Chapter 6 - E-Filing by fanzhongqing

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									Electronic Filing and Payment System                                                                   Job Aid
                                                                                                       E-Filing


 CHAPTER


 6                 E-Filing
                    The E-Filing submodule is a facility for taxpayers to file his/her tax return online. It
                    allows the taxpayer to choose a particular tax form from a list that has been
                    defined for his / her Integrated Tax System (ITS) Registration Information.
                    Information that is introduced into the form is validated by the system. The
                    taxpayer is only able to submit the form successfully if all required information is
                    filled-out accurately.

                    The E-Filing submodule allows the taxpayer to fill-out a tax return form using two
                    (2) methods:


                               a.      Online method.
                               b.      Offline method.


                    A Filing Reference Number and an automatic confirmation email are furnished by
                    eFPS for every successful submission of a tax form.


                    The taxpayer has the option to pay for the tax return online or manually.




Bureau of Internal Revenue                                                             Version 1 – October 2003
Training Management Division                                                                           JA PT
Electronic Filing and Payment System                                                               Job Aid
                                                                                                   E-Filing




                   Tax Return Forms Available for e-Filing
                    0605         Payment Form
                    1600         Monthly Remittance Return of Value - Added Tax and Other
                                 Percentage Taxes Withheld
                    1600WP       Remittance Return of Percentage Tax on Winnings and Prizes
                                 Withheld by Race Track
                    1601C        Monthly Remittance Return of income Taxes Withheld on
                                 Compensation
                    1601E        Monthly Remittance Return of Income Taxes Withheld on
                                 Compensation
                    1601F        Monthly Remittance Return of Final Income Tax Withheld
                    1602         Monthly Remittance Return of Final Income Taxes Withheld
                    1603         Quarterly Remittance Return of Final Income Taxes Withheld
                    1604CF       Annual Info Return of Income Taxes Withheld on Compensation &
                                 Final Withholding Taxes
                    1604E        Annual Info Return of Creditable Income Taxes (Expanded)/Income
                                 Payments Exempt from Withholding Taxes
                    1700         Annual Income Tax Return
                    1701         Annual Income Tax Return for Self-Employed Individuals, Estates
                                 and Trusts
                    1701Q        Quarterly Income Tax Return for Self-Employed Individuals, Estates
                                 and Trusts
                    1702         Annual Income Tax Return for Corporation and Partnerships
                    1702Q        Quarterly income Tax Return
                    1704         Improperly Accumulated Earning Tax Return
                    2000         Documentary Stamp Tax Declaration/Return
                    2200A        Excise Tax Return for Alcohol Products
                    2200AN       Excise Tax Return for Automobiles and Non-Essential Goods
                    2200M        Excise Tax Return for Mineral Products
                    2200P        Excise Tax Return for Petroleum Products
                    2200T        Excise Tax Return for Tobacco Products
                    2550M        Monthly Value-Added Tax Declaration
                    2550Q        Quarterly Value-Added Tax Return
                    2551         Quarterly Percentage Tax Return
                    2551M        Monthly Percentage Tax Return
                    2552         Percentage Tax Return (for stock transactions)



Bureau of Internal Revenue                                                         Version 1 – October 2003
Training Management Division                                                                       JA PT
Electronic Filing and Payment System                                                                Job Aid
                                                                                                    E-Filing




 Scenario 1:            Online Completion of Tax Return Form and E-Filing

           The online method of completing the tax return form displays the tax form in the internet
           browser screen. It allows the taxpayer to supply all the required information in the tax
           form while connected to the eFPS website and to submit it once he has completely filled
           out all required information.




  Task Procedures
  Access eFPS                   1)     To access eFPS Login Screen, please refer to Chapter 2
  Login Screen                         Accessing eFPS Login Screen.

  Log-in to eFPS                2)     To login to eFPS, please refer to Chapter 4 Logging-In to eFPS.




Bureau of Internal Revenue                                                          Version 1 – October 2003
Training Management Division                                                                        JA PT
Electronic Filing and Payment System                                                                  Job Aid
                                                                                                      E-Filing



                                       eFPS USER MENU SCREEN




  Select Tax Return             3)      Select the Tax Return Form to fill out from the Form List.
  Form to File
                                4)      Click on the File Tax Return Button                   .




