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
Confirm the correct taxpayer profile and entity
Record the owner, evidence, unresolved exceptions and completion date before moving forward.
- 2
Assign the minimum required roles to authorised users
Record the owner, evidence, unresolved exceptions and completion date before moving forward.
- 3
Decide whether the connection uses taxpayer or intermediary access
Record the owner, evidence, unresolved exceptions and completion date before moving forward.
- 4
Register and test the applicable ERP configuration
Record the owner, evidence, unresolved exceptions and completion date before moving forward.
- 5
Separate sandbox and production credentials
Record the owner, evidence, unresolved exceptions and completion date before moving forward.
- 6
Document who owns access changes and incident response
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.