Professional Documents
Culture Documents
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.
Job Aid
Job Aid
Job Aid
10) In filling up the whole form, proceed to Field No. 1 to click the appropriate
year type for the tax return
11) Go to Field No. 2 and fill up specific Month and 2-digit Year Ended
12) Go to Field No. 3 and check if form to file is Amended Return or not
13) Proceed to Field No. 4 to select if form to file is Short Period Return or not
Job Aid
18) Check the box provided for Method of Deductions on Field No.15 if using
Itemized Deductions or not
19) Enter necessary details for Legal Basis of Tax Relief/Exemption on Field No.
16, if applicable
22) Enter necessary details for Effectivity Date of Tax Relief/Exemption on Field
No. 19, if applicable
23) For Part II, Field No. 20 Total Income Tax Due, click the (From Part IV
Item 41) link, and provide the information needed, if applicable.
Job Aid
24) Enter necessary details for Add: Penalty - Compromise on Field No. 21, if
applicable
25) Provide signature and necessary details to validate Tax Filer Identity on Field
Nos. 23 to 26
28) For Part IV, Field No. 31 Net Sales/Revenues/Receipts/Fees, click the
(From Schedule 1 Item 6) link, and provide the information needed, if
applicable.
29) For Field No. 32 Less: Cost of Sales/Service, click the (From Schedule
2 Item 27) link, and provide the information needed, if applicable.
30) For Field No. 34 Add: Other Taxable Income not Subject to Final Tax,
click the (From Schedule 3 Item 4) link, and provide the information needed,
if applicable.
Bureau of Internal Revenue
Job Aid
31) For Field No. 36 Ordinary Allowable Itemized Deductions, click the
(From Schedule 4 Item 40) link, and provide the information needed, if
applicable.
32) For Field No. 37 Special Allowable Itemized Deductions, click the
(From Schedule 5 Item 5) link, and provide the information needed, if
applicable.
33) For Field No. 41 Total Income Tax Due, click the (To Part II Item 20)
link, and provide the information needed, if applicable.
34) Provide necessary details for TIN of External Auditor/Accredited Tax Agent on
Field No. 46, if applicable
35) Provide necessary details for TIN of Signing Partner (if External Auditor is a
Partnership) on Field No. 48, if applicable
Job Aid
41) For Schedule2C, Field No. 27 Total Cost of Sales/Services, click the
(To Part IV Item 32) link, and provide the information needed, if applicable.
42) Click the Next
Bureau of Internal Revenue
Job Aid
43) For Schedule 3 Other Taxable Income Not Subjected to Final Tax, Field
Nos. 1 to 3, specify details on rows and columns provided if applicable
44) For Schedule3, Field No. 4 Total Other Taxable Income not Subjected
to Final Tax, click the (To Part IV Item 34) link, and provide the information
needed, if applicable.
45) For Schedule 4 Ordinary Allowable Itemized Deductions, Field Nos. 1 to 39,
specify details on rows provided, if applicable
Job Aid
50) For Schedule 6 Reconciliation of Net Income per Books against Taxable
Income, Field Nos. 1 to 3, 5 to 6 and 7 to 9, specify details on rows provided,
if applicable
Job Aid
Job Aid
55) For Schedule 9 Supplemental Information, Field Group No. I Field Nos. 1 to
4, Field Group No. II Field Nos. 5 to 9, Field Group No. III Field Nos. 10 to 15
and Field Group No. IV Field Nos. 16 to 18, specify details on rows and
columns provided, if applicable
Job Aid
56) For Schedule 10 Gross Income/Receipts Exempt from Income Tax , Field
No. 1, Field Group No. I Field Nos. 2 to 5 and Field Group No. 2 Field Nos. 6
to 7, specify details on rows and columns provided, if applicable
57) When finished typing in the necessary details, click the VALIDATE button to
allow system to check all the fields.
58) 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.
59) The message shown onscreen will remain visible until User makes the
necessary action.
Job Aid
60) If User has made the necessary action, system will show message stating
successful validation.
61) The VALIDATE button will become deactivated after successful validation.
62) User can click the EDIT button if details need to be changed or added for a
certain field.
63) After clicking the EDIT button, User must navigate to where details need to be
changed or added for a certain field.
Job Aid
64) The EDIT button will become deactivated after it has been clicked and editing
is in progress.
65) However, the VALIDATE button will become active again during the editing
process.
66) When finished in editing, click the VALIDATE button again to allow system to
check changes in all the fields.
67) System will show message stating successful validation if newly added data
has been checked by system and found to be appropriate
Job Aid
68) User can save the changes or additions placed on the document
70) System will then show message stating successful saving, together with a
system-generated file name
Job Aid
72) System will show another message stating that background information was
successfully saved/updated, together with a system-generated file name.
74) Click the PRINT button if a single page or all document pages need to be
printed
Job Aid
75) Once the PRINT button has been clicked, a full image of the particular page
to be printed will appear onscreen
76) Alongside the full image of page to be printed, the various Print Commands
will appear onscreen after clicking the FILE tab
Job Aid
77) To initialize printing, click the FILE tab to enable display of Print Commands,
then click the PRINT activity
Job Aid
80) Specify page range to cover. Click the ALL box if all pages have to be printed.
81) 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.
82) Specify total number of copies to print. User can type in the exact number of
copies on the box provided.
83) Or click the arrow pointer downwards and upwards to enter the number of
copies.
Job Aid
85) System will then process the request. A message will appear onscreen
indicating the printing task is in progress.
86) When finished in saving, click the SUBMIT button to allow system to forward
to BIR the completed Tax Return form.
87) After clicking the SUBMIT button, User must choose which particular
electronic BIR site to submit the completed Tax Return forms.
Job Aid
88) User can either choose to navigate to the eBIRForms Online site
89) Or proceed to the Electronic Filing and Payment System (eFPS) site
90) If User clicks the eBIRForms Online site, system will display a message
onscreen which User must respond to.
Job Aid
93) If User clicks the eFPS site, system will display a message onscreen which
User must respond to.
Job Aid
96) User may want to have a Final Copy of the completed Tax Return form for
reference purposes
98) System will show a message onscreen which User must respond to
99) If User wishes to save another copy of the document using a USB flash drive
or CR-RW, just click the OK button
Job Aid
101) Click the arrow pointer downwards to specify which drive to save the file.
Job Aid
105) System will navigate screen back to Main Page, and FINAL COPY button
will become deactivated
Job Aid
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
Job Aid
10) When the Page Setup window opens, set the parameters to be followed
for printing tasks
Job Aid
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
Job Aid
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.
Job Aid
23) System will then process the request. A message will appear onscreen
indicating the printing task is in progress.