Clarification on EFPS EBIR Form Issues

Carolyn Ann C. Reyes
OIC-Assistant Commissioner
Information Systems Project Management Service
https://efps.bir.gov.ph
ACCESS: https://ebirforms.bir.gov.ph
ACCESS: https://efps.bir.gov.ph
Taxpayer Account Management Program (TAMP) ACCREDITED TAX AGENTS/
PRACTITIONERS & all its client-taxpayers (RR No. 6-2014)
Taxpayers (RR No. 10-2014)
Accredited Importer and Prospective Importer
required to secure the BIR-ICC & BIR-BCC (RR No. 10-2014)
ACCREDITED PRINTERS of Principal and
Supplementary Receipts/Invoices (RR No. 6-2014)
National Government Agencies (NGAs) (RR No. 1-2013)
One-Time Transaction (ONETT) taxpayers (RR No. 6-2014)
All Licensed Local Contractors
Those who shall file a “NO PAYMENT” Return (RR No. 6-2014)
(RR No. 10-2012)
Enterprises Enjoying Fiscal Incentives
(PEZA, BOI,
Various Zone Authorities, Etc.) (RR No. 1-2010)
Top 5,000 Individual Taxpayers
(RR No. 6-2009)
Corporations with Paid-Up Capital Stock
of P10 Million and above (RR No. 10-2007)
Corporations with Complete Computerized
Accounting System (CAS) (RR No. 10-2007)
Procuring Government Agencies with respect to Withholding
of VAT and Percentage Taxes (RR No. 3-2005)
Government Bidders (RR No. 3-2005)
Large Taxpayers (RR No. 2-2002, as amended)
Top 20,000 Private Corp.
(RR No. 2-98, as amended)
Government-Owned or Controlled
Corporations (GOCCs) (RR No. 6-2014)
Local Government Units (LGUs), except barangays (RR
No. 6-2014)
Cooperatives, registered with National Electrification
Administration (NEA) and Local Water Utilities
Administrations (LWUA) (RR No. 6-2014)
BRIEF HISTORY
Date
Issuance
Year 2000
Enactment of e-Commerce Act of the Year 2000
• Launching of BIR Automated Data Capture System (ADCS)
• All taxpayers may avail (Optional)
May 28, 2001
RMC 24-2001
• The project has been renamed from ADCS to EFPS
• Offering of the enrollment phase to all Large Taxpayers (LTs)
and Non-LTs registered with the ITS (Optional)
August 3, 2001
RR 9-2001
• Issued to regulate eFPS
• 13 returns were initially offered
• Attachments to be filed manually
March 5, 2002
RR 2-2002
• eFPS mandated to all Large Taxpayers
• Optional for selected non-LTs
• Electronic signature has been defined
Date
June 28, 2002
Issuance
RR 9-2002
• eFPS Authorized Agent Banks (AABs) were differentiated from ordinary
AABs
• e-Payment becomes mandatory for e-Filers
Dec. 5, 2002
RR 26-2002
• Implementation of staggered filing of returns
• eFPS filers were grouped per industry type
April 26, 2004
RR 5-2004
• Additional returns were made available in eFPS
• e-Filing and e-Payment for Top 10,000 Corporations became
mandatory
Feb. 16, 2005
RR 3-2005
• Government bidders and procuring LGUs/GOCCs were mandated to use
eFPS
July 18, 2007
RR 10-2007
• Expands coverage of taxpayers required to file returns and pay taxes thru
eFPS: (1) Corporations with paid-up capital stock of 10M and above (2)
Corporations with complete Computerized Systems and (3) all government
bidders pursuant to EO No. 398 as implemented by RR No. 3-2005
Date
Issuance
Feb. 9, 2009
RR 14-2008/ 3-2009
• Increased the number of private corporations mandatorily
required to use the EFPS from 10,000 to 20,000
Jan. 21, 2010
RR 1-2010
• Enterprises enjoying fiscal incentives granted by other
government agencies such as those in PEZA.
Feb. 10, 2014
RMO 10-2014
• Importers and Customs Brokers
Dec. 10, 2014
RR 10-2014
• TAMP
• Importers and Customs Brokers (Reiteration)
TAMP Taxpayers
Taxpayers’ Account Management Program (TAMP)
These refer to taxpayers that have been identified by the RDO
which account for at least 80% of the tax collection of
the District and as such are the
TOP TAXPAYERS OF
THE RDO.
