Thursday 25 March 2010

How to complete your e-filing for employment income group

Filling up e-Filing isn't that hard as it seems - all you need to do is to match the section with those info from your EA form.


The form to select for folks with employment income only
NOTE: this guide is based on my EA form - there might be extra info that you'll need to input for your OWN e-BE form.

Conclusion: This post serves as a basic idea on how to do the e-Filling - not the exact idea on how to.

Let's go thru section by section:

I) Particulars of Individual


In this section you can cross check if the info is current, from your EA form, update if necessary (click on the image to enlarge)

based on my experience: you are required to provide the bank account number if you which to expedite your tax credit refund (if any)

The relevant EA form section (click on the image to enlarge)

II) Statutory Income and Total Income


(click on the image to enlarge)I only find two relevant info from my EA form -
1) The total income for "Employment" column in BE form
2) PCB for BE form (the column wording is confusing - "...SELF and HUSBAND / WIFE if joint assessment.." <- that's the column to fill in)


3) Income of Preceding Years Not Declared

This section is to declare any prior years (i.e. before 2009) income / arrears payment you received during 2009. this exclude 2008 bonus/directors fee which you received in 2009 whereby such income received in 2009 should be brought to tax in 2009.

As I have none in my EA form, this section is skipped :-)



4) Deduction Claim
This is the most important section - where most of the people can get the tax return.

The only relevant info found from the EA form is the KWSP/EPF amount.


For the rest, such as medical or/and life insurance - you can get the cover letter from the insurance agent.

Book, computer, medical checkup etc receipts are to be kept for 6 years in case of the inspection from IRB.

you might want to keep a simple workings on how to arrive at respective claim

5) Rebate Claim / Tax Deduction / Tax Relief

this is the section where you put in your ZAKAT
and if you received taxable dividend during the year. please remember to input the coresponding tax deducted at the column where you see HK3

I don't have anything to input hence this section is skipped :-)


6) Tax Summary
Calculation is done by e-Filing website - you'll know immediately on the amount returned/ or the amount you have to pay

If the info is correct, click "Save & Continue"


7) You'll reach the second last page - where you can save the (auto generated) PDF of the e-BE form that you'll just filled up.

Then, click on "Sign & Send"


8) This is the last page of e-Filing, before the submission. Check your info - if everything is correct, click on "Setuju". Note that after clicking this button, you can't amend any info anymore.


9) You'll see a small login screen that needs your credential again.


10) You're done! Click on the "Save & Print Acknowledgment" button to save the (auto generated) PDF for your reference - to show that you've done your filing (in case of any inspection)



11) (OPTIONAL) Store your e-BE form & Acknowledgment form online
There is always a risk to store the files on your computer - chances are you might forget where you store or, if the Hard disk crashed - that's it.


So I chose Google Doc to store my document securely - yes you can upload the PDF and view it or download it again in the future.


File uploaded

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