Kailing Invoice Issuance for Individuals Platform solution: "General invoice issuance for individuals' goods and services"

I. Solution background and policy interpretation

1. Policy Environment and Challenges

With the promotion of China Golden Tax Phase IV, tax supervision technology has been comprehensively upgraded, and the social security tax collection policy has further raised enterprise compliance requirements. Enterprises often face the following problems in operations:  

▪ Incomplete invoice chain: individuals cannot directly provide invoices, making it difficult for enterprises to obtain compliant invoices and increasing tax burden pressure and risk.  

▪ High information management costs: project personnel are scattered and highly mobile, identity verification is difficult, and information security risks exist.  

▪ Tightening Regulation: Tax and Fee Reduction Policies Come with Stricter Oversight, Requiring Enterprises to Ensure Fully Compliant Tax Processes.  

2. Current State of Invoice Issuance for Individuals

Currently, invoice issuance for individuals is mainly carried out through two channels:  

▪ Issue fully digitalized e-invoices on behalf of others via the online new electronic tax bureau;  

▪ Offline halls issue paper invoices through the China Golden Tax Phase III system.  

Paper invoices are inconvenient to transmit offline, so it is recommended to issue fully digitalized e-invoices through the new electronic tax bureau.  

3. Pain points of the current process

▪ Individuals have low willingness to issue invoices: the process is complex, requiring repeated guidance from the enterprise, resulting in low efficiency.  

▪ Long invoicing cycle: the existing process is cumbersome, and the enterprise needs to frequently follow up on invoicing progress.  

▪ High pressure in tax filing: low accuracy of manual tax calculation, and multi-location filing increases workload.  

II. General issuance for individual goods and services - technical solution for the issuance platform system

1. Platform Deployment and Core Processes

The agency issuance platform is built on the new electronic tax bureau and supports full-process online operations for individuals. The main steps include:  

▪ Real-name registration and face-scan authentication: individuals must complete real-name authentication and pass facial recognition verification for the first time.  

▪ Bureau-side review: if review exceeds 30 minutes, face scanning must be repeated to ensure the authenticity of the invoicer's identity.  

▪ Fill in invoicing information。  

▪ Invoice tax payment: supports WeChat/Alipay QR code payment, UnionPay payment, and bank batch withholding.  

▪ Download invoices and tax payment certificates: obtain electronic invoices and tax payment vouchers immediately after successful invoicing.  

2. Key Technical Solutions

▪ Industry-leading facial recognition technology:  

  Users directly call the face-scan function within the business party's App, without jumping to or downloading other applications, improving operational convenienceand security compliance。  

▪ UnionPay payment automation:  

  Enterprises can bind a dedicated bank card. The platform automatically fills in the card number, password and verification code, and completes payment through multi-dimensional verification (amount, tax authority, time), reducing manual intervention.  

3. Invoice red-letter reversal and tax refund

▪ Process: log in to the electronic tax bureau → invoice issuance for individuals → red-letter reversal of invoice issuance for individuals;  

▪ Timeliness: after red-letter reversal, the invoice tax is generally refunded via the original route on T+1.  

III. Individual income tax filing and annual reconciliation solution

1. Individual income tax withholding and remittance:

   ▪ The invoice recipient must complete withholding and remittance of individual income tax before the 15th of the following month, otherwise the invoice may not be used as a pre-tax deduction voucher.  

   ▪ Supports centralized processing of individual income tax filing through the withholding terminal of the electronic tax bureau.  

2. Annual final settlement and payment:

   ▪ Individual income tax on labor remuneration is withheld and remitted by the invoice recipient, and individuals can complete the annual settlement through the Individual Income Tax App.  

IV. Common Questions and Answers (Q&A)

1. Will the withholding client of the invoice recipient pop up a window?

   → Yes, withholding and remittance must be completed according to the process.  

2. Can tax authorities be selected across regions for invoice issuance on behalf of individuals?

   → No, it must be issued at the actual place of business occurrence, otherwise it is non-compliant.  

3. Does the invoice appear in the invoice folder of the individual income tax App?

   → Yes. Invoicing information is automatically synced to the Individual Income Tax App.  

4. What payment methods are available for invoice-face taxes and fees?

   → Supports QR code payment (WeChat/Alipay), UnionPay payment, and bank batch withholding.  

5. Will the tax bureau block server IPs?

   → No, the IP proxy solution is technically feasible and compliant.  

The Kailing Invoice Issuance for Individuals Platform (general invoice issuance for goods and services) solution optimizes the invoicing process through digital technology, solves enterprise compliance challenges and reduces operating costs. The system supports multi-scenario payments, automated tax calculation, and adapts to the regulatory requirements of China Golden Tax Phase IV, providing enterprises with safe and efficient business-finance-tax solutions.

Welcome enterprises with relevant needs to contact Kailing Technology:https://www.kailingteck.com/h-col-126.html 。

As a comprehensive business-finance-tax digitalization solution service provider, Kailing Technology provides business-finance-tax management digital transformation products and operational services for various government agencies, institutions, and large, medium, and small enterprises. The product line includes:

Solutions for sales contract management system, procurement contract management system, fully digitalized Leqi interface project, automatic output VAT invoicing system, invoice issuance for individuals system, employee expense control and reimbursement system, input VAT invoice management system, supply chain collaborative reconciliation system, imaging OCR recognition system, automatic financial bookkeeping system, electronic accounting archives system and other businesses, comprehensively advancing the digitalization process across various fields.

If you have any business-finance-tax digital transformation needs, welcome to contact us. Beijing Kailing Technology will serve you wholeheartedly.