BIR eTIS-1: Returns Filing and Processing (RFP) Overview 1|
BUREAU OF INTERNAL REVENUE
Electronic Tax Information System (eTIS-1)
TAXPAYER REGISTRATION
SYSTEMWORKAROUND PROCEDURES DISCUSSION
FOR VERSION 26
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 2|
Item Lead
1 Opening Message ACIR Marietta U. Lorenzo
2 Discussion on TRS
Workaround Procedures
Daniel Adrian C. Cruz (Indra)
Cornelio S. De Roma
(eTIS Asst. Project Manager for TRS)
3 Distribution of Go-Live
Communications Pack and
FAQs
Joseph Silva (AARC-WYG)
AGENDA
REQUIREMENTS
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 3|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes /
Remarks
Log-in
Multiple Log-in
Low You may need to try to log in to
the system with your access
credentials more than once.
If you are not able to log in at the
first attempt, please check that
the URL address is correct and
try to log in again. This may
require users to log in up to 5
times but is usually successful on
2nd or 3rd attempt.
Log-in
Multiple Invalid
Log-in Attempts
(3 attempts)
Medium HANDHOLDING PERIOD
Users who have issues with user
accounts should contact the on-
site Indra hand-holder to activate
the locked/inactive user accounts
WARRANTY PERIOD
Users should submit user access
request (Form 0044) for
activation of account.
Always be
cautious in
logging-in the
system. Do not
use the 3rd
attempt unless
we are sure that
our log-in is
correct
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 4|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes /
Remarks
Logout problem /
Active Sessions
• Closing web-
browser without
proper log-out
• Multiple
computers
accessing a
single account
High HANDHOLDING PERIOD
Users who have not logged-out
their user accounts properly
should contact the on-site Indra
hand-holder who will be able to
terminate sessions.
Once system is
left idle for 45
minutes, user will
be automatically
logged-out of the
system but will be
able to log-in
back again
After clicking Save
button in
registration of any
taxpayer, system
took so long to
respond/did not
respond and did
not display
confirmation
message
Medium After clicking the Save button,
wait for the confirmation
message. If confirmation
message is not displayed, do not
click Save button again. Verify
that the record was not
saved/registered using Find
Taxpayer before registering the
taxpayer again if it was not saved
Possibly caused
by intermittent
network behavior
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 5|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes /
Remarks
Register Non-
Individual
Generation of all
tax/return periods
during initial
registration is
based on the
accounting type
inputted during
initial registration.
If the accounting
type is initially set
to Fiscal then the
return period that
will be generated
for all tax types will
be fiscal
Low Users should always select
“Calendar” as the initial
accounting type of all Non-
Individual Taxpayers, and then
use the Manage Financial Detail
functionality to change the
accounting period to fiscal (if the
taxpayer follows fiscal accounting
type)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 6|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes /
Remarks
Create
Application
Users cannot
modify applications
(for ATP) once it is
already
successfully saved
in the system
Low Ensure details entered in
creating application are correct
before clicking on Save button /
saving the application for ATP
Any form of
modification
cannot be done
(Invoice/Receipt
Type, Specify,
Number of
Booklets/Boxes,
Number of Sets
per Booklet/Box,
Number of
Copies per Set,
Serial Nos.)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 7|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes /
Remarks
Create Application
Users cannot
change the defined
trade name during
the application for
authority to print
(AMM> Create
Application)
Low Use receipt description “Others”
and state the proper trade name
appended to the receipt
description. Once this issue is
fixed, Same taxpayer using the
trade name must be generated a
“Mock ATP” without his
knowledge to ensure that the
correct sequence of the serial
number will be issued using the
fixed functionality.
For fixing
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 8|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes /
Remarks
Update in
Taxpayer Type
A. Local
Employees,
when
converted to
any higher
Taxpayer type
level cannot
obtain the
forms 1701
and 1701Q
B. High level
taxpayer types
cannot shift to
a lower level
taxpayer type
High Use ITS for this kind of
transaction
Two (2) users from each pilot
office will have access to ITS-
REG to cater to functionalities
that eTIS are still not capable.
• Client Support Section Chief/
LT Registration Section Chief
• Registration Unit Head/
Registration Assistant Section
Chief
Taxpayer with this kind of
transaction must have all of
his/her updates done in ITS
Taxpayer Type
Hierarchy
• Level 1:
EO 98
• Level 2:
ONETT
• Level 3:
Employee
• Level 4:
Marginal
Income
Earner, Mixed
Income Earner
• Level 5: Single
Prop., Prof.,
Single Prop &
Prof
For Fixing
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 9|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes /
Remarks
Update Taxpayer
Fields for migrated
taxpayer records
that have NULL
values in ITS will
be stored in eTIS
as NULL and will
be required to
have values upon
update (e.g. First
Name, Middle
Name, Last/Trust
Name, Registered
Name, Date of
Incorporation,
Regulatory Body,
Registration No.,
Place of Birth, etc.)
