GUIDE FOR INTERACTIVE FORMS

BIR FORM NO. 1701: ANNUAL INCOME TAX RETURN FOR SELF-EMPLOYED INDIVIDUALS, ESTATES AND TRUSTS

TABLE OF CONTENTS

I.Intr !"#t$ n t Int%r&#t$'% F r()...........................................................................................* A. +,&t $) &n Int%r&#t$'% F r(-...............................................................................................* B.+,&t &r% t,% F%&t"r%). /$0,1$0,t) 2 t,% BIR Int%r&#t$'% F r()-......................................* C.+,&t &r% t,% S3)t%( R%4"$r%(%nt)-...................................................................................* II./ 5 t U)% t,% Int%r&#t$'% F r().........................................................................................6 A.+,&t $) t,% Pr #%))- ............................................................................................................ 6 B./ 5 D Y " D 5n1 &! t,% F r(- .......................................................................................7 C./ 5 D Y " F$11 U8 t,% F r(-............................................................................................19 D./ 5 D Y " Pr$nt &n! S$0n t,% F r(-...............................................................................1* E./ 5 D Y " F$1% t,% F r(-.................................................................................................1* III.Fr%4"%nt13 A):%! ;"%)t$ n) <FA;)=..................................................................................16

GUIDE FOR INTERACTIVE FORMS

BIR Form No. 1701: Annual Income Tax Return for Individuals, Estates and Trusts

I.

Intr !"#t$ n t Int%r&#t$'% F r() A. +,&t $) &n Int%r&#t$'% F r(An interactive form is a document save, and $rint. it! "lan# s$aces t!at allo s t!e user to insert data, edit,

B. +,&t &r% t,% F%&t"r%). /$0,1$0,t) 2 t,% BIR Int%r&#t$'% F r()1. Automatic com$utations are done even if t!e form is offline. %. To fill u$ t!e form, $lace t!e cursor of t!e mouse it!in t!e "oxes and clic# to start enterin& data. 'ou ma( also use t!e ta" #e( to move around t!e form. ). T!e form can "e saved and t!e tax$a(er can easil( edit t!e form, and re*use it in t!e future. +. Items can "e validated ,e.&. fields t!at re-uire al$!a"etical c!aracters tax$a(er to enter num"ers and vice versa.. ill not allo a

/. 0andator( items are outlined in red. 1nce t!e tax$a(er saves t!e form it!out fillin& u$ mandator( items, a messa&e ill a$$ear statin&: >R%($n!%r: Y " ,&'% n t 3%t 2$11%! "t &11 t,% r%! ? @%). I2 t,%)% ? @%) &r% n t &11 2$11%! "t &n! t,$) 2 r( $) )"?($tt%!, $t 5$11 ?% # n)$!%r%! $n# (81%t% &n!. r 3 " (&3 ?% )"?A%#t t &"!$t.B 2. Items it! several o$tions !ave eit!er a radio "utton or a dro$ do n "ox t!e tax$a(er. 7. 3etters are automaticall( ca$itali4ed. 5. Ne&ative values as a result of com$utations ill "e s!o n inside a $arent!esis. it! c!oices for

C. +,&t &r% t,% S3)t%( R%4"$r%(%nt)In order to use t!e Interactive Forms, (our com$uter s!ould su$$ort an( of t!ese 1$eratin& 6(stems: 7indo s %00089:8;ista87.

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GUIDE FOR INTERACTIVE FORMS

BIR Form No. 1701: Annual Income Tax Return for Individuals, Estates and Trusts

II.

/ 5 t U)% t,% Int%r&#t$'% F r()

A. +,&t $) t,% Pr #%))-

1. =o nload t!e form from t!e BIR e"site. %. Fill u$ t!e form usin& (our com$uter ,offline.. ). After fillin& u$ t!e form, save it. +. :rint t!e form and si&n it. /. 6u"mit t!e form t!rou&! a Revenue =istrict 1ffice ,R=1. for t!ose it!out $a(ment or Accredited A&ent Ban# ,AAB. for t!ose it! $a(ment or Revenue >ollection 1fficer ,R>1. on or "efore A8r$1 17, 9019.

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GUIDE FOR INTERACTIVE FORMS

BIR Form No. 1701: Annual Income Tax Return for Individuals, Estates and Trusts

B. / 5 D Y " D 5n1 &! t,% F r(1. ?o to t!e BIR e"site at 555.?$r.0 '.8,. >lic# on t!e lin# to t!e BIR F r() on t!e left* !and side of t!e e"site.

%. >lic# on t!e lin# to Form 1701.

