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E bir forms phase 2 training rollout
1. September 2012
PROVISION OF SOLUTION
FOR THE USE OF
INTERACTIVE FORMS FOR
FILING TAX RETURNS
Phase 2 Users Training
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. 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. 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. 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
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
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. 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
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
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
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
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
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
EXTERNAL BRANDING
For external branding, the IAF Package will be known as the
eBIRForms (electronic BIR Forms)
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
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
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
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
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. 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. 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. 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. 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. 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. 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. 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. 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. 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
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
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. 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. 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.
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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.
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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
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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
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. 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
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
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
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
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
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.
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
6. Select Start Menu Folder then click ‘Next.’
HOW TO INSTALL THE eBIRForms PACKAGE
Downloaded from the BIR website
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
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
HOW TO INSTALL THE eBIRForms PACKAGE
Downloaded from the BIR website
9. Click ‘Finish’ to complete the installation.
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
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
HOW TO INSTALL THE eBIRForms PACKAGE
No Internet Access
3. A message window will appear. Click ‘Next.’
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).
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HOW TO INSTALL THE eBIRForms PACKAGE
No Internet Access
5. Select the USB folder or drive from the list displayed.
62. 62
HOW TO INSTALL THE eBIRForms PACKAGE
No Internet Access
6. Select the USB folder or drive from the list displayed.
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
HOW TO INSTALL THE eBIRForms PACKAGE
No Internet Access
8. Click ‘Install.’
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
HOW TO INSTALL THE eBIRForms PACKAGE
No Internet Access
10. Click ‘Finish’ to complete the installation.
67. 67
HOW TO INSTALL THE eBIRForms PACKAGE
No Internet Access
11. Go to My Computer, then click on the USB drive.
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
HOW TO INSTALL THE eBIRForms PACKAGE
No Internet Access
13. To use the eBIRForms Package, click on “BIRForms.”
70. 70
HOW TO USE THE eBIRFORMS PACKAGE
Fill Up
and Save
Fill-up
Edit
Validate
Save
Final Copy
View
Delete
71. 71
HOW TO USE THE eBIRFORMS PACKAGE
Fill Up
and Save
Fill-up
Edit
Validate
Save
Final Copy
View
Delete
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
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
HOW TO USE THE eBIRForms PACKAGE OFFLINE
How to Open the eBIRForms Package
1. Click the eBIRForms from its destination folder
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
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
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
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
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
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
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
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
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
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
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
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
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.
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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.’
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HOW TO USE THE eBIRForms PACKAGE OFFLINE
How to Fill Up a Form
2. You will be directed to the form screen.
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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.
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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
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HOW TO RETURN TO PARENT SCREEN
1. From the form screen go to ‘File’ at the Menu Bar.
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HOW TO RETURN TO PARENT SCREEN
2. Click ‘File’ then select Main Screen.
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HOW TO USE THE eBIRFORMS PACKAGE
Fill Up
and Save
Fill-up
Edit
Validate
Save
Final Copy
View
Delete
95. 95
HOW TO USE THE eBIRForms PACKAGE OFFLINE
How to Validate a Form
1. Click the ‘Validate’ button.
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.
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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’.
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HOW TO USE THE eBIRFORMS PACKAGE
Fill Up
and Save
Fill-up
Edit
Validate
Save
Final Copy
View
Delete
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
HOW TO USE THE eBIRFORMS PACKAGE
Fill Up
and Save
Fill-up
Edit
Validate
Save
Final Copy
View
Delete
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.
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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
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HOW TO USE THE eBIRFORMS PACKAGE
Fill Up
and Save
Fill-up
Edit
Validate
Save
Final Copy
View
Delete
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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.
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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.
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HOW TO USE THE eBIRFORMS PACKAGE
Fill Up
and Save
Fill-up
Edit
Validate
Save
Final Copy
View
Delete
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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.
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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.
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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.
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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.
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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
HOW TO USE THE eBIRFORMS PACKAGE
Print and
Sign
File
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
HOW TO PRINT AND SIGN THE FORM
4. Click ‘Page Setup’ to be directed to the default window of Page
Setup.
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
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
HOW TO PRINT AND SIGN THE FORM
8. From the menu bar of the Print Screen select ‘Print.’
118. 118
HOW TO PRINT AND SIGN THE FORM
9. Select a printer, then Click ‘Print.’
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
HOW TO UNINSTALL THE eBIRForms PACKAGE
1. Go to the eBIRForms folder in the Start menu. Click ‘Uninstall.’
123. 123
HOW TO RECEIVE SUBMITTED FORMS (RDO)
*Follow existing procedures/protocol for receiving submitted
BIR Forms until further announcements.
124. 124
HOW TO PROCESS SUBMITTED RETURNS (RDC)
* Follow existing procedures/protocol for processing
submitted BIR Forms until further announcements.
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
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. 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
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
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. 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
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. 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
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. 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
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. 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
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. 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
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. 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
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. 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
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. 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. 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
FREQUENTLY ASKED QUESTIONS (FAQs)
Refer to the FAQs found at the end of the Job Aid for the
Taxpayer (page 75-77).
149. 149
CLOSING
Answer course evaluation form.
Submit course evaluation form in exchange for Certificate of Training.
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.