This guide is designed for practical implementation planning. Adapt each step to the legal entity, source system, transaction profile and current LHDN guidance.
Implementation checklist
- 1
Deduplicate customer and supplier records
Record the owner, evidence, unresolved exceptions and completion date before moving forward.
- 2
Check TIN and registration identifiers
Record the owner, evidence, unresolved exceptions and completion date before moving forward.
- 3
Standardise addresses and contact fields
Record the owner, evidence, unresolved exceptions and completion date before moving forward.
- 4
Review tax codes and exemptions
Record the owner, evidence, unresolved exceptions and completion date before moving forward.
- 5
Map item classifications and units
Record the owner, evidence, unresolved exceptions and completion date before moving forward.
- 6
Remove inactive or ambiguous defaults
Record the owner, evidence, unresolved exceptions and completion date before moving forward.
- 7
Create an exception list with named owners
Record the owner, evidence, unresolved exceptions and completion date before moving forward.
How to use this guide
Do not treat a checked box as proof of production readiness. Review real transaction samples, confirm user ownership and retain evidence from testing. Revisit the checklist when a source system, legal entity or official validation rule changes.
Official references
Use the latest HASiL e-Invoice Guideline, Specific Guideline, FAQs and MyInvois SDK for authoritative rules and technical requirements.