How it works
From first message to tax filed.
Here is exactly what happens when you work with us, what you need to do, and what we take care of.
Step by step
Eight steps. Most of them are ours.
- 1
Talk to us
Day 1YouMessage us on WhatsApp and send your latest CP58.
WeWe look at your commission income and quote your monthly plan the same day. Plans start from RM50 per month.
- 2
Confirm your plan
Day 1YouConfirm your engagement and make your first payment.
WeWe register you as a client, assign your tax consultant and create your login to the TaxWorx client portal.
- 3
Send your documents
Within 48 hoursYouSend your CP58 statements, receipts and bank statements. Photos on WhatsApp are fine, or hand the paper to your tax consultant.
WeFor paper, we give you a numbered documents container and log every handover, so nothing goes missing.
- 4
We record and check your receipts
Through the yearYouKeep sending receipts as you spend. You can follow the count in your portal.
WeEvery receipt is captured, sorted by expense type, reviewed by our staff and then approved by a second checker.
- 5
We prepare your accounts
After the year closesYouAnswer any questions we have about unusual items.
WeWe do your bookkeeping and prepare your profit and loss statement, balance sheet and tax computation.
- 6
Consultation
Before filingYouMeet us to go through the figures, then approve the accounts and settle any balance due.
WeWe walk you through your income, expenses, reliefs and the tax payable, in plain language. Once agreed, the accounts are final.
- 7
We file with LHDN
Up to 7 working daysYouRelax. There is nothing more for you to do.
WeWe submit your tax return to LHDN. Your portal shows the filing as submitted.
- 8
After filing
OngoingYouCarry on sending receipts for the new year.
WeYour records stay stored securely. If LHDN ever audits you, we prepare the documents and attend the meetings with you.
Your year with us
A simple rhythm, so nothing is left to the last minute
Any time
Receipts
Send a photo on WhatsApp the moment you spend. It takes a few seconds.
Every month
Bank statements
Send each month's statement so your records stay complete.
Every quarter
Paper documents
Your tax consultant collects your documents container and returns it to our office.
Every April
Plan review
Your fee is reviewed once a year, based on your latest CP58.
All year
Your portal
Log in at any time to see your receipts, tax relief and filing progress.
Who you deal with
Three sets of eyes on your account
Your tax consultant
Your main contact. They collect your documents and answer your questions. Their phone number is shown in your portal.
Our processing staff
They record your receipts, keep your books and prepare your accounts.
Our checker
A second person who verifies every receipt line by line before it is approved.
Good to know
The fine print, kept short
Payment terms, cancellation and delivery are set out in plain language on our pricing page, and in full in our policies.
48 hours
To send your documents after you confirm.
7 working days
For filing, once your accounts are complete.
20 km
Free document delivery around our office.
Get started
Ready for step one? Send us your CP58.
Tell us your commission income and we will quote your plan the same day.