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GUIDE FOR INTERACTIVE FORMS

BIR Form No. 1701: Annual Income Tax Return for Individuals, Estates and Trusts

). =o nload t!e 4i$$ed file ,Interactive lin#.. T!is ill contain t!e follo in& files: a. Interactive Form ". ?uide it!: 6(stem8 >om$uter Re-uirements 3in# to :=F*9>!an&e ;ie er @o to Ase t!e Interactive Form

FABs ,Fre-uentl( As#ed Buestions.

+. =o nload :=F*9>!an&e ;ie er: ,tt8:..555.tr&#:%r-) 2t5&r%.# (.8r !"#t.8!2@#,&n0%-'$%5%r. 'ou ill "e directed to t!is $a&e:

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GUIDE FOR INTERACTIVE FORMS

BIR Form No. 1701: Annual Income Tax Return for Individuals, Estates and Trusts

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6ection of t!e $a&e, select E9E installer ,)%82+ "it..

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GUIDE FOR INTERACTIVE FORMS

BIR Form No. 1701: Annual Income Tax Return for Individuals, Estates and Trusts

+.% >lic# DO+NLOAD NO+ "utton.

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GUIDE FOR INTERACTIVE FORMS

BIR Form No. 1701: Annual Income Tax Return for Individuals, Estates and Trusts

+.) >lic# on t!e S&'% "utton and select t!e folder !ere (ou

ant to save t!e installer.

+.+ 1nce t!e do nload is com$lete, o$en t!e folder !ere (ou saved t!e file. Run t!e file.

+./ 6elect t!e setu$ lan&ua&e ,En&lis!..

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GUIDE FOR INTERACTIVE FORMS

BIR Form No. 1701: Annual Income Tax Return for Individuals, Estates and Trusts

+.2 Follo

6etu$ 7i4ard instructions.

+.7 After installation, clic# Finis! and run t!e :=F*9>!an&e ;ie er.

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GUIDE FOR INTERACTIVE FORMS

BIR Form No. 1701: Annual Income Tax Return for Individuals, Estates and Trusts

/. 1$en t!e form usin& :=F*9>!an&e ;ie er.

N t%: BIR Form No. 1701 !as six ,2. $a&es.

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GUIDE FOR INTERACTIVE FORMS

BIR Form No. 1701: Annual Income Tax Return for Individuals, Estates and Trusts

C. / 5 D Y " F$11 U8 t,% F r(1. N&'$0&t$n0 T,r "0, t,% F r( a. If (ou are usin& a mouse, Dust clic# inside t!e "ox t!at (ou ". If (ou do not !ave a mouse: :ress t!e T&? #e( to move to t!e next "ox :ress S,$2t C T&? #e( to move "ac# to t!e $revious "ox :ress t!e left arro "uttons :ress t!e u$ arro do n "ox. #e( ,. or t!e ri&!t arro #e( ,. to c!oose "et een radio ant to t($e in.

#e( or t!e do n arro

#e( to c!oose amon& o$tions in a dro$

9. T38%) 2 In8"t T38% 2 In8"t Blan# Field +,&t It L :) L$:% D%)#r$8t$ n T!ese are t!e "oxes !ere (ou can enter8edit data.

Radio Button

>om$uted Field

T!ese are t!e round "uttons t!at $rovide t!e user it! o$tions to c!oose from. T!ese are t!e "oxes t!at are automaticall( com$uted "ased on t!e data entered "( t!e user. T!e( contain E0F and t!e decimal $oint.

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GUIDE FOR INTERACTIVE FORMS

BIR Form No. 1701: Annual Income Tax Return for Individuals, Estates and Trusts

D. / 5 D Y " Pr$nt &n! S$0n t,% F r(1. :rint t!e form on 3e&al 6i4e "ond $a$er. %. 6i&n t!e form in t!e s$ace $rovided.

E. / 5 D Y " F$1% t,% F r(1. File t!e form manuall(. %. 6u"mit t!e form t!rou&! a Revenue =istrict 1ffice ,R=1. for t!ose it!out $a(ment or Accredited A&ent Ban# ,AAB. for t!ose it! $a(ment or Revenue >ollection 1fficer ,R>1. on or "efore A8r$1 17, 9019.

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GUIDE FOR INTERACTIVE FORMS

BIR Form No. 1701: Annual Income Tax Return for Individuals, Estates and Trusts

III.

