returns filing and processing (rfp) user training bureau of internal revenue electronic tax...
TRANSCRIPT
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RETURNS FILING AND PROCESSING (RFP)USER TRAINING
BUREAU OF INTERNAL REVENUE
Electronic Tax Information System (eTIS-1)
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 2|
BIR Electronic Tax Information System 1 (eTIS-1) Project
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 3|
BIR Electronic Tax Information System 1 (eTIS-1) Project
Name and Department/Nature of WorkExpectations.Fun fact about you!Hobbies
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 4|
HOUSE RULESBIR Electronic Tax Information System 1 (eTIS-1) Project
Attendance AM/PM
Mobile Phones Silent Mode
Breaks Morning Lunch Afternoon
Restrooms
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 5|
WHAT THE TRAINING IS ABOUTBIR Electronic Tax Information System 1 (eTIS-1) Project
Hands-on EXPERIENCE of the systemLEARN various functionalities of the eTIS-1UNDERSTAND how the system can help you in your daily
operations. To EQUIP the selected trainers with knowledge on eTIS-1 that they
can TRAIN OR GUIDE fellow BIR employees through the End User training
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 6|
WHAT THE TRAINING IS ABOUTBIR Electronic Tax Information System 1 (eTIS-1) Project
Included in the Returns Filing and Processing (RFP) are the following forms:
1700 (July 2008, ENCS) – Individual Compensation Income Tax1701 (July 2008, ENCS) – Annual Self Employed Income Tax 1701Q (July 2008, ENCS) – Quarterly Self Employed 1702 (July 2008, ENCS) – Corporate Income Tax1702Q (July 2008, ENCS) – Quarterly Corporate Income Tax2550M (February 2007, ENCS) – Monthly Value Added Tax2550Q (February 2007, ENCS) – Quarterly Value Added Tax2551M (September 2005, ENCS) – Monthly Percentage Tax
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WHAT THE TRAINING IS NOT ABOUTBIR Electronic Tax Information System 1 (eTIS-1) Project
ₓ This is not a Requirements Gathering activity
ₓ This is not a User Acceptance Testing activity
ₓ This training is not the venue to discuss policies and procedural issues
ₓ This training will not provide a refresher on the RFP business process
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SCHEDULE DAY 1BIR Electronic Tax Information System 1 (eTIS-1) Project
TIME AGENDA
8:00 - 8:30 Registration8:30 - 9:00 Message from CM9:00 - 9:30 Introduction9:30 - 9:45 AM Break9:45 - 10:15 Overview of eTIS10:15 - 10:30 System Guide10:30 - 10:45 Hands-on (Log-in/Log-out)10:45 - 11:00 Returns Filing and Processing Functions11:00 - 11:30 Return Inquiry11:30 - 11:45 Hands-on (Return Inquiry)12:00 - 1:00 LUNCH BREAK
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SCHEDULE DAY 1BIR Electronic Tax Information System 1 (eTIS-1) Project
TIME AGENDA
1:00 - 1:30 Batch Entry1:30 - 2:30 Hands-on (Batch Entry)2:30 -2:45 Edit Saved Return2:45 - 3:00 Hands-on (Edit Saved Return)3:00 - 3:15 Amend Return3:15 - 3:30 Hands-on (Amend Return)3:30 - 4:00 Q&A
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INDEX
01 Overview of eTIS
02 System Guide
03 Returns Filing and Processing Functions
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BIR Electronic Tax Information System 1 (eTIS-1) Project
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 12|
WHAT IS eTIS-1?
It is a web-based technology, designed to be the core system of BIR. This is a system that is compliant with the internationally accepted standard of having a single tax data repository.
eTIS-1 contains enhancements that have been identified from ITS. This system is intended to replace ITS in the long run.
