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Where a tax number comes from · presentation 1 of 5 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Where a tax number comes from · presentation 1 of 5

Five ways a tax number lands on a record, and one that lands none

You can name every route by which a buyer's tax number reaches a BigLedger customer record…

Where a tax number actually comes from

Step 1 — Name the five routes before you plan any work

You will stop looking for a single button.

Where this step sits
    flowchart TD
  s1["1. Name the five routes before you…"]
  s2["2. Learn the one that runs for…"]
  s3["3. Know which of the two pool…"]
  s4["4. Understand why the bulk screen writes…"]
  s5["5. Put the number where the e-invoice…"]
  s6["6. Decide which route each part of…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s1 here;

Step 2 — Learn the one that runs for you, and its three conditions

You will stop keying numbers you never needed to key.

What this step names
  1. When a finalised document is turned into an e-invoice
  2. BigLedger checks three things together: the amount is ten thousand ringgit or…
  3. The buyer's identity type is a business registration number
  4. The tax number is blank

Step 3 — Know which of the two pool buttons can never give you a number

You will get more out of a pool row than most people do.

  • Open an Individual Pool row and two actions sit beside the tax number
  • Verify TIN checks a number you already hold against that same identity pair…
Screen capture pending the demo tenant

An Individual Pool row with the buyer block open, showing Get TIN and Verify TIN beside the tax number field

The route that lands no number

Step 4 — Understand why the bulk screen writes nothing

You will plan around the bulk tool honestly.

What you do
  1. Open the file it takes and there is nowhere to put a tax number…

Step 5 — Put the number where the e-invoice will actually read it

You will stop filling the wrong half of the record.

What this step names
  1. A customer holds identity details in two places
  2. The Main tab and the E-Invoice tab
  3. Only the E-Invoice tab is read when an e-invoice is built

Step 6 — Decide which route each part of your list gets

You will have a plan instead of a backlog.

What you do
  1. Sort your customers by what they are

NarrationSlide 1 of 9

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