E bir forms phase 2 training rollout

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  • Trainer’s Note: Welcome participants to the training. Introduce yourself. Briefly explain that the training is on the Use of the eBIRForms Package which will be available by October 166, 2012. Time Allotment: 1 min
  • Trainer’s Notes: “ Introduce yourself by filling in the blanks in the statements provided.” Tell participants that you want to get to know them better. Ask each participant to introduce himself/herself by filling in the blanks in the statements provided. Time Allotment: 15 mins
  • Trainer’s Notes: Explain briefly the house rules. Time Allotment: 5 mins
  • Trainer’s Notes: Go over the course outline.
  • Time Allotment : 5 mins (Course Overview)
  • Time Allotment: 2 mins
  • Trainer’s Notes: Briefly explain the objectives of the course. Highlight: “Since you are the frontliners and have the most interaction with our taxpayers, it is very important that you are familiar with the eBIRForms Package. We may only have limited time during the training, but even after this course, please find time to experiment with the eBIRForms Package and learn how to use each of the 31 forms.” Time Allotment: 3 mins
  • Time Allotment : 15 mins (Project Overview)
  • Trainer’s Notes: Briefly explain the project background as indicated on the slide.
  • Trainer’s Notes: “ The eBIRForms project aims to develop a filing infrastructure to provide electronic submission channels to all taxpayers (non-eFPS users) that are accessible and convenient. It will make tax preparation easier through automatic computations and validation features, lessening human error. This will also allow taxpayers to have a soft copy of their data.” “ The eBIRForms aims to increase the electronic capture of data, lessening manual encoding for BIR, and increasing accuracy in statistical reporting. One major problem of BIR is that it takes so much time to manually encode data that by the time BIR gets the statistics, the data is inaccurate or obsolete already.”
  • Trainer’s Notes: “ This project supports BIR directions to…(read bullets on the slide).”
  • Trainer’s Notes: Explain the project objectives as indicated on the slide.
  • Trainer’s Notes: “ For Phase 1 of the project, the Joint Venture of Indra and Philcox developed an interactive PDF version of the new annual ITR Forms (Forms 1700, 1701 and 1702. The PDF forms were just a temporary solution to address the annual ITR filing season. Taxpayers could download these forms, fill them up, print and submit manually. This was delivered last March 15, 2012.” “ However, for Phase 2, the contractor has developed a software package that contains 31 BIR Forms. Forms 1700, 1701 and 1702, will not be included yet as Indra is dependent on another contractor for the delivery of these forms. For Phase 2, taxpayers need to submit electronically through CD-RW or USB, together with a hard copy. The soft copies of these submitted accomplished forms will then be upload to the IAF Filing Infrastructure in Phase 3.” “ For Phase 3 of the project, the contractor will be ready with a Filing Infrastructure where taxpayers can submit their returns online. This system will also allow tax agents to file on behalf of their taxpayers and will also allow third party software providers to test their system. Taxpayers may also submit their returns using a third-party software.” “ What do I mean by third-party software? For example, if taxpayers want to use a different software to prepare their tax returns,
  • Trainer’s Notes: “ This is a quick view of the eBIRForms Project.”
  • Trainer’s Notes: “ Although the project is known as the Interactive Forms Project, the forms will be known as “eBIRForms” when communicated to the public (external branding).”
  • Trainer’s Notes: “ Before the discussion on how to use the eBIRForms, let’s first discuss the bigger picture. Overall, there are 4 tax filing and payment scenarios for our taxpayers. Scenario 1 is Manual Filing and Manual Payment. Scenario 2 is Electronic Filing and Manual Payment. Scenario 3 is Electronic Filing and Electronic Payment. Scenario 4 is Manual Filing and Electronic Payment.”
  • Trainer’s Notes: “ The focus of the Interactive Forms Project is on Electronic Filing. I will no longer discuss in detail Scenarios 1 and 4. Let’s focus on how the eBIRForms will affect our current filing and payment methods. In the long-term, we would want taxpayers to fall under Scenario 3 – Electronic Filing and Electronic Payment. Currently, most taxpayers are in Scenario 1 – Manual Filing and Manual Payment.”
  • Trainer’s Notes: Define each of the terms as indicated on the slide.
  • Trainer’s Notes: “ Presently, these are the filing methods available to our taxpayers: Manual and Electronic. For Manual Filing, they can use: Pre-printed forms found at the RDOs – taxpayers have to manually prepare this Downloadable PDF or Excel – taxpayers have to manually prepare this Downloadable PDF eBIR Forms for Forms 1700, 1701 and 1702 for non-eFPS users. For Electronic Filing, taxpayers who are enrolled in eFPS may file through eFPS.”
  • Trainer’s Notes: “ As highlighted earlier, the focus of the Interactive Forms project is Electronic Filing. With the eBIRForms, there will be 3 additional filing methods for our taxpayers: Offline preparation using the existing PDF eBIRForms/Excel or eBIRForms package and submission through CD-RW or USB flash drive. This particular option will be available beginning October 16, 2012. Why are we asking taxpayers to submit soft copies? This is in preparation for the IAF Filing infrastructure which will be ready by the end of the year. Come Phase 3, we will upload the soft copies to the system so that we have the electronic data. Offline preparation using eBIRForms package and online submission to the eBIRForms System. Come Phase 3, the eBIRForms will have a “Submit” button. Once the taxpayer connects to the internet and clicks on the “Submit” button, he/she will be able to submit to the eBIRForms System which is integrated with the other systems of BIR (ITS-RPS, eTIS, etc.) Offline preparation using third party software and uploading of data to eBIRForms System. This option is available to those taxpayers who do not want to use the software package provided by BIR. They can opt to use a different software, but the data has to be compatible with the eBIRForms System. The project team will be prescribing the proper data format.”
  • Trainer’s Notes: “ Currently, these are the following manual payment methods: Payment to AABs (over the counter payment) Payment to bank kiosks (note however, that with the use of eBIRForms, payment through bank kiosks will not be accepted.) Payment to RDO/RCO (Revenue Collection Officer – up to P20,000 only) “ Currently, these are the following electronic payment methods: For eFPS users, payment through eFPS For non-eFPS users, payment through G-Cash – less than P10,000
  • Trainer’s Notes: “ Prior to the eBIRForms, taxpayers can only electronically file and pay through eFPS (for those enrolled in eFPS), non-eFPS users had no electronic filing option.”