BIR Electronic Tax Information System 1 (eTIS-1) Project
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HOW IS eTIS-1 DIFFERENT FROM ITS?BIR Electronic Tax Information System 1 (eTIS-1) Project
In a nutshell, these are what you would expect to be different from ITS A graphic user interface making user experience better Enhancements that will greatly reduce the risk of error Real time updating of records in a consolidated database Reduce the effort and time needed to perform daily operational tasks
such as auto-generated reports and online approval
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ETIS-1 AT A GLANCEBIR Electronic Tax Information System 1 (eTIS-1) Project
• Register Taxpayer•Manage Taxpayer
eTISeTIS
Security and System Admin.
Security and System Admin.
Taxpayer Registration
System
Taxpayer Registration
System
Collection & Remittance
Reconciliation
Collection & Remittance
Reconciliation
Returns Filing and ProcessingReturns Filing
and ProcessingAudit-
Case Management System
Audit-Case Management
System
• GUI Configuration
• User Security• Group Security• Manage User
Login• Reference Table
Manager• Manage Office• Supporting
Attachment• Manage Search
Configuration• Manage Case
Outline• Activity Log
• Receive Payment
• Manage Payment
• Resolve Suspended Payment
• Reconcile Collection
• Manage CRDC
• Manage BSP-LOR
• Manage Deposit Slip
•Batch Entry•Return Inquiry •Adjust Return•Return Reversal•Task Resolve/Suspend•Reports
Audit:•Define Selection Criteria•Run Selection Profile•Find Selection Profile•Manage Selection Profile•Archive Selection Report•View Audit Log•Submit Taxpayer for AuditCMS:•New Case•View Case•Manage Case•New Document•View Document•Manage Document•Manage Form 0500 Series
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INDEX
01 Overview of eTIS
02 System Guide
03 Returns Filing and Processing Functions
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SYSTEM REQUIREMENTSBIR Electronic Tax Information System 1 (eTIS-1) Project
Browser Your browser (Internet Explorer) Internet Explorer 7 or higher
eTIS-1 URL This will be provided once the system is launched in the BIR
intranet.
Software Microsoft Excel 2003-2010 Adobe Reader 10
Make sure you are connected to the BIR Intranet to access the system.
Make sure you have a username and password to access the system.
Download link:
•Adobe Reader download (free) - http://get.adobe.com/reader/
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OPERATING THE SYSTEM
For Keyboard
Keyboard operation is standard. The <TAB>, <Shift + TAB> keys are used to move from one field to another. The keyboard can also be used to enter characters, numbers and symbols in text boxes.
For Mouse
Mouse operation is standard. The mouse can be used to click buttons, hyperlinks, dropdown lists, and icons. It can also be used to select a text box to be able to input data.
BIR Electronic Tax Information System 1 (eTIS-1) Project
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SHORTCUT KEYS
Ctrl + P Prints the current page.
F5 Refreshes the current page.
Tab Moves the cursor to the next field in the page.
Shift + Tab Returns the cursor to the previous field in the
page.
Backspace Returns to the Home Page
Back Arrow button Returns to the Home Page
BIR Electronic Tax Information System 1 (eTIS-1) Project
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MAXIMIZE SEARCH FUNCTION
Flashlight Icon Searches a particular entry made on its
corresponding field
Calendar Icon Displays a calendar window, where a
particular date can be selected
Wildcard
Percentage Symbol (%) To facilitate the search for all applicable
transactions that will satisfy the entered
criteria for a certain field
BIR Electronic Tax Information System 1 (eTIS-1) Project
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FAMILIARIZING WITH THE USER INTERFACEBIR Electronic Tax Information System 1 (eTIS-1) Project
Access to eTIS-1 functionalities will depend on the user’s role assignment.
1
2
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ETIS-1 USER INTERFACE OBJECTSBIR Electronic Tax Information System 1 (eTIS-1) Project
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ETIS-1 USER INTERFACE OBJECTSBIR Electronic Tax Information System 1 (eTIS-1) Project
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LOGGING INTO THE SYSTEMBIR Electronic Tax Information System 1 (eTIS-1) Project
Type-in a valid Username and Password then click the Login button.
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LOGGING INTO THE SYSTEMBIR Electronic Tax Information System 1 (eTIS-1) Project
If the Username or Password is incorrect, this error message will appear on the screen.
