EBIR Forms Guidelines
EBIR Forms Guidelines
EBIR Forms Guidelines
Job Aids
for Taxpayers and
Accredited Tax Agents
for the
TABLE OF CONTENTS
1.
2.
3.
Features of eBIRForms.............................................................................................. 4
4.
5.
6.
7.
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1.
Project Overview
1.1.
Project Background
Through the project, the Bureau of Internal Revenue (BIR) hopes to gain the
following benefits:
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1.2.
2.
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.
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.
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.
3.4.
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4.
System Overview
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
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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3. In the F12 developer window, click on Browser Mode IE9 Compatibility View.
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5. Upon setting the browser mode to Internet Explorer 9, the eBIRForms log-in page should
automatically reload.
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5.
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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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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7. Click Browse to select the location folder for the eBIRForms Package (default is drive C).
Then click Next.
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9. Click Install.
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7. Click Browse to select the location of the eBIRForms Package shortcut (default is Start
Menu folder). Then click Next.
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9. The following dialog box is displayed after clicking the Install button.
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12. Double-click the eBIRForms folder to view the files located inside.
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5.2.
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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.
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
Description
Blank Field
Radio
Button
Drop Down
Computed
Field
Hyperlink
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5.5.
2.
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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 .
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5.
6.
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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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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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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
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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.
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16. Select form to be filled up from the List of BIR Forms. Click Fill-up.
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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.
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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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Edit
o
o
Save
o
o
Print
o
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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
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To print the accomplished form click on Print, and then user will
be directed to the printer options.
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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3. Upon clicking Main Screen, you will be directed to the Parent Screen of the
System.
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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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5.6.
3. Choose print, then click on page setup. A default print setup will be shown.
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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.
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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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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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6. Click OK.
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6.
Enrollment
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Account Activation
I.
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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)
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II.
III.
Password Guidelines:
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6. Click the Tag as Inactive link opposite the user name of the user you
wish to deactivate.
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6.2.
Filing
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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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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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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.
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6. Choose forms you wish to allow Tax Agent to file for you.
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10. System will direct you to form screen upon successful validation.
11. Click CONTINUE button to go the FRN page.
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TAX AGENT
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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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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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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.
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10. System will direct you to form screen upon successful validation.
11. Click CONTINUE button to go the FRN page.
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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.
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6.2.12.
1. Click TAX AGENT Main Menu Link to show sub-modules under it.
2. Click on FILE TAX RETURNS link to access sub-modules.
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7.
eBIRForms
Package
v2.0,
go
to
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What is the difference between the current downloadable forms and the offline
eBIRForms Package?
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.
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1.
2.
3.
4.
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.
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