Client portal
Your tax records, always in view.
Clients can log in to TaxWorx, our own receipts and tax portal. See what we have received, what has been checked and where your tax filing stands, at any time.
Take a look
Click through an example portal
This preview uses example figures. Your own portal shows your real records.
How many receipts have you received from me this year?
We have received 1,284 receipts for this year. 1,236 are accepted, 41 are being checked and 7 were not counted.
Berapa jumlah perbelanjaan saya tahun ini?
Jumlah perbelanjaan anda yang telah diterima untuk tahun ini ialah RM86,420. Kategori terbesar ialah perjalanan dan pengangkutan, RM24,860.
What you get
Six things you can do without calling us
See every receipt
View and search all the receipts you have sent, and see which are accepted, being checked or not counted.
My Documents Container
Follow your file or box for each quarter: dispatched, collected, received at our office, then pending, in process and done. Bank statements are shown month by month.
Track your tax relief
See each LHDN relief category, how much you have claimed against its limit, and an estimate of the tax saved.
Income against expenses
A profit and loss view for the year, by month and by expense category.
Download your reports
Your full yearly report in one PDF, and all your expenses in Excel with totals and what is LHDN claimable.
Ask about your records
Type a question in English or Bahasa Melayu and get an answer drawn from your own records with us.
Accuracy
Read by software. Checked by people, twice.
Speed matters, but your tax return depends on every figure being right.
01
Software reads the receipt
The merchant, date, amount and each item are captured from your photo or scan, so nothing is typed by hand.
02
Our staff review it
A member of our team checks the details and the expense category.
03
A checker approves it
A second person verifies every line item before the receipt is approved and counted.
Getting access
Accounts are created by our team
When you become a client, we set up your login and send you an email to choose your password. Already a client without a login? Message us and we will arrange it.
Get started
See your own records in the portal.
Tell us your commission income and we will quote your plan the same day.