• They shall be strictly monitored on their stop filer cases, drastic
changes in revenue payments, submission of required information
returns and lists, and compliance with revenue rules and regulations.
Tax Returns Available for e-Filing
#
BIR Form
Withholding Tax Returns
FREQ
1
1600
Monthly Remittance Return of Value - Added Tax and Other Percentage Taxes
Withheld
Monthly
2
1600WP
Remittance Return of Percentage Tax on Winnings and Prizes Withheld by Race
Track Operators
Monthly
3
1601C
Monthly Remittance Return of income Taxes Withheld on Compensation
Monthly
4
1601E
Monthly Remittance Return of Creditable Income Taxes Withheld (Expanded)
Monthly
5
1601F
Monthly Remittance Return of Final Income Taxes Withheld
Monthly
6
1602
Monthly Remittance Return of Final Income Taxes Withheld On Interest Paid on
Deposits and Yield on Deposit Substitutes/Trust/Etc.
Monthly
7
1603
Quarterly Remittance Return of Final Income Taxes Withheld
Quarterly
8
1604CF
Annual Information Return of Income Taxes Withheld on Compensation and
Final Withholding Taxes
Annually
9
1604E
Annual Information Return of Creditable Income Taxes Withheld
(Expanded)/Income Payments Exempt from Withholding Taxes
Annually
8
Tax Returns Available for e-Filing
#
BIR
Form No
IncomeTax Returns
10
1700
Annual Income Tax Return
Annually
11
1701
Annual Income Tax Return for Self-Employed, Individuals, Estates
and Trusts
Annually
12
1701Q
Quarterly Income Tax Return for Self-Employed Individuals, Estates
and Trusts
Quarterly
13
1702
Annual Income Tax Return for Corporation and Partnerships
Annually
14
1702Q
Quarterly income Tax Return for Corporations and Partnerships
Quarterly
15
1704
Improperly Accumulated Earnings Tax Return for Corporations
Annually
#
BIR
Form No
16
2000
• 1702-RT (Regular)
• 1702-MX (Mixed)
• 1702-EX (Exempt)
DocumentaryTax Return
Documentary Stamp Tax Declaration/Return
9
FREQ
FREQ
5th of
Month
Tax Returns Available for e-Filing
#
BIR Form
No
Excise Tax Returns
17
2200A
Excise Tax Return for Alcohol Products
Before
removal
18
2200P
Excise Tax Return for Petroleum Products
Before
removal
19
2200T
Excise Tax Return for Tobacco Products
Before
removal
20
2200M
Excise Tax Return for Mineral Products
Before
removal
21
2200AN
Excise Tax Return for Automobiles and Non-Essential Goods
Upon
removal
10
FREQ
Tax Returns Available for e-Filing
#
BIR Form
No
Value-Added Tax Returns /
Percentage Tax Returns /
Payment Form
22
2550M
Monthly Value-Added Tax Declaration
Monthly
23
2550Q
Quarterly Value-Added Tax Return
Quarterly
24
2551
Quarterly Percentage Tax Return
Quarterly
25
2551M
Monthly Percentage Tax Return
Monthly
26
2552
Percentage Tax Return (for stock transactions)
Quarterly
27
2553
Return of Percentage Tax Payable under Special Laws
Quarterly
28
0605
Payment Form
Annually, as
the need
arise
11
FREQ
eFPS Overview
An e-service from the Bureau of Internal
Revenue that gives taxpayers a
paperless tax filing experience
and convenient payment of tax dues
utilizing the power of the Internet
What is the eFPS?
e-Filing is data-capture facility that uses BIRsupplied validation and computation rules to
efficiently check for completeness and correctness of
taxpayer input.
• online enrollment with BIR
e-Payment is the online payment and confirmation
process between the eFPS and the participating banks
(through an Internet-enabled Banking system) and/or
other mode of payments accessible in the system.