Warning: Users are only allowed to commit two (2) invalid login attempts. After the third attempt with incorrect data, the account will automatically be blocked. An error message will be displayed stating that the account will be blocked for 120 minutes. Request for assistance from the System Administrator is needed.
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•Upon, clicking the Logout button, a message will appear confirming if you want to log out of the system. Clicking the Logout button will direct the user back to the Login Screen.
• To continue logging out from the BIR Internal user will need to click on the Yes button. Otherwise, click on NO button and will divert back the user to the main screen.
LOGGING OUT BIR Electronic Tax Information System 1 (eTIS-1) Project
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You can change your password anytime by clicking on the My Account then choose the Change Password link on the Navigation Panel at the left-side of the screen.
For first time users of the system, they are automatically asked to change their password.
CHANGE PASSWORDBIR Electronic Tax Information System 1 (eTIS-1) Project
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Confirm Password Change will be displayed upon clicking the Change Password link. Fill out the mandatory fields then click the Confirm Password Change button.
If BIR Internal User encoded mismatched password in the Enter Password and Re-enter Password field, an error message will appear.
Note: Confirming password change will automatically log the user out of the system. User will then be required to login again using the new password.
CHANGE PASSWORDBIR Electronic Tax Information System 1 (eTIS-1) Project
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If BIR Internal user did not follow the correct password format, a pop-up message will appear. Click OK button and encode a valid password.
CHANGE PASSWORDBIR Electronic Tax Information System 1 (eTIS-1) Project
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SYSTEM GUIDE
HANDS ON….
Log-In and Log-Out
Change Password
BIR Electronic Tax Information System 1 (eTIS-1) Project
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INDEX
01 Overview of eTIS
02 System Guide
03 Returns Filing and Processing Functions
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WHAT IS THE RETURNS FILING AND PROCESSING (RFP) FUNCTION?
BIR Electronic Tax Information System 1 (eTIS-1) Project
It is a function that captures, manages, and monitors taxpayers return file information
It provides users ability to generate reports needed in returns filing process
Aims to increase BIR’s efficiency in terms of reviewing taxpayer’s obligation
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RFP ENHANCEMENTS IN ETIS-1
Accessible detailed returns information System generated reports that are viewable online Graphic user interface of data entry screens Comprehensive database providing detailed returns information
BIR Electronic Tax Information System 1 (eTIS-1) Project
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BIR Electronic Tax Information System 1 (eTIS-1) Project
WHAT TRANSACTIONS CAN I DO IN RFP?
Return Inquiry View information on existing returns
Batch Entry Create Batch Entry Edit Saved Return
Adjust Return Adjust the computations of submitted returns
Return Reversal Reverse a specific return
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BIR Electronic Tax Information System 1 (eTIS-1) Project
WHAT ARE THE FUNCTIONS OUTSIDE RFP THAT SUPPORT ITS MAIN FUNCTIONS?
Resolve Suspended Returns Generate Reports
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ETIS-1 SYSTEM FUNCTIONSBIR Electronic Tax Information System 1 (eTIS-1) Project
Taxpayer Registration
System
Task Manager
Returns Filing and Processing
Collection Remittance and Reconciliation
Audit
Case Management System
Systems Administration
Generate Reports
Authorizations Management
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RETURNS FILING AND PROCESSING SYSTEM FUNCTIONSBIR Electronic Tax Information System 1 (eTIS-1) Project
RETURNS FILING AND
PROCESSING
Return Inquiry
Batch Entry
Adjust Return
Return Reversal
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RETURNS FILING AND PROCESSING > RETURN INQUIRY OVERVIEW
BIR Electronic Tax Information System 1 (eTIS-1) Project
RETURN INQUIRY
• This functionality allows the user to view the details of an encoded return in the system
• Only viewing of returns is allowed in this sub-module
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RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• From the Returns Filing & Processing menu, click Return Inquiry sub-menu.
• Select a value from the Inquiry Type dropdown list.
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RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• Select a value from the Inquiry Type dropdown list.
• Click the Search button.
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RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• For Inquiry Type SHOW_SCV (System Computed Value):
• To view the return details, click the radio button of the desired record and then click View.