Bureau of Internal Revenue                                                            Version 1 – October 2003
Training Management Division                                                                          JA PT
Electronic Filing and Payment System                                                                Job Aid
                                                                                                    E-Filing



                          eFPS ON-LINE/OFF-LINE OPTION SCREEN




  Select On-line                5)     Click on the On-line Button                  . The Tax Return
  Option                               Form will be displayed in the internet browser screen.




Bureau of Internal Revenue                                                          Version 1 – October 2003
Training Management Division                                                                        JA PT
Electronic Filing and Payment System                                                                    Job Aid
                                                                                                        E-Filing



                         eFPS ONLINE TAX RETURN FORM SCREEN




                               Sample Form is a 1601-C Tax Return Form

  Fill out Tax Return            6)    Fill out Tax Return form (Please refer to Chapter 9 Filling Out
  Form                                 Tax Return Forms).

                                       Note:

                                       Guidelines and Instructions are available for each tax return
                                       form. A link for this is provided at the top and bottom of the
                                       page. Select <Guidelines and Instructions> to view.

                                       A Tax Return Form contains 6 function buttons: Add
                                       Attachments, Remove Attachments, Print, Validate, Edit
                                       and Submit.
Bureau of Internal Revenue                                                            Version 1 – October 2003
Training Management Division                                                                          JA PT
Electronic Filing and Payment System                                                                     Job Aid
                                                                                                         E-Filing



                         eFPS ONLINE TAX RETURN FORM SCREEN




  Add Attachment                7)     A facility is provided for the taxpayer to attach a zip file when
                                       filing a tax return. It is located at the bottom part of the tax form.
                                       To attach a file, click on the Add Attachments Button
                                       …                 .




                                8)     Click on the Browse Button                   to find the zip file you
                                       want to attach.




                                9)     Click on the Open Button                once you’ve selected the
                                       file you want to attach.


Bureau of Internal Revenue                                                               Version 1 – October 2003
Training Management Division                                                                             JA PT
Electronic Filing and Payment System                                                               Job Aid
                                                                                                   E-Filing




                                10)    Click on the Done Button               to attach the zip file to
                                       the tax return form.




  Remove
  Attachment




                                       Note:

                                       To remove an attached zip file, click on the zip file once to
                                       choose the file. Then, click on the Remove Attachments Button
                                       .                   .




Bureau of Internal Revenue                                                        Version 1 – October 2003
Training Management Division                                                                      JA PT
Electronic Filing and Payment System                                                                 Job Aid
                                                                                                     E-Filing


  Attachment
  Validation Rules              Most forms will accept zip file attachments. There are, however,
                                exceptions to this rule. The following forms require special validation
                                modules that must be downloaded from the BIR website.

                                Forms Using eRelief Modules:

                                •2550Q
                                •2550M
                                •1601-C


                                Forms Using eAlphalist Modules:

                                •1604-CF
                                •1604-E


                                The process To download these modules is detailed in the Validation
                                Modules Download Job Aid.




Bureau of Internal Revenue                                                           Version 1 – October 2003
Training Management Division                                                                         JA PT
Electronic Filing and Payment System                                                                       Job Aid
                                                                                                           E-Filing



                         eFPS ONLINE TAX RETURN FORM SCREEN




  Validate Tax                  11)    After accomplishing the tax return form, click on the Validate
  Return Form                          Button                to have the form entries validated by the
  Entries                              system before submission.

                                       Note:

                                       Error messages will appear to prompt you of invalid entries.

                                       Once validation is successful, a subscreen with the following
                                       message will pop up “Validation Successful. Click on Edit if you
                                       wish to modify your entry.”

                                       If you want to modify your entries, click on the Edit Button
  Edit Tax Return
  Form Entries                         .          . After completing your modifications, click on the
                                       Validate Button                to repeat the validation process of
                                       the system until validation is found to be successful.


  Print Accomplished            12)    After finalizing the entries of the tax return form, click on the
  Tax Return Form                      Print Button                 to print the form.


  Submit Accomplished           13)    Click on the Submit Button                 to submit the tax return
  Tax Return Form                      form.

                                       Note:

                                       Once submission is successful, a subscreen with the folllowing
                                       message will pop up “Form has been submitted, please wait for
                                       the Filing Reference Number Page.” Click on <Ok>.




Bureau of Internal Revenue                                                              Version 1 – October 2003
Training Management Division                                                                            JA PT
Electronic Filing and Payment System                                                                 Job Aid
                                                                                                     E-Filing



                PAYMENT_eFPS FILING REFERENCE NUMBER SCREEN




                                Note:

                                        A Filing Reference Number is generated and displayed to the
                                        taxpayer after a successful submission of the Tax Return Form.


