EBIR Forms Guidelines

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The document provides guidance on using the electronic tax filing system eBIRForms, including how to file taxes both online and offline.

The main features of eBIRForms discussed are filing taxes online or offline, updating forms, navigating forms, and printing/signing completed forms.

To download and install the offline eBIRForms package, you access the BIR website and download the latest version of the package, then install it on your computer.

Bureau of Internal Revenue

Job Aids
for Taxpayers and
Accredited Tax Agents
for the

Use of the eBIRForms

Contact Center: (02)981-8888


BIR Website: www.bir.gov.ph

GUIDE FOR eBIRFORMS


Job Aid for Taxpayers and Accredited Tax Agents

TABLE OF CONTENTS

1.

Project Overview ........................................................................................................ 2

2.

Definition of Terms and Acronyms ............................................................................. 3

3.

Features of eBIRForms.............................................................................................. 4

4.

Introduction to the eBIRForms ................................................................................... 5

5.

How to Use the Offline eBIRForms Package ............................................................. 9


5.1. How to Download and Install the eBIRForms Package ......................................... 9
5.2. How to Update the Offline eBIRForms Version ................................................... 21
5.3. How to Navigate Through the Form ..................................................................... 23
5.4. Types of Input ...................................................................................................... 23
5.5. How to Use the eBIRForms Package Offline ....................................................... 24
5.6. How to Print and Sign the Form ........................................................................... 43

6.

How to Use the Online eBIRForms System ............................................................. 49


6.1. Enrollment ............................................................................................................ 49
6.2. Filing ..................................................................................................................... 75

7.

Frequently Asked Questions (FAQs) ....................................................................... 96

October 2012

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1.

Project Overview
1.1.

Project Background

In support of the Bureaus goals of achieving electronic filing of all taxpayers to


capture tax returns data, improving efficiency and providing accurate statistical
reports, the Indra and Philcox Joint Venture (JV) is implementing the Solution for the
Use of Interactive Forms (IAF) for Filing Tax Returns.
BIRs directions are to:

Improve filing efficiency


Increase channels to taxpayers
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

Through the project, the Bureau of Internal Revenue (BIR) hopes to gain the
following benefits:

Reach a wider range of taxpayers through additional filing channels that


complement the BIR Electronic Filing and Payment System (eFPS)
Increase rate of proper, voluntary tax return filing through convenient filing
methods
Motivate taxpayers to use electronic channels to improve data capture of
tax return data
Pioneer assimilation of data from third party applications
Build public trust and improve relationship between private sector and the
BIR

The project is divided into three (3) phases:


Phase 1 Delivery of BIR Forms 1700, 1701, 1702 which can be downloaded from
the BIR portal in PDF format. Taxpayers and/or ATAs can input/edit data in the PDF
form. They can save/print the form and submit it to BIR offices manually.
Phase 2 Delivery of the software package containing the thirty-one (31) BIR Forms
that can be used offline when preparing tax returns. Taxpayers and/or tax
agents/practitioners can input/edit data in the form. They can save/print the form and
submit it to BIR offices manually.
Phase 3 Delivery of the filing infrastructure/online system that will accept, validate,
process and store the accomplished tax returns submitted online. This will provide
BIR with the ability to monitor and initially process the forms uploaded by the
taxpayers using the offline forms developed in phase 2. Data uploaded to the online
system will also be sent to the existing Systems of BIR such as ITS and RPS for
returns processing. The system will cater to the needs of taxpayers (non-eFPS
filers), authorized tax agents (ATAs), and Tax Software Providers (TSPs). Tax
agents/practitioners will be allowed to file on behalf of their clients. The System will
also have a facility for TSPs to test and certify the outputs of their tax preparation
software. It will also be capable of accepting returns data filed using system-certified
TSP tax preparation software.

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1.2.

What is the eBIRForms Project?

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.

2.

Definition of Terms and Acronyms


2.1.

Definition of Terms
Term

Offline
Online
Manual filing
Electronic filing (in
reference to the use of
the eBIRForms)
Manual payment
Electronic payment

2.2.

Definition
Activity is accomplished while individual is not
connected to the internet
Activity is accomplished while individual is
connected to the internet
Taxpayer fills up form offline, prints it and submits
form to AAB, RDO/ RCO
Taxpayer fills up form using:
eBIRForms package (offline)
Downloadable Excel or PDF eBIRForms
(1700, 1701, 1702)
Taxpayer or ATA physically hands over payment to
AAB or RCO
Taxpayer or ATA enrolls in a payment system, and
directly uses the system for payment online

Acronyms
Term
AAB
ATM
eBIRForms
eFPS
ESM
OTC
PDF
RCO
RDO

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Definition
Accredited Agent Bank
Automated Teller Machine
Electronic Bureau of Internal Revenue Forms
Electronic Filing and Payment System
Efficient Service Machine
Over-the-Counter
Portable Document Format
Revenue Collection Officer
Revenue District Office

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3.

Features of eBIRForms
3.1.

What is the Offline eBIRForms Package?

3.2.

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.

What is the Online eBIRForms System?

3.3.

Refers to the filing infrastructure that accepts, validates, processes and stores
tax returns submitted online. The System creates secure user accounts for
taxpayers, ATAs and Tax Software Providers (TSPs) for use of the Online
System and allows ATAs to file in behalf of their clients. The System also has
a facility for TSPs to test and certify the outputs of their tax preparation
software. It will also be capable of accepting returns data filed using systemcertified TSP tax preparation software.

