E bir forms phase 2 training rollout

September 2012
PROVISION OF SOLUTION
FOR THE USE OF
INTERACTIVE FORMS FOR
FILING TAX RETURNS
Phase 2 Users Training

Introduce yourself.
I am _________ from the __________ division/section/unit.
What excites me about the eBIRForms is ___________.
What worries me about the eBIRForms is ___________.
INTRODUCTION

 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

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
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
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.

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
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
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
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
 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
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
EXTERNAL BRANDING
 For external branding, the IAF Package will be known as the
eBIRForms (electronic BIR Forms)

16
TAX FILING AND PAYMENT SCENARIOS
PAYMENT
FILING
1
2 3
4
Manual
Payment
Electronic
Payment
Manual
Filing
Electronic
Filing

17
Manual
Payment
Electronic
Payment
Manual
Filing
Electronic
Filing
PAYMENT
FILING
1 4
Focus of the
IAF project
2 3

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
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
FUTURE ELECTRONIC FILING METHODS (eBIRForms)
Electronic (Current) Electronic (Future)
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
downloadable *PDF
eBIRForms/Excel or **eBIRForms
package
* Only for Forms 1700, 1701 and 1702
for non-eFPS filers
** For all remaining forms

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

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
Filing Method Payment Method
AAB
RDO/ RCO
G-Cash

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.
is not possible.
3
41
2
AAB
RDO/ RCO
G-Cash
downloadable *PDF
eBIRForms/Excel

PHASE 2: October 166, 2012
for non-eFPS filers
is not possible.
3
41
2
Filing Method
downloadable *PDF
package
Payment Method
AAB
RDO/ RCO
G-Cash

PHASE 3: DECEMBER 2012 (tentative target)
3
41
2
downloadable eBIRForms
package and online submission to
eBIRForms System
Filing Method
downloadable *PDF
package
Payment Method
AAB
RDO/ RCO
G-Cash

TAX FILING AND PAYMENT SCENARIOS (PRE-
eBIRForms)
Scenario 3: Electronic Filing, Electronic Payment
41
2 3

PHASE 1: MARCH 15, 2012
Scenario 3.1: Electronic Filing, Electronic Payment
41
2 3
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.

PHASE 2: October 166, 2012
41
2 3
G-Cash
for non-eFPS filers
downloadable *PDF
package

PHASE 3: DECEMBER 2012 (tentative target)
4
2 3
Payment Method
1
G-Cash
Offline preparation and online
submission using downloadable
eBIRForms package
Filing Method
downloadable *PDF
package

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
Manual
1.AABs
2.RDO/RCO
• MF: Manual Filing
• MP: Manual Payment
• EF: Electronic Filing
• EP: Electronic Payment

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
Electronic
1.G-Cash
4
(MF, EP)
Offline through:
1.Pre-printed form
2.Printed downloadable
PDF/Excel form/eBIRForms
Electronic
1.G-Cash
• MF: Manual Filing
• MP: Manual Payment
• EF: Electronic Filing
• EP: Electronic Payment

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.

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
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
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
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
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.

41
TAX FILING AND PAYMENT PROCESS USING eBIRForms
High-Level

42
TAX FILING AND PAYMENT PROCESS
Without Payment

43
Electronic Payment

44
Manual Payment

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
INTRODUCTION TO THE SYSTEM
System Overview

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
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
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
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
4. Click ‘Next.’

52
5. Select a destination location folder for the eBIRForms Package
(“eBIRForms Offline”), then click ‘Next.’

53
6. Select Start Menu Folder then click ‘Next.’

54
7. The set-up is ready to install, click ‘Install’ to continue.

55
8. The following dialog box is displayed after clicking the ‘Install’
button.

56
9. Click ‘Finish’ to complete the installation.

57
10. After successful installation, notice that the "eBIRForms” icon is
now displayed in the Windows Start Menu.

58
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
No Internet Access
3. A message window will appear. Click ‘Next.’

60
No Internet Access
4. Click on ‘Browse’ to look for the drive location of your USB flash
drive (default is drive C).

61
No Internet Access
5. Select the USB folder or drive from the list displayed.

62
No Internet Access
6. Select the USB folder or drive from the list displayed.

63
No Internet Access
7. Click ‘Browse’ to select the location of the eBIRForms Package
shortcut (default is Start Menu folder). Then click ‘Next’.

64
No Internet Access
8. Click ‘Install.’

65
No Internet Access
9. The following dialog box is displayed after clicking the ‘Install’
button.

66
No Internet Access
10. Click ‘Finish’ to complete the installation.

67
No Internet Access
11. Go to My Computer, then click on the USB drive.

68
No Internet Access
12. Double-click the eBIRForms folder to view the files located inside.

69
No Internet Access
13. To use the eBIRForms Package, click on “BIRForms.”

70
Fill Up
and Save
Fill-up
Edit
Validate
Save
Final Copy
View
Delete

71
Fill Up
and Save
Fill-up
Edit
Validate
Save
Final Copy
View
Delete

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
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
HOW TO USE THE eBIRForms PACKAGE OFFLINE
How to Open the eBIRForms Package
1. Click the eBIRForms from its destination folder

75
2. Upon clicking the eBIRForms icon, the parent screen of the package
will appear in your computer.