  • Trainer’s Notes: “ With the eBIRForms, last March 15, taxpayers could prepare their returns offline using the downloadable PDF eBIRForms/Excel and submit through email (for eFPS users). This was the workaround last April 16 ITR filing because eFPS was not ready yet with the 1700 series. Non-eFPS users submitted these forms manually.”
  • Trainer’s Notes: “ With the eBIRForms package, this coming October 166, taxpayers will be able to prepare their returns offline using the downloadable PDF eBIRForms/Excel and submit through CD-RW or USB flash drive.”
  • Trainer’s Notes: “ By December this year, taxpayers will be able to prepare their returns offline using the downloadable and submit online to the eBIRForms System. They will also have the option to use third-party tax preparation software and upload data to the eBIRForms System.”
  • Trainer’s Notes: “ Prior to the eBIRForms, taxpayers can only electronically file and pay through eFPS (for those enrolled in eFPS), non-eFPS users had no electronic filing option.”
  • Trainer’s Notes: “ With the eBIRForms, last March 15, taxpayers could prepare their returns offline using the downloadable PDF eBIRForms/Excel and submit through email (for eFPS users). This was the workaround last April 16 ITR filing because eFPS was not ready yet with the 1700 series. Non-eFPS users submitted these forms manually.”
  • Trainer’s Notes: “ With the eBIRForms package, this coming October 16, taxpayers will be able to prepare their returns offline using the downloadable PDF eBIRForms/Excel and submit through CD-RW or USB flash drive.”
  • Trainer’s Notes: “ By December this year, taxpayers will be able to prepare their returns offline using the downloadable and submit online to the eBIRForms System. They will also have the option to use third-party tax preparation software and upload data to the eBIRForms System.”
  • Trainer’s Notes: “ This table summarizes the different preparation and submission options for our taxpayers with the eBIRForms.”
  • Time Allotment : 30 mins (Revenue Issuances)
  • Trainer’s Notes: Explain the revenue issuances relevant to the use of the eBIRForms.
  • Time Allotment : 15 mins (Features of eBIRForms)
  • Trainer’s Notes: “ What are the eBIRForms”? “ The eBIRForms project aims to develop a filing infrastructure to provide electronic submission channels to all taxpayers (non-eFPS users) that are accessible and convenient”. “ It will make tax preparation easier through automatic computations and validation features, lessening human error. The eBIRForms aims to increase the electronic capture of data, lessening manual encoding for BIR, and increasing accuracy in statistical reporting ”.
  • Trainer’s Notes: “ The following are the features and functions of the eBIRForms (enumerate and explain)”.
  • Trainer’s Notes: Enumerate the items listed on the slide.
  • Trainer’s Notes: “ These are the advantages of the eBIRForms (enumerate and explain)”.
  • Trainer’s Notes: “ The target users of the eBIRForms are the non-individual and individual taxpayers and tax agents. It will also be available for large taxpayers until the eFPS is ready for BIR Forms 1700, 1701 and 1702”.
  • Time Allotment : 1 hour (How to Use the eBIRForms Package)
  • Trainer’s Notes: “ This is the overview of the tax filing and payment process when using the eBIRForms”. “ After filling-up the form using the package, the taxpayer will have to save it in a CD-RW or USB flash drive. The taxpayer then proceeds to his/her RDO to submit soft copies and hard copies of the forms. Payment can either be through G-Cash (Php10,000 or lower) or through AAB”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ Here is a more detailed process flow for tax filing without payment”. Go through the process. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ This process flow shows how to file and pay your taxes electronically”. Go through the process. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ While this one shows the process for manual payment”. Go through the process. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ To be able to use the eBIRForms package, you will need to fulfill the following system requirements”. “ It is important to note that the system will not function in any Operating System other than Windows”. “ You will also need to download ActiveX components (through Internet Explorer 8). Instructions on how to download IE8 is included in the job aids”. Disclaimer: the eBIRForms package will still work on computers with less than 2GB RAM, but it will function much slower. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ Here is an overview of the system. This diagram shows the different options when filling-up the form such as validate, save, edit, print and create a final copy”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ There are two system modules: Accomplish Tax Returns Module and View Offline Forms Module”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ The first step in the process is downloading the package. The eBIRForms package is available for download online”. Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ If you don’t have internet access, you may go to any BIR e-lounge with your USB flash drive”. Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ Upon successful installation, the package should be ready to use offline. I’ll discuss with you how to use the following options”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ How to fill-up a form”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ There are various input fields in the form”. Enumerate and explain. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ After successfully installing the eBIRForms Package on your computer, try using it offline”. Give the following instructions: Go to the Start Menu > All Programs Click ‘eBIRForms’. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ Once open, you will be directed to the parent screen”. “ You will need to input your personal information to be able to use the package”. “ Later on, we’ll discuss each part of the parent screen”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ However, if this dialogue box appears after clicking the eBIRForms icon, it means that your internet browser does not have any ActiveX components. The ActiveX components is a system requirement, which means the package will not function if it is not installed in your computer”. “ If you have internet access, click ‘OK’ so you will be redirected to the download site (Internet Explorer 8 for Windows). Just follow the download instructions on the website”. “ Note that Internet Explorer 8 is just a sample browser that has the ActiveX components”. “ It also important to note that the eBIRForms Package will not run in any other Operating System except Windows”. If you don’t have internet access, click ‘Cancel.’ Upon clicking ‘Cancel,’ the eBIRForms package will close. Run the package again once you have internet access”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ Going back to the parent screen, ‘File’ on the upper left corner consists of ‘Save’ and ‘Exit.’ “‘ Save’ allows you to save your profile into the system. While ‘Exit’ closes the system”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ Beside the ‘File’ button is ‘Help.’ It contains the BIR guidelines and instructions for the different forms available in the package”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ The input fields in the red box is where all your background information should be encoded. Information you encode in these input fields comprise your profile and auto populate their corresponding fields into the different forms you will use in the package. Profile contains the information that is usually found in Part I (Background Information) of the forms ”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ Below the ‘Profile’ section is the list of BIR forms available in the package. Just click on the dropdown arrow to select the form you need to use ”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ Upon selecting the form in the dropdown list, click ‘Fill-Up’ to be redirected to the electronic form screen ”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ All of your saved forms will be displayed under ‘File Name’ ”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ For every saved form, there is a corresponding return period and date created. Return Period is the return period of the saved form. Date Created is the date when the file was created/saved”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ To view or delete a saved form, select the form and then click ‘View’ or ‘Delete’ located on the lower right corner of the screen ”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ Input your background information on the fields in the ‘Profile’ section ”. “ Make sure that all fields are filled-up”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ Here is a sample screen capture of the BIR Form No. 0605 Payment Form”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. “ The ‘Validate,’ ‘Edit,’ ‘Save,’ ‘Print,’ and ‘Final Copy’ buttons are located on the lower part of the screen”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ Once the form has been completely filled-up, you may return to the parent screen”. Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ After filling-up your form, let’s discuss the process on how to validate your form”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ Go back to the form you wish to validate”. Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ You may also edit the form you previously saved as long as you haven’t created a ‘Final Copy’ yet”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. “ Note that you cannot edit a form if it hasn’t been validated by the system”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ Here’s the process on how to save your form”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ How to create a ‘Final Copy’”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ How to view and delete forms”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ After filling-up the forms offline, print 3 hardcopies (1 for BIR, 1 for AAB and 1 for taxpayer) and sign”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ How to file your forms”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: Give instructions as indicated in the slides. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ This is the process on how to receive submitted forms”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ We follow 4 steps when processing submitted returns for RDC”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Trainer’s Notes: “ These are the steps you have to go through when receiving submitted forms with payment”. Time Allotment (How to Use the eBIRForms Package) : 1 hour
  • Time Allotment : 1 hour and 15 mins
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Time Allotment : 1 hour and 45 mins
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Time Allotment : 30 mins
  • Trainer’s Notes: Give instructions as indicated in the slides.
  • Time Allotment: 25 mins
  • E bir forms phase 2 training rollout

    1. 1. September 2012 PROVISION OF SOLUTION FOR THE USE OF INTERACTIVE FORMS FOR FILING TAX RETURNS Phase 2 Users Training
    2. 2. Introduce yourself. I am _________ from the __________ division/section/unit. What excites me about the eBIRForms is ___________. What worries me about the eBIRForms is ___________. INTRODUCTION
    3. 3.  BE PARTICIPATIVE.  LISTEN and PAY ATTENTION to your fellow participants.  When you have questions, ASK.  BE CONSIDERATE.  Put your mobile phones on silent mode.  If you need to step out of the room, please do so discreetly. HOUSE RULES
    4. 4. COURSE OUTLINE 01 Course Overview 02 Project Overview 03 Revenue Issuances 04 Features of eBIRForms 05 How to Use the eBIRForms Package 06 Demonstration of eBIRForms 07 Hands-On Practice 08 Review of FAQs
    5. 5. COURSE OUTLINE 01 Course Overview 02 Project Overview 03 Revenue Issuances 04 Features of eBIRForms 05 How to Use the eBIRForms Package 06 Demonstration of eBIRForms 07 Hands-On Practice 08 Review of FAQs
    6. 6. 6 COURSE DESCRIPTION The Phase 2 Users Training is part of the BIR Provision of Solution for the Use of Interactive Forms for Filing Tax Returns project. It will provide users with the necessary knowledge and skills on using the downloadable eBIRForms package. Duration: 8:00 AM-5:00 PM
    7. 7. 7 COURSE OBJECTIVES At the end of the program, participants should be able to:  Define what the eBIRForms package is.  Identify the features and highlights of the eBIRForms package.  Explain and demonstrate how to use the eBIRForms package.  Answer questions related to the use of eBIRForms package.
    8. 8. COURSE OUTLINE 01 Course Overview 02 Project Overview 03 Revenue Issuances 04 Features of eBIRForms 05 How to Use the eBIRForms Package 06 Demonstration of eBIRForms 07 Hands-On Practice 08 Review of FAQs
    9. 9. 9 PROJECT BACKGROUND The Solution for the Use of Interactive Forms for Filing Tax Returns Project is a Joint Venture (JV) between Indra Philippines, Inc. and Philcox (Phils.) Inc.
    10. 10. 10 WHAT IS THE IAF PROJECT?  The IAF project aims to develop a filing infrastructure to provide electronic submission channels to all taxpayers (non-eFPS users) that are accessible and convenient. It will make tax preparation easier through automatic computations and validation features, lessening human error.  The IAF aims to increase the electronic capture of data, lessening manual encoding for BIR, and increasing accuracy in statistical reporting.
    11. 11. 11 PROJECT BACKGROUND BIR Directions:  Improve filing efficiency  Increase filing and payment channels to taxpayers and tax agents/practitioners  Maximize the use of new technologies  Capture data from third party solutions  Capture more returns data online and offline  Increase tax return data capture  Improve accuracy in statistical reporting  REACH EVEN THOSE WITH LIMITED INTERNET CAPABILITY
    12. 12. 12 PROJECT OBJECTIVES  Develop the procedures and policies for the authorization of tax agents to electronically file tax returns on behalf of their clients  Encourage accounting software providers to develop their own tax preparation software that can best serve their clients  Encourage taxpayers to make use of the offline tax preparation tools to facilitate filing  Provide the technical infrastructure to receive, process and transmit data to existing BIR Systems  Enable BIR to capitalize on OCR (Optical Character Recognition) to capture data from manual filing  MAKE TAX RETURN FILING EASY AND AVAILABLE TO EVERYONE THROUGH ELECTRONIC FORMS
    13. 13. 13  Phase 1 – Annual Income Tax Returns (March 15, 2012)  1700  1701  1702  Phase 2 – Remaining Forms (October 2012)  1701Q  1704  1702Q  2200A  2200P  2200T  2200AN  2200M  Phase 3 – Filing Infrastructure (December 2012) PROJECT DETAILS - SCOPE  2200M  2550M  2550Q  2551  2551M  1600  1601C  1601E  1602  1603  1600WP  1601F  1604CF  1604E  2000  2552  2553  ONETT Forms  0605  1700  1701  1702
    14. 14. 14 eBIRForms PROJECT PDF eBIRForms for Forms 1700, 1701 & 1702 March 15, 2012 eBIRForms Package October 16, 2012 eBIRForms Filing System for TPs and TAPs and uploading of data from 3rd party software (online submission) December 2012 Coming Soon!