•
enrollment with BANKS
Features of the eFPS
 FAST
• Pre-filled information
• Automatic calculations
• Instant filing confirmations
 CONVENIENT
• Available 24 x 7 through the
BIR website
(www.bir.gov.ph)
• Anywhere, anytime
• e-Filing deadlines are
staggered per industry
group based on RR 26-2002
• e-Payment due dates are 5
days later than manual
filing (for selected returns)
 SECURE
• Data transmission is
encrypted
• Employs multi-level
access control:
username / password
and challenge questions
 FREE
• No enrollment fee
• No usage fee
• No postage / courier
expenses
 EASY
• Online guides and FAQs
• Pop-up messages
System Objectives
• Provide taxpayers the convenience in filing and
payment of their tax returns
• Capture returns data at source
• Increase and improve reliability of returns data
• Eliminate/minimize encoding errors
• Enhance and facilitate processing of tax returns
and improve security of tax payments
• Reduce costs and paper flow
System Functions
• On-line Enrollment for eFPS usage
• Changing user profile information
• e-Filing and e-Payment including eTRA
• Tax Return and Payment Inquiry
USER REQUIREMENTS
• Computer with internet connection
• connectivity provided by an Internet Service Provider
(ISP)
• Internet browser
• Microsoft Internet Explorer version 6 or higher
• Mozilla Firefox version 2 or higher
• Google Chrome, etc.
• Valid e-mail account
• WinZip (for attachment)
18
Pre-requisites for Availment
• Registered with BIR
• Submit to BIR authorization/certificate authorizing any
of the three (3) officers DESIGNATED TO FILE THE RETURN under
Section 52 (A) of the Tax Code (President or representative and Treasurer or Asst. Treasurer of the
who shall enroll for the system usage
• Letter of Intent
• TIN is pre-loaded in eFPS database
Corporation)
• Enrollment to eFPS (eFILING)
• Enrollment to chosen Authorized Agent Banks’ epayment system (ePAYMENT)
19
Is there any additional cost that the taxpayer will incur upon availment of this system?
• None whatsoever, enrollment and usage of eFPS is FREE of charge.
However, check with your bank (where you have enrolled for epayment) if they charge fees and/or if your need to maintain a
minimum ADB (Average Daily Balance).
STEPS IN ENROLLING TO eFPS
Step 1: Access BIR website at www.bir.gov.ph, using your
internet browser.
Step 2: Click
Step 3: Click
Step 4: From the eFPS Login page, click on 'Enroll to eFPS’
Step 5: The eFPS online enrollment form appears.
Complete the required fields on the Enrollment Form
page. Then, click on the "Submit" button.
Step 6: Submit to BIR an authorization/certificate
authorizing any three (3) officers DESIGNATED TO FILE THE RETURN
(under Section 52 (A) of the Tax Code (President or representative and Treasurer or Asst. Treasurer of the Corporation)
What are the steps in enrolling to eFPS?
• eFPS will inform you thru a pop-up message that your
enrollment has been successfully received.
• Then you have to WAIT FOR AN EMAIL MESSAGE FROM
BIR informing you of the status of your enrollment
whether approved or disapproved. Once your account has
been activated, you are ready to e-file and e-pay, and
perform all the functions within eFPS.
It is important for you to remember, as well as
the correct answer to the CHALLENGE QUESTION.
Remember your USERNAME and PASSWORD. Keep your
username, password and challenge question answer to
yourself. Do not make it easy to guess, nor write it down.
STAGGERED FILING OF RETURNS RR 26-2002
Section 7 of RR 9-2001 as amended by RR2-2002 and RR 9-2002, is hereby
amended to read as follows:
“Section 7. TIME OF FILING OF RETURN.-For purposes
of filing returns under the EFPS, the taxpayers classified
under the following business industries
shall be required to file the Monthly Withholding Tax
Returns, except withholding of Value-Added Tax;
Monthly VAT Declarations; and Monthly Percentage
Tax Returns, on or before the dates prescribed and
presented herein-below:
Accessing the eFPS
Access BIR website at
www.bir.gov.ph
Enrollment Procedures
Access the BIR Website by typing in
“http://www.bir.gov.ph” in the
address box of your browser and press
the enter key
Once the BIR website
appears on screen, click
“eServices”, then on the
“eFPS” icon
Once inside the eFPS login
page, click on the
“Enroll
to eFPS” link
The Enrolment Form has 3
parts:
1) The Taxpayer Details
2) The Account Details and 3)
The Verification
On this part, the enrollee
must supply his profile
information
such
as
selecting if Individual or
Corporate
user,
TIN,
Name, Date of Birth,
Address, Contact Number
and Reason for e-Filing.