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RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• The return details will be displayed.
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RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• For Inquiry Type SHOW_CPV (Client Provided Value):
• To view the return details, click the radio button of the desired record and then click View.
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RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• The return details will be displayed.
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 44|
RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• For Inquiry Type SHOW_SCV_AND_CPV:
• To view the return details, click the radio button of the desired record and then click View.
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 45|
RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• The return details will be displayed.
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 46|
RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
System Computed Value (SCV)
Client Provided Value (CPV)
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 47|
RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Column Name
Description Value Displayed
Description The description associated to the return
List of Values:Original Return FiledApplicable to new posting of returns Amended ReturnApplicable to amendment of posted/amended returns Other Return AdjustmentApplicable to any adjustment of posted/amended/adjusted returns Return ReversalApplicable to cancellation of posted returns
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 48|
RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Column Name
Description Value Displayed
Version The corresponding version number associated to the return
Initial value = 0 which corresponds to the original return Increments if the original return is amended/adjusted/reversed (e.g., Original Return Filed = 0, Succeeding Amended/Adjusted/Reversed Return = 1, etc) Saved returns (Status = Received) does not have a version number
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 49|
RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Column Name
Description Value Displayed
Return Period The return period associated to the return filed
Displays the end date of the given return period identified in the return
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 50|
RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Column Name
Description Value Displayed
Quarter The corresponding quarter count of the return filed
For Annual Returns(1700, 1701, 1702):Value is set to 4.For Monthly Returns(2550M, 2551M):Value should be between 1 – 12 where the value corresponds to the order of the month in an accounting year For Quarterly Returns(1701Q, 1702Q, 2550Q):Value should be between 1 – 4 where the value corresponds to the order of the quarter in an accounting year
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 51|
RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Column Name
Description Value Displayed
Sequence Number
The number assigned to a return that indicate the order of the multiple encoded returns filed within the same return period
Initial value = 1 which corresponds to the first original return filed within a given return period Indicates the order of the multiple encoded original returns filed within the same return period (e.g., One Time Transaction returns like DST form 2000-OT)
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 52|
RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Column Name
Description Value Displayed
Created Date Date when the return was created in the system
Date and Time
Updated Date
Date of the last update of the return in the system through the use of any of the RFP functionalities
Date and Time
![Page 53: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/53.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 53|
RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Column Name
Description Value Displayed
Record Status
The corresponding status associated to a return
PostedStatus given to returns that are submitted and passed all of the validation criteria of the corresponding form typeCancelledStatus given to returns that are successfully cancelled through Cancel Suspended functionalitiesSuspendedStatus given to returns that are submitted and did not pass the validation and suspension criteria of the corresponding form typeCPVStatus shown when user selects Show CPV as inquiry type in the Return Inquiry screen regardless of the actual return status (e.g., Posted, Suspended, etc).
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 54|
RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
HANDS ON….RETURN INQUIRY DETERMINE THE STATUS OF THE _______ RETURNS SUBMITTED BY TAXPAYER WITH TIN __________
Note: Refer to the RFP End User Guide section 3.I. for the detailed steps on how to view returns.
![Page 55: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/55.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 55|
RETURNS FILING AND PROCESSING SYSTEM FUNCTIONSBIR Electronic Tax Information System 1 (eTIS-1) Project
RETURNS FILING AND
PROCESSING
Return Inquiry
Batch Entry
Adjust Return
Return Reversal
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 56|
RETURNS FILING AND PROCESSING > BATCH ENTRY OVERVIEW
BIR Electronic Tax Information System 1 (eTIS-1) Project
Batch Entry • Create New Batch - Functionality that allows the user to create a new batch of returns
• Edit Saved Return - Functionality that allows the user to edit a saved return
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 57|
CREATE BATCH ENTRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• From the Returns Filing & Processing menu, click Batch Entry.
• Click Create New button to create new batch of returns.
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 58|
CREATE BATCH ENTRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• Input the details on all mandatory fields.