    15. 15. 15 EXTERNAL BRANDING  For external branding, the IAF Package will be known as the eBIRForms (electronic BIR Forms)
    16. 16. 16 TAX FILING AND PAYMENT SCENARIOS PAYMENT FILING 1 2 3 4 Manual Payment Electronic Payment Manual Filing Electronic Filing
    17. 17. 17 TAX FILING AND PAYMENT SCENARIOS Manual Payment Electronic Payment Manual Filing Electronic Filing PAYMENT FILING 1 4 Focus of the IAF project 2 3
    18. 18. 18 DEFINITIONS  Offline: Activity is accomplished while individual is not connected to the internet  Online: Activity is accomplished while individual is connected to the internet  Manual filing: Taxpayer fills up form offline, prints it and submits form to AAB, RDO/ RCO  Electronic filing: Taxpayer fills up form using  eFPS  Downloadable eBIRForms package (offline) or downloadable Excel or PDF eBIRForms (1700, 1701, 1702) and submits online through eBIRForms Infrastructure, or offline through CD- RW/USB Flash Drive  Manual payment: Taxpayer or tax agent physically hands over payment to AAB or RCO  Electronic payment: Taxpayer or tax agent enrolls in a payment system, and directly uses the system for payment online
    19. 19. 19 CURRENT FILING METHODS Pre-printed form Printed downloadable form (PDF, Excel) Printed downloadable form (PDF eBIRForms) eFiling through eFPS Manual Electronic • PDF (Portable Document Format) • eFPS (Electronic Filing and Payment System)
    20. 20. 20 FUTURE ELECTRONIC FILING METHODS (eBIRForms) Electronic (Current) Electronic (Future) eFiling through eFPS Offline preparation using downloadable **eBIRForms package and online submission to eBIRForms System Offline preparation using third party software and uploading of data to eBIRForms System eFiling through eFPS Offline preparation using downloadable *PDF eBIRForms/Excel or **eBIRForms package * Only for Forms 1700, 1701 and 1702 for non-eFPS filers ** For all remaining forms
    21. 21. 21 CURRENT PAYMENT METHODS Manual Electronic Bank Kiosks (Landbank ESM, China Bank EZPay) AAB (OTC) RDO/ RCO ePayment through eFPS • AAB (Accredited Agent Bank) • OTC (Over-the-Counter) • ESM (Efficient Service Machine) • RDO (Revenue District Office) • RCO (Revenue Collection Officer) • eFPS (Electronic Filing and Payment System) G-Cash • G-Cash payment is accepted up to P10K. Note: Payment through bank kiosks will not be allowed when using the eBIRForms
    22. 22. TAX FILING AND PAYMENT SCENARIOS (PRE- eBIRForms) Scenario 2: Electronic Filing, Manual Payment • Manual payment is only allowed for eFPS users when electronic payment is not possible. 3 41 2 eFiling through eFPS Filing Method Payment Method AAB RDO/ RCO G-Cash
    23. 23. PHASE 1: MARCH 15, 2012 Scenario 2.1: Electronic Filing, Manual Payment * For eFPS users only for Forms 1700, 1701 and 1702. This was a workaround last April 16 ITR filing. • Manual payment is only allowed for eFPS users when electronic payment is not possible. 3 41 2 eFiling through eFPS Filing Method Payment Method AAB RDO/ RCO G-Cash Offline preparation using downloadable *PDF eBIRForms/Excel
    24. 24. PHASE 2: October 166, 2012 Scenario 2.2: Electronic Filing, Manual Payment * Only for Forms 1700, 1701 and 1702 for non-eFPS filers ** For all remaining forms • Manual payment is only allowed for eFPS users when electronic payment is not possible. 3 41 2 Filing Method Offline preparation using downloadable *PDF eBIRForms/Excel or **eBIRForms package eFiling through eFPS Payment Method AAB RDO/ RCO G-Cash
    25. 25. PHASE 3: DECEMBER 2012 (tentative target) Scenario 2.3: Electronic Filing, Manual Payment 3 41 2 Offline preparation using downloadable eBIRForms package and online submission to eBIRForms System Offline preparation using third party software and uploading of data to eBIRForms System eFiling through eFPS Filing Method Offline preparation using downloadable *PDF eBIRForms/Excel or **eBIRForms package Payment Method AAB RDO/ RCO G-Cash
    26. 26. TAX FILING AND PAYMENT SCENARIOS (PRE- eBIRForms) Scenario 3: Electronic Filing, Electronic Payment 41 2 3 eFiling through eFPS Filing Method Payment Method ePayment through eFPS
    27. 27. PHASE 1: MARCH 15, 2012 Scenario 3.1: Electronic Filing, Electronic Payment 41 2 3 eFiling through eFPS Filing Method Payment Method ePayment through eFPS Offline preparation using downloadable *PDF eBIRForms/Excel G-Cash * For eFPS filers only for Forms 1700, 1701 and 1702. This was a workaround last April 16 ITR filing.