High Require the taxpayer to update
his/her record upon having a
transaction e.g. 1905, 2305
• Addresses
• PSIC
• PSOC
• Regulatory Body
• Business Registration Date
• Father’s Name (Full)
• Mother’s Maiden Name (Full)
• Place of Birth
• Contact Person
• Contact Method
• Taxes (Deregister NT Tax
Type)
This is for the
purpose of data
cleansing.
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 10|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes /
Remarks
Application for
ATP
Application
Reference No. of
the ATP is used as
the control number
for identifying ATP
in the system
however it is not
indicated reflected
in the ATP
correspondence
High Note down on the form 1906 the
generated Application Reference
Number
For Fixing
TCL 1
Users can
generate the TCL1
to any taxpayer as
there is no
validation if TP has
existing liabilities
Medium Pilot offices should perform
manual verification of tax
liabilities using the current
procedures in ITS and generate
the correspondence in eTIS-TRS
once taxpayer is cleared
Awaiting eTIS 2 -
Accounts
Receivable
System (ARS) to
validate liabilities
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 11|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes /
Remarks
Reports
Generation
will be done
through batch
generation by RDC
instead of online
by users
High Reports will initially be generated
by batch (scheduled) and will be
disseminated by RDC to the user
as they become available.
For Fixing
View Application
There is no search
facility for the
OCNs that were
migrated to eTIS-1
High CSS officer must write the
generated APP in the form 1906
and use it as basis for generating
the correspondence in eTIS-
Reports. In the ATP generated
and printed, write the
Application Reference No. (APP).
Offices should keep a logbook
containing the generated ATPs
with TIN, OCN and APP.
Fixed in v26
TIN is a required
field upon
searching for
ATP.
TIN and OCN can
now be used to
search for the
APP number in
View Application
for ATP.
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 12|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes /
Remarks
View Application
There is no search
facility for the
OCNs that were
migrated to eTIS-1
High For ATPs generated from go-live
(eTIS) date of pilot office
onwards, the report “List of
Issued Authority to Print
Receipts/Invoices” should be
used for verification of
authenticity of ATP presented by
taxpayer. The said report will be
generated by batch daily by the
RDCs.
If user cannot find it in the said
file, use ITS to check for the
OCN/ATP details.
Fixed in v26
TIN is a required
field upon
searching for
ATP.
TIN and OCN can
now be used to
search for the
APP number in
View Application
for ATP.
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 13|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes /
Remarks
Migrated ATPs
without OCNs
Low Some ATPs that were migrated
from ITS to eTIS do not have
OCNs in ITS. Users may then
use ITS to check for the
OCN/ATP details and reprinting
may be done in ITS. For audit
purposes, users may use ITS to
verify OCNs generated from ITS.
Front line officers who need to
view transactions prior to 2011
will be coursed thru the CSS
Chief/ARDO.
Intermittent
behavior of the
application is
experienced as
result of network
issues.
High Normal procedure will apply -
BIR staff are given five days to
complete taxpayer registration.
ARTA is not
applicable to eTIS
pilot offices
because they are
not operating
under normal
circumstances
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 14|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes /
Remarks
ATP
Out-of-Jurisdiction
Generation/
Creation of
Application for ATP
Not Fixed for ATP:
Head office RDO
cannot issue/
generate ATP for
branch not in
jurisdiction
Low SCENARIO 1: If Branch and Head
Office is registered in eTIS only
where in the RDO of the branch is
different from the head office.
Applicant for ATP: Branch
• Perform Create Application
transaction in the RDO of the
head office.
• CSS of RDO of the Head Office
should communicate the
application details (TIN, APP
and OCN) of the branch to the
RDO of the branch.
• Generate the ATP
correspondence in the RDO of
the branch.
• Email the generated ATP (PDF
File) correspondence to the
RDO of the Head Office.
• RDO of the Head Office will
print the correspondence.
Fixed in v26 for
TIN Card, COR,
COR-F, TCL-1
For Further Fixing
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 15|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes /
Remarks
ATP
Out-of-Jurisdiction
Generation/
Creation of
Application for ATP
Not Fixed for ATP:
Head office RDO
cannot issue/
generate ATP for
branch not in
jurisdiction
Low SCENARIO 2: All branches out of
jurisdiction registered under eTIS
and ITS, their application for ATP,
shall be done in ITS.
