

While the last day of submission for ITRF BE is April 30, 2018, it is May 15, 2018, for ITRF e-BE ( i.e. if you’re a salaried resident and e-Filing your tax returns) and June 30, 2018, for ITRF B, e-B, P and e-P.

Click here for a detailed user manual for e-Filing

Infographic: How to File Income Tax Returns Online in 6 Easy Steps

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