    28. 28. PHASE 2: October 166, 2012 Scenario 3.2: Electronic Filing, Electronic Payment 41 2 3 Filing Method Payment Method ePayment through eFPS G-Cash * Only for Forms 1700, 1701 and 1702 for non-eFPS filers ** For all remaining forms eFiling through eFPS Offline preparation using downloadable *PDF eBIRForms/Excel or **eBIRForms package
    29. 29. PHASE 3: DECEMBER 2012 (tentative target) Scenario 3.3: Electronic Filing, Electronic Payment 4 2 3 Payment Method 1 ePayment through eFPS G-Cash Offline preparation and online submission using downloadable eBIRForms package Offline preparation using third party software and uploading of data to eBIRForms System eFiling through eFPS Filing Method Offline preparation using downloadable *PDF eBIRForms/Excel or **eBIRForms package
    30. 30. TAX FILING AND PAYMENT SCENARIOS Phase 2 Summary: for non-eFPS filers Rollout: October 16, 2012 Scenario Filing Payment Preparation Submission 1 (MF, MP) Offline through: 1.Pre-printed form 2.Printed downloadable PDF/Excel form/eBIRForms 1.Offline to AABs 2.Offline to RDO/RCO Manual 1.AABs 2.RDO/RCO 2 (EF, MP) Offline through: 1.Downloadable eBIRForms Package 1.Offline to AABs 2.Offline to RDO/RCO Manual 1.AABs 2.RDO/RCO • MF: Manual Filing • MP: Manual Payment • EF: Electronic Filing • EP: Electronic Payment
    31. 31. TAX FILING AND PAYMENT SCENARIOS Phase 2 Summary: for non-eFPS filers Roll-out: October 16, 2012 Scenario Filing Payment Preparation Submission 3 (EF, EP) Offline through: 1.Downloadable eBIRForms Package 1.Offline to RDO/RCO Electronic 1.G-Cash 4 (MF, EP) Offline through: 1.Pre-printed form 2.Printed downloadable PDF/Excel form/eBIRForms 1.Offline to RDO/RCO Electronic 1.G-Cash • MF: Manual Filing • MP: Manual Payment • EF: Electronic Filing • EP: Electronic Payment
    32. 32. COURSE OUTLINE 01 Course Overview 02 Project Overview 03 Revenue Issuances 04 Features of eBIRForms 05 How to Use the eBIRForms Package 06 Demonstration of eBIRForms 07 Hands-On Practice 08 Review of FAQs
    33. 33. 33 REVENUE ISSUANCES Highlights Refer to Draft Revenue Issuances Handout.  Rollout of the eBIRForms package will be on Tuesday, October 16, 2012.  Use of the eBIRForms Package is optional. Note: Online submission through the eBIRForms filing infrastructure/system will not be available until December 2012.
    34. 34. COURSE OUTLINE 01 Course Overview 02 Project Overview 03 Revenue Issuances 04 Features of eBIRForms 05 How to Use the eBIRForms Package 06 Demonstration of eBIRForms 07 Hands-On Practice 08 Review of FAQs
    35. 35. WHAT ARE THE eBIRFORMS?  Refers to the version of the BIR forms developed and maintained by the BIR for offline preparation of tax returns that allows taxpayers to insert data edit, save, and print.  It responds to the inputs of the user and it has automatic computation and validation features.
    36. 36. 36 WHAT ARE THE FEATURES AND FUNCTIONS OF THE eBIRFORMS?  VALIDITY. The eBIRForms will prompt the user for invalid inputs and for lack of information. Validations include:  Only one option should be selected  Date input should be in the MMDDYYYY format  Text field only accepts certain declared values  Input should have a specific data length  Required fields  RELIABILITY. The eBIRForms have automatically generated fields with computations based on the existing BIR forms.  USABILITY. Because of the auto-populated fields in the eBIRForms, the taxpayer needs to fill up fewer fields making tax filing easier and faster.
    37. 37. 37 WHAT ARE THE BENEFITS OF USING THE eBIRFORMS?  Saves time because of automatic computations and auto- populated fields  Easy to use  Lessens human errors because of the validation feature  Available even to those without consistent internet connection  Captures taxpayer data
    38. 38. 38 DOWNLOADABLE FORMS: NON-eBIRForms VS. eBIRForms NON-eBIRForms eBIRForms  PDF Format: the form cannot be edited, and can only be printed. Taxpayers need to fill out the form handwritten or use the typewriter.  Excel Format: the form can be typed over in a text box, but does not have automatic computations  eBIRForms: the forms can be edited and automatic computations are done even if the form is offline  PDF eBIRForms: For Forms 1700, 1701 and 1702 only  eBIRForms Package: For selected forms (Income Tax, VAT, Withholding Tax, Excise Tax, Documentary Stamp Tax, Percentage Tax, ONETT and Payment Forms)
    39. 39. 39 eFPS vs. eBIRFORMS TARGET USERS eFPS eBIRForms  Large taxpayers and selected taxpayers are the primary users of the eFPS.  Non-individual and individual taxpayers and tax agents are the target users of the eBIRForms.  The PDF eBIRForms will be available for large taxpayers until the eFPS is ready for BIR Forms 1700, 1701 and 1702.
    40. 40. COURSE OUTLINE 01 Course Overview 02 Project Overview 03 Revenue Issuances 04 Features of eBIRForms 05 How to Use the eBIRForms Package 06 Demonstration of eBIRForms 07 Hands-On Practice 08 Review of FAQs
    41. 41. 41 TAX FILING AND PAYMENT PROCESS USING eBIRForms High-Level
    42. 42. 42 TAX FILING AND PAYMENT PROCESS Without Payment
    43. 43. 43 TAX FILING AND PAYMENT PROCESS Electronic Payment
    44. 44. 44 TAX FILING AND PAYMENT PROCESS Manual Payment
    45. 45. 45 HOW TO USE THE eBIRFORMS PACKAGE Download Form Download eBIRForms Package System Requirements:  Supported Operating System: Windows 2000/XP/Vista/7;  Hard disk drive space needed: at least 50 MB free space;  RAM memory needed: Runs best on 2GB or higher ActiveX components via Internet Explorer version 8 or higher;  Java Run-time Environment version 1.7; and  eBIRForms Package is best viewed in 1152 x 864 screen resolution
    46. 46. 46 INTRODUCTION TO THE SYSTEM System Overview
    47. 47. 47 INTRODUCTION TO THE SYSTEM Modules System Modules Description Accomplish Tax Returns Module This module allows users to accomplish form/s even without internet connection. The forms validate user inputs. Likewise, mathematical computations are seamlessly provided to minimize time and erroneous computations in filling out forms. Users can also ‘Validate’, 'Save' and 'Print' their accomplished forms. Upon validation of the form, users can ‘Edit’ or save a ‘Final Copy’ of the accomplished forms. View Offline Forms Module This module allows users to view all the existing offline forms that the user created/modified. Users can also ‘Validate’, 'Save' and 'Print' their accomplished forms. Upon validation of the form, users can ‘Edit’ or save a ‘Final Copy’ of the accomplished forms.
    48. 48. 48 HOW TO DOWNLOAD THE eBIRForms PACKAGE 1. Go to the BIR website at http://www.bir.gov.ph. Click on the eBIRForms icon/link on the left-hand side of the website to download the package.