Batch Number: YY-RDO-5 digit series (e.g., 1404410003)DLN: RDO-”R”-YY-MM-6 digit series (e.g., 044R1410000002)
• Click the Next button
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 59|
CREATE BATCH ENTRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• Data entry screen appropriate for the form type selected will be displayed.
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 60|
CREATE BATCH ENTRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• Encode the return: Return information
Taxpayer Background Information
Enter TIN either by:1.Entering TIN and branch code directly in the TIN field; OR2.Click the flashlight icon to use the Find Taxpayer functionality
Other taxpayer information will be auto-populated from Registration date.
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 61|
CREATE BATCH ENTRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• Encode the return: Computation of Tax
• Click Submit to finalize the return
System will perform validations on the form when the Check Data Entry is checked
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 62|
CREATE BATCH ENTRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Error prompt will be displayed if the form validations are not met while the Check Data Entry is checked
Un-checking the Check Data Entry will bypass the validation and suspension criteria upon submission Status of the return upon submission:
POSTED – Status given to returns that are submitted and passed all of the validation criteria SUSPENDED – Status given to returns that are submitted and did not pass the validation and suspension criteria
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 63|
CREATE BATCH ENTRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• Click Save to save a return that is not yet finalized and will be edited in the future
Status of the return upon saving is RECEIVED.
• Prompt for a saved/submitted return in the batch
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 64|
CREATE BATCH ENTRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• Batch details updated for the next record.
• Blank form for the new record is displayed
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 65|
CREATE BATCH ENTRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• Prompt for a submitted batch with all records submitted
• Prompt for a batch containing saved records
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 66|
RETURNS FILING AND PROCESSING > BATCH ENTRY > AMEND RETURN
BIR Electronic Tax Information System 1 (eTIS-1) Project
HANDS ON….BATCH ENTRY ENCODE A BATCH OF _____ RETURNS WITH THE FOLLOWING DETAILS:TIN1: ________________ -> SUBMIT THE RETURNTIN2: ________________ -> SAVE THE RETURNUSE THE ATTACHED RETURN TO COMPLETE ENCODING OF THE RETURN. RECORD THE FOLLOWING INFORMATION FOR THIS EXERCISE:BATCH NO.:DLN OF TIN1:DLN OF TIN2:
Note: Refer to the RFP End User Guide section 3.II. for the detailed steps on how to encode or edit returns.
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 67|
RETURNS FILING AND PROCESSING > BATCH ENTRY > AMEND RETURN
BIR Electronic Tax Information System 1 (eTIS-1) Project
HANDS ON….RETURN INQUIRY:
BATCH ENTRY:
• Only returns with status SUSPENDED, POSTED and CANCELLED can be viewed in Return Inquiry.
• Returns with status RECEIVED cannot be searched in Return Inquiry.
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 68|
RETURNS FILING AND PROCESSING > BATCH ENTRY OVERVIEW
BIR Electronic Tax Information System 1 (eTIS-1) Project
Batch Entry • Create New Batch - Functionality that allows the user to create a new batch of returns
• Edit Saved Return - Functionality that allows the user to edit a saved return
![Page 69: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/69.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 69|
EDIT SAVED RETURN FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• From the Returns Filing & Processing menu, click Batch Entry sub-menu.
• Type-in the Batch Number inside the field provided, then click Search button. Select a record then click the Edit button.
![Page 70: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/70.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 70|
EDIT SAVED RETURN FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• Batch Entry- Details will be displayed. Click Next button to continue
• Type in the details of the return that was saved before then click Search
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 71|
EDIT SAVED RETURN FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• Select a record from the list and click Edit.
Only submitted returns with status RECEIVED can be edited in Batch Entry.
Prompt displayed when the record selected has status other than RECEIVED
![Page 72: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/72.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 72|
EDIT SAVED RETURN FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 73|
RETURNS FILING AND PROCESSING > BATCH ENTRYBIR Electronic Tax Information System 1 (eTIS-1) Project
HANDS ON….EDIT SAVED RETURN EDIT THE PREVIOUSLY SAVED ______ RETURN AND SUBMIT TO FINALIZE:TIN2: ______________
Note: Refer to the RFP End User Guide section 3.II. for the detailed steps on how to encode or edit returns.