  Pay Tax Dues                          To immediately proceed to paying tax dues after successful
                                        submission of the Tax Return Form, click on Proceed to
                                        Payment Button                     . Please refer to Chapter 7
                                        E-Payment.




Bureau of Internal Revenue                                                          Version 1 – October 2003
Training Management Division                                                                        JA PT
Electronic Filing and Payment System                                                                Job Aid
                                                                                                    E-Filing




 Scenario 2:            Offline Completion of Tax Return Form and E-Filing

           The offline method allows the taxpayer to download the desired tax return form and
           disconnect from the eFPS website. Once the taxpayer is ready to submit the tax form,
           he/she is then automatically reconnected to the website so that submission can be
           completed.




  Task Procedures
  Access eFPS                   1)     To access eFPS Login Screen, please refer to Chapter 2
  Login Screen                         Accessing eFPS Login Screen.

  Log-in to eFPS                2)     To login to eFPS, please refer to Chapter 4 Logging-In to eFPS.




Bureau of Internal Revenue                                                          Version 1 – October 2003
Training Management Division                                                                        JA PT
Electronic Filing and Payment System                                                                  Job Aid
                                                                                                      E-Filing



                                       eFPS USER MENU SCREEN




  Select Tax Return             3)      Select the Tax Return Form to fill out from the Form List.
  Form to File
                                4)      Click on the File Tax Return Button                   .




Bureau of Internal Revenue                                                            Version 1 – October 2003
Training Management Division                                                                          JA PT
Electronic Filing and Payment System                                                                Job Aid
                                                                                                    E-Filing



                          eFPS ON-LINE/OFF-LINE OPTION SCREEN




  Select Off-line               5)     Click on the Off-line Button                 . The Tax Return
  Option                               Form will be displayed in the internet browser screen.




Bureau of Internal Revenue                                                          Version 1 – October 2003
Training Management Division                                                                        JA PT
Electronic Filing and Payment System                                                                   Job Aid
                                                                                                       E-Filing



                                eFPS DOWNLOAD FORM SCREEN




  Download Tax                  6)     Enter the tax return period for filing in the <Return Period>
  Return Form                          field.

                                       Note:

                                       The format for the <Return Period> field varies depending on
                                       the type of tax form selected.

                                       The <TIN> and <Name> field entries are preloaded from the
                                       BIR database.

                                       Other fields to be filled-out may appear on this screen
                                       depending on the tax form selected. Enter the data needed for
                                       these fields before proceeding. Please refer to Chapter 9 Filling
                                       Out Tax Return Forms.

                                7)     Click on the OK Button           .




Bureau of Internal Revenue                                                           Version 1 – October 2003
Training Management Division                                                                         JA PT
Electronic Filing and Payment System                                                                   Job Aid
                                                                                                       E-Filing



                                eFPS DOWNLOAD FORM SCREEN




                                8)     Click on the zip file link to start the download process.

                                       Note:

                                       A popup screen will enable the taxpayer to save the zip file into
                                       his/her hard drive. Once the download is complete, unzip the
                                       file.




                                       Open the tax form (in Excel format). When opening the Excel
                                       file, a pop up screen will appear. Click on the Enable Macros
                                       Button                 .




Bureau of Internal Revenue                                                             Version 1 – October 2003
Training Management Division                                                                           JA PT
Electronic Filing and Payment System                                                                   Job Aid
                                                                                                       E-Filing



                 DOWNLOADED TAX RETURN FORM IN EXCEL FORMAT




                            Sample Form is a 1604-CF Tax Return Form
  Fill Out Tax
  Return Form                   9)     Fill out Tax Return form (Please refer to Chapter 9 Filling Out
                                       Tax Return Forms).


  Validate Tax                  10)    After filling out the tax form, click on the Upload Button
  Return Form                          .                .
  Entries & Upload
  Tax Return Form                      Note:

                                       Clicking on the Upload Button will validate if all mandatory fields
                                       are filled out. Error messages will appear to prompt you of
                                       invalid entries.

                                       Once validation is successful, you will automatically be
                                       connected to the eFPS internet website.