    49. 49. 49 2. Download the zipped file. This will contain the following files: 1. eBIRForms Package Setup.exe 2. Job Aid with: a) Computer requirements b) How to Use the eBIRForms Package c) FAQs (Frequently Asked Questions) HOW TO DOWNLOAD THE eBIRForms PACKAGE
    50. 50. 50 HOW TO INSTALL THE eBIRForms PACKAGE Downloaded from the BIR website 3. Unzip the contents of the zipped file. *Click on the eBIRForms Package Setup.exe icon to start setup of the eBIRForms Package.
    51. 51. 51 4. Click ‘Next.’ HOW TO INSTALL THE eBIRForms PACKAGE Downloaded from the BIR website
    52. 52. 52 5. Select a destination location folder for the eBIRForms Package (“eBIRForms Offline”), then click ‘Next.’ HOW TO INSTALL THE eBIRForms PACKAGE Downloaded from the BIR website
    53. 53. 53 6. Select Start Menu Folder then click ‘Next.’ HOW TO INSTALL THE eBIRForms PACKAGE Downloaded from the BIR website
    54. 54. 54 7. The set-up is ready to install, click ‘Install’ to continue. HOW TO INSTALL THE eBIRForms PACKAGE Downloaded from the BIR website
    55. 55. 55 HOW TO INSTALL THE eBIRForms PACKAGE Downloaded from the BIR website 8. The following dialog box is displayed after clicking the ‘Install’ button.
    56. 56. 56 HOW TO INSTALL THE eBIRForms PACKAGE Downloaded from the BIR website 9. Click ‘Finish’ to complete the installation.
    57. 57. 57 HOW TO INSTALL THE eBIRForms PACKAGE Downloaded from the BIR website 10. After successful installation, notice that the "eBIRForms” icon is now displayed in the Windows Start Menu.
    58. 58. 58 HOW TO INSTALL THE eBIRForms PACKAGE No Internet Access 1. Go to a BIR e-lounge and bring a USB flash drive. 2. Insert your USB flash drive into e-lounge computer. Look for the eBIRForms Package setup.exe file and double-click it.
    59. 59. 59 HOW TO INSTALL THE eBIRForms PACKAGE No Internet Access 3. A message window will appear. Click ‘Next.’
    60. 60. 60 HOW TO INSTALL THE eBIRForms PACKAGE No Internet Access 4. Click on ‘Browse’ to look for the drive location of your USB flash drive (default is drive C).
    61. 61. 61 HOW TO INSTALL THE eBIRForms PACKAGE No Internet Access 5. Select the USB folder or drive from the list displayed.
    62. 62. 62 HOW TO INSTALL THE eBIRForms PACKAGE No Internet Access 6. Select the USB folder or drive from the list displayed.
    63. 63. 63 HOW TO INSTALL THE eBIRForms PACKAGE No Internet Access 7. Click ‘Browse’ to select the location of the eBIRForms Package shortcut (default is Start Menu folder). Then click ‘Next’.
    64. 64. 64 HOW TO INSTALL THE eBIRForms PACKAGE No Internet Access 8. Click ‘Install.’
    65. 65. 65 HOW TO INSTALL THE eBIRForms PACKAGE No Internet Access 9. The following dialog box is displayed after clicking the ‘Install’ button.
    66. 66. 66 HOW TO INSTALL THE eBIRForms PACKAGE No Internet Access 10. Click ‘Finish’ to complete the installation.
    67. 67. 67 HOW TO INSTALL THE eBIRForms PACKAGE No Internet Access 11. Go to My Computer, then click on the USB drive.
    68. 68. 68 HOW TO INSTALL THE eBIRForms PACKAGE No Internet Access 12. Double-click the eBIRForms folder to view the files located inside.
    69. 69. 69 HOW TO INSTALL THE eBIRForms PACKAGE No Internet Access 13. To use the eBIRForms Package, click on “BIRForms.”
    70. 70. 70 HOW TO USE THE eBIRFORMS PACKAGE Fill Up and Save Fill-up Edit Validate Save Final Copy View Delete
    71. 71. 71 HOW TO USE THE eBIRFORMS PACKAGE Fill Up and Save Fill-up Edit Validate Save Final Copy View Delete
    72. 72. 72 HOW TO NAVIGATE THROUGH THE FORM  If you are using a mouse, just click inside the box that you want to type in.  If you do not have a mouse:  Press the Tab key to move to the next box  Press Shift + Tab key to move back to the previous box  Press the left arrow key () or the right arrow key () to choose between radio buttons
    73. 73. 73 TYPES OF INPUT Type of Input How It Looks Like Description Blank Field These are the boxes where you can enter/edit data. Radio Button These are the round buttons that provide the user with options to choose from. Drop Down These are the drop down boxes that provide the user with options to choose from. Computed Field These are the boxes that are automatically computed based on the data entered by the user. Hyperlink These are the blue colored words or group of words that the user can click on to be directed to a new section in the system.
    74. 74. 74 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Open the eBIRForms Package 1. Click the eBIRForms from its destination folder
    75. 75. 75 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Open the eBIRForms Package 2. Upon clicking the eBIRForms icon, the parent screen of the package will appear in your computer.
    76. 76. 76 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Open the eBIRForms Package In case your Internet Explorer is lower than version 8, an error message will appear, prompting you to download version 8 or higher. Click OK to proceed to the download site.  However, clicking ‘Cancel’ will lead to this message:
    77. 77. 77 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Fill up the Parent Screen  File consists of “Save” and “Exit”  File >> Save – allows the taxpayer to save his/her profile into the system  File>> Exit – allows the taxpayer to exit from the system
    78. 78. 78 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Fill up the Parent Screen  Help contains the BIR guidelines and instructions for the different forms included in the eBIRForms Package
    79. 79. 79 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Fill up the Parent Screen  Profile contains the information that is usually found in Part I (Background Information) of the forms. These input fields auto populate their corresponding fields into the form.
    80. 80. 80 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Fill up the Parent Screen  List of BIR Forms contains a dropdown list of the forms included in the eBIRForms Package.
