e bir forms phase 2 training rollout
DESCRIPTION
TRANSCRIPT
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
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
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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.
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
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.
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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.
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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
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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
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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
2553ONETT
Forms 0605 1700 1701 1702
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eBIRForms PROJECT
PDF eBIRForms for Forms 1700, 1701 &
1702March 15, 2012 eBIRForms Package
October 16, 2012eBIRForms Filing
System for TPs and TAPs
and uploading of data from 3rd party
software(online submission)
December 2012
Coming Soon!
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EXTERNAL BRANDING
For external branding, the IAF Package will be known as the eBIRForms (electronic BIR Forms)
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TAX FILING AND PAYMENT SCENARIOS
PAYMENT
FIL
ING
1
2 3
4
ManualPayment
ElectronicPayment
ManualFiling
ElectronicFiling
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TAX FILING AND PAYMENT SCENARIOS
ManualPayment
ElectronicPayment
ManualFiling
ElectronicFiling
PAYMENT
FIL
ING
1 4
Focus of the IAF project
2 3
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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
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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)
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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
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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
eFiling through eFPS
Filing Method Payment Method
AAB
RDO/ RCO
G-Cash
PHASE 1: MARCH 15, 2012Scenario 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
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2
eFiling through eFPS
Filing Method Payment Method
AAB
RDO/ RCO
G-Cash
Offline preparation using downloadable *PDF eBIRForms/Excel
PHASE 2: October 166, 2012Scenario 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
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2
Filing Method
Offline preparation using downloadable *PDF
eBIRForms/Excel or **eBIRForms package
eFiling through eFPS
Payment Method
AAB
RDO/ RCO
G-Cash
PHASE 3: DECEMBER 2012 (tentative target)Scenario 2.3: Electronic Filing, Manual Payment
3
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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
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
PHASE 1: MARCH 15, 2012Scenario 3.1: Electronic Filing, Electronic Payment
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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.
PHASE 2: October 166, 2012Scenario 3.2: Electronic Filing, Electronic Payment
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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
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
TAX FILING AND PAYMENT SCENARIOSPhase 2 Summary: for non-eFPS filersRollout: October 16, 2012
ScenarioFiling
PaymentPreparation Submission
1(MF, MP)
Offline through:1.Pre-printed form2.Printed downloadable PDF/Excel form/eBIRForms
1.Offline to AABs2.Offline to RDO/RCO
Manual1.AABs2.RDO/RCO
2(EF, MP)
Offline through:1.Downloadable eBIRForms Package
1.Offline to AABs2.Offline to RDO/RCO
Manual1.AABs2.RDO/RCO
• MF: Manual Filing• MP: Manual Payment• EF: Electronic Filing• EP: Electronic Payment
TAX FILING AND PAYMENT SCENARIOSPhase 2 Summary: for non-eFPS filersRoll-out: October 16, 2012
ScenarioFiling
PaymentPreparation Submission
3(EF, EP)
Offline through:1.Downloadable eBIRForms Package
1.Offline to RDO/RCOElectronic1.G-Cash
4(MF, EP)
Offline through:1.Pre-printed form2.Printed downloadable PDF/Excel form/eBIRForms
1.Offline to RDO/RCOElectronic1.G-Cash
• MF: Manual Filing• MP: Manual Payment• EF: Electronic Filing• EP: Electronic Payment
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
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REVENUE ISSUANCESHighlights
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.
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
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)
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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.
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
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TAX FILING AND PAYMENT PROCESS USING eBIRFormsHigh-Level
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TAX FILING AND PAYMENT PROCESSWithout Payment
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TAX FILING AND PAYMENT PROCESSElectronic Payment
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TAX FILING AND PAYMENT PROCESSManual Payment
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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
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INTRODUCTION TO THE SYSTEMSystem Overview
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INTRODUCTION TO THE SYSTEMModules
System Modules DescriptionAccomplish 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.
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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.
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2. Download the zipped file. This will contain the following files:1. eBIRForms Package Setup.exe2. Job Aid with: a) Computer requirements
b) How to Use the eBIRForms Packagec) FAQs (Frequently Asked Questions)
HOW TO DOWNLOAD THE eBIRForms PACKAGE
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HOW TO INSTALL THE eBIRForms PACKAGEDownloaded 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.
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4. Click ‘Next.’
HOW TO INSTALL THE eBIRForms PACKAGEDownloaded from the BIR website
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5. Select a destination location folder for the eBIRForms Package (“eBIRForms Offline”), then click ‘Next.’
HOW TO INSTALL THE eBIRForms PACKAGEDownloaded from the BIR website
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6. Select Start Menu Folder then click ‘Next.’
