Job Aid For Taxpayers - How To Fill Up 1702-MX Version 2013

Offline eBIRForms Package
BIR Form No. 1702-MX (Annual Income Tax Return)
Job Aid
Before an Offline eBIR Form can be filled up, User has to create a User Profile.
1) User can proceed to the Offline eBIRForms Profile Page.
2) Upon display of Profile Page, type in the 9 digits series Tax Identification
Number (TIN) on the boxes provided.
3) Select the appropriate RDO Code from the RDO Code dropdown list.
4) Click the selected RDO code to allow system to include it in information file.
Bureau of Internal Revenue
Version 2 - March 2014

Job Aid
5) Type in the specific Line of Business, refer to your Certificate of Registration

(BIR Form No. 2303)
2) Enter details about Registered Name, refer to your Certificate of Registration

(BIR Form No. 2303)
3) Type in the Registered Address, Zip Code and Contact Number.
4) On the eBIRForms screen, proceed to List of BIR Forms row.

5) From the List of BIR Forms row, select the appropriate form to use
6) Click on the preferred form to use

Job Aid
7) When the chosen form appears on the list box
8) Click the Fill-up button to enable full-image display of the form.

9) System will now display full image of the chosen BIR form.
10)
11) In filling up the whole form, proceed to Field No. 1 to click the appropriate
year type for the tax return
12) Go to Field No. 2 and fill up specific Month and 2-digit Year Ended

Job Aid
13) Go to Field No. 3, select if form to file is Amended Return or not
14) Proceed to Field No. 4 to select if form to file is Short Period Return or not
15) Go to Field No. 5 to determine specific type of Alphanumeric Tax Code

(ATC)
16) Go to Field No. 7 to select appropriate RDO Code
17) Proceed to Field No. 12 and type in current email address
18) Proceed to Field No. 14 to enter specific PSIC Code, refer to your Certificate
of Registration or www.bir.gov.ph
19) For Part II, Field No. 16 Total Income Tax Due, click the (From Part V
Item 37D) link, and provide the information needed, if applicable.
20) For Field No. 17 Less: Total Tax Credits/Payments, click the (From
Part V Item 38D) link, and provide the information needed, if applicable.
21) For Field No. 19 Add: Total Penalties, click the (From Part V Item 43)
link, and provide the information needed, if applicable.
22) For Field No. 20 Total Amount Payable (Overpayment), click the (From
Part V Item 44) link, and provide the information needed, if applicable.

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23) Enter details that will validate Tax Filer identity on Field Nos. 22 to 25
24) Enter necessary Details of Payment on Field Nos. 26 to 29
25) Click the Next
button to proceed to adjoining page
26) Proceed to Field No. 30 to determine if there is valid basis for declaring Tax
Relief or not by clicking on the box provided
27) If User clicked the box, system will display a message
28) User must choose from between the two options given
29) Field Nos. 31 to 36 must be filled to determine any additional exemption
or not, if applicable

Job Aid
30) For Field No. 37 Total Income Tax Due (Overpayment), click the (From
Schedule 1 Item 16B/16C/16D) (To Part II Item 16) link, and provide the
information needed, if applicable.
31) For Field No. 38 Less: Tax Credits/Payments, click the (From Schedule
8 Item 13) (To Part II Item 17) link, and provide the information needed, if
applicable.
32) For Field No. 39 Net Tax Payable (Overpayment), click the (To Part II
Item 18) link, and provide the information needed, if applicable.
33) Go to Field Nos. 40 to 42 to determine if there Penalties
34) For Field No. 43 Total Penalties, click the (To Part II Item 19) link, and
provide the information needed, if applicable.
35) For Field No. 44 Total Amount Payable (Overpayment), click the (To
Part II Item 20) link, and provide the information needed, if applicable.
36) Proceed to Field Nos. 45
Auditor/Authorized Tax Agent
37) Click the Next
to
51
to
enter
details
on
External