Fixed in v26 for
TIN Card, COR,
COR-F, TCL-1
For Further Fixing
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 16|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes /
Remarks
Transfer Taxpayer
Transfer of non-
business taxpayers
should be initiated
by the new RDO to
follow Revenue
Regulations (RR)
7-2012
High Follow current ITS procedures on
transferring taxpayer
For Fixing
Caching
Caching incidents
are being
encountered which
halts the current
transaction
Low Log-out from the system and try
the previous transaction where
the caching incident was
encountered.
Possibly caused
by intermittent
network behavior
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 17|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes /
Remarks
Periodic Update
and Data
Synchronization
for eTIS and ITS is
not yet available
High TPs will be registered to eTIS
and a corresponding bank
bulletin will be issued to require
banks to accept payments of
newly registered TPs in eTIS.
Banks will be advised of new
series of TIN and how to encode
the branch code using the last 3
digits.
Find Taxpayer
Search for the taxpayer in both
systems
Reports and Correspondence
Generate and print all
correspondences in eTIS as long
as TP is in eTIS
On-Going
Development
Target Date:
March 23, 2015
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 18|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes /
Remarks
System
Unavailability
System is down /
User cannot
access eTIS
Low In case of eTIS-1 non availability,
the current ITS procedure must
be adopted but instead of issuing
pre-generated TIN, the CSS chief
must add the taxpayer using
REG in ITS. The following steps
must be followed:1. Indra shall inform ISG that eTIS
will be non-available for a
certain period.
2. ISG shall email to all
concerned a Notice of Systems
Non-Availability duly signed by
DCIR Lilia C. Guillermo
3. This notice signals the users to
use the manual procedures
being followed during ITS non-
availability.
4. CSS chief shall use the ITS in
adding a new taxpayer.
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 19|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes /
Remarks
Reregister Tax
After deregistration
of tax type and re-
registration of the
same tax type,
form type (under
the said tax type)
cannot be
reregistered.
Low Use the current ITS procedure Taxpayer with this
kind of
transaction must
have all of his/her
updates done in
ITS
Authority to Print
Generation of
Receipt Serial
Numbers
High For purely numeric serial numbers not
exceeding 9999999, issue one (1)
adjusting/ mirrored/mock ATP to be
able to adjust to the serial number of
already issued ATP in ITS. For ATP
with complex or inconsistent serial
numbers (possibly composed of letter,
numbers and special characters) and
those who exceeded 9999999 serial
numbers, will have to start again from
0000001.
Discretion of the
Client Support
Section will
prevail
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 20|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes / Remarks
Transfer Taxpayer
Scenario 1
Transfer of
Taxpayer from Pilot
to Non-Pilot; TIN
registered in eTIS
and ITS
Medium Use ITS for this kind of transaction
Two (2) users from each pilot
office will have access to ITS-REG
to cater to functionalities that eTIS
are still not capable.
• Client Support Section Chief/
LT Registration Section Chief
• Registration Unit Head/
Registration Assistant Section
Chief
Effect of non-
availability of
PUDS
Transfer Taxpayer
Scenario 2
Transfer of
Taxpayer from Pilot
to Non-Pilot; TIN
registered in ITS
only
Medium Use ITS for this kind of transaction
Two (2) users from each pilot
office will have access to ITS-REG
to cater to functionalities that eTIS
are still not capable.
• Client Support Section Chief/
LT Registration Section Chief
• Registration Unit Head/
Registration Assistant Section
Chief
Effect of non-
availability of
PUDS
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 21|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes / Remarks
Transfer Taxpayer
Scenario 3
Transfer of
Taxpayer from Pilot
to Pilot; TIN
registered in eTIS
Medium Use eTIS for this Transaction Effect of non-
availability of
PUDS
Transfer Taxpayer
Scenario 4
Transfer of
Taxpayer from Pilot
to Pilot; TIN
registered in ITS
only
Medium Use ITS for this kind of
transaction
Two (2) users from each pilot
office will have access to ITS-
REG to cater to functionalities
that eTIS are still not capable.
