Rdo 56 - Guidelines For Itr Filing

REPUBLIC OF THE PHILIPPINES
DEPARTMENT OF FINANCE
BUREAU OF INTERNAL REVENUE
REVENUE REGION NO. 9B – LAQUEMAR
RDO NO. 56 – CENTRAL LAGUNA
GUIDELINES
FOR ITR FILING
DEADLINE
BANK BULLETIN &

REVENUE ISSUANCES
BIR FORMS
EBIR AND EFPS
CONTACT US
DEADLINE
BANK BULLETIN NO. 2024-1
BANK BULLETIN &
REVENUE ISSUANCES
BIR FORMS
EBIR AND EFPS
CONTACT US
BANK BULLETIN 2024-1
Authorized Agent Banks shall open and accept the

tax returns/payments for the period April 1 to 15, 2024
and also advised to open and accept tax payments
on April 6, 2024 and April 13, 2024 and to extend
banking hours up to 5:00 pm for the period April 1 –
15, 2024.
DEADLINE
RMC NO. 39-2024:
BANK BULLETIN & Availability of BIR Form No. 1701 in eFPS
REVENUE ISSUANCES
RMC NO. 18-2024:
Availability of BIR Form No. 1700 and 2000 in eFPS
BIR FORMS
RMC NO. 22-2024:
Availability of BIR Form No. 1702-EX January 2018
EBIR AND EFPS
(ENCS) v2 in eFPS
RMC NO. 23-2024:

CONTACT US
Availability of BIR Form No. 1701A in eFPS
REVENUE MEMORANDUM
CIRCULAR NO. 39-2024
BIR Form No. 1701 : Annual ITR for Individuals –

including Mixed Income Earner, Estates and Trusts
is already available in the (EFPS) and those who are
mandated and required to file the said return and
pay corresponding tax due thereon, if any, shall use
the EFPS facility effective immediately.
Those who has already filed their Form 1701 using

EBIR Forms Facility, need not re-file the returns in
the EFPS.
DEADLINE
RMC NO. 36-2024
BANK BULLETIN &
REVENUE ISSUANCES
BIR FORMS
EBIR AND EFPS
CONTACT US
DEADLINE BIR FORM 1700
BANK BULLETIN & BIR FORM 1701

REVENUE ISSUANCES
BIR FORM 1701A

BIR FORMS
BIR FORM 1702-RT

EBIR AND EFPS
BIR FORM 1702-EX
CONTACT US
BIR FORM 1702-MX
BIR FORM 1700
Annual Income Tax Return For Individuals Earning Purely
Compensation Income (Including Non-Business/Non-
Profession Related Income)
TAX DUE = TAX WITHHELD
✓If employee is qualified for

substituted filing, no need to file a
return.
BIR FORM 1701
Annual Income Tax Return For Individuals (including MIXED
Income Earner), Estates and Trusts
INDIVIDUALS OTHER THAN INDIVIDUALS AVAILING

8% FLAT INCOME TAX RATE AND INDIVIDUAL USING
OSD
✓eBIRForms Filers/Users
shall use the Offline eBIRForms Package v7.9.4 in
filling out the return. The package can be downloaded in the
BIR website, and If :
A. With tax due/payment – after accomplishing the return, submit the
return online. Then proceed to payment either:
Manual payment – print (in folio/legal size bond paper) the return (in 3
copies) and the Tax Return Receipt Confirmation received via email. File
the return, together with the Tax Return Receipt Confirmation with ANY AAB
or to the RCO of ANY RDO.
Online payment – pay thru the BIR’s ePayment Channels/ Gateways.
B. Without tax due/payment – file the “No Payment” return electronically

thru the Offline eBIRForms Package v7.9.4 by submitting the return online.
BIR FORM 1701
Annual Income Tax Return For Individuals (including MIXED
Income Earner), Estates and Trusts
INDIVIDUALS OTHER THAN INDIVIDUALS AVAILING

8% FLAT INCOME TAX RATE AND INDIVIDUAL USING
OSD
✓EFPS Filers/Users
File and pay through EFPS

BIR FORM 1701A
Annual Income Tax Return for Individuals Earning Income
PURELY from Business/Profession (Those under the
graduated income tax rates with OSD as mode of deduction
OR those who opted to avail of the 8% flat income tax rate)
OTHER INDIVIDUALS AVAILING 8% FLAT INCOME TAX

RATE AND INDIVIDUAL USING OSD
✓eBIRForms Filers/Users
A. With tax due/payment – after accomplishing the return, submit the
return online. Then proceed to payment either:
Manual payment – print (in folio/legal size bond paper) the return (in 3
copies) and the Tax Return Receipt Confirmation received via email. File
the return, together with the Tax Return Receipt Confirmation with ANY AAB
or to the RCO of ANY RDO.
Online payment – pay thru the BIR’s ePayment Channels/ Gateways.
B. Without tax due/payment – file the “No Payment” return electronically

thru the Offline eBIRForms Package v7.9.4 by submitting the return online.
BIR FORM 1701A
Annual Income Tax Return for Individuals Earning Income
PURELY from Business/Profession (Those under the
graduated income tax rates with OSD as mode of deduction
OR those who opted to avail of the 8% flat income tax rate)
OTHER INDIVIDUALS AVAILING 8% FLAT INCOME TAX