Bureau of Internal Revenue                                                             Version 1 – October 2003
Training Management Division                                                                           JA PT
Electronic Filing and Payment System                                                                 Job Aid
                                                                                                     E-Filing



                                   eFPS FORM UPLOAD SCREEN




                                11)    Click the OK Button         to proceed. You will redirected to
                                       the eFPS Login Page.

  Log-in to eFPS                12)    To login to eFPS, please refer to Chapter 4 Logging-In to eFPS.

                                       Note:

                                       After successfully logging-in to the eFPS, you will be redirected
                                       to the page with your uploaded Tax Return Form.




Bureau of Internal Revenue                                                           Version 1 – October 2003
Training Management Division                                                                         JA PT
Electronic Filing and Payment System                                                                    Job Aid
                                                                                                        E-Filing



                       eFPS UPLOADED TAX RETURN FORM SCREEN




                               Sample Form is a 1601-C Tax Return Form

                                       Note:

                                       Guidelines and Instructions are available for each tax return
                                       form. A link for this is provided at the top and bottom of the
                                       page. Select <Guidelines and Instructions> to view.

                                       You can also refer to Chapter 9 Filling Out Tax Return Forms.

                                       A Tax Return Form contains 6 function buttons: Add
                                       Attachments, Remove Attachments, Print, Validate, Edit
                                       and Submit.


Bureau of Internal Revenue                                                            Version 1 – October 2003
Training Management Division                                                                          JA PT
Electronic Filing and Payment System                                                                     Job Aid
                                                                                                         E-Filing



                         eFPS ONLINE TAX RETURN FORM SCREEN




  Add Attachment                13)    A facility is provided for the taxpayer to attach a zip file when
                                       filing a tax return. It is located at the bottom part of the tax form.
                                       To attach a file, click on the Add Attachments Button
                                       …                 .




                                14)    Click on the Browse Button                   to find the zip file you
                                       want to attach.




                                15)    Click on the Open Button                once you’ve selected the
                                       file you want to attach.


Bureau of Internal Revenue                                                               Version 1 – October 2003
Training Management Division                                                                             JA PT
Electronic Filing and Payment System                                                               Job Aid
                                                                                                   E-Filing




                                16)    Click on the Done Button               to attach the zip file to
                                       the tax return form.




  Remove
  Attachment




                                       Note:

                                       To remove an attached zip file, click on the zip file once to
                                       choose the file. Then, click on the Remove Attachments Button
                                       .                   .




Bureau of Internal Revenue                                                        Version 1 – October 2003
Training Management Division                                                                      JA PT
Electronic Filing and Payment System                                                                       Job Aid
                                                                                                           E-Filing



                         eFPS ONLINE TAX RETURN FORM SCREEN




  Validate Tax                  17)    After accomplishing the tax return form, click on the Validate
  Return Form                          Button                to have the form entries validated by the
  Entries                              system before submission.

                                       Note:

                                       Error messages will appear to prompt you of invalid entries.

                                       Once validation is successful, a subscreen with the following
                                       message will pop up “Validation Successful. Click on Edit if you
                                       wish to modify your entry.”

                                       If you want to modify your entries, click on the Edit Button
  Edit Tax Return
  Form Entries                         .          . After completing your modifications, click on the
                                       Validate Button                to repeat the validation process of
                                       the system until validation is found to be successful.


  Print Accomplished            18)    After finalizing the entries of the tax return form, click on the
  Tax Return Form                      Print Button                 to print the form.


  Submit Accomplished           19)    Click on the Submit Button                 to submit the tax return
  Tax Return Form                      form.

                                       Note:

                                       Once submission is successful, a subscreen with the folllowing
                                       message will pop up “Form has been submitted, please wait for
                                       the Filing Reference Number Page.” Click on <Ok>.




Bureau of Internal Revenue                                                              Version 1 – October 2003
Training Management Division                                                                            JA PT
Electronic Filing and Payment System                                                                 Job Aid
                                                                                                     E-Filing



                PAYMENT_eFPS FILING REFERENCE NUMBER SCREEN




                                Note:

                                        A Filing Reference Number is generated and displayed to the
                                        taxpayer after a successful submission of the Tax Return Form.


  Pay Tax Dues                          To immediately proceed to paying tax dues after successful
                                        submission of the Tax Return Form, click on Proceed to
                                        Payment Button                     . Please refer to Chapter 7
                                        E-Payment.




Bureau of Internal Revenue                                                          Version 1 – October 2003
Training Management Division                                                                        JA PT

								
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