What are the Features and Functionalities of the


eBIRForms?
COMPLIANCE. The eBIRForms will prompt the user for invalid inputs and for
lack of information. Validation features check if the TP conforms to business
rules:
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 are filled up
CONSISTENCY. The eBIRForms have automatically generated fields with
computations based on the existing BIR forms.
CONVENIENCE. Because of the auto-populated fields in the eBIRForms, the
taxpayer needs to fill up fewer fields making tax filing easier and faster.

3.4.

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
Lessens manual encoding

Note: The BIR Forms in the Offline eBIRForms Package


are not new forms. They are the existing BIR Forms in
electronic format.

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4.

Introduction to the eBIRForms


4.1.

System Overview

Download and Install


Offline eBIRForms
Package

Accomplish
Tax Returns

Fill-Up
Validate
Submit

Log in
eBIRForms
Online System

File through
eBIRForms
Online System

Affix signature
on form

File through
AABs

Save

Taxpayer

Edit

View

Print

View
Offline Forms
Delete
File through
BIR
office/branch

System Requirements:
Supported Operating System: Windows 2000/XP/Vista/7;
Pentium IV processor or higher;
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;
At least 1Mbps internet connection;
Java Run-time Environment version 1.7; and
eBIRForms Package is best viewed in 1152 x 864 screen resolution.
Browser Requirements:
Internet Explorer v9 or up for windows 7 with Active X
Mozilla Firefox v16 or up
Google Chrome v23 or up

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How to Check Compatibility View Settings:
1. Before using the Online eBIRForms System, make sure that your version of IE9 has the correct
compatibility view settings. You will need to adjust your IE9 compatibility view settings if your
eBIRForms system log-in screen looks like this:

2. To fix the view, go to Tools and click on F12 developer tools.

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3. In the F12 developer window, click on Browser Mode IE9 Compatibility View.

4. Set the Browser Mode to Internet Explorer 9.

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5. Upon setting the browser mode to Internet Explorer 9, the eBIRForms log-in page should
automatically reload.

6. Click on File > Exit. Refresh the page.

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5.

How to Use the Offline eBIRForms Package


5.1.

How to Download and Install the eBIRForms Package


Note: Screenshots are from Windows XP. The look of the screens may differ depending on
the version of Windows that you are using.

5.1.1. If you have internet access


1. Go to the BIR website at http://www.bir.gov.ph. Click on the eBIRForms icon/link on the lefthand side of the website to download the package.

2. Download the zipped file. This will contain the following files:
a. eBIRForms Package installer (eBIRForms Package Setup.exe)
b. Job Aid with:
Computer/system requirements
How to Use the eBIRForms Package
FAQs (Frequently Asked Questions)

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3. Unzip the contents of the zipped file.

4. Click on the eBIRForms Package Setup.exe icon to start setup of the eBIRForms Package.

5. Click Yes in the User Account Control window that appears after clicking on the eBIRForms
Package setup.exe icon (applicable to operating system version higher that Windows XP).

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6. Click Next.

7. Click Browse to select the location folder for the eBIRForms Package (default is drive C).
Then click Next.

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8. Click Browse to select the location of the eBIRForms Package shortcut (default is
Start Menu folder). Then click Next.

9. Click Install.

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10. The following dialog box is displayed after clicking the Install button.

11. Click Finish to complete the installation.

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12. After successful installation, notice that the eBIRForms as well as the Uninstall
icons are now displayed in Windows Start Menu (assuming that this is the location you
chose for the program shortcut).

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5.1.2. If you do not have 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.

3. A message window will appear. Click Next.

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4. Click on Browse to look for the drive location of your USB flash drive (default is
drive C).

5. Select the USB folder or drive from the list displayed.

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6. After selecting the USB drive, click OK.

7. Click Browse to select the location of the eBIRForms Package shortcut (default is Start
Menu folder). Then click Next.

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8. Click Install.

9. The following dialog box is displayed after clicking the Install button.

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10. Click Finish to complete the installation.

11. Go to My Computer, then click on the USB drive.

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12. Double-click the eBIRForms folder to view the files located inside.

13. To use the eBIRForms Package, click on BIRForms.

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5.2.

How to Update the Offline eBIRForms Version

1. Open Offline eBIRForms Package

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2. Upon opening the application, a version tracker will appear if the user is using an
older version of the Offline eBIRForms Package.

3. Click the Ok command button in the dialogue box.

4. Upon clicking the Ok command button user will be redirected to the BIR
Website (http://www.bir.gov.ph/ebirforms.htm) where he/she can download the
latest version in the system.

5. Navigate through the page and click on the link to download the latest version.

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5.3.

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:
o Press the Tab key to move to the next box
o Press Shift + Tab key to move back to the previous box
o Press the left arrow key () or the right arrow key () to choose
between radio buttons

5.4.

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 a user can
click on to be directed to
a new section in the
system (e.g. Schedules,
ATC, Tax Types).

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5.5.

How to Use the eBIRForms Package Offline

5.5.1. How to Open the eBIRForms Package


1. Click eBIRForms from shortcut location or destination folder.

2.

Upon clicking eBIRForms, the parent screen of the eBIRForms package


will appear on your computer screen.

In case that your Local PC is using an older version of the ActiveX


Components, an error message will appear, prompting you to download
Internet Explorer version 8 or higher. Click OK to proceed to the download
site or Cancel should you want to download later.

