E-Invoice - How to issue self-billed refund note document on MyInvois Portal.

This article provides a step-by-step guide for taxpayers to issue self-billed refund note documents on the MyInvois Portal.
 

Step 1: Start creating a new document to issue a self-billed refund note document.

 

Step 2: Add the basic information required.

There are two situations in this section:
1- There IS a reference to other invoice
2- There is NO reference to other incoice
You may adopt any of the followings method which is applicable according to your situation.
 

Situation 1: Reference to other invoice.

Situation 2: NO reference to other invoice.

 

Step 3: Add supplier and buyer information accordingly.

**Kindly note that in self-billed refund notes, the buyer's and supplier's roles are reversed compared to regular refund notes. This means that the issuer of self-billed refund notes acts as the role of buyer, whereas the receiver of self-billed refund notes acts as the role of supplier.**



In case where the supplier only provide either TIN or ID number, the issuer may adopt one of the followings accordingly:
For supplier who is an individual:


For supplier who is conducting business(es):


 

Step 4: Continue to fill in the remaining supplier's details.

 

Step 5: Choose the currency which your self-billed refund note document is issuing in.

 

Step 6: Add line items to your self-billed refund note document.

 

Step 7: Add the type of taxes and amount of tax applicable.

 

Step 8: Make sure to check the details for line items before continue to next section.

 

Step 9: You may add additional information to the self-billed refund note document accordingly if applicable.

 

Step 10: Review and confirm the document details on the summary page.

 

Step 11: Sign the document for digital validation.

After digital validation, document will be created with the pop-up below.



Disclaimer: The information provided in this guide is for general informational purposes only and is not intended to serve as legal or financial advice. While every effort has been made to ensure the accuracy of the information, the company assumes no responsibility for any errors or omissions. Please consult with a qualified professional for specific advice related to your circumstances.