    81. 81. 81 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Fill up the Parent Screen  Fill-Up is also known as the ‘New File’ button, clicking this will direct the user to the electronic form screen to fill-up a new form
    82. 82. 82 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Fill up the Parent Screen  File Name is the file name of the saved ‘Savefile’ in the eBIRForms package that is retrieved when taxpayer enters the Taxpayer’s Identification Number and selects a form from the List of BIR Forms.
    83. 83. 83  Return Period is the return period of the saved form  Date Created is the date when the file was created/saved HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Fill up the Parent Screen
    84. 84. 84  View allows user to view saved forms  Delete allows user to delete saved forms HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Fill up the Parent Screen
    85. 85. 85 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Fill up the Parent Screen 1. Fill- up the fields under the Profile section. 2. Taxpayer Identification Number is a mandatory field that will be used in saving the taxpayer’s profile. If the Taxpayer Identification Number is empty, an error message will appear.
    86. 86. 86 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Fill up the Parent Screen 3. Select form to be filled up from the List of BIR Forms. Click ‘Fill-up.’
    87. 87. 87 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Fill up the Parent Screen 4. Upon clicking the Fill-up button a message box will appear, saying that the profile entered is successfully saved in the computer.
    88. 88. 88 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Fill Up a Form 1. Select a form from the list of BIR Forms. Click ‘Fill-up.’
    89. 89. 89 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Fill Up a Form 2. You will be directed to the form screen.
    90. 90. 90 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Fill Up a Form 3. Fill-up all mandatory and necessary fields in the form. 4. Select an ATC and Tax Type by clicking the corresponding radio button.
    91. 91. 91 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Fill Up a Form 5. After filling up the form, you may do any of the following:  Validate  Edit  Save  Print  Create Final Copy
    92. 92. 92 HOW TO RETURN TO PARENT SCREEN 1. From the form screen go to ‘File’ at the Menu Bar.
    93. 93. 93 HOW TO RETURN TO PARENT SCREEN 2. Click ‘File’ then select Main Screen.
    94. 94. 94 HOW TO USE THE eBIRFORMS PACKAGE Fill Up and Save Fill-up Edit Validate Save Final Copy View Delete
    95. 95. 95 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Validate a Form 1. Click the ‘Validate’ button.
    96. 96. 96 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Validate a Form 2. Upon clicking the ‘Validate’ button, the system will validate the mandatory fields. A message box will appear, informing the user of the input fields that need to be filled out before successful validation. Click ‘OK’ then fill-out the field identified by the system.
    97. 97. 97 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Validate a Form 3. If validation is successful a message box will be prompted by the system. Click ‘OK’.
    98. 98. 98 HOW TO USE THE eBIRFORMS PACKAGE Fill Up and Save Fill-up Edit Validate Save Final Copy View Delete
    99. 99. 99 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Edit a Form 1. Click on the ‘Edit’ button.  This command button is only enabled upon successful validation.  It allows the user to edit the information that has been validated by the system.
    100. 100. 100 HOW TO USE THE eBIRFORMS PACKAGE Fill Up and Save Fill-up Edit Validate Save Final Copy View Delete
    101. 101. 101 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Save a Form 1. Click on the ‘Save’ button.  Allows the user to save the form in the ‘Savefile’ folder even without validation occurred.
    102. 102. 102 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Save a Form 2. A message box will prompt confirming that the form has been saved with its corresponding filename. The filename is automatically generated in this format: TIN-Form No.-Return Period. Sample used below:  TIN: 987-654-321-000  Form No: 1702Q  Return Period: 2012Q3
    103. 103. 103 HOW TO USE THE eBIRFORMS PACKAGE Fill Up and Save Fill-up Edit Validate Save Final Copy View Delete
    104. 104. 104 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Create a Final Copy for Submission 1. Click on the ‘Final Copy’ button.  The ‘Final Copy’ command button is enabled only after validation is successful.
    105. 105. 105 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Create a Final Copy for Submission 2. Upon clicking ‘Final Copy’ a message box will inform you that the file is saved and encrypted.
    106. 106. 106 HOW TO USE THE eBIRFORMS PACKAGE Fill Up and Save Fill-up Edit Validate Save Final Copy View Delete
    107. 107. 107 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Go Back to the Parent Screen 1. From the form screen go to ‘File’ at the Menu Bar.
    108. 108. 108 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to Go Back to the Parent Screen 2. Click ‘File’ then select ‘Main Screen.’ Upon clicking ‘Main Screen,’ you will be directed to the Parent Screen of the eBIRForms Package.
    109. 109. 109 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to View or Delete Saved Form 1. Fill-up the Taxpayer Identification Number to be able to retrieve previously saved profile. Select the applicable form from the List of BIR Forms to be able to retrieve previously saved files.
    110. 110. 110 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to View or Delete Saved Form 2. Select the file to be viewed or deleted then click on ‘View’ to view saved file or ‘Delete’ to delete saved file.
    111. 111. 111 HOW TO USE THE eBIRForms PACKAGE OFFLINE How to View or Delete Saved Form 3. Upon clicking the ‘Delete’ button a confirmation message will be appear to confirm the deletion of the selected file.
    112. 112. 112 HOW TO USE THE eBIRFORMS PACKAGE Print and Sign File
    113. 113. 113 HOW TO PRINT AND SIGN THE FORM 1. Click on the Internet Explorer Icon to adjust print settings. 2. Find and click the Settings button. 3. Choose print, then click on page setup. A default print setup will be shown.
    114. 114. 114 HOW TO PRINT AND SIGN THE FORM 4. Click ‘Page Setup’ to be directed to the default window of Page Setup.
    115. 115. 115 HOW TO PRINT AND SIGN THE FORM 5. Printer Setting:  Default Margin must be the minimum settings possible (Left: 0.146 inch, Right: 0.148, Top: 0.14, Bottom: 0.14 inches).  Check ‘Enable Shrink-to-fit.’  All headers and footers must be empty. 6. Click ‘Ok’ after changes have been done.
    116. 116. 116 HOW TO PRINT AND SIGN THE FORM 7. Go to the specific form to be printed from the eBIRForms Package then click ‘Print Preview’ from the menu bar.
    117. 117. 117 HOW TO PRINT AND SIGN THE FORM 8. From the menu bar of the Print Screen select ‘Print.’
    118. 118. 118 HOW TO PRINT AND SIGN THE FORM 9. Select a printer, then Click ‘Print.’
