Enterprise Tax System Upgrade Guide: How to Quickly Connect with Fully Digitalized E-Invoices and the Leqi Platform

At the end of 2024, fully digitalized e-invoices were officially promoted nationwide, aiming to achieve the "electronicization of invoices across all fields, all links, and all elements" and reduce enterprises' institutional transaction costs. Against this background, large and medium-sized enterprises face many challenges in system upgrades to connect with fully digitalized e-invoices and the "Leqi" platform due to special tax policies, multiple branch levels, high business complexity, large transaction volumes, strict supervision, and high dependence on information systems. Kailing Technology has long been deeply engaged in the field of enterprise tax digitalization and has launched a fully digitalized e-invoice and Leqi solution targeting common enterprise pain points, helping enterprises complete system upgrades efficiently and compliantly and smoothly connect with fully digitalized e-invoices and the Leqi platform.

I. Already have a tax control system? Kailing Technology provides flexible upgrade paths

Many medium and large enterprises have already deployed mature tax control systems. How to quickly upgrade to a fully digitalized platform without affecting existing business is the primary issue to solve. Starting from both "compatibility" and "future scalability," Kailing Technology provides two core upgrade options:

- Embedded upgrade:Reuse existing systems to avoid duplicate construction。Kailing Technology's technical team will conduct in-depth research on the enterprise's existing tax control system architecture and customize an embedded upgrade plan based on business scenarios. The plan prioritizes compatibility with the enterprise's original system modules, requiring no complete rebuild, and can achieve seamless connection with the fully digitalized e-invoice platform only through interface optimization and functional iteration, greatly reducing upgrade costs and business interruption risks.

- Build a new independent platform:Adapts to long-term development needs。If an enterprise's existing system is outdated and the input-output ratio of upgrading is low, Kailing Technology can assist in building an independent invoice management platform. The platform adopts an open technology framework and scalable business architecture, not only meeting current needs for fully digitalized e-invoice issuance, receipt, and archiving, but also flexibly adapting to future tax policy updates, group tax management upgrades, and refined regulatory requirements, laying the foundation for the long-term development of enterprise tax digitalization.

II. Differences in tax number qualifications within the group? Kailing Technology plans a tiered go-live strategy

Mid-to-large enterprise groups often face the situation where "some tax numbers meet Leqi qualifications while others do not." Improper planning can easily lead to chaotic launch. In response to group characteristics, Kailing Technology provides a combined plan of "centralized application + parallel channels":

- Package application for Leqi qualifications, simplifying the process and improving efficiency:Kailing Technology will assist enterprises in organizing proof materials of the relationship between the headquarters and subordinate institutions (such as equity relationships and management structure documents), and, with good communication experience with tax authorities in multiple locations, assist enterprises in striving for "packaged application" for Leqi qualifications, avoiding the cumbersome process of separate applications by each branch and shortening the qualification acquisition cycle.

- Dual-channel parallel operation, supporting phased rollout:For tax numbers that do not meet qualifications or have not yet completed applications, Kailing Technology will plan a parallel solution of "sub-tax bureau channel + Leqi channel"—qualified tax numbers issue invoices efficiently through the Leqi platform, while tax numbers not yet meeting standards transition through the electronic tax bureau channel, ensuring that entities within the group can apply in batches and go live through multiple channels simultaneously without affecting the overall business invoicing rhythm.

III. Is the Leqi application process cumbersome? Kailing Technology ensures launch timeliness

The Leqi Platform application process is long and involves many stages (including qualification review and enterprise assessment). If advanced only according to conventional procedures, go-live time is easily delayed. Kailing Technology ensures timeliness through an "advance preparation + parallel advancement" strategy:

- Clear responsibilities, upfront information collection:Kailing Technology will assist enterprises in determining in advance the financial responsible persons for each tax number and the cross-department collaboration plan, and simultaneously sort out the configuration information required for Leqi launch (such as basic enterprise information, business scenario descriptions, system integration parameters, etc.), avoiding repeated supplementary reporting later due to missing information and shortening operation time.

- Multi-stage parallel processing, shortened cycle:During the Leqi qualification application and enterprise evaluation stages, Kailing Technology will simultaneously advance the upgrade and transformation of the fully digitalized e-invoice platform (such as interface development and functional testing), realizing parallel "application-transformation" lines, greatly compressing the overall go-live cycle, and ensuring enterprises enable the Leqi platform on time.

IV. Branch upgrades not synchronized? Kailing Technology standardizes transition period management

Mid-to-large enterprises have branches across the country, and system upgrade progress is easily affected by region and technical conditions. Some institutions may need temporary manual invoicing, causing information disconnection. Kailing Technology ensures complete data during the transition period through "temporary solutions + document management":

- Manual invoicing linked to transaction order numbers, avoiding information gaps:For institutions that have not completed system upgrades, Kailing Technology will guide them to record the unique transaction order number (consistent with the enterprise ERP system transaction order number) in the invoice payment information when manually issuing invoices in the electronic tax bureau, and assist enterprises in completing the initial import of historical manual invoicing data before system upgrades to ensure data continuity.

- Three-format document retention, compliant and traceable:Kailing Technology will provide a transition-period invoice management tool to automatically mark temporarily issued fully digitalized e-invoices (such as labeling them "transition-period manual invoicing"), and mandatorily retain three file types: PDF (for viewing), OFD (official format), and XML (data interaction format), ensuring subsequent tax audits and archiving compliance are traceable.