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However, clicking Cancel will lead to this message:

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5.5.2. How to Install ActiveX Component


3. Click OK to proceed to the download site.

4. Upon clicking OK, you will be directed to the download site. Note that the
1
interface of the site can change. Click the Download button for IE8 .

This is just a sample browser that has the ActiveX Components.

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5.

Click No Thanks and Continue.

6.

Wait until the download is complete.

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7.

Once complete, click on the .exe file to run it. A message box will appear
asking if you want to run this file. Click Run.

8.

Upon clicking Run, a pop-up window will appear showing the status of the
files being extracted. Wait until extract is complete.

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9.

Once complete, choose any of the two options by clicking on any of the
radio button, then click Next.

10. Upon clicking Next, you will be presented with the License Terms of the
software. Click I accept.

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11. Click Next.

12. Wait until installation is complete.

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13. Make sure to save and close all other programs that are in use. Click
Restart now (recommended). Your computer will automatically restart. After
reboot, the eBIRForms package should be ready to use.

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5.5.3. How to Fill up the Parent Screen

File consists of Save and Exit


o
o

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File >> Save allows the taxpayer to save his/her profile into the system
File>> Exit allows the taxpayer to exit from the system

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

Help>> Documentary Stamp consists of help file for BIR Form No. 2000

Help>> Excise consists of help file for BIR Form No. 2200A, 2200AN,
2200M, 2200P and 2200T

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Help>> Income consists of help file for BIR Form No. 1701Q, 1702Q
and 1704

Help>> ONETT consists of help file for BIR Form No. 1606, 1706,
1707, 1800, 1801, 2000OT

Help>> Payment consists of help file for BIR Form No. 0605, 1600

Help>> Excise consists of help file for BIR Form No. 2200A, 2200AN,
2200M, 2200P and 2200 T

Help>> Percentage consists of help file for BIR Form No. 2551M,
2551Q, 2552, 2553

Help>> Value Added Tax consists of help file for BIR Form No. 2550Q,
2550M

Help>> Withholding consists of help file for BIR Form No. 1600WP,
1601C, 1601E, 1601F, 1602, 1603, 1604CF, 1604E

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

Fill-Up is also known as the New File button, clicking this will direct the user to
the form screen to fill-up a new form

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File Name is the file name of the saved Savefile in the eBIRForms package that
is retrieved when taxpayer enters the Taxpayers Identification Number and
selects a form from the List of BIR Forms.

Return Period is the return period of the saved form

Date Created is the date when the file was created/saved

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View allows user to view saved forms

Delete allows user to delete saved forms

14. Fill- up the input fields under the Profile section.


15. Taxpayer Identification Number is a mandatory field that will be used in
saving the taxpayers profile. If the Taxpayer Identification Number is
empty, an error message will appear.

16. Select form to be filled up from the List of BIR Forms. Click Fill-up.

(TIN in sample is 111-111-111-000)


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

5.5.4. How to Fill Up a Form


1. Select a form from the list of BIR Forms. Click the Fill-up button.

2. You will be directed to the form screen.

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3. Fill-up all mandatory and necessary fields in the form.
4. Select an ATC and Tax Type by clicking the radio button.

5. After filling up the form, the user may do any of the following:
Validate
o 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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If validation is successful a message box will be prompted by the


system. Click OK.

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Edit
o
o

Save
o
o

Print
o

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This command button is only enabled upon successful validation.


Allows the user to edit the information that has been validated by
the system.

Allows the user to save the form in the Savefile folder even
without validation occurred.
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

Upon clicking print button, user will be directed to the print


preview screen of the form to be printed.

Go to the Menu Bar and Click on File

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To print the accomplished form click on Print, and then user will
be directed to the printer options.

To cancel print click on Cancel Print, and then user will be


directed to the Form Screen.

Final copy
o The Final Copy command button is enabled only after validation
is successful.

6. Upon clicking Final Copy a message box will be prompted by the system
that the file is saved and encrypted.

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Submit Button
o The submit command button is only enabled only after validation
is successful. Clicking this button will direct users to the Log-in
page of the Online eBIRForms System.

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5.5.5. How to Return to Parent Screen


1. From the form screen go to File at the Menu Bar.

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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5.5.6. 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.

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

3. Upon clicking the Delete button a confirmation message will appear to


confirm the deletion of the selected file. Click OK to delete file or Cancel
to cancel file deletion.
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5.6.

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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4.

Click Page Setup to be directed to the default window of Page Setup.

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

8. From the menu bar of the Print Screen select Print.

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9. Select a printer, then Click Print.

Note: When printing Schedule 1 of Excise Tax Return Forms, set the
printing orientation to landscape.
1. Click the Schedule 1 hyperlink.

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2. After completing Schedule 1, click File, then Print Preview Schedule(S).

3. Upon clicking Print Preview Schedule(s) a message box will inform you to
set page orientation to landscape. Click OK.

4.

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Click Preferences.

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5.

Click the Printing Shortcuts tab. Set the Orientation to Landscape.

6. Click OK.

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6.

How to Use the Online eBIRForms System


6.1.

Enrollment

6.1.1. How to Enroll in the System


1. Go to the eBIRForms website (https://ebirforms.bir.gov.ph).

2. Click on the Sign-up tab.

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3. Acknowledge and agree to the eBIRForms Terms of Service


Agreement (ToSA) by clicking on the check box at the bottom of the
screen. Click Proceed to Registration.