Click on the “Next” button,
to continue.
This email VERIFICATION
CODE should be copied and
supplied in the “Email
Verification Code” box
under Step 3 - Verification of
the enrollment form.
Step 3 – Verification,
Supply the email Verification
Code as stated in the email
Type the system-generated
CAPTCHA CODE
Once enrollment form is
accomplished, click
“SUBMIT” button to proceed.
You may either proceed or cancel your
enrollment. If you click on the ‘NO’
button, the focus will stay on Step 3 –
Verification screen.
If you click on the “YES”
button, a message box will
appear on screen informing
you that your enrollment has
been received for processing.
Click OK to proceed.
Forgot Password
Forgot Password
There may be instances that
you may have forgotten your
password. In case this
happens, access the eFPS
login screen and click on the
“Forgot Password” link.
eFPS Home Page
Forgot Password
Provide the correct answer to
the challenge question
Then, click
“SUBMIT” button
to proceed.
Forgot Password
If the answer you supplied to the challenge
question is correct, the Password Changed
notice is displayed.
A system-generated password will be
emailed to the email account you supplied
during enrollment. Use that password to
login to eFPS and change it once you are in.
Changing User Information
Changing User Information
Access and login to eFPS, under the eFPS User Menu Page
Click “Change
Info” button
User
Changing User Information
The eFPS User Information Form
Screen is displayed when the ‘Change
User Info’ button is clicked.
Type your new email
address and/or email
notification preference
Type your new Challenge
question, and then type
the new answer and
confirm answer
Then Click “Submit” button
when done to proceed
Make sure to supply your
correct eFPS login
password
Changing User Information
A message box is displayed indicating the status of
the update made in your user info. you will likewise
receive an email notification. Click OK to proceed.
Changing your Login Password
On the eFPS User
Information Form Screen,
you can also change your
eFPS login password
Click on “Change
Password” button to
change your eFPS
login password
Changing your Login Password
The Change Password screen
is displayed when the “Change
Password” button is clicked.
Type your current eFPS
login password
You will receive an email
notification for every update
made in your user info.
Type your new eFPS
login password twice
Then Click “Submit” button
when done to proceed
Changing your Login Password
e-Filing
The Login Page
Supply your TIN, Username and
Password. Click ‘Login’
button to proceed.
eFPS Home Page
Type your ANSWER to the
challenge question. Then, click
‘Submit’ button to proceed.
If the answer to the challenge question is incorrect,
you will be re-directed to the login page. You need
to go to your RDO and request for re-enrollment.
If username, password and answer to the
challenge question are all correct…
The eFPS User Menu Screen is
displayed, this is where you can
perform the various functions of
the eFPS
Click on the drop-down arrow to
display the list of BIR Forms
registered to you and select the
form you wish to e-file
The List of Forms displayed in this Menu represents the TAX TYPES
wherein the Taxpayer is registered. The system will not display BIR Form
1601-E for a taxpayer not registered as a withholding agent for Expanded
Withholding Taxes.
Then click the “File
Tax Return”
button to proceed.
Then, select the RETURN
PERIOD of the form that
you wish to file.
Click ‘OK’ to proceed.
The selected BIR Form
now appears on screen
Note that there are fields on the
online form that are grayed-out and
already pre-filled.
The rest of the fields are either need
to be filled up, or can be automatically
computed.
Click on the ATC link to display the list
of ATCs and their description then
select the applicable transaction/s
After clicking on “Validate” button, a message box will appear on
screen for erroneous or invalid entries or late filing. Click OK to proceed.
Once entries pass the form’s business rules, a message box will appear
on screen for “Validation Successful”. Click on “Edit” button if you wish
to modify your entries. Click OK to proceed.
REMEMBER:
A form needs to be validated again
after it is edited and before it is
submitted.
If validation is successful, all
entries are deemed correct,
all editable entries in the
form are grayed-out.