RATE AND INDIVIDUAL USING OSD
✓EFPS Filers/Users
File and pay through EFPS

BIR FORM 1702-RT
Annual Income Tax Return For Corporation, Partnership and Other
Non-Individual Taxpayer Subject Only to REGULAR Income Tax Rate
✓With or Without Tax Due/Payment

shall file through the EFPS
BIR FORM 1702-EX
Annual Income Tax Return For Corporation, Partnership and Other
Non-Individual Taxpayers EXEMPT Under the Tax Code, as
Amended, [Sec. 30 and those exempted in Sec. 27(C)] and Other
Special Laws, with NO Other Taxable Income

shall file through the EFPS
BIR FORM 1702-MX
Annual Income Tax Return For Corporation, Partnership and Other Non-
Individual with MIXED Income Subject to Multiple Income Tax Rates or
with Income Subject to SPECIAL/PREFERENTIAL RATE

shall file through the Offline eBIRForms Package
v7.9.4.
After submitting the return, payment of taxes due thereon, if

any, shall be done in the eFPS facility using BIR Form No. 0605.
Tax Type Code to be used is Income Tax (IT) and the
Alphanumeric Tax Code (ATC) is MC 200 Miscellaneous Tax.
ATTACHMENTS TO ANNUAL INCOME TAX RETURN
(only those applicable to the respective taxpayer)
❑ Filing Reference Number (FRN) as proof of eFiling in the eFPS;

❑ Tax Return Receipt Confirmation as proof of eFiling in the eBIRForms;
❑ Proof of Payment/Acknowledgement Receipt of Payment;
❑ Certificate of Independent CPA duly accredited by the BIR;
❑ Unaudited or Audited Financial Statements (AFS);
❑ Notes to AFS;
❑ Statement of Management Responsibilities (SMR);
❑ BIR Form No. 2307- Certificate of Creditable Tax Withheld at Source;
❑ BIR Form No. 2304 – Certificate of Income Payments not Subjected to Withholding Tax;
❑ System generated Acknowledgement Receipt or Validation Report of electronically submitted Summary
Alphalist of Withholding Taxes (SAWT) thru esubmission@bir.gov.ph;
❑ Duly approved Tax Debit Memo;
❑ Proof of Foreign Tax Credits;
❑ Proof of Prior Year’s Excess Credits;
❑ Proof of Other Tax Credits/Payments; and
❑ BIR Form No. 1709 – Information Return on Transactions with Related Party;
REVENUE REGION NO. 9B - LAQUEMAR
DEADLINE
BANK BULLETIN &

REVENUE ISSUANCES
Use of
BIR FORMS
eBIR Forms
EBIR AND EFPS and EFPS
CONTACT US
Electronic
BIR Forms
(eBIRForms)
EBIRFORMS
Offline eBIRForms Package
Online eBIRForms System
eFILE
What are the Features and
Functionalities of the eBIRForms?
COMPLIANCE
CONSISTENCY
CONVENIENCE
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
Lessens manual encoding
Captures taxpayer data

Who are those mandated to
use eBIRForms?
EBIRFORMS & EFILE
Who are those exempted

and may file manually?
EBIRFORMS can be
downloaded from :
www.bir.gov.ph
How to download and use the Offline eBIRForms Package:
Access BIR website at www.bir.gov.ph using your internet browser.
Click EBIRFORMS V 7.9.4.2
• Once the download is complete, locate the downloaded file
and open the eBIRForms Installer by double-clicking on it.
• Click on the Install button to start the installation process.

• Follow the on-screen instructions to complete the installation
process. This may include accepting the terms and conditions,
choosing the installation directory, and creating desktop shortcuts.
• Once installed, create your profile and choose the BIR Form you
need to file. Then, click "Fill Up”.
• Input your tax information into the appropriate fields and double-
check for accuracy. Make sure to fill out all required fields and
attach any necessary supporting documents.
• After filling out all required information, click Validate on the lower portion of the eBIRForms.
Normally, eBIRForms will show prompt message when there are items missed. Just
complete all missed items prompted by eBIRForms until it’s successfully validated.
• Once validation is successful, click Save. Save the form to store information in case the
eBIRForms will have connection error and lose all the information you’ve already input.
Also, it gives you time for review before submitting.
• Do second review of the form to be filed, then proceed clicking Submit/Final Copy. Make
sure that you have stable internet connection when submitting so you can successfully file.
• Once done filing, save the successfully filed tax return using
eBIRForms for safekeeping.
• To prove successful filing using eBIRForms, you will receive