76
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
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
 Help contains the BIR guidelines and instructions for the different
forms included in the eBIRForms Package

79
 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
 List of BIR Forms contains a dropdown list of the forms included in
the eBIRForms Package.

81
 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
 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
 Return Period is the return period of the saved form
 Date Created is the date when the file was created/saved

84
 View allows user to view saved forms
 Delete allows user to delete saved forms

85
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
3. Select form to be filled up from the List of BIR Forms. Click ‘Fill-up.’

87
4. Upon clicking the Fill-up button a message box will appear, saying
that the profile entered is successfully saved in the computer.

88
How to Fill Up a Form
1. Select a form from the list of BIR Forms. Click ‘Fill-up.’

89
2. You will be directed to the form screen.

90
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
5. After filling up the form, you may do any of the following:
 Validate
 Edit
 Save
 Print
 Create Final Copy

92
HOW TO RETURN TO PARENT SCREEN
1. From the form screen go to ‘File’ at the Menu Bar.

93
HOW TO RETURN TO PARENT SCREEN
2. Click ‘File’ then select Main Screen.

94
Fill Up
and Save
Fill-up
Edit
Validate
Save
Final Copy
View
Delete

95
How to Validate a Form
1. Click the ‘Validate’ button.

96
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
3. If validation is successful a message box will be prompted by the
system. Click ‘OK’.

98
Fill Up
and Save
Fill-up
Edit
Validate
Save
Final Copy
View
Delete

99
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
Fill Up
and Save
Fill-up
Edit
Validate
Save
Final Copy
View
Delete

101
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
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
Fill Up
and Save
Fill-up
Edit
Validate
Save
Final Copy
View
Delete

104
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
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
Fill Up
and Save
Fill-up
Edit
Validate
Save
Final Copy
View
Delete

107
How to Go Back to the Parent Screen
1. From the form screen go to ‘File’ at the Menu Bar.

108
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
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
2. Select the file to be viewed or deleted then click on ‘View’ to view
saved file or ‘Delete’ to delete saved file.

111
3. Upon clicking the ‘Delete’ button a confirmation message will be
appear to confirm the deletion of the selected file.

112
Print and
Sign
File

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
4. Click ‘Page Setup’ to be directed to the default window of Page
Setup.

115
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
7. Go to the specific form to be printed from the eBIRForms Package
then click ‘Print Preview’ from the menu bar.

117
8. From the menu bar of the Print Screen select ‘Print.’

118
9. Select a printer, then Click ‘Print.’

119
File

120
TAX FILING AND PAYMENT PROCESS USING THE
eBIRForms PACKAGE

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
HOW TO UNINSTALL THE eBIRForms PACKAGE
1. Go to the eBIRForms folder in the Start menu. Click ‘Uninstall.’

123
HOW TO RECEIVE SUBMITTED FORMS (RDO)
*Follow existing procedures/protocol for receiving submitted
BIR Forms until further announcements.

124
HOW TO PROCESS SUBMITTED RETURNS (RDC)
* Follow existing procedures/protocol for processing
submitted BIR Forms until further announcements.

125
HOW TO RECEIVE SUBMITTED FORMS WITH PAYMENT
(AAB)

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

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
HANDS-ON PRACTICE
 Refer to the Practice Cases Handout.
 Do not use a mouse.

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.

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
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.

WITHHOLDING TAX FORM
directed to the form screen.
 Select an ATC by clicking
the hyperlink.

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.

INCOME TAX FORM
directed to the form screen
necessary fields in the form

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

ONETT FORMS
directed to the form
screen.
necessary fields in the
form.

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.

DOCUMENTARY STAMP TAX
the hyperlink.

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.

EXCISE TAX FORM
 Fill-up the forms schedules
by clicking the blue hyperlink
for the corresponding
schedule names.

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.

VALUE ADDED TAX FORM
 Fill-up the forms schedules
by clicking the blue hyperlink
for the corresponding
schedule names.

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.

PERCENTAGE TAX FORM
directed to the form
screen.
necessary fields in the
form.
the hyperlink.

148
FREQUENTLY ASKED QUESTIONS (FAQs)
 Refer to the FAQs found at the end of the Job Aid for the
Taxpayer (page 75-77).

149
CLOSING
 Answer course evaluation form.
 Submit course evaluation form in exchange for Certificate of Training.

E bir forms phase 2 training rollout

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