To edit the form after
successful validation, click on
the “Edit” button
After clicking the “Edit” button,
the once grayed-out fields are
now editable, and you may
proceed to change or re-enter
values on any particular field/s
you wish to correct
To print the form, make
sure that your printer is
properly setup and then
click the “Print” button
To submit the
form, simply
click on the
“Submit”
button
Message Box after clicking “Submit” button.
Appropriate message
box will appear on
screen after clicking the
“Submit” button. If
entries are incorrect, you
may click the
corresponding “Cancel”
button and go back to the
form and correct the
necessary entries.
Otherwise, click all the
OK button to proceed.
The “FILING REFERENCE NO” screen is displayed after you clicked
OK to all the pop-up messages from form’s “Submit”.
A filing reference number is
generated by eFPS. This
means that the form has been
successfully submitted and
received by eFPS
To immediately proceed to
paying the tax dues after
successful submission of
the Tax Return Form, click
on “Proceed to Payment”
You can also pay for your tax dues later after you perform a later inquiry for
the form you have just filed
Screenshots of Selected BIR Forms
Screenshots of Selected BIR Forms
In all Tax form screens, the
“Print”, “Validate”,
“Edit”, “Submit” buttons
are present.
The entries in the form has to
pass the “Validate” button
before the “Edit” button or
“Submit” button is clickable.
In all Tax form screens,
the “Guidelines and
Instructions” link is
present.
Clicking the “Guidelines
and Instructions” link will
display the Guidelines and
Instructions of the current
form on screen.
Sample Screenshot of Guidelines and instruction
for BIR Form No 1601-E
In all Tax form
screens, the
“Help” link is also
present.
Clicking on the
“Help” link will
display the Help file
on how to fill up the
form on screen
Sample Screenshot of Filing
Help for BIR Form No 1601-E
e-Payment
ePAYMENT VIA FUND TRANSFER
• Note that it is necessary TO ENROLL and avail of
the online payment facilities of your chosen AABs
separately, before you can perform e-payment in eFPS.
• The participating banks will do the necessary procedures to
validate and process the taxpayer’s account enrollment.
Taxpayers who enrolled with the banks will be given
corresponding usernames/IDs and passwords (this depends
on the standard policy of the participating bank) for
authentication.
• The account and taxpayer profile will be used when the
taxpayer will proceed to ePay/ pay online through eFPS
after a successful eFiling transaction.
e-Payment
Remember that eFPS displays the
Filing Reference No Screen
immediately after you clicked ‘submit’
the BIR Form and eFPS receives an
eFiled return.
A FILING REFERENCE NUMBER is
generated by eFPS. This means that the
form has been successfully submitted
and received by eFPS.
Click on “Proceed
to
Payment” button to
perform e-payment.
If the tax amount payable is zero, the ‘proceed to
payment’ button is disabled both from the filing
reference no page or tax inquiry page.
e-Payment
You can also perform e-payment after you
have inquired or viewed a previously filed
return
Click on “Proceed to Payment” to
perform e-payment
ePayment
After clicking on
“Proceed to Payment”
the eFPS Payment
Form is displayed
with default payment
information retrieved
from the eFiled
return. You cannot
edit these fields.
There are THREE (3) mode
of payments for eFiled
returns:
1) BANK TRANSFER,
2) TAX DEBIT MEMO
(applicable for certain
BIR Forms), or
3) Tax Remittance Advice
(applicable only for
National Government
Agencies).
ePayment via Fund Transfer
If you choose to e-Pay via fund
transfer, select Bank Transfer
from the drop down list.
ePayment via Fund Transfer
Select the Transacting
Bank (your chosen AAB
where you have enrolled
for ePayment) from the
drop down list box
Enter the
amount you are
paying
Then click
“Submit”
ePayment via Fund Transfer
A message box
will appear on
screen once you
clicked the
“Submit” button.
Click OK to
proceed to the
choosen AAB.
ePayment via Fund Transfer
eFPS will display a confirmation screen stating that your payment has been
successfully received and confirmed to eFPS the receipt of the payment instruction.
