{"id":42208,"date":"2025-02-12T11:55:06","date_gmt":"2025-02-12T03:55:06","guid":{"rendered":"https:\/\/www.imoney.my\/articles\/?p=42208"},"modified":"2025-04-02T16:57:38","modified_gmt":"2025-04-02T08:57:38","slug":"income-tax-checklist-mytax","status":"publish","type":"post","link":"https:\/\/www.imoney.my\/articles\/income-tax-checklist-mytax","title":{"rendered":"How To Register As A Taxpayer In LHDN MyTax (Checklist Included)"},"content":{"rendered":"

It\u2019s that time of the year again! The very (in)famous income tax filing season is here and if it\u2019s your first time, you might be a little more lost than excited.<\/p>\n

Here\u2019s our checklist to guide you through the many documents, steps and forms you need to navigate through to get your income tax filing done and dusted.<\/p>\n

Take note that e-Filing starts from March 1 every year! Minimum salary to pay income tax in Malaysia is RM34,000 per year (after EPF deductions) or RM3,000 per month before deductions.<\/div>
<\/div><\/div>\n

There are two types of filing: e-filing which as the name suggests, is done electronically and manual filing, which requires you to print out the income tax form and fill it manually.<\/p>\n

Obviously, e-filing is more convenient, simple and user-friendly. The best part? It will calculate your income tax automatically, making the whole process less painful.<\/p>\n

Now, before you can register and declare your income tax, you need to make sure you have the following documents on hand.<\/p>\n

<\/span>Document checklist<\/strong><\/span><\/h2>\n

All you need to do is check off the items in the checklist of the tax documents to prepare below, and the best time to start gathering your receipts, documents and necessary details is right now.<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
<\/td>\nLatest salary statement (EA\/EC form) or payslip.<\/td>\n<\/tr>\n
<\/td>\nIdentification card (IC)\/ police IC\/ army IC\/ international passport.<\/td>\n<\/tr>\n
<\/td>\nMarriage certificate (if applicable).<\/td>\n<\/tr>\n
<\/td>\nVisit http:\/\/mytax.hasil.gov.my<\/a> to fill up the registration of income Tax File (You will need to upload a copy of your IC here).<\/td>\n<\/tr>\n
<\/td>\nReference number (MyKad, Passport, Marriage, or Tax reference number).<\/td>\n<\/tr>\n
<\/td>\nIncome statement (EA form, dividends, rental, pension, royalties, etc.)<\/td>\n<\/tr>\n
<\/td>\nEPF statement.<\/td>\n<\/tr>\n
<\/td>\nReceipts to claim reliefs, rebates, and exemptions.<\/td>\n<\/tr>\n
<\/td>\nVisit LHDN\u2019s official website<\/a> to do your taxes.<\/td>\n<\/tr>\n
<\/td>\nChoose the right income tax form (If you are an individual with non-business income, choose Income Tax Form BE (e-BE), and choose assessment year 2020. )<\/td>\n<\/tr>\n
<\/td>\nCarefully fill in your tax reliefs, tax rebates and tax exemptions.<\/td>\n<\/tr>\n
<\/td>\nDouble-check all the information, declare, sign and send!<\/td>\n<\/tr>\n
<\/td>\nRetain the proof of purchase or spending for the items you are claiming for up to seven years.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/span>Common tax reliefs<\/strong><\/span><\/h2>\n

Check one by one if you are eligible to apply for these tax reliefs. Don\u2019t miss anything!<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Yes<\/strong><\/td>\nNo<\/strong><\/td>\nReliefs<\/strong><\/td>\n<\/tr>\n
<\/td>\n<\/td>\nEducation expenses<\/strong><\/p>\n

(Degree at Masters or Doctorate level for acquiring law, accounting, Islamic financing, technical, vocational, industrial, scientific or technological skills of qualification, Degree at Masters or Doctorate level for acquiring any skills or qualifications)<\/td>\n<\/tr>\n

<\/td>\n<\/td>\nMedical expenses<\/strong><\/p>\n

(For serious diseases for self, spouse or child, including medical\/mental health examination, Covid-19 testing, fertility treatment, dental treatments by registered dentists and vaccination expenses)<\/td>\n<\/tr>\n

<\/td>\n<\/td>\nLifestyle expenses<\/strong><\/p>\n

(Purchase of books, journals, magazines, printed newspapers and other similar publications, personal computer, smartphone or tablet, internet or home broadband subscription and upskilling course fees.)<\/td>\n<\/tr>\n

<\/td>\n<\/td>\nChildcare expenses<\/strong><\/p>\n

(Breastfeeding equipment, ordinary child relief, child care fees to a child care centre or a kindergarten )<\/td>\n<\/tr>\n

<\/td>\n<\/td>\nParents medical expenses<\/strong><\/p>\n

(including physical\/mental disabilities, special needs treatments and geriatric care expenses)<\/td>\n<\/tr>\n

<\/td>\n<\/td>\nInsurance and other policies<\/strong><\/p>\n

(Life insurance, EPF, deferred annuity and PRS, insurance premium for education or medical benefit, SOCSO)<\/td>\n<\/tr>\n

<\/td>\n<\/td>\nDisability<\/strong><\/p>\n

(Disabled individual, child, wife, husband and basic supporting equipment)<\/td>\n<\/tr>\n

<\/td>\n<\/td>\nChildren\u2019s education<\/strong><\/p>\n

(Education for unmarried child of 18 years and above for pre-tertiary and tertiary education in and outside Malaysia, additional exemption for disabled child pursuing higher education, net saving in SSPN\u2019s scheme)<\/td>\n<\/tr>\n

<\/td>\n<\/td>\nSports equipment & activities<\/strong><\/p>\n

(including competition and gym membership fees for self\/spouse\/child)<\/td>\n<\/tr>\n

<\/td>\n<\/td>\nElectric vehicle charging equipment expenses<\/strong><\/p>\n

(including installation, rental or hire purchase of charging equipment)<\/td>\n<\/tr>\n

<\/td>\n<\/td>\nGeneral<\/strong><\/p>\n

(Self & dependent, alimony payments)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/span>Reduced income tax rate for certain income brackets<\/span><\/h2>\n

Check how much income tax you\u2019ll pay with the latest tax rates and compare it to what you paid last year with iMoney’s Malaysia Income Tax calculator<\/a>.\u00a0<\/strong><\/p>\n

It was announced during the Budget 2023<\/a> that the personal income tax rate for the income brackets between RM35,000 and RM100,000 will be reduced by 2%.<\/p>\n

<\/span>Quick income tax preparation checklist<\/span><\/h2>\n

For a more detailed and step-by-step guide on e-Filing, you can visit iMoney\u2019s Malaysia Income Tax e-Filing Guide<\/a><\/strong>.<\/strong><\/p>\n

But if all you need is a quick refresher or something to refer to, below is a quick checklist of what you need to do to prepare you for filing your taxes.<\/p>\n