an email with title Tax Return Receipt Confirmation. Save a
copy of the tax return receipt confirmation reply together with
the filed tax return. This will be your proof that you
successfully filed the tax return.
• Lastly, after successful filing using eBIRForms, you may now

proceed with payment of tax return either via AABs over the
counter or online payment facilities.
How do I know if the form has already been
submitted to the online eBIRForms System?
A system generated email notification will be

received by the taxpayer as an evidence of
eFiled return.
eFPS
ELECTRONIC FILING AND PAYMENT
SYSTEM
E-FILING
E-PAYMENT
What are the expected
benefits of EFPS?
CONVENIENT TO USE
INTERACTIVE
SELF-VALIDATING
FAST
READILY AVAILABLE
SECURE
COST EFFECTIVE
Who are those mandated to use eFPS?
Requirements in application of eFPS Enrollment
What are the steps in enrolling to EFPS?
Step 1: Access BIR website at www.bir.gov.ph, using your internet browser.
Step 2: Click on eFPS icon to go the eFPS home page.
Step 3: From the eFPS Login page, click on 'Enroll to eFPS' link.
Step 4: The eFPS enrollment form appears.

Complete the required fields on the
Enrollment Form page. Then, click on the
"Submit" button.
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.
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.
Procedure of e-Filing:
Procedure of e-Payment:
LEGAL BASES:
REVENUE REGULATION 9-2001
REVENUE MEMORANDUM CIRCULAR 12-2015

REVENUE MEMORANDUM ORDER 24-2013

REVENUE REGION NO. 9B - LAQUEMAR
THANK YOU!
DEADLINE FOR INQUIRIES, PLEASE REACH US

THROUGH:
BANK BULLETIN &
REVENUE ISSUANCES
Revenue District Office (RDO) 56
BIR FORMS
email: rdo_56css@bir.gov.ph
Facebook: https://www.facebook.com/birgovph.rdo056
EBIR AND EFPS
YouTube: https://www.youtube.com/@birgovphl_rdo056
CONTACT US Message our chatbot "Revie" at

BIR Website: www.bir.gov.ph
FOR OTHER INQURIES,
PLEASE CALL:
RDO 056 – CENTRAL LAGUNA HOTLINE NUMBERS:
0962-064-2561 CLIENT SUPPORT SECTION

0962-064-2562 COMPLIANCE SECTION
0962-064-2563 ONETT TEAM(ENCODING)
ECAR
0962-172-8456 ADMINISTRATIVE SECTION
0962-064-2565 ASSESSMENT SECTION
0962-064-2561 ONETT OCS FOLLOW-UP
0962-064-2569 COLLECTION SECTION

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REPUBLIC OF THE PHILIPPINES

BANK BULLETIN &

EBIR AND EFPS

EBIR AND EFPS

Authorized Agent Banks shall open and accept the

RMC NO. 23-2024:

BIR Form No. 1701 : Annual ITR for Individuals –

Those who has already filed their Form 1701 using

EBIR AND EFPS

DEADLINE BIR FORM 1700

BANK BULLETIN & BIR FORM 1701

BIR FORM 1701A

BIR FORM 1702-RT

TAX DUE = TAX WITHHELD

✓If employee is qualified for

INDIVIDUALS OTHER THAN INDIVIDUALS AVAILING

Online payment – pay thru the BIR’s ePayment Channels/ Gateways.

B. Without tax due/payment – file the “No Payment” return electronically

INDIVIDUALS OTHER THAN INDIVIDUALS AVAILING

File and pay through EFPS

OTHER INDIVIDUALS AVAILING 8% FLAT INCOME TAX

Online payment – pay thru the BIR’s ePayment Channels/ Gateways.

B. Without tax due/payment – file the “No Payment” return electronically

OTHER INDIVIDUALS AVAILING 8% FLAT INCOME TAX

File and pay through EFPS

✓With or Without Tax Due/Payment

✓With or Without Tax Due/Payment

✓With or Without Tax Due/Payment

After submitting the return, payment of taxes due thereon, if

❑ Filing Reference Number (FRN) as proof of eFiling in the eFPS;

BANK BULLETIN &

Captures taxpayer data

Who are those exempted

• Click on the Install button to start the installation process.

• To prove successful filing using eBIRForms, you will receive

• Lastly, after successful filing using eBIRForms, you may now

A system generated email notification will be

Step 4: The eFPS enrollment form appears.

eFPS will inform you thru a pop-up

eFPS will inform you thru a pop-up

REVENUE REGULATION 1-2013

REVENUE REGULATION 10-2014

REVENUE REGULATION 6-2014

REVENUE MEMORANDUM CIRCULAR 12-2015

REVENUE MEMORANDUM CIRCULAR 19-2015

REVENUE MEMORANDUM ORDER 24-2013

DEADLINE FOR INQUIRIES, PLEASE REACH US

CONTACT US Message our chatbot "Revie" at

0962-064-2561 CLIENT SUPPORT SECTION

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