![Page 74: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/74.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 74|
RETURNS FILING AND PROCESSING > BATCH ENTRYBIR Electronic Tax Information System 1 (eTIS-1) Project
HANDS ON….RETURN INQUIRY
![Page 75: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/75.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 75|
RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Column Name Value Displayed
Description Original Return Filed
Version Initial value = 0 which corresponds to the original return
Return Status PostedStatus given to returns that are submitted and passed all of the validation criteria of the corresponding form typeSuspendedStatus given to returns that are submitted and did not pass the validation and suspension criteria of the corresponding form type
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 76|
RETURNS FILING AND PROCESSING > BATCH ENTRY OVERVIEW
BIR Electronic Tax Information System 1 (eTIS-1) Project
Batch Entry • Amending a return can be done in this functionality
![Page 77: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/77.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 77|
AMEND RETURNBIR Electronic Tax Information System 1 (eTIS-1) Project
![Page 78: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/78.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 78|
RETURNS FILING AND PROCESSING > BATCH ENTRY > AMEND RETURN
BIR Electronic Tax Information System 1 (eTIS-1) Project
HANDS ON….AMEND RETURN AMEND THE ENCODED ________ RETURN THAT WAS PREVIOUSLY POSTED FROM EXERCISE NO. 3:TIN1: ____________ RECORD THE FOLLOWING INFORMATION FOR THIS EXERCISE:BATCH NO.:DLN OF TIN1:
Note: Refer to the RFP End User Guide section 3.II. for the detailed steps on how to encode or edit returns.
![Page 79: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/79.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 79|
RETURNS FILING AND PROCESSING > BATCH ENTRY > AMEND RETURN
BIR Electronic Tax Information System 1 (eTIS-1) Project
HANDS ON….RETURN INQUIRY
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 80|
RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Column Name Value Displayed
Description Amended Return
Version 1
Increments if the original return is amended/adjusted/reversed (e.g., Original Return Filed = 0, Succeeding Amended/Adjusted/Reversed Return = 1, etc)
Return Status PostedStatus given to returns that are submitted and passed all of the validation criteria of the corresponding form typeSuspendedStatus given to returns that are submitted and did not pass the validation and suspension criteria of the corresponding form type
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 81|
BIR Electronic Tax Information System 1 (eTIS-1) Project
![Page 82: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/82.jpg)
RETURNS FILING AND PROCESSING (RFP)USER TRAINING
BUREAU OF INTERNAL REVENUE
Electronic Tax Information System (eTIS-1)
![Page 83: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/83.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 83|
BIR Electronic Tax Information System 1 (eTIS-1) Project
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 84|
Q&A:WHAT ARE THE FORMS INCLUDED IN RFP?
BIR Electronic Tax Information System 1 (eTIS-1) Project
RECAP
![Page 85: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/85.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 85|
Q&A:WHAT ARE THE FORMS INCLUDED IN RFP?
BIR Electronic Tax Information System 1 (eTIS-1) Project
1700 (July 2008, ENCS)1701 (July 2008, ENCS) 1701Q (July 2008, ENCS) 1702 (July 2008, ENCS)1702Q (July 2008, ENCS)2550M (February 2007, ENCS)2550Q (February 2007, ENCS)2551M (September 2005, ENCS)
RECAP
![Page 86: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/86.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 86|
Q&A:A RETURN THAT WAS SAVED CAN BE VIEWED IN WHAT FUNCTIONALITY?
BIR Electronic Tax Information System 1 (eTIS-1) Project
RECAP
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 87|
Q&A:A RETURN THAT WAS SAVED CAN BE VIEWED IN WHAT FUNCTIONALITY?
BIR Electronic Tax Information System 1 (eTIS-1) Project
BATCH ENTRY
RECAP
![Page 88: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/88.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 88|
Q&A:HOW DO YOU CREATE A BATCH OF RETURNS?