Note that the screen includes important information such as…
Your e-filed return’s Filing
Reference Number
The Payment Transaction
number and Date
The AAB’s generated
Confirmation Number
- is equivalent to the
bank-validation and/or
stamp of the BIR.
ePayment via Fund Transfer
Sample AAB Sites
These messages will appear if
the user is not yet enrolled in the
Bank.
ePayment via Fund Transfer
Sample AAB Site
An example of a LOG-IN PAGE of an eFPS Accredited
Agent Bank if the user is already enrolled in it.
List of Accredited Agent Banks
ePayment-Tax Return Inquiry
ePayment via Fund Transfer
• The AAB’s online ePayment System (ePS) will
validate the tax payment instruction and generate a
CONFIRMATION NUMBER to be sent to the
taxpayer and to eFPS, together with the other payment
details. This is usually displayed by the AAB’s ePS
along with your filing reference number, TIN, name,
account number, and amount paid.
• The generated Confirmation Number refers to the
control number issued by the AAB to the taxpayer and
the BIR to indicate that your account has been
successfully debited electronically in payment of your
tax liability. This is equivalent of the bank-validation and
Official Receipt issued by the AAB
eFPS Home Page
eFPS-related Issuances
Frequently Asked Questions
BIR Forms’ Job-aids
Announcements
STEPS IN ENROLLING TO eFPS
Step 1: Access BIR website at www.bir.gov.ph, using your
internet browser.
Step 2: Click
Step 3: Click
Step 4: From the eFPS Login page, click on 'Enroll to eFPS’
Step 5: The eFPS online enrollment form appears.
Complete the required fields on the Enrollment Form
page. Then, click on the "Submit" button.
Step 6: Submit to BIR an authorization/certificate
authorizing any three (3) officers DESIGNATED TO FILE THE RETURN
(under Section 52 (A) of the Tax Code (President or representative and Treasurer or Asst. Treasurer of the Corporation)
eFILING
online enrollment with BIR
ePAYMENT
enrollment with BANK
Directions on filing
• Improve filing efficiency
• Increase channels to taxpayers
• Maximize the use of new technologies
• Capture data from third party solutions
• Capture more returns data online and offline
• Increase tax return data capture
• Improve accuracy in statistical reporting
• Reach even those with limited internet capability
How do you make use of the eBIRForms?
offline eBIRForms
Package and the online
• There is an
eBIRForms System.
What is Offline eBIRForms Package?
- for offline preparation of tax
returns
-allows taxpayers to insert data edit,
save, print and Submit Final Copy
-It responds to the inputs of the
user and it has automatic
computation and validation features
What is the Online eBIRForms System?
• efiling infrastructure that accepts, validates, processes and stores tax
returns submitted
• 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 system-certified TSP tax preparation software.
Difference of eBIRForms Offline Package &
Online System
• Internet Connection
• Penalty Computation
• Look-up ITS registration
• Submission
• Enrollment
What are the Features and Functionalities of eBIRForms?
• COMPLIANCE. The eBIRForms will prompt the user for invalid inputs and for
lack of information. Validation features check if the TP conforms to business
rules:
Only one option should be selected
Date input should be in the MMDDYYYY format
Text field only accepts certain declared values
Input should have a specific data length
Required fields are filled up
• CONSISTENCY. The eBIRForms have automatically generated fields with
computations based on the existing BIR forms.
• CONVENIENCE. Because of the auto-populated fields in the eBIRForms, the
taxpayer needs to fill up fewer fields making tax filing easier and faster.
What are the Benefits of using the eBIRForms?
• Saves time because of automatic computations and auto-populated
fields
• Easy to use
• Lessens human errors because of the validation feature
• Available even to those without consistent internet connection
• Captures taxpayer data
• Lessens manual encoding
•The BIR Forms in the Offline
eBIRForms Package are not new
forms. They are the existing
BIR Forms in ELECTRONIC
FORMAT.
Who can avail of the eBIRForms?
•Non-eFPS users or all taxpayers who do not
file their taxes through eFPS. Those enrolled
in eFPS cannot enroll in eBIRForms and vice
versa.
What is the difference between eFPS and the offline
eBIRForms Package (in terms of target taxpayers)?
•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.
System Overview
How to Use the Offline eBIRForms Package?