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4. Fill-up fields required2 under enrollment.

5. Click Proceed button to go to the next screen.


6. A message box will appear asking if the user wants to proceed with
enrollment. System will validate information.

Required fields are those with red asterisk

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7. Upon successful validation, user will be redirected to the User


Classification page. Put a check on the applicable check box. Click
Submit.

*If validation is unsuccessful, an error message will appear informing


the user that the information he/she provided does not match his/her
information in the ITS Registration. The user will be allowed to
proceed with enrollment, however; he/she will be required to update
his/her information in the ITS-REG.

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8. After submission user will be directed to an instruction screen on what


to do next to be able to activate his/her account.

Account Activation
I.

Go to your respective RDO Office and present account activation


requirements to the Taxpayer Service Section.

Account Activation Requirements:


If you are enrolling as a:
A. Taxpayer Individual
1. Printed e-mail enrollment notification
2. 2 Valid IDs
3. Letter of Intent
B. Taxpayer Non-individual
1. Printed e-mail enrollment notification
2. 2 Valid IDs
3. Letter of Intent
4. Board Resolution authorizing any of the two (2) officers
designated to file the return under Section 52 (A) of the
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Tax Code (President of other principal officer and


Treasurer or Asst. Treasurer of the Corporation)
C. Taxpayer and Tax Agent Individual
1. Printed e-mail enrollment notification
2. 2 Valid IDs
3. Letter of Intent
4. Tax Agent Authorization Letter signed by the client
taxpayer
5. Copy of Certificate of Accreditation
D. Taxpayer and Tax Agent Non-individual
1. Printed e-mail enrollment notification
2. 2 Valid IDs
3. Letter of Intent
4. Tax Agent Authorization Letter signed by the client
taxpayer
5. Copy of Certificate of Accreditation
6. Board Resolution authorizing any of the two (2) officers
designated to file the return under Section 52 (A) of the
Tax Code (President of other principal officer and
Treasurer or Asst. Treasurer of the Corporation)
E. Taxpayer and Tax Software Provider Individual
1. Printed e-mail enrollment notification
2. 2 Valid IDs
3. Letter of Intent
4. TSP Application Form
5. Copy of BIR Registration
6. Copy of Registration Fee Payment
7. Certification from System Documents
a. Application name and software use (development
and database)
b. Functional description (modules)
c. Back-up and archiving procedure
F. Taxpayer and Tax Software Provider Non-individual
1. Printed e-mail enrollment notification
2. 2 Valid IDs
3. Letter of Intent
4. TSP Application Form
5. Copy of BIR Registration
6. Copy of Registration Fee Payment
7. Certification from System Documents
a. Application name and software use (development
and database)
b. Functional description (modules)
c. Back-up and archiving procedure
8. Board Resolution authorizing any of the two (2) officers
designated to file the return under Section 52 (A) of the
Tax Code (President of other principal officer and
Treasurer or Asst. Treasurer of the Corporation)
G. Taxpayer, Tax Agent and Tax Software Provider Individual
1. Printed e-mail enrollment notification
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2. 2 Valid IDs
3. Letter of Intent
4. Tax Agent Authorization Letter signed by the client
taxpayer
5. Copy of Certificate of Accreditation
6. TSP Application Form
7. Copy of BIR Registration
8. Copy of Registration Fee Payment
9. Certification from System Documents
a. Application name and software use (development
and database)
b. Functional description (modules)
c. Back-up and archiving procedure
H. Taxpayer, Tax Agent and Tax Software Provider Nonindividual
1. Printed e-mail enrollment notification
2. 2 Valid IDs
3. Letter of Intent
4. Tax Agent Authorization Letter signed by the client
taxpayer
5. Copy of Certificate of Accreditation
6. TSP Application Form
7. Copy of BIR Registration
8. Copy of Registration Fee Payment
9. Certification from System Documents
a. Application name and software use (development
and database)
b. Functional description (modules)
c. Back-up and archiving procedure
10. Board Resolution authorizing any of the two (2) officers
designated to file the return under Section 52 (A) of the
Tax Code (President of other principal officer and
Treasurer or Asst. Treasurer of the Corporation)

*If you have an authorized representative, representative should also


present the following:
a. Authorization Letter
b. 2 valid IDs of authorized representative
Reminders:
1. Individual and corporate taxpayers shall be allowed to enroll up to a
maximum of three (3) user accounts for a particular TIN.
2. For juridical entities or artificial persons, enrollment shall be made by
the officers required by law to file the returns. Thus, for domestic
corporations, it shall either be the President, Vice President or other
principal officers; for partnerships, the managing partner; for joint
ventures, the managing head; and for resident foreign corporation, the
head country manager.
3. The principal officer may delegate enrollment and filing of returns,
however, an authorization must be issued by the principal officers
delegating enrollment and filing to particular/identified company
personnel.
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II.
III.

RDO Officer will activate account of the user.


Enrollee will receive an email from BIR containing his default account
username and password.

9. Upon receipt of the eBIRForms system-generated e-mail, log in to the


system using the account username and password provided in the email. Go to the eBIRForms home page and click on the Login tab.

10. Upon initial log-in, user is required to change his/her password.


Ensure that password guidelines are followed.

Password Guidelines:

January 2013

Passwords should be at least 8 characters long.