    119. 119. 119 HOW TO USE THE eBIRFORMS PACKAGE File
    120. 120. 120 TAX FILING AND PAYMENT PROCESS USING THE eBIRForms PACKAGE
    121. 121. 121 HOW TO SUBMIT THE FORM 1. Print one (3) copies of the accomplished form. 2. Submit hard copy of accomplished form to designated RDO. 3. Receive stamped hard copy of accomplished form from designated RDO. 4. For manual payment, submit stamped hard copy of accomplished form to AAB. Follow existing procedures for payment to AABs. 5. For electronic payment, follow existing procedures for mobile payment through G-Cash (for returns not exceeding P10,000). Refer to RMO 20-2005.
    122. 122. 122 HOW TO UNINSTALL THE eBIRForms PACKAGE 1. Go to the eBIRForms folder in the Start menu. Click ‘Uninstall.’
    123. 123. 123 HOW TO RECEIVE SUBMITTED FORMS (RDO) *Follow existing procedures/protocol for receiving submitted BIR Forms until further announcements.
    124. 124. 124 HOW TO PROCESS SUBMITTED RETURNS (RDC) * Follow existing procedures/protocol for processing submitted BIR Forms until further announcements.
    125. 125. 125 HOW TO RECEIVE SUBMITTED FORMS WITH PAYMENT (AAB)
    126. 126. COURSE OUTLINE 01 Course Overview 02 Project Overview 03 Revenue Issuances 04 Features of eBIRForms 05 How to Use the eBIRForms Package 06 Demonstration of eBIRForms 07 Hands-On Practice 08 Review of FAQs
    127. 127. 127 DEMONSTRATION  How to download the eBIRForms Package  How to install the eBIRForms Package  How to use the eBIRForms Package  Quick Review of all available eBIRForms in the eBIRForms Package  How to change print settings  How to uninstall the eBIRForms Package
    128. 128. COURSE OUTLINE 01 Course Overview 02 Project Overview 03 Revenue Issuances 04 Features of eBIRForms 05 How to Use the eBIRForms Package 06 Demonstration of eBIRForms 07 Hands-On Practice 08 Review of FAQs
    129. 129. 129 HANDS-ON PRACTICE  How to download the eBIRForms Package  How to install the eBIRForms Package  How to use the eBIRForms Package  How to change print settings  Practice Cases  How to uninstall the eBIRForms Package
    130. 130. 130 HANDS-ON PRACTICE  Refer to the Practice Cases Handout.  Do not use a mouse.
    131. 131. 131 PAYMENT FORM  Select a Payment Form from the List of BIR Forms (e.g. BIR Form no. 0605). Click on the Fill-up button.
    132. 132. PAYMENT FORM  After clicking the Fill-up button the taxpayer will be directed to the selected form screen.  Fill-up all mandatory and necessary fields in the form.  Select an ATC and Tax Type by clicking the hyperlink .
    133. 133. 133 WITHHOLDING TAX FORM  Select a Withholding Tax Form from the List of BIR Forms (e.g. BIR Form no. 1601F), then click on the Fill-up button.
    134. 134. WITHHOLDING TAX FORM  After clicking the Fill-up button the taxpayer will be directed to the form screen.  Fill-up all mandatory and necessary fields in the form.  Select an ATC by clicking the hyperlink.
    135. 135. 135 INCOME TAX FORM  Select an Income Tax Form from the List of BIR Forms (e.g. BIR Form no. 1702Q), then click on the Fill-up button.
    136. 136. INCOME TAX FORM  After clicking the Fill-up button the taxpayer will be directed to the form screen  Fill-up all mandatory and necessary fields in the form
    137. 137. 137 ONETT FORMS  Select an ONETT Form from the List of BIR Forms (e.g. BIR Form no. 1801), then click on the Fill-Up button
    138. 138. ONETT FORMS  After clicking the Fill-up button the taxpayer will be directed to the form screen.  Fill-up all mandatory and necessary fields in the form.
    139. 139. 139 DOCUMENTARY STAMP TAX  Select a Documentary Stamp Tax Form from the List of BIR Forms (e.g. BIR Form no. 2000-OT), then click on the Fill-up button.
    140. 140. DOCUMENTARY STAMP TAX  After clicking the Fill-up button the taxpayer will be directed to the form screen.  Fill-up all mandatory and necessary fields in the form.  Select an ATC by clicking the hyperlink.
    141. 141. 141 EXCISE TAX FORM  Select a Excise Tax Form from the List of BIR Forms (e.g. BIR Form no. 2200P), then click on Fill-up button.
    142. 142. EXCISE TAX FORM  After clicking the Fill-up button the taxpayer will be directed to the form screen.  Fill-up all mandatory and necessary fields in the form.  Fill-up the forms schedules by clicking the blue hyperlink for the corresponding schedule names.
    143. 143. 143 VALUE ADDED TAX FORM  Select a VAT Form from the List of BIR Forms (e.g. BIR Form no. 2550M), then click on the Fill-up button.
    144. 144. VALUE ADDED TAX FORM  After clicking the Fill-up button the taxpayer will be directed to the form screen.  Fill-up all mandatory and necessary fields in the form.  Fill-up the forms schedules by clicking the blue hyperlink for the corresponding schedule names.
    145. 145. 145 PERCENTAGE TAX FORM  Select a Percentage Tax Form from the List of BIR Forms (e.g. BIR Form no. 2552), then click on the Fill-up button.
    146. 146. PERCENTAGE TAX FORM  After clicking the Fill-up button the taxpayer will be directed to the form screen.  Fill-up all mandatory and necessary fields in the form.  Select an ATC by clicking the hyperlink.
    147. 147. COURSE OUTLINE 01 Course Overview 02 Project Overview 03 Revenue Issuances 04 Features of eBIRForms 05 How to Use the eBIRForms Package 06 Demonstration of eBIRForms 07 Hands-On Practice 08 Review of FAQs
    148. 148. 148 FREQUENTLY ASKED QUESTIONS (FAQs)  Refer to the FAQs found at the end of the Job Aid for the Taxpayer (page 75-77).
    149. 149. 149 CLOSING  Answer course evaluation form.  Submit course evaluation form in exchange for Certificate of Training.
    150. 150. 150 CLASS PICTURE!

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