Rollout Methodology

Electronic bir forms BRIEFINGSEPTEMBER 24, 2014

1Rollout MethodologyTo obtain common understanding on eBIRForms : Process and proceduresTechnical requirementsOBJECTIVESBUREAU OF INTERNAL REVENUEPart I Steps and RequirementsPart II How to navigate within the package/system (Filling-up Forms)AGENDABUREAU OF INTERNAL REVENUEoverviewThe Electronic Bureau of Internal Revenue Forms (eBIRForms) was developed primarily due to the emergence of e-Commerce. eBIRForms provide taxpayers with an alternative mode of preparing and filing tax returns that is easier and more convenient. The use of eBIRForms by taxpayers will improve the BIR's tax return data capture and storage thereby enhancing efficiency and accuracy in the filing of tax returns. The eBIRForms covers two (2) types of electronic services: Offline eBIRForms Package and the Online eBIRForms System.BUREAU OF INTERNAL REVENUEdefinitionOffline eBIRForms Package - a tax preparation software that allows taxpayers and ATAs to accomplish or fill up tax forms offline. It is an alternative mode of preparing tax returns which deviates from 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. Online eBIRForms System - a filing infrastructure that accepts tax returns submitted online and automatically computes penalties for tax returns submitted beyond due date. The System creates secured user accounts thru enrollment 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.BUREAU OF INTERNAL REVENUEWho is required to use revenue regulation no. 6-2014COVERAGE: Non-eFPS FilersAccredited Tax Agents (ATA)/Practitioners and all its client-taxpayersAccredited Printers of Principal and Supplementary Invoices/ReceiptsOne-Time Transaction (ONET) TaxpayersThose who shall file no-payment returnsGovernment-Owned or -Controlled Corporations (GOCCs)Local Government Units, except barangays andCooperative registered with National Electrification Administration (NEA) and Local Water Utilities Administration (LWUA)

BUREAU OF INTERNAL REVENUETECHNICAL REQUIREMENTSFor both offline package and online system

Supported Operating System: Windows XP (Service Pack 3), Windows Vista, Windows 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.BUREAU OF INTERNAL REVENUETECHNICAL REQUIREMENTSFor both offline package and online systemBrowser:Internet Explorer v8 or upMozilla Firefox v16 or upGoogle Chrome v23 or upPaper size for printing:Legal size or Folio size (8.5" x 13")Page setup margins:Left: 0.146 inchesRight: 0.148 inchesTop: 0.14 inchesBottom: 0.14 inchesBUREAU OF INTERNAL REVENUEForms availableeBIRForms Available

Offline eBIRForms package36 Forms (as Listed in the BIR Web site)Online eBIRForms System:31 Forms (Online submission for Forms 1700,1701,1702RT,1702EX and1702MX not yet available)BUREAU OF INTERNAL REVENUEeBIRForms Offline Package(All procedures are provided for in the Job Aids)BUREAU OF INTERNAL REVENUEProcess flow using OFFLINE PackageTaxpayer Downloads Offline Package from the BIR WEB Site

Taxpayer Accomplish Tax return and PrintTaxpayer Affix Signature on the FormTaxpayer Submits form and pay Tax Through AABsTaxpayer Submits form and pay Tax Through RDO/RCOORBUREAU OF INTERNAL REVENUERollout Methodology11HOW to get the OFFLINE Package?

Steps:1. Go to BIR Website (http://www.bir.gov.ph/)2. Click

3. Click

BUREAU OF INTERNAL REVENUERollout Methodology12HOW to get the OFFLINE Package?Steps:4. Scroll down

5. Click the word here at:To download the Offline eBIRForms Package v4.6 (with Annual Income Tax Returns v2013 ENCS) click here.6. Downloading of the package will start

BUREAU OF INTERNAL REVENUERollout Methodology13HOW to get the OFFLINE Package?

7. A Zipped file will be downloaded to your PCs downloads fileBUREAU OF INTERNAL REVENUERollout Methodology14Offline package(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.)BUREAU OF INTERNAL REVENUEeBIRForms Online System(All procedures are provided for in the Job Aids)BUREAU OF INTERNAL REVENUEHOW to go to the onLINE system?Taxpayer Login to eBIRForms System through BIR WEB Site

Taxpayer Accomplish Tax returnTaxpayer Submits Return onlineTaxpayer Submits form and pay Tax Through AABsTaxpayer Submits form and pay Tax Through RDO/RCOORTaxpayer Print Return and affix signatureNote: To use the Online eBIRForms System will require internet facility and individual electronic mail (e-mail) for online enrollment on the said system.BUREAU OF INTERNAL REVENUEHOW to go to the onLINE system?