Passwords should contain both upper and lower case alphabetic
characters (e.g., a-z, A-Z)
Passwords should have numeric and special characters (e.g., 0-9,
!@#$%^&*()_+|~-=\`{}[]:";'<>?,./)
Passwords should not be a word in any language, slang, dialect,
jargon or commonly used words
Passwords should not be based on personal information (birthday,
addresses, phone numbers, etc.), names of family members, friends,
relations, colleagues or any other information attributable to the user.
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Passwords should not be computer terms and names, commands,


sites, companies, hardware, software.
Passwords should not be a word or number patterns like aaabbb,
qwerty, zyxwvuts, 123321 and so on
Passwords should not be a word spelled backwards.

6.1.2. How to Update User Profile


1. Go to the eBIRForms website (https://ebirforms.bir.gov.ph).

2. Click on the Login tab. Input account username and password.

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3. User will be redirected to the eBIRForms Home Page.

4. Click on Update User Profile under the Sidebar.

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5. Update information that needs to be updated. Click Save.

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6.1.3. How to Change Password


1. Go to the eBIRForms website (https://ebirforms.bir.gov.ph).

2. Click on the Login tab. Input account username and password.

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3. User will be redirected to the eBIRForms Home Page.

4. Click on Change Password under the Sidebar.

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5. Input current password and new password. Click Save.

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6.1.4. How to Update User Role


1. Go to the eBIRForms website (https://ebirforms.bir.gov.ph).

2. Click on the Login tab. Input account username and password.

3. User will be redirected to the eBIRForms Home Page.

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4. Click on Update User Role under the Sidebar.

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5. Click on the applicable check box. If user if registering as a Tax Agent,


user must have the correct Tax Agent Accreditation Number. Click
Save.

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6.1.5. How to Enroll More Users


1. Go to the eBIRForms website (https://ebirforms.bir.gov.ph).

2. Click on the Login tab. Input account username and password.

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3. User will be redirected to the eBIRForms Home Page.

4. Click on Enroll More Users under the Sidebar.

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5. Input required information. Click Save.

6. After submission user will be directed to an instruction screen on what


to do next to be able to activate his/her account.
7. Go to RDO Office and present all needed documents to Responsible
Person.
8. Once approved, a notification e-mail will be sent to the enrolled user.
The e-mail will contain the account username and password.

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6.1.6. How to Deactivate Enrolled Users


1. Go to the eBIRForms website (https://ebirforms.bir.gov.ph).

2. Click on the Login tab. Input account username and password.

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3. User will be redirected to the eBIRForms Home Page.

4. Click on My Profile under the Sidebar.

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5. Click on the Users Enrolled tab.

6. Click the Tag as Inactive link opposite the user name of the user you
wish to deactivate.

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6.1.7. How to View Page of Valid Form Types


1. Go to the eBIRForms website (https://ebirforms.bir.gov.ph).

2. Click on the Login tab. Input account username and password.

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3. User will be redirected to the eBIRForms Home Page.

4. Click on My Profile under the Sidebar.

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5. Click on the My Valid Form Types tab.

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6.2.

Filing

6.2.1. How to Assign Tax Agent


1. Click TAXPAYER Main Menu Link to show sub-modules under it.
2. Click on ASSIGN TAX AGENT link to access Assign Tax Agent Main
Screen.

3. Enter TIN of Tax Agent you want to assign.


4. Click on SEARCH button, system should return Tax Agent with TIN
associated to the one entered.

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5. Click on the ASSIGN TAX AGENT button to assign record as your


Tax Agent. System should show confirmation page once button is
clicked.

6. Click on the SAVE button to confirm action.

7. Once SAVE button is clicked, system will go back to Results page and
display a message saying that request has been created. System will
also send an email to the chosen Tax Agent to inform them of
taxpayers request for association.
Note: If Tax Agent does not confirm association within 10 days,
system will cancel request and deny the association.

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6.2.2. How to Remove Tax Agent


1. Click TAXPAYER Main Menu Link to show sub-modules under it.
2. Click on REMOVE TAX AGENT link to access sub-modules Main
Screen.

3. Click on REMOVE TAX AGENT button to start process of


disassociation.
4. When REMOVE TAX AGENT button is clicked, system will display
confirmation page.

5. Click on SAVE button to confirm disassociation to chosen Tax Agent.

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6. System should open a new dialogue asking if user is sure of chosen


action, if user clicks the OK button system will go back to REMOVE
TAX AGENT main screen and display a message. (See next slide for
message).

7. Message: Action Remove Tax Agent has been performed on Name


of Tax Agent

8. Email will be sent to Tax Agent informing them that taxpayer has
chosen to severe their association to each other.

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6.2.3. How to Allow Tax Agent Permission on BIR Forms


1. Click TAXPAYER Main Menu Link to show sub-modules under it.
2. Click on LIST OF TAX AGENTS link to access sub-modules Main
Screen.

3. System will show all Tax Agents associated to taxpayer on main page
along with the status of the association.
4. To assign a particular form to a Tax Agent, click on the name of the
Tax Agent to display screen allowing Tax Agent access to BIR Forms
the taxpayer is registered to in ITS.

5. Click on the EDIT icon to enable assigning of BIR Forms to the


chosen Tax Agent.

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6. Choose forms you wish to allow Tax Agent to file for you.

7. Click on SAVE button to confirm choices.

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6.2.4. How to File Offline to Online


1. Select and fill up offline form.
2. Click VALIDATE button.

3. An alert message will be prompted saying that validation is successful.


4. Click OK button.

5. Click SUBMIT button.


6. You will be directed to the Log-in page of the system.

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7. Enter username and password.