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38) For Schedule 1, Field No. 1 Net Sales/Revenues/Receipts/Fees, click

the (From Schedule 3 Item 6) link, and provide the information needed, if
applicable.
39) For Field No. 2 Less: Cost of Sales/Services, click the (From Schedule
3 Item 27) link, and provide the information needed, if applicable.
40) For Field No. 4 Add: Other Taxable Income not Subject to Final Tax,
click the (From Schedule 4 Item 4) link, and provide the information needed,
if applicable.
41) For Field No. 6 Ordinary Allowable Itemized Deductions, click the
(From Schedule 4 Item 4) link, and provide the information needed, if
applicable.
42) For Field No. 7 Special Allowable Itemized Deductions, click the (From
Schedule 6 Item 5) link, and provide the information needed, if applicable.
43) For Field No. 8 Net Operating Loss Carry Over (NOLCO), click the
(From Schedule 7A Item 8D) link, and provide the information needed, if
applicable.
44) For Field No. 16 Total Income Tax Due (Overpayment), click the (To
Part V Item 37B/37C/37D) link, and provide the information needed, if
applicable.
45) For Schedule 2, Field No. 4 Less: Income Tax Due, click the (From
46) For Field No. 6 Add: Special Tax Credits, click the (From Schedule 8
Item 10) link, and provide the information needed, if applicable.
47) Click the Next

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48) Proceed to Schedule 3 Net Sales/Revenues/Receipts/Fees and enter

details on spaces provided, if applicable
49) For Schedule 3, Field No. 6 Add: Special Tax Credits, click the (To
50) Proceed to Schedule 3A Cost of Sales (for those engaged in Trading)
and enter details on spaces provided, if applicable
51) Proceed to Schedule 3B Cost of Sales (for those engaged in

Manufacturing) and enter details on spaces provided, if applicable
52) Proceed to Schedule 3C Cost of Services (for those engaged in

Services) and enter details on spaces provided, if applicable

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53) For Schedule 3C, Field No. 27 Total Cost Sales/Services, click the (To
54) Click the Next
55) Proceed to Schedule 4 Other Taxable Income not Subjected to Final

Tax and enter details on spaces provided, if applicable
56) For Schedule 4, Field No. 4 Total Other Taxable Income not Subjected
to Final Tax, click the (To Schedule 1 Item 4) link, and provide the
57) Proceed to Schedule 5 Other Allowable Itemized Deductions and enter
details on spaces provided, if applicable
58) Click the Next

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59) For Schedule 5, Field No. 40 Total Ordinary Allowable Itemized

Deductions, click the (To Schedule 1 Item 6) link, and provide the
60) Proceed to Schedule 6 Special Allowable Itemized Deductions and
enter details on spaces provided, if applicable
61) For Schedule 6, Field No. 5 Total Special Allowable Itemized

Deductions, click the (To Schedule 1 Item 6) link, and provide the
62) Proceed to Schedule 7 Computation of Net Operating Loss Carry Over
(NOLCO) and enter details on spaces provided, if applicable
63) For Schedule 7, Field No. 8 Total NOLCO, click the (To Schedule 1 Item
8) link, and provide the information needed, if applicable.
64) Proceed to Schedule 8 Tax Credits/Payments and enter details on
spaces provided, if applicable

Job Aid
65) For Schedule 8, Field No. 4 Excess MCIT Applied this Current Taxable
Year, click the (To Schedule 9 Item 4F) link, and provide the information
needed, if applicable.
66) For Schedule 8, Field No. 10 Special Tax Credits, click the (To
67) For Schedule 8, Field No. 13 Total Tax Credits/Payments, click the
(Sum of Items 1 to12) (To Part V Item 38) link, and provide the information
needed, if applicable.
68) Click the Next
69) Proceed to Schedule 9 Computation of Minimum Corporate Income

Tax (MCIT) and enter details on spaces provided, if applicable
70) For Schedule 9, Field No. 4 Total Excess MCIT, click the (To Schedule
8 Item 4) link, and provide the information needed, if applicable.
71) Proceed to Schedule 10 Reconciliation of Net Income per Books
against Taxable Income and enter details on spaces provided, if applicable
72) Click the Next
73) Proceed to Schedule 11 Balance Sheet and enter details on spaces

provided

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74) Proceed to Schedule 12 Stockholders/Members Information and enter

details on spaces provided
75) Click the Next
76) Proceed to Schedule 13 Supplemental Information and enter details on

spaces
provided,
if
applicable
77) Proceed to Schedule 14 Gross Income/Receipts Exempt from Income

Tax and enter details on spaces provided, if applicable

Job Aid
78) When finished typing in the necessary details, click the VALIDATE button to
allow system to check all the fields.
79) Once the VALIDATE button has been clicked and system detects and unfilled
box or incorrect detail, system will require User to make the necessary action.
80) The message shown onscreen will remain visible until User makes the
necessary action.