1. Download first the Offline eBIRForms Package from the BIR
www.bir.gov.ph.
website at http://
Click on the
eServices icon/link on the left-hand side of the website, then the
eBIRForms icon to download the package
2. Download the zipped file. This will contain the following
files:
a. eBIRForms Package
Package Setup.exe)
b.
installer (eBIRForms
Job Aid with:
•Computer/system requirements
•How to Use the eBIRForms Package
•FAQs (Frequently Asked Questions)
3. Install the eBIRForms Package installer.
4. After successful installation, notice that the eBIRForms’ as
well as the ‘Uninstall’
icons are now displayed in Windows Start Menu (assuming that this
is the location you chose for the program shortcut).
To Use eBIRForms, click
How to Navigate Through the Form?
• 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
Types of Input
How to Open the eBIRForms Package?
1. Click ‘eBIRForms’ from shortcut location or
destination folder
2. Upon clicking ‘eBIRForms,’ the parent screen of the eBIRForms
package will appear on your computer screen.
How to Fill up the Parent Screen?
Profile contains the information that is usually found
in Part I (Background Information) of the forms. These
input fields auto populate their corresponding fields
into the form.
List of BIR Forms contains a dropdown list of the forms included in the
eBIRForms Package
Select a form from the list of BIR Forms. Click the
Fill-up button.
You will be directed to the form screen.
1. The information entered in the
parent screen will be autopopulated in the form
2. Fill-up all mandatory and necessary
fields in the form.
3. Select an ATC and Tax Type by clicking
the radio button.
After filling up the form, the user may do any of the following:
Validate
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.
Edit
o This command button is only enabled upon successful
validation.
o Allows the user to edit the information that has been
validated by the system.
Save
o Allows the user to save the form in the ‘Savefile’ folder
even without validation occurred.
o 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
How to View or Delete Saved Form
Fill-up the TIN to be able to retrieve previously saved profile. Select the applicable
form from the List of BIR Forms to be able to retrieve previously saved files.
Print
o Upon clicking print button, user will be
directed to the print preview screen of the
form to be printed.
Final copy
o The ‘Final Copy’ command button is
enabled only after validation is successful.
Final copy
o The ‘Final Copy’ command button is enabled only after
validation is successful.
- Option to submit in EFPS or Online eBIRForms
- eBIRForms Package version5 allows submission even for
those who are not enrolled
https://efps.bir.gov.ph
ACCESS: https://ebirforms.bir.gov.ph
ACCESS: https://efps.bir.gov.ph
Taxpayer Account Management Program (TAMP) ACCREDITED TAX AGENTS/
PRACTITIONERS & all its client-taxpayers (RR No. 6-2014)
Taxpayers (RR No. 10-2014)
Accredited Importer and Prospective Importer
required to secure the BIR-ICC & BIR-BCC (RR No. 10-2014)
ACCREDITED PRINTERS of Principal and
Supplementary Receipts/Invoices (RR No. 6-2014)
National Government Agencies (NGAs) (RR No. 1-2013)
One-Time Transaction (ONETT) taxpayers (RR No. 6-2014)
All Licensed Local Contractors
Those who shall file a “NO PAYMENT” Return (RR No. 6-2014)
(RR No. 10-2012)
Enterprises Enjoying Fiscal Incentives
(PEZA, BOI,
Various Zone Authorities, Etc.) (RR No. 1-2010)
Top 5,000 Individual Taxpayers
(RR No. 6-2009)
Corporations with Paid-Up Capital Stock
of P10 Million and above (RR No. 10-2007)
Corporations with Complete Computerized
Accounting System (CAS) (RR No. 10-2007)
Procuring Government Agencies with respect to Withholding
of VAT and Percentage Taxes (RR No. 3-2005)
Government Bidders (RR No. 3-2005)
Large Taxpayers (RR No. 2-2002, as amended)
Top 20,000 Private Corp.
(RR No. 2-98, as amended)
Government-Owned or Controlled
Corporations (GOCCs) (RR No. 6-2014)
Local Government Units (LGUs), except barangays (RR
No. 6-2014)
Cooperatives, registered with National Electrification
Administration (NEA) and Local Water Utilities
Administrations (LWUA) (RR No. 6-2014)
Thank You