8. Click LOG-IN button.
9. System will validate form being submitted to the system.

10. System will direct you to form screen upon successful validation.
11. Click CONTINUE button to go the FRN page.

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12. System will display FRN page.


13. Click PRINT button to print FRN page. Click CANCEL button to go
back to the form screen.

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6.2.5. How to File BIR form using 3rd Party Application as


Taxpayer
1. Click TAXPAYER Main Menu Link to show sub-modules under it.
2. Click on FILE TAX RETURNS link to access sub-modules under it.

3. Click on FILE USING 3RD PARTY APPLICATION link to access its


screen. System should screen for uploading XML file.
4. Click BROWSE to choose XML file to upload into system.
5. Click SAVE button to begin uploading process.
Note: When XML file is valid, system should display preview of form
that was successfully filed (penalties will be incurred if filing was late).

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6.2.6. How to View Taxpayer History


1. Click TAXPAYER Main Menu Link to show sub-modules under it.
2. Click on FILE TAX RETURNS link to access sub-modules.

3. Click on SUBMITTED TAX RETURNS link to access its screen.


System should show all forms filed by the taxpayer or the taxpayers
Tax Agent for the particular TIN associated with the account.

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TAX AGENT

6.2.7. How to Represent a Taxpayer


1. Click TAX AGENT Main Menu Link to show sub-modules under it.
2. Click on REPRESENT TAXPAYER link to access its screen.

3. Enter TIN of taxpayer you want to represent.


4. Click on SEARCH button, system should return taxpayer with TIN
associated to the one entered.

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5. Click on the REPRESENT TAXPAYER button to request record to be


your taxpayer. System should show confirmation page once button is
clicked.

6. Click on the SAVE button to confirm action.

7. Once SAVE button is clicked, system will go back to Results page and
display message saying that request has been created. System will
also send an email to the chosen taxpayer to inform them of Tax
Agents request to represent them.
Note: If taxpayer does not confirm association within 10 days, system
will cancel request and deny the association.

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6.2.8. How to Remove Taxpayer


1. Click TAX AGENT Main Menu Link to show sub-modules under it.
2. Click on REMOVE TAXPAYERS link to access its screen.

3. Click on REMOVE TAXPAYER button to start process of


disassociation.
4. When REMOVE TAXPAYER button is clicked, system will display
new screen for uploading Notice of Termination.

5. Click BROWSE to choose for Notice of Termination file to upload into


system upload facility.

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6. Click YES button to confirm file to be uploaded.

7. When YES button is clicked, system will display new dialogue box
asking if you are sure of action.
8. Click OK button to confirm. System will go back to REMOVE
TAXPAYER main screen and display a message saying that request
was created. (Message on next slide.)
9. System will send email to taxpayer notifying them that Tax Agent
wishes to severe their association.

Note:
Attached in the email is the Notice of Termination that was uploaded
by the Tax Agent in the system.
If taxpayer does not confirm by the 10th day of the request, system will
not remove association with the Tax Agent.

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6.2.9. How to View List of Taxpayers


1. Click TAX AGENT Main Menu Link to show sub-modules under it.
2. Click on LIST OF TAXPAYERS link to access sub-modules.

3. System will show all Taxpayers associated to the Tax Agents account
on the main page along with the status of the association.

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6.2.10.

How to File Offline to Online for a Taxpayer

1. Select and fill up offline form.


2. Click VALIDATE button.

3. An alert message will be prompted saying that validation is successful.


4. Click OK button.

5. Click SUBMIT button.


6. You will be directed to the Log-in page of the system.

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7. Enter username and password.


8. Click LOG-IN button.
9. System will validate form being submitted to the system.

10. System will direct you to form screen upon successful validation.
11. Click CONTINUE button to go the FRN page.

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12. System will display FRN page.


13. Click PRINT button to print FRN page. Click CANCEL button to go
back to the form screen.

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6.2.11.
How to File BIR form using 3rd Party Application as
Tax Agent
1. Click TAX AGENT Main Menu Link to show sub-modules under it.
2. Click on FILE TAX RETURNS link to access sub-modules under it.

3. Click on FILE USING 3RD PARTY APPLICATION link to access its


screen. System should screen for uploading XML file.
4. Click BROWSE to choose XML file to upload into system.
5. Click SAVE button to begin uploading process.
Note: When XML file is valid, system should display preview of form
that was successfully filed (penalties will be incurred if filing was late).

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6.2.12.

How to View Tax Agent History

1. Click TAX AGENT Main Menu Link to show sub-modules under it.
2. Click on FILE TAX RETURNS link to access sub-modules.

3. Click on SUBMITTED TAX RETURNS link to access its screen.


System should show all forms filed by the Tax Agent.

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7.

Frequently Asked Questions (FAQs)

What is the eBIRForms Project?


The eBIRForms project is in line with BIRs efforts to provide more convenient
and accessible filing channels to improve efficiency. It will develop the
eBIRForms Filing Infrastructure that will allow taxpayers and ATAs to prepare
their returns offline, validate, edit, save and print their returns, and submit
online.

How do you make use of the eBIRForms?