Job Aid
81) If User has made the necessary action, system will show message stating
successful validation.
82) The VALIDATE button will become deactivated after successful validation.
83) User can click the EDIT button if details need to be changed or added for a
certain field.
84) After clicking the EDIT button, User must navigate to where details need to be
changed or added for a certain field.

Job Aid
85) The EDIT button will become deactivated after it has been clicked and editing
is in progress.
86) However, the VALIDATE button will become active again during the editing
process.
87) When finished in editing, click the VALIDATE button again to allow system to
check changes in all the fields.
88) System will show message stating successful validation if newly added data
has been checked by system and found to be appropriate
89) User can save the changes or additions placed on the document

Job Aid
90) Click the SAVE button to save changes or additions
91) System will then show message stating successful saving, together with a
system-generated file name
92) Click the OK button to acknowledge successful saving of file
93) System will show another message stating that background information was
successfully saved/updated, together with a system-generated file name.

Job Aid
94) Click the OK button to acknowledge successful saving of file
95) Click the PRINT button if a single page or all document pages need to be
printed
96) Once the PRINT button has been clicked, a full image of the particular page
to be printed will appear onscreen

Job Aid
97) Alongside the full image of page to be printed, the various Print Commands
will appear onscreen after clicking the FILE tab
98) To initialize printing, click the FILE tab to enable display of Print Commands,
then click the PRINT activity
99) The printer dropdown list will appear

Job Aid
100) Click on the chosen printer to use
101) Specify page range to cover. Click the ALL box if all pages have to be
printed.
102) Or specify the exact page number to be printed by clicking the PAGES
button. Type in the beginning page number and the ending page number.

Job Aid
103) Specify total number of copies to print. User can type in the exact number
of copies on the box provided.
104) Or click the arrow pointer downwards and upwards to enter the number of
copies.
105) Click the PRINT button to initialize printing of document.

Job Aid
106) System will then process the request. A message will appear onscreen
indicating the printing task is in progress.
107) When finished in saving, click the SUBMIT button to allow system to
forward to BIR the completed Tax Return form.
108) After clicking the SUBMIT button, User must choose which particular
electronic BIR site to submit the completed Tax Return forms.
109) User can either choose to navigate to the eBIRForms Online site

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110) Or proceed to the Electronic Filing and Payment System (eFPS) site
111) If User clicks the eBIRForms Online site, system will display a message
onscreen which User must respond to.
112) If User clicks the OK button
113) System will display this message

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114) If User clicks the eFPS site, system will display a message onscreen
which User must respond to.
115) If User clicks the OK button
116) System will display this message
117) User may want to have a Final Copy of the completed Tax Return form for
reference purposes

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118) Click the FINAL COPY button
119) System will show a message onscreen which User must respond to
120) If User wishes to save another copy of the document using a USB flash
drive or CR-RW, just click the OK button
121) System will display another message

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122) Click the arrow pointer downwards to specify which drive to save the file.
123) Click the OK button
124) System will display message of successful saving of file to selected

path/folder

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125) Click the OK button to confirm successful file saving
126) System will navigate screen back to Main Page, and FINAL COPY button
will become deactivated

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TO SET-UP AND PERFORM PRINTING TASKS FOR 1702 - MX FORM
1) Go to the Windows Main Page and click the START
button.
2) Proceed to the programs and files list. Select Devices and Printers.