BIR Electronic Tax Information System 1 (eTIS-1) Project
RECAP
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 89|
Q&A:HOW DO YOU CREATE A BATCH OF RETURNS?
BIR Electronic Tax Information System 1 (eTIS-1) Project
1. GO TO BATCH ENTRY2. CLICK CREATE NEW BUTTON
RECAP
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 90|
Q&A:WHAT ARE THE STATUS OF RETURNS THAT CAN BE VIEWED IN RETURN INQUIRY IF INQUIRY TYPE IS “SHOW SCV AND CPV”?
BIR Electronic Tax Information System 1 (eTIS-1) Project
RECAP
![Page 91: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/91.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 91|
Q&A:WHAT ARE THE STATUS OF RETURNS THAT CAN BE VIEWED IN RETURN INQUIRY IF INQUIRY TYPE IS “SHOW SCV AND CPV”?
BIR Electronic Tax Information System 1 (eTIS-1) Project
SUSPENDEDPOSTEDCANCELLED
RECAP
![Page 92: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/92.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 92|
Q&A:IF I WANT TO BYPASS THE VALIDATION OF THE FORM IN BATCH ENTRY FUNCTIONALITY, WHAT WILL YOU DO WITH THE “CHECK DATA ENTRY”?
BIR Electronic Tax Information System 1 (eTIS-1) Project
RECAP
![Page 93: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/93.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 93|
Q&A:IF I WANT TO BYPASS THE VALIDATION OF THE FORM IN BATCH ENTRY FUNCTIONALITY, WHAT WILL YOU DO WITH THE “CHECK DATA ENTRY”?
BIR Electronic Tax Information System 1 (eTIS-1) Project
UNCHECK IT.
RECAP
![Page 94: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/94.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 94|
Q&A:HOW DO YOU AMEND A RETURN?
BIR Electronic Tax Information System 1 (eTIS-1) Project
RECAP
![Page 95: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/95.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 95|
Q&A:HOW DO YOU AMEND A RETURN?
BIR Electronic Tax Information System 1 (eTIS-1) Project
1. GO TO BATCH ENTRY2. CLICK CREATE NEW BUTTON
RECAP
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 96|
Q&A:IN THE RETURN INQUIRY FUNCTIONALITY, WHAT IS THE DESCRIPTION AND VERSION OF THE FIRST ORIGINAL RETURN SUBMITTED?
BIR Electronic Tax Information System 1 (eTIS-1) Project
RECAP
![Page 97: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/97.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 97|
BIR Electronic Tax Information System 1 (eTIS-1) Project
• Description: Original Return Filed• Version: 0
RECAP
Q&A:IN THE RETURN INQUIRY FUNCTIONALITY, WHAT IS THE DESCRIPTION AND VERSION OF THE FIRST ORIGINAL RETURN SUBMITTED?
![Page 98: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/98.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 98|
Q&A:IN THE RETURN INQUIRY FUNCTIONALITY, WHAT IS THE DESCRIPTION AND VERSION OF THE FIRST AMENDMENT OF THE ORIGINAL RETURN SUBMITTED?
BIR Electronic Tax Information System 1 (eTIS-1) Project
RECAP
![Page 99: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/99.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 99|
Q&A:IN THE RETURN INQUIRY FUNCTIONALITY, WHAT IS THE DESCRIPTION AND VERSION OF THE FIRST AMENDMENT OF THE ORIGINAL RETURN THAT IS POSTED?
BIR Electronic Tax Information System 1 (eTIS-1) Project
• Description: Amended Return• Version: 1
RECAP
![Page 100: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/100.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 100|
RETURNS FILING AND PROCESSING SYSTEM FUNCTIONSBIR Electronic Tax Information System 1 (eTIS-1) Project
RETURNS FILING AND
PROCESSING
Return Inquiry
Batch Entry
Adjust Return
Return Reversal
![Page 101: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/101.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 101|
RETURNS FILING AND PROCESSING > ADJUST RETURN OVERVIEW
BIR Electronic Tax Information System 1 (eTIS-1) Project
Adjust Return • Functionality that allows the user to adjust POSTED returns in the system
![Page 102: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/102.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 102|
ADJUST RETURN FUNCTION DETAILS BIR Electronic Tax Information System 1 (eTIS-1) Project
• Under Returns Filling & Processing on the Navigation Panel, click on Adjust Return.