There is an offline eBIRForms Package and the online eBIRForms System.
Users must first download the offline eBIRForms Package from the BIR
website and install it in his/her computer. The package contains the thirty-one
(31) BIR Forms comprised of Income Tax Returns; Excise Tax Forms; VAT
Forms; Withholding Tax Forms; Documentary Stamp Tax Forms; Percentage
Tax Forms; ONETT Forms and Payment Form. At the bottom of each form
page, there is a Submit button. To submit the tax return to the online
eBIRForms System, users must click on the Submit button after successful
form validation.
Users must also first be enrolled into the online eBIRForms System when
submitting tax returns online. To enroll in the system, go to
https://ebirforms.bir.gov.ph and click on the Sign Up tab.

What is the offline eBIRForms Package?


The use of offline eBIRForms Package is an alternative mode of preparing tax
returns that allows taxpayers and Authorized Tax Agents (ATAs) to
accomplish or fill up tax forms offline. Instead of the conventional manual
process of filling up tax returns on pre-printed forms that is highly susceptible
to human error, taxpayers/ATAs can directly encode data, validate, edit, save,
delete, view, print and submit their tax returns. The package can do automatic
computations and has the capability to validate information encoded by
taxpayers/ATAs.
To
download
the Offline
https://ebirforms.bir.gov.ph.

eBIRForms

Package

v2.0,

go

to

What is the online eBIRForms System?


The online eBIRForms System is a filing infrastructure that accepts and
validates tax returns submitted online. The System creates secure user
accounts for taxpayers, ATAs and Tax Software Providers (TSPs) for use of
the online System, and allows ATAs to file on behalf of their clients. The
System also has a facility for TSPs to test and certify the data generated by
their tax preparation software (certification is by form). It is capable of
accepting returns data filed using certified TSP tax preparation software.

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Who can avail of the eBIRForms?


Non-eFPS users or all taxpayers who do not file their taxes through eFPS.
Those enrolled in eFPS cannot enroll in eBIRForms and vice versa.
What are the system requirements for both offline eBIRForms Package and
online eBIRForms System?
1. Supported Operating System: Windows XP (Service Pack 3), Windows Vista,
Windows 7;
2. Hard disk drive space needed: at least 50 MB free space;
3. RAM memory needed: Runs best on 2GB or higher ActiveX components via
Internet Explorer version 8 or higher;
4. Java Run-time Environment version 1.7; and
5. eBIRForms Package is best viewed in 1152 x 864 screen resolution.
What are the browser requirements?d
1. Internet Explorer v9 or up
2. Mozilla Firefox v16 or up
3. Google Chrome v23 or up

Offline eBIRForms Package


Are the offline eBIRForms Package new forms?
No, it is just an electronic format of the existing BIR forms.

What are the available forms in the BIR website?


In PDF:
Annual Income Tax Return forms (BIR Form Nos. 1700, 1701 and 1702)
In the offline eBIRForms Package:
Thirty-one (31) BIR Forms comprised of Income Tax Returns; Excise Tax
Forms; VAT Forms; Withholding Tax Forms; Documentary Stamp Tax Forms;
Percentage Tax Forms; ONETT Forms and Payment Form.
When will the offline eBIRForms Package be available in the BIR website?
The offline eBIRForms Package Version 2.0 is already available for download
in the BIR website.

How do I download the offline eBIRForms Package?


If you have internet connection:
Go to https://ebirforms.bir.gov.ph

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Go to the BIR website at www.bir.gov.ph. Click on the link to the BIR


Forms on the left-hand side of the website. To access the eBIRForms
package, click on the eBIRForms icon.
If you do not have internet connection:
Go to a BIR e-lounge and bring your USB flash drive.
Save eBIRForms Package installer from the e-lounge computer.
The offline eBIRForms Package Im using doesnt have a Submit button on
the Forms Page. How do I submit the forms online?
You need to download and use the latest version of the offline eBIRForms
Package. The Submit button is available in offline eBIRForms Package v2.0.
To download the latest version, click here: <download link>.

What program do I use to open the offline eBIRForms Package?


For the Annual ITR Forms, use PDF-Xchange Viewer. A link to this free
software will also be available in the Instructional Guide.
For the remaining forms, just download and install the offline eBIRForms
package.

What is the difference between the current downloadable forms and the offline
eBIRForms Package?

Currently there are 2 available types of forms in the BIR website:


o PDF Format: the form cannot be edited, and can only be printed.
Taxpayers need to fill out the form handwritten or use the
typewriter.
o Excel Format: the form can be typed over in a text box, but does
not have automatic computations

Offline eBIRForms Package:


o The form can be edited and automatic computations are done
even if the form is offline
o Automatic computations in the forms avoid errors in manual
computation\

Note: The Annual ITR Forms are not available in the offline eBIRForms
Package, however it is available in interactive PDF format. These can also be
downloaded from the BIR website.
Will the current downloadable forms still be available at the BIR website?
Yes. The current downloadable forms will still be available. There will be a
new link for the forms.
What is the difference between eFPS and the offline eBIRForms Package (in
terms of target taxpayers)?

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Large taxpayers and selected taxpayers are the primary users of the eFPS.
Non-individual and individual taxpayers and ATAs are the target users of the
eBIRForms.

What is the page setup when I print the forms?


Page setup margins:
Left: 0.146 inches
Right: 0.148 inches
Top: 0.14 inches
Bottom: 0.14 inches
What size of paper do I print the form on?
Legal size or Folio size (8.5 x 13)
How do I submit the offline eBIRForms online?
Click on the Submit button on the bottom part of the form screen of the
offline eBIRForms Package. Upon clicking on the Submit button, you will be
redirected to the online eBIRForms System.

