SIMPLE GUIDE FOR QUARTERLY INCOME TAX

RETURN (1701Q updated as 1701Qv2018 ) FILING

- 3rd QTR ITR 2020
- TO EXISTING MOA STAFF as of 3rd QTR 2020 WITH
MONTHLY INCOME OF MORE THAN PHP20,500.00
- Deadline on November 15, 2020

1. Go to BIR website www.bir.gov.ph (HOME PAGE)

2. Download updated or use your existing Offline eBIRForms
Program version 7.6

(Those who can’t download have program-computer incompatibility. Use a

different PC or laptop if necessary)

3. Before you start, please get your Annual ITR 2019

(1701A/1701) filed last April/May or June 2020
-only for those with refund for 2019 and selected “to be carried over to next
year/qtr”, if no refund carried-over, disregard 2019 ITR for this filing

4. Open the BIR program version 7.6

BIR PROGRAM
ICON

(print screen of program once opened)

5. Fill out the following:
a. TIN NO.
b. RDO - ex. 074 (for Iloilo only)
c. Line of Business – Professional/Other Supplier-Job Hire (to avoid
confusion; to be specifically identified by BIR that staff is a Job Hire)
d. Full Name - strictly follow FORMAT (Last Name, First Name, Middle
Name)- don’t forget the COMMA
e. Registered Address
f. Zip Code
g. Contact No. ( Tel No./CP no) –should be valid
h. Email Address (should be valid and existing)
6. Select BIR Form 1701Qv2018 (Quarterly ITR) in the List of
BIR Forms then click the Fill-up button
7. Confirm TIN and email address (should be valid and existing)
8. Click Fill-up button again to open the form
9. Fill-up needed details from PART 1 no 1 to 16 (Other nos. are
already filled-up by the system
10. For Item no. 2, select Quarter: 1st, 2nd or 3rd (depending on
which quarter you will file)
1st Qtr – Jan-March 2020
2nd Qtr - April-June 2020
3rd Qtr- July-September 2020 (deadline November 15, 2020)
11.For Item no. 7, Single Proprietor or Professional (depending on
your BIR registration/Certificate of registration)
12.For Item no. 8, Select
a. II017 Income from Profession – 8% IT Rate OR
b. II015 Business Income-8% IT Rate (if you’ve selected
single proprietor on item no. 7) 
13.For Item no. 11, type your date of birth
14.For Item no. 13, type your citizenship
15.For Item no. 16, select 8% on gross sales/receipts & other
non-operating income (tax-applicable once income exceed
P250K only)
16.Click Save and proceed to page 2
17. In Item no. 47, 47A type total income for the 3rd quarter
(income received from July-Sept 2020) – base amount on MOA
Income Monitoring attached to my email (round-off to
nearest peso)
18.In Item no. 50, type total income from 1st and 2nd Qtr 2020
(round-off to nearest peso)
19. In Item no. 51, check if amount is equivalent to your total
income from January-Sept (1st-3rd Qtr) 2020
20.In Item no. 52, type P250,000.00 allowable deduction
21. In no 54, there will be an automatic tax due amount
22. In no. 55, for those with tax refund carried-over from 2019
Annual ITR (1701A/1701), indicate here the total tax credit.

2019
Refund
Amount

REFUND-
marked to be
carried over to
next year/qtr

23. In Item no. 56, Indicate Cash Payment/s made through

bank/online from previous quarterly ITR 2020 filing (1st and 2nd).
If none, leave blank.
24.In Item no. 57, indicate tax withheld from 1st and 2nd Qtr 2020
(base amount on MOA Income Monitoring attached to my
email) -round-off to nearest peso
25.In Item no. 58, indicate tax withheld from 3rd Qtr 2020; if
there’s no tax withheld, skip it
26. Amounts are provided in the MOA Income Monitoring file
attached to my email
27.Click save
28.Go Back to Page 1
29.If in no. 31 the amount is positive, there is tax payable; if
negative amount, it’s tax over withheld*.
*Negative tax payable amount maybe due to tax withheld from mixed income
earners (with moa and contractual status within the same year). Taxable
amount of mixed income earners are relatively higher than purely MOA/COS
staff depending on the period they became mixed income earners.
30.Click Save
31. Click Validate
32. Make sure that there’s internet connection before
submission
33.If ITR is final, Click SUBMIT/FINAL COPY
 34.Wait for BIR email confirmation (It may take a number of hours
or days)
35.Print 3rd Quarter ITR 2020 in 3 copies and sign the form
(sign below Item No. 31)
36.Print BIR email confirmation in 3 copies
37.No need to submit Quarterly ITR hard copies to BIR if tax
amount is “zero or negative”. Just keep your copies. This will
be your proof for Quarterly ITR online filing.
38. If with tax payable, pay at the BIR authorized agent banks (e.g.
LBP, Metrobank near your BIR RDO) or pay online. Always
secure proof of payment. Always secure a copy of your ITR/s.

Notes:

 To return to main menu, click File Toolbar at the upper left corner and select main screen

 You can only open your saved files on the PC/Laptop/Program you’ve encoded it

 To open the saved file after closing the program,

a. Click the program and encode TIN and RDO No.

b. Those with saved info automatically reflect the profile of the taxpayer

c. Then select the BIR Form 1701Qv2018 in the LIST of BIR FORMS

d. The file you saved will then be reflected at the lower portion of the main screen

e. Select the file by clicking the circle before the file name and click view

To copy Saved File

1. Go to Drive “C:” or locate folder where you save your eBIRFORMS program
2. Open eBIRFORMS folder
3. Open “savefile” folder
4. Locate “.xml” file (full file name depends on your TIN and type of form saved)
5. Copy file