Job Aid
3) System will display onscreen all the Devices and Printers available.
4) From the selection of Devices and Printers, click the Microsoft XPS
Document Writer

Job Aid
5) Set the Microsoft XPS Document Writer as the default printer
6) After setting up the default printer, proceed to Internet Explorer
7) Upon reaching Internet Explorer, proceed to the Google window

Job Aid
8) From the Google window, click the Tools icon.
9) Click the Page Setup and Print tabs.

10) When the Page Setup window opens, set the parameters to be followed
for printing tasks

Job Aid
11) User must take note of the following details:

a. Margins
Left 0.166
Right 0.166
Top 0.166
Bottom 0.166
b. Check Print background and images
c. Uncheck the Enable Shrink to Fit option
d. All Header and Footer measurements must be blank
e. Paper size is set to default A4 size
f. Prior to any printing task, Validation must be performed and completed
by User
12) Click the PRINT button if a single page or all document pages need to be
printed
13) Once the PRINT button has been clicked, a full image of the particular
page to be printed will appear onscreen

Job Aid
14) Alongside the full image of page to be printed, the various Print
Commands will appear onscreen after clicking the FILE tab
15) To initialize printing, click the FILE tab to enable display of Print
Commands, then click the PRINT activity
16) The printer dropdown list will appear

Job Aid
17) Click on the chosen printer to use
18) Specify page range to cover. Click the ALL box if all pages have to be
printed.
19) Or specify the exact page number to be printed by clicking the PAGES
button. Type in the beginning page number and the ending page number.

Job Aid
20) Specify total number of copies to print. User can type in the exact number
of copies on the box provided.
21) Or click the arrow pointer downwards and upwards to enter the number of
copies.
22) Click the PRINT button to initialize printing of document.

Job Aid
23) System will then process the request. A message will appear onscreen
indicating the printing task is in progress.

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Offline eBIRForms Package

BIR Form No. 1702-MX (Annual Income Tax Return)

Bureau of Internal Revenue

Version 2 - March 2014

Offline eBIRForms Package

5) Type in the specific Line of Business, refer to your Certificate of Registration

2) Enter details about Registered Name, refer to your Certificate of Registration

3) Type in the Registered Address, Zip Code and Contact Number.

4) On the eBIRForms screen, proceed to List of BIR Forms row.

6) Click on the preferred form to use

Bureau of Internal Revenue

Version 2 - March 2014

Offline eBIRForms Package

7) When the chosen form appears on the list box

8) Click the Fill-up button to enable full-image display of the form.

Bureau of Internal Revenue

Version 2 - March 2014

Offline eBIRForms Package

13) Go to Field No. 3, select if form to file is Amended Return or not

15) Go to Field No. 5 to determine specific type of Alphanumeric Tax Code

16) Go to Field No. 7 to select appropriate RDO Code

17) Proceed to Field No. 12 and type in current email address

Bureau of Internal Revenue

Version 2 - March 2014

Offline eBIRForms Package

24) Enter necessary Details of Payment on Field Nos. 26 to 29

25) Click the Next

button to proceed to adjoining page

27) If User clicked the box, system will display a message

Bureau of Internal Revenue

Version 2 - March 2014

Offline eBIRForms Package

37) Click the Next

Bureau of Internal Revenue

button to proceed to adjoining page

Version 2 - March 2014

Offline eBIRForms Package

38) For Schedule 1, Field No. 1 Net Sales/Revenues/Receipts/Fees, click

Bureau of Internal Revenue

button to proceed to adjoining page

Version 2 - March 2014

Offline eBIRForms Package

48) Proceed to Schedule 3 Net Sales/Revenues/Receipts/Fees and enter

51) Proceed to Schedule 3B Cost of Sales (for those engaged in

52) Proceed to Schedule 3C Cost of Services (for those engaged in

Bureau of Internal Revenue

Version 2 - March 2014

Offline eBIRForms Package

button to proceed to adjoining page

55) Proceed to Schedule 4 Other Taxable Income not Subjected to Final

58) Click the Next

Bureau of Internal Revenue

button to proceed to adjoining page

Version 2 - March 2014

Offline eBIRForms Package

59) For Schedule 5, Field No. 40 Total Ordinary Allowable Itemized

61) For Schedule 6, Field No. 5 Total Special Allowable Itemized

Bureau of Internal Revenue