LHDN Individual Tax Filing Assistance Form

Filing your individual income tax with LHDN (Lembaga Hasil Dalam Negeri Malaysia) can be complex, especially when you're managing multiple income sources, deductions, and relief claims. This LHDN Individual Tax Filing Assistance Form helps Malaysian tax consultants, accounting firms, and financial advisors collect all the necessary information from clients to prepare accurate tax returns efficiently.

Built with Paperform, this template streamlines the entire tax preparation process by capturing employment income, business income, rental income, and other revenue streams in one organised submission. The form includes comprehensive sections for tax reliefs under Section 13 and 14 of the Income Tax Act 1967, covering everything from EPF contributions and life insurance premiums to education fees, medical expenses, and lifestyle purchases.

For Malaysian accounting practices and tax agents, this form eliminates back-and-forth emails and reduces errors by collecting everything upfront—MyKad details, dependent information, zakat payments, and supporting documentation. The conditional logic ensures clients only see relevant questions based on their specific circumstances, making the experience smooth and professional.

Connect this form to Stepper to automatically route submissions to your tax preparation team, update your CRM with client status, and trigger follow-up emails for missing documents. You can also integrate with Google Sheets or Airtable to maintain organised records for each tax year, and use Papersign to send engagement letters or authorisation forms for LHDN representation.

Whether you're a sole practitioner or part of a larger accounting firm serving Malaysian residents, this template helps you deliver faster, more accurate tax filing services while maintaining the professional brand experience your clients expect.