V. High data requirements for fully digitalized e-invoices? Kailing Technology balances compliance and accounting convenience

Fully digitalized e-invoices have more specific data field requirements (e.g., vehicle parking service invoices must include the license plate number, real estate leasing invoices must include the real estate address, etc.), and enterprises need to balance new regulation compliance with historical data processing. Kailing Technology addresses this through "standardization review + data adaptation":

- Customized data specifications covering all business scenarios:Kailing Technology will join forces with tax experts and the technical team to thoroughly sort out various enterprise business scenarios (such as sales, services, leasing, etc.), and, in combination with the latest policy requirements, formulate a unified data specification document, clarifying the associated fields, field formats, and validation rules that must be filled in for fully digitalized e-invoices for each business type, ensuring invoicing data complies with the new tax regulations.

- Balancing history and future, adapting to accounting needs:In the new invoice data collection stage, Kailing Technology will assist companies in structured tagging of data (such as classification by business type, tax category, and customer type), which not only meets current policy compliance requirements but also facilitates subsequent tax accounting and data analysis (such as input deduction statistics and output VAT invoice classification summaries), achieving seamless "invoicing-accounting" data connection.

Six, Insufficient awareness among business personnel? Kailing Technology prevents and controls credit and tax-related risks

Fully digitalized e-invoices and the Leqi platform place higher operational demands on business personnel. Without sufficient understanding, issues such as exceeding credit limits and overlooked tax-related risks easily arise. Kailing Technology addresses this with a two-pronged approach of "training + tool monitoring":

- Customized training to clarify cognitive differences:Kailing Technology will organize internal tax experts and senior Leqi platform consultants to carry out targeted training - focusing on clarifying the differences between tax-control invoices and fully digitalized e-invoices (such as invoicing processes, red-letter invoice handling, and archiving requirements) and the applicable scenarios of the electronic tax bureau and Leqi channels, ensuring business personnel master the key operating points.

- Real-time risk monitoring with advance warnings:Kailing Technology's fully digitalized e-invoice Leqi solution has a built-in risk prevention and control module:

  · Credit management: real-time monitoring of the enterprise's use of the fully digitalized e-invoice credit limit for the current month, with automatic alerts when the limit approaches the cap, avoiding insufficient quota for the month caused by concentrated reissuance of past invoices;

  · Risk Level Monitoring: Real-time synchronization of changes in a company's tax credit risk level; if a downgrade or abnormal flag occurs, immediately push reminders and assist the company in communicating objections with the local tax bureau, reducing tax-related risks.

Seven, Difficult to synchronize business systems after the Leqi upgrade? Kailing Technology ensures smooth invoicing

If Leqi Platform upgrades (such as version updates and feature iterations) are not synchronized with enterprise business systems (ERP, financial systems), problems such as invoicing interface errors and data transmission failures are likely to occur. Kailing Technology ensures smoothness through "coordination + testing + compatibility":

- Closely collaborate with service providers to learn about plans in advance:As a Leqi platform partner service provider, Kailing Technology will maintain real-time communication with Leqi officials, obtain upgrade plans (such as upgrade time, scope of impact, and new features) at the earliest opportunity, and inform enterprises in sync to jointly formulate response plans.

- Sandbox test verification to ensure consistency:Before the new version of the Leqi platform goes live, Kailing Technology will fully test the compatibility of the new version with the enterprise's business systems in a dedicated sandbox environment (such as invoicing interface calls, data synchronization, and exception handling), ensuringTestAfter the environment is consistent with the production environment and there are no problems, proceed with the formal upgrade.

- Compatible with old data and old functions, uninterrupted invoicing:Kailing Technology will handle compatibility for old data in the production environment (such as historical invoicing records and credit limit data) and old functions (such as the original red-letter invoice application process), avoiding data loss and function failure after the upgrade, and ensuring uninterrupted enterprise invoicing operations.

Kailing Technology's fully digitalized e-invoice Leqi solution: a reliable partner for enterprise tax upgrading

Faced with the policy requirements for the promotion of fully digitalized e-invoices and the Leqi platform, the tax system upgrades of medium and large enterprises need to balance the three core goals of "compliance, efficiency, and risk." The Kailing Technology fully digitalized e-invoice Leqi solution features "full-process accompaniment, group-level adaptation, and full-scenario coverage," providing one-stop services from upgrade path planning and qualification application assistance to transition period management, risk prevention and control, and system synchronization and data compliance:

▪ Strong technical compatibility：Whether it is an embedded upgrade or a newly built platform, it can adapt to the enterprise's existing system and avoid duplicate construction;

▪ Outstanding group service capabilities：Can assist in packaged application for Leqi qualification and planning parallel channels to meet the upgrade needs of multiple branches;

▪ Balance efficiency and compliance：Through parallel advancement and data standardization, ensure rapid launch and compliance with new tax regulations;

▪ Comprehensive risk prevention and control：From credit monitoring to risk-level alerts, reducing tax-related risks across all stages.

In the future, Kailing Technology will continue to closely follow the pace of national tax electronization reform, iteratively optimize the fully digitalized e-invoice and Leqi solutions, help more medium and large enterprises smoothly complete tax system upgrades, achieve full-lifecycle digital invoice management, reduce costs, increase efficiency, and develop compliantly.

To learn more about solution details or to customize a dedicated upgrade plan, please contact Kailing Technology.：https://www.kailingteck.com/h-col-123.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.