Steps:1. Go to BIR Website (http://www.bir.gov.ph/)2. Click

3. Click

BUREAU OF INTERNAL REVENUERollout Methodology18HOW to get the onLINE system?Steps:

4. Scroll down

5. Click the word here at:To go to the Online eBIRForms System click here.

BUREAU OF INTERNAL REVENUERollout Methodology19ONLINE system home page

eBIRForms Home Page:1. Home; Login; Sign up; Download Forms; FAQs2. Downloadable Offline package with option to submit online3. Job Aids to for Tax Software providers4. Job Aids to for Taxpayers and Tax Agents5. List of eBIRForms that can be submitted onlineBUREAU OF INTERNAL REVENUEONLINE system enrollment

Steps:6. Click on the Sign-up tab

7. Acknowledge and agree to the eBIRForms Terms of service Agreement (ToSA) by clicking on the box at the bottom of the screen. Click Proceed to Registration

8. Fill-up fields required (with red asterisk) in the enrollment page

9. Click Proceed button to go to the next screen

10. A message box will appear asking if the user wants to proceed with enrollment. System will validate informationBUREAU OF INTERNAL REVENUEONLINE system enrollmentSteps:11. Upon Successful validation, user will be redirected to the User Classification page. Put check on the applicable box (tax agent or tax software provider).

12. 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

13. After submission user will be redirected to an instruction screen on what to do next to be able to activate his/her account.BUREAU OF INTERNAL REVENUEaccount activationSteps:1. Print the e-mail enrollment notification.

2. Go to your Revenue District Office (RDO).

3. Present account activation requirements..BUREAU OF INTERNAL REVENUEaccount activation requirementsI. Taxpayer - IndividualPrinted e-mail enrollment notification2 Valid IDsLetter of Intent

II. Taxpayer - Non-individualPrinted e-mail enrollment notification2 Valid IDsLetter of IntentBoard 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)BUREAU OF INTERNAL REVENUEaccount activation requirementsIII. Taxpayer and Tax Agent - IndividualPrinted e-mail enrollment notification2 Valid IDsLetter of IntentTax Agent Authorization Letter signed by the client taxpayerCopy of Certificate of Accreditation

IV. Taxpayer and Tax Agent - Non-individualPrinted e-mail enrollment notification2 Valid IDsLetter of IntentTax Agent Authorization Letter signed by the client taxpayerCopy of Certificate of AccreditationBoard 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)BUREAU OF INTERNAL REVENUEaccount activation requirementsV. Taxpayer and Tax Software Provider - IndividualPrinted e-mail enrollment notification2 Valid IDsLetter of IntentIf you have an authorized representative, representative should also present the following:Authorization Letter2 valid IDs of authorized representativeBUREAU OF INTERNAL REVENUEaccount activation requirementsReminders:

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.BUREAU OF INTERNAL REVENUESTEPS:1. Account activation will be done by your respective RDO

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

3. Upon receipt of the eBIRForms system-generated e-mail, log in to the system using the account username and password provided in the e-mail. Go to eBIRForms home page and click on the Login tab

Using the online systemBUREAU OF INTERNAL REVENUERollout Methodology28Using the online systemSteps:4. Upon initial log-in, user is required to change his/her password. Ensure that the password guidelines are followed

5. Upon successful log-in, user may now fill in the required eBIRForms (Filling up forms will be discussed separately)

6. 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".BUREAU OF INTERNAL REVENUEAccount username and passwordReminder:1. Password should at least be 8 characters long

2. Password should contain both upper and lower case alphabetic characters

3. Password should contain numeric and special characters

4. Password should not be based on personal information (birthdays, names of friends, etc.)

5. Password should not based on any language,dialect, slang or commonly used words

6. Password should not be patterns or words spelled backwards

BUREAU OF INTERNAL REVENUERollout Methodology30Maraming Salamat Po!!!For Issue and queries:

Daniel C. LubianoChief, Computer Operations , Network and Engineering Division (CONED)RDC Luzon 1 (Tel # 075 205 3046)Camilo B. LiwanageLounge, eServices/Tech SupportCONED, RDC Luzon 1(Tel # 075 2053029/09327286313/09464159597)

BUREAU OF INTERNAL REVENUE