Online eBIRForms System


How do I enroll into the online eBIRForms System?
Click on the Sign Up tab and follow the enrollment instructions.
For you to start using the online eBIRForms System, your account must first
be activated by your RDO. Account activation requirements and instructions
will be sent to the e-mail account you used to enroll into the system.

What are the procedures and requirements for account activation?


Procedure:
1. Print the e-mail enrollment notification.
2. Go to your Revenue District Office (RDO).
3. Present account activation requirements.
Account Activation Requirements:
If you are enrolling as a:
A. Taxpayer Individual
1. Printed e-mail enrollment notification
2. 2 Valid IDs
3. Letter of Intent
B. Taxpayer Non-individual

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1.
2.
3.
4.

Printed e-mail enrollment notification


2 Valid IDs
Letter of Intent
Board Resolution authorizing any of the two (2) officers
designated to file the return under Section 52 (A) of the Tax
Code (President of other principal officer and Treasurer or
Asst. Treasurer of the Corporation)

C. Taxpayer and Tax Agent Individual


1. Printed e-mail enrollment notification
2. 2 Valid IDs
3. Letter of Intent
4. Tax Agent Authorization Letter signed by the client taxpayer
5. Copy of Certificate of Accreditation
D. Taxpayer and Tax Agent Non-individual
1. Printed e-mail enrollment notification
2. 2 Valid IDs
3. Letter of Intent
4. Tax Agent Authorization Letter signed by the client taxpayer
5. Copy of Certificate of Accreditation
6. Board Resolution authorizing any of the two (2) officers
designated to file the return under Section 52 (A) of the Tax
Code (President of other principal officer and Treasurer or
Asst. Treasurer of the Corporation)
E. Taxpayer and Tax Software Provider Individual
1. Printed e-mail enrollment notification
2. 2 Valid IDs
3. Letter of Intent
4. TSP Application Form
5. Copy of BIR Registration
6. Copy of Registration Fee Payment
7. Certification from System Documents
a. Application name and software use (development
and database)
b. Functional description (modules)
c. Back-up and archiving procedure
F. Taxpayer and Tax Software Provider Non-individual
1. Printed e-mail enrollment notification
2. 2 Valid IDs
3. Letter of Intent
4. TSP Application Form
5. Copy of BIR Registration
6. Copy of Registration Fee Payment
7. Certification from System Documents
a. Application name and software use (development
and database)
b. Functional description (modules)
c. Back-up and archiving procedure
8. Board Resolution authorizing any of the two (2) officers
designated to file the return under Section 52 (A) of the Tax
Code (President of other principal officer and Treasurer or
Asst. Treasurer of the Corporation)
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GUIDE FOR eBIRFORMS


Job Aid for Taxpayers and Accredited Tax Agents

G. Taxpayer, Tax Agent and Tax Software Provider Individual


1. Printed e-mail enrollment notification
2. 2 Valid IDs
3. Letter of Intent
4. Tax Agent Authorization Letter signed by the client taxpayer
5. Copy of Certificate of Accreditation
6. TSP Application Form
7. Copy of BIR Registration
8. Copy of Registration Fee Payment
9. Certification from System Documents
d. Application name and software use (development and
database)
e. Functional description (modules)
f. Back-up and archiving procedure
H. Taxpayer, Tax Agent and Tax Software Provider Non-individual
1. Printed e-mail enrollment notification
2. 2 Valid IDs
3. Letter of Intent
4. Tax Agent Authorization Letter signed by the client taxpayer
5. Copy of Certificate of Accreditation
6. TSP Application Form
7. Copy of BIR Registration
8. Copy of Registration Fee Payment
9. Certification from System Documents
d. Application name and software use (development and
database)
e. Functional description (modules)
f. Back-up and archiving procedure
10. Board Resolution authorizing any of the two (2) officers
designated to file the return under Section 52 (A) of the Tax
Code (President of other principal officer and Treasurer or
Asst. Treasurer of the Corporation)

*If you have an authorized representative, representative should also present


the following:
c. Authorization Letter
d. 2 valid IDs of authorized representative
Reminders:
1. Individual and corporate taxpayers shall be allowed to enroll up to a
maximum of three (3) user accounts for a particular TIN.
2. For juridical entities or artificial persons, enrollment shall be made by the
officers required by law to file the returns. Thus, for domestic corporations, it
shall either be the President, Vice President or other principal officers; for
partnerships, the managing partner; for joint ventures, the managing head;
and for resident foreign corporation, the head country manager.
3. The principal officer may delegate enrollment and filing of returns, however,
an authorization must be issued by the principal officers delegating enrollment
and filing to particular/identified company personnel.
Account activation will be done by your respective RDO.
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GUIDE FOR eBIRFORMS


Job Aid for Taxpayers and Accredited Tax Agents

How do I know if the form has already been submitted to the online eBIRForms
System?
The eBIRForm has been successfully filed if the system displays the Filing
Reference Number (FRN) field along with the continue button to go to the
FRN page. The page should also display the message The form has been
successfully filed.
Users can also view their submitted forms by clicking on the Submitted Tax
Returns link.
How do I file an amended return?
Click on Yes under the Amended Return? part of the form when using the
offline eBIRForms Package. The online eBIRForms System will be able to
identify if the form filed is amended or not.

January 2013

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