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ELECTRONIC BIR FORMS BRIEFING

SEPTEMBER 24, 2014

To obtain common understanding on


eBIRForms :

Process and procedures

Technical requirements

OBJECTIVES
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Part I Steps and Requirements


Part II How to navigate within the
package/system (Filling-up Forms)

AGENDA
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The 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.

OVERVIEW
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Offline eBIRForms Package -

Online eBIRForms System -

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.

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.

DEFINITION
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COVERAGE: Non-eFPS Filers

Accredited Tax Agents (ATA)/Practitioners and all its client-taxpayers

Accredited Printers of Principal and Supplementary Invoices/Receipts

One-Time Transaction (ONET) Taxpayers

Those who shall file no-payment returns

Government-Owned or -Controlled Corporations (GOCCs)

Local Government Units, except barangays and

Cooperative registered with National Electrification Administration (NEA)


and Local Water Utilities Administration (LWUA)

WHO IS REQUIRED TO USE REVENUE REGULATION


NO. 6-2014
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For 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.

TECHNICAL REQUIREMENTS
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For both offline package and online system

Browser:

Internet Explorer v8 or up

Mozilla Firefox v16 or up

Google Chrome v23 or up

Paper size for printing:

Legal size or Folio size (8.5" x 13")

Page setup margins:


Left:

0.146 inches

Right:
Top:

0.148 inches

0.14 inches

Bottom:

0.14 inches

TECHNICAL REQUIREMENTS
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eBIRForms Available

Offline eBIRForms package

36 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)

FORMS AVAILABLE
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eBIRForms Offline Package


(All procedures are provided for in the Job Aids)

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Taxpayer
Accomplish Tax
return and Print

Taxpayer Downloads Offline


Package from the BIR WEB Site

Taxpayer Affix
Signature on the
Form

Taxpayer Submits
form and pay Tax
Through AABs

OR

Taxpayer Submits
form and pay Tax
Through RDO/RCO

PROCESS FLOW USING OFFLINE PACKAGE


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

3. Click

HOW TO GET THE OFFLINE PACKAGE?


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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

HOW TO GET THE OFFLINE PACKAGE?


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7. A Zipped file will be downloaded to your PCs


downloads file

HOW TO GET THE OFFLINE PACKAGE?


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(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.)

OFFLINE PACKAGE
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eBIRForms Online System


(All procedures are provided for in the Job Aids)

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Taxpayer
Accomplish Tax
return

Taxpayer Login to eBIRForms


System through BIR WEB Site

Taxpayer
Submits Return
online

Taxpayer Submits
form and pay Tax
Through AABs

Taxpayer Print
Return and affix
signature

OR

Taxpayer Submits
form and pay Tax
Through RDO/RCO

Note: To use the Online eBIRForms System will require internet facility and individual electronic
mail (e-mail) for online enrollment on the said system.

HOW TO GO TO THE ONLINE SYSTEM?


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

3. Click

HOW TO GO TO THE ONLINE SYSTEM?

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Steps:
4. Scroll down
5. Click the word here at:
To go to the Online eBIRForms System click here.

HOW TO GET THE ONLINE SYSTEM?


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eBIRForms Home Page:


1. Home; Login; Sign up; Download
Forms; FAQs
2. Downloadable Offline package
with option to submit online
3. Job Aids to for Tax Software
providers
4. Job Aids to for Taxpayers and
Tax Agents
5. List of eBIRForms that can be
submitted online

ONLINE SYSTEM HOME PAGE


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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
information

ONLINE SYSTEM ENROLLMENT


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Steps:
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.

ONLINE SYSTEM ENROLLMENT


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Steps:
1. Print the e-mail enrollment notification.
2. Go to your Revenue District Office (RDO).
3. Present account activation requirements..

ACCOUNT ACTIVATION
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I. Taxpayer - Individual

1. Printed e-mail enrollment notification


2. 2 Valid IDs
3. Letter of Intent

II. Taxpayer - Non-individual


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)

ACCOUNT ACTIVATION REQUIREMENTS


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III. Taxpayer and Tax Agent - Individual


1.
2.
3.
4.
5.

Printed e-mail enrollment notification


2 Valid IDs
Letter of Intent
Tax Agent Authorization Letter signed by the client taxpayer
Copy of Certificate of Accreditation

IV. Taxpayer and Tax Agent - Non-individual


1.
2.
3.
4.
5.
6.

Printed e-mail enrollment notification


2 Valid IDs
Letter of Intent
Tax Agent Authorization Letter signed by the client taxpayer
Copy of Certificate of Accreditation
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)

ACCOUNT ACTIVATION REQUIREMENTS


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V. Taxpayer and Tax Software Provider - Individual


1. Printed e-mail enrollment notification
2. 2 Valid IDs
3. Letter of Intent

If you have an authorized representative, representative should


also present the following:
1. Authorization Letter
2. 2 valid IDs of authorized representative

ACCOUNT ACTIVATION REQUIREMENTS


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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 REQUIREMENTS


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STEPS:
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 systemgenerated 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 SYSTEM

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Steps:
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".

USING THE ONLINE SYSTEM


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Reminder:
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

ACCOUNT USERNAME AND PASSWORD


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Maraming Salamat Po!!!


For Issue and queries:

Daniel C. Lubiano

Chief, Computer Operations , Network and Engineering Division (CONED)


RDC Luzon 1 (Tel # 075 205 3046)

Camilo B. Liwanag

eLounge, eServices/Tech Support


CONED, RDC Luzon 1
(Tel # 075 2053029/09327286313/09464159597)

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