Fr%4"%nt13 A):%! ;"%)t$ n) <FA;)=

;"%)t$ n 7!at is an interactive formG Is t!e interactive form a ne formG 7!at are t!e availa"le interactive forms in t!e BIR e"siteG 7!en ill t!e interactive forms "e availa"le in t!e BIR e"siteG 7!ere do I do nload t!e interactive formsG 7!at are t!e s(stem re-uirementsG 7!at $ro&ram do I use to o$en t!e interactive formG >an I use Acro"at Reader instead of :=F*9>!an&e ;ie erG 7ill t!e current do nloada"le forms still "e availa"le at t!e BIR e"siteG 7!at is t!e difference "et een t!e current do nloada"le o forms and t!e interactive formsG An)5%r An interactive form is a document it! "lan# s$aces t!at allo s t!e user to insert data, edit, save and $rint. No, it is Dust an interactive format of t!e BIR forms version Novem"er %011 "ased on RR 1C*%011. Annual Income Tax Return forms ,BIR Form Nos. 1700, 1701 and 170%. T!ursda(, 0arc! 1/, %01%

?o to t!e BIR e"site at 555.?$r.0 '.8,. >lic# on t!e lin# to t!e BIR Forms on t!e left*!and side of t!e e"site. 6u$$orted 1$eratin& 6(stem: 7indo s %00089:8;ista87 Ase :=F*9>!an&e ;ie er. A lin# to t!is free soft are ill also "e availa"le in t!e Instructional ?uide. If (ou ant to save t!e file, (ou s!ould use :=F*9>!an&e ;ie er. Acro"at Reader ill onl( allo (ou to vie t!e Interactive Form, edit and $rint. It ill not allo (ou to )&'% t!e file. 'es. T!e current do nloada"le forms ill still "e availa"le. T!ere ill "e a ne lin# for t!e interactive forms.

>urrentl( % availa"le t($es of forms in t!e BIR e"site: :=F Format: t!e form cannot "e edited, and can onl( "e $rinted. Tax$a(ers need to fill out t!e form !and ritten or use t!e t($e riter. o Excel Format: t!e form can "e t($ed over in a text "ox, "ut does not !ave automatic com$utations Interactive Forms: o T!e form can "e edited and automatic com$utations are done even if t!e form is offline o Automatic com$utations in t!e interactive forms avoid errors in manual com$utation 7!at are t!e $ossi"le reasons 'our com$uter ma( not meet t!e s(stem re-uirements !( I cannot do nload t!e ,7indo s %00089:8;ista87.. interactive formsG It is also $ossi"le t!at (our internet connection is ver( slo and (ou #ee$ &ettin& disconnected. It is also $ossi"le t!at t!e com$uter (ou are accessin& !as a Fire all ,securit( feature !ic! does not allo ot!er

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GUIDE FOR INTERACTIVE FORMS

BIR Form No. 1701: Annual Income Tax Return for Individuals, Estates and Trusts

An)5%r users to use a $rivate net or#.. If (ou do not lo&*in as t!e administrator, (ou ill not "e a"le to do nload :=F* 9>!an&e vie er to use t!e interactive forms. 7!at is t!e difference "et een 3ar&e tax$a(ers and selected tax$a(ers are t!e $rimar( eF:6 and t!e interactive forms users of t!e eF:6. ,in terms of tar&et tax$a(ers.G Non*individual and individual tax$a(ers and tax a&ents are t!e tar&et users of t!e interactive forms. T!e interactive forms ill "e availa"le for lar&e tax$a(ers until t!e eF:6 is read( for BIR Form Nos. 1700, 1701 and 170%. If eF:6 filers use t!e 'es. 1nce eF:6 is read( it! BIR Form Nos. 1700, 1701 and interactive forms, do t!e( need 170%, t!e eF:6 filers ill need to file t!rou&! eF:6 a&ain even to file a&ain t!rou&! eF:6G if t!e( alread( filed manuall( usin& t!e interactive forms. =o eF:6 filers need to see# eF:6 filers do NOT need to see# formal a$$roval to file formal a$$roval in order to file manuall( usin& t!e interactive forms !ile eF:6 does not !ave manuall( usin& t!e interactive BIR Form Nos. 1700, 1701 and 170% (et. If t!e( lo& in to eF:6 formsG and tr( to eFile t!ese forms, t!e( ill "e &iven a messa&e tellin& t!em to file manuall(. 7!at if I donHt !ave a mouseG :ress t!e Ta" #e( to move to t!e next "ox @o do I fill u$ t!e formG :ress 6!ift I Ta" #e( to move "ac# to t!e $revious "ox :ress t!e left arro #e( ,. or t!e ri&!t arro #e( ,. to c!oose "et een radio "uttons :ress u$ arro #e( or do n arro #e( to c!oose o$tions in t!e dro$ do n "ox =o I su"mit t!e interactive form No. 6u"mit t!e form t!rou&! a Revenue =istrict 1ffice ,R=1. onlineG for t!ose it!out $a(ment or Accredited A&ent Ban# ,AAB. for t!ose it! $a(ment or Revenue >ollection 1fficer ,R>1. on or "efore A$ril 1/, %01%. 7!at si4e of $a$er do I $rint t!e form onG 3e&al si4e

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