HOW TO INSTALL THE eBIRForms PACKAGEDownloaded from the BIR website
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7. The set-up is ready to install, click ‘Install’ to continue.
HOW TO INSTALL THE eBIRForms PACKAGEDownloaded from the BIR website
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HOW TO INSTALL THE eBIRForms PACKAGEDownloaded from the BIR website
8. The following dialog box is displayed after clicking the ‘Install’
button.
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HOW TO INSTALL THE eBIRForms PACKAGEDownloaded from the BIR website
9. Click ‘Finish’ to complete the installation.
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HOW TO INSTALL THE eBIRForms PACKAGEDownloaded from the BIR website
10. After successful installation, notice that the "eBIRForms” icon is now displayed in the Windows Start Menu.
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HOW TO INSTALL THE eBIRForms PACKAGENo 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.
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HOW TO INSTALL THE eBIRForms PACKAGENo Internet Access
3. A message window will appear. Click ‘Next.’
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HOW TO INSTALL THE eBIRForms PACKAGENo 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 PACKAGENo Internet Access
5. Select the USB folder or drive from the list displayed.
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HOW TO INSTALL THE eBIRForms PACKAGENo Internet Access
6. Select the USB folder or drive from the list displayed.
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HOW TO INSTALL THE eBIRForms PACKAGENo Internet Access
7. Click ‘Browse’ to select the location of the eBIRForms Package shortcut (default is Start Menu folder). Then click ‘Next’.
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HOW TO INSTALL THE eBIRForms PACKAGENo Internet Access
8. Click ‘Install.’
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HOW TO INSTALL THE eBIRForms PACKAGENo Internet Access
9. The following dialog box is displayed after clicking the ‘Install’ button.
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HOW TO INSTALL THE eBIRForms PACKAGENo Internet Access
10. Click ‘Finish’ to complete the installation.
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HOW TO INSTALL THE eBIRForms PACKAGENo Internet Access
11. Go to My Computer, then click on the USB drive.
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HOW TO INSTALL THE eBIRForms PACKAGENo Internet Access
12. Double-click the eBIRForms folder to view the files located inside.
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HOW TO INSTALL THE eBIRForms PACKAGENo Internet Access
13. To use the eBIRForms Package, click on “BIRForms.”
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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
Fill Up and Save
Fill-up
Edit
Validate
Save
Final Copy
View
Delete
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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
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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.
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HOW TO USE THE eBIRForms PACKAGE OFFLINEHow to Open the eBIRForms Package
1. Click the eBIRForms from its destination folder
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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.
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HOW TO USE THE eBIRForms PACKAGE OFFLINEHow 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:
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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
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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
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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.
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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.
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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
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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.
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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
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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
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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.
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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.’
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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.
3. Upon clicking ‘Main Screen’, you will be directed to the Parent Screen of the System
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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 Validate a Form
1. Click the ‘Validate’ button.
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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
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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.
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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 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.
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HOW TO USE THE eBIRFORMS PACKAGE
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.
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HOW TO PRINT AND SIGN THE FORM
4. Click ‘Page Setup’ to be directed to the default window of Page Setup.
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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.
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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.
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HOW TO PRINT AND SIGN THE FORM
8. From the menu bar of the Print Screen select ‘Print.’
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HOW TO PRINT AND SIGN THE FORM
9. Select a printer, then Click ‘Print.’
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HOW TO USE THE eBIRFORMS PACKAGE
File
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TAX FILING AND PAYMENT PROCESS USING THE eBIRForms PACKAGE
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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.
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HOW TO UNINSTALL THE eBIRForms PACKAGE
1. Go to the eBIRForms folder in the Start menu. Click ‘Uninstall.’
2. Follow uninstall instructions.
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HOW TO RECEIVE SUBMITTED FORMS (RDO)
*Follow existing procedures/protocol for receiving submitted BIR Forms until further announcements.
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HOW TO PROCESS SUBMITTED RETURNS (RDC)
* Follow existing procedures/protocol for processing submitted BIR Forms until further announcements.
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HOW TO RECEIVE SUBMITTED FORMS WITH PAYMENT (AAB)
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
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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
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
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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
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HANDS-ON PRACTICE
Refer to the Practice Cases Handout. Do not use a mouse.
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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 .
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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
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.
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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
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
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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
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.
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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
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.
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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
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.
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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
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.
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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
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.
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
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FREQUENTLY ASKED QUESTIONS (FAQs)
Refer to the FAQs found at the end of the Job Aid for the Taxpayer (page 75-77).
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CLOSING
Answer course evaluation form. Submit course evaluation form in exchange for Certificate of Training.
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CLASS PICTURE!