• Client Support Section Chief/
LT Registration Section Chief
• Registration Unit Head/
Registration Assistant Section
Chief
Effect of non-
availability of
PUDS
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 22|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes / Remarks
Register Branch
Scenario 1
Head Office is
registered in Go-
Live Period
(existing in eTIS
only); New branch
actual address is
under non-pilot site
Medium Use eTIS for this Transaction
Adopt-a-Branch
Register branch in eTIS pilot site
(RDO of Head Office)
Effect of non-
availability of
PUDS
Register Branch
Scenario 2
Head Office is
registered in Go-
Live Period
(existing in eTIS
only); New branch
actual address is
under pilot site
Medium Use eTIS for this Transaction Effect of non-
availability of
PUDS
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 23|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes / Remarks
Register Branch
Scenario 3
Head office is
registered in ITS
(before DM –
existing in eTIS
and ITS); New
branch actual
address is under
pilot site
Medium Use ITS for this kind of
transaction
Two (2) users from each pilot
office will have access to ITS-
REG to cater to functionalities
that eTIS are still not capable
Effect of non-
availability of
PUDS
Register Branch
Scenario 4
Head office is
registered in ITS
(after DM – not
existing in eTIS);
New branch actual
address is under
pilot site
Medium Use ITS for this kind of
transaction
Two (2) users from each pilot
office will have access to ITS-
REG to cater to functionalities
that eTIS are still not capable
Effect of non-
availability of
PUDS
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 24|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes / Remarks
Change in
Accounting
Period
Scenario 1
Taxpayer
registered in eTIS
and ITS
Low Use eTIS and ITS to change
accounting type value
Request data-fix for taxpayer
ledger to ISG.
Taxpayer with this kind of
transaction must have all of his
updates done in ITS
Effect of non-
availability of
PUDS
Change in
Accounting
Period
Scenario 2
Taxpayer
registered in ITS
only
Medium Use ITS to change accounting
type value
Request data-fix for taxpayer
ledger to ISG
Effect of non-
availability of
PUDS
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 25|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes / Remarks
Change in
Accounting
Period
Scenario 3
Taxpayer
registered in eTIS
only
Medium Use eTIS for this transaction Effect of non-
availability of
PUDS
Update Tax types
Tax type updates
that need urgent
reflection in ITS
due to eFPS
filing/payment (e.g.
unregistered tax
type, etc.)
Medium Use ITS for this transaction
Taxpayer with this kind of
transaction must have all of his
updates done in ITS
Effect of non-
availability of
PUDS
Large Taxpayers
Transactions of
newly enlisted LT
Taxpayers
High Use ITS for this transaction
Taxpayer with this kind of
transaction must have all of his
updates done in ITS
Effect of non-
availability of
PUDS
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 26|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes / Remarks
ATP receipts/
invoices serial
numbers
(exceeded
expected)
High • Perform check on serial
number being generated by
eTIS to ensure correct
sequence.
• Select the appropriate
Receipt Description and then
retype the Receipt Description
in the Specify field in all caps
(This should result to reset
serial no. back to 0000001)
• Generate MIRRORED/MOCK
ATP to update the serial
number
• Generate the new/correct ATP
to be issued to the taxpayer
• Reflect the APP of the
MIRRORED/MOCK ATP in
the 1906
For Fixing
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 27|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes / Remarks
ATP receipts/
invoices serial
numbers (less than
expected)
High • Perform check on serial
number being generated by
eTIS to ensure correct
sequence
• Generate MIRRORED/
MOCK ATP to update the
serial number
• Generate the new/correct ATP
to be issued to the taxpayer
• Maintain logbook of
MIRRORED/MOCK ATP
• Reflect the APP of the
MIRRORED/MOCK ATP in
the 1906
For Fixing
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 28|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes / Remarks
ATP receipts/
invoices serial
numbers Error
message “Cannot
generate serial
numbers. Please
check number of
booklets…”
High • Perform check on serial
number being generated by
eTIS to ensure correct
sequence.
• Select the appropriate
Receipt Description and then
retype the Receipt Description
in the Specify field in all caps
(This should result to reset
serial no. back to 0000001)
• Generate MIRRORED/MOCK
ATP to update the serial
number
• Generate the new/correct ATP
to be issued to the taxpayer
• Reflect the APP of the
MIRRORED/MOCK ATP in
the 1906
For Fixing
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 29|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TRS WORKAROUND PROCEDURES
Issue Frequency Resolution /
Workaround Procedure
Notes / Remarks
Due to intermittent
behavior, eTIS
accidentally
registered 2 TINs
for a single
taxpayer
High Deregister the latest TIN
generated by the system (as per
current BIR procedure in
handling multiple TINs)
Unregistered
taxpayer that has
urgent transactions
in other BIR stand-
alone systems (e.g
eCAR, eFPS)
High Interview taxpayer and then use
ITS (if needed)
All further transactions of this
taxpayer should be done in ITS
Newly registered
taxpayer that has
urgent transactions
in other BIR stand-
alone systems (e.g
eCAR, eFPS)
Medium Deregister the TIN generated by
eTIS and register in ITS (so that
TIN in ITS will be visible to other
BIR stand-alone systems)
All further transactions of this
taxpayer should be done in ITS
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 30|
THANK YOU
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