• Select a form from the Form Type drop down and click Next button.
![Page 103: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/103.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 103|
ADJUST RETURN FUNCTION DETAILS BIR Electronic Tax Information System 1 (eTIS-1) Project
• Provide the following search criteria
• Select a record then click the Edit button
![Page 104: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/104.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 104|
ADJUST RETURN FUNCTION DETAILS
• Adjust the computational fields of the return and click Adjust button.
BIR Electronic Tax Information System 1 (eTIS-1) Project
![Page 105: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/105.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 105|
ADJUST RETURN FUNCTION DETAILS
• Prompt for a successful adjustment of return
BIR Electronic Tax Information System 1 (eTIS-1) Project
![Page 106: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/106.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 106|
RETURNS FILING AND PROCESSING > ADJUST RETURNBIR Electronic Tax Information System 1 (eTIS-1) Project
HANDS ON….ADJUST RETURN ADJUST THE ENCODED ______ RETURN THAT WAS PREVIOUSLY SAVED FROM EXERCISE NO. 3 AND THEN SUBMITTED FROM EXERCISE NO. 4:
TIN1: __________________
Note: Refer to the RFP End User Guide section 3.III. for the detailed steps on how to adjust returns.
![Page 107: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/107.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 107|
RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Column Name Value Displayed
Description Other Return Adjustment
Version 1
Increments if the original return is amended/adjusted/reversed (e.g., Original Return Filed = 0, Succeeding Amended/Adjusted/Reversed Return = 1, etc)
Return Status PostedStatus given to returns that are submitted and passed all of the validation criteria of the corresponding form typeSuspendedStatus given to returns that are submitted and did not pass the validation and suspension criteria of the corresponding form type
![Page 108: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/108.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 108|
RETURNS FILING AND PROCESSING SYSTEM FUNCTIONSBIR Electronic Tax Information System 1 (eTIS-1) Project
RETURNS FILING AND
PROCESSING
Return Inquiry
Batch Entry
Adjust Return
Return Reversal
![Page 109: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/109.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 109|
RETURNS FILING AND PROCESSING > RETURN REVERSAL OVERVIEW
BIR Electronic Tax Information System 1 (eTIS-1) Project
Return Reversal • Functionality that allows the user to
reverse POSTED returns in the system
![Page 110: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/110.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 110|
RETURN REVERSAL FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Under the Returns Filing & Processing of the Navigation Panel, click on the Return Reversal.
• Select a form from the Form Type drop down and click Next button.
![Page 111: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/111.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 111|
RETURN REVERSAL FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
• Provide the following search criteria
• Select a record then click the Edit button
![Page 112: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/112.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 112|
RETURN REVERSAL FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
To Reverse a return, click the Reverse Return button.
![Page 113: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/113.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 113|
RETURN REVERSAL FUNCTION DETAILS
• Prompt for a successful reversal of return
BIR Electronic Tax Information System 1 (eTIS-1) Project
![Page 114: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/114.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 114|
RETURNS FILING AND PROCESSING > RETURN REVERSALBIR Electronic Tax Information System 1 (eTIS-1) Project
HANDS ON….REVERSE RETURN REVERSE THE AMENDED ______ RETURN FROM EXERCISE NO. 5:TIN1: ____________________
Note: Refer to the RFP End User Guide section 3.IV. for the detailed steps on how to reverse a return.
![Page 115: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/115.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 115|
RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Column Name Value Displayed
Description Return Reversal
Version 1
Increments if the original return is amended/adjusted/reversed (e.g., Original Return Filed = 0, Succeeding Amended/Adjusted/Reversed Return = 1, etc)
Return Status Posted
![Page 116: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/116.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 116|
ETIS-1 SYSTEM FUNCTIONSBIR Electronic Tax Information System 1 (eTIS-1) Project
Taxpayer Registration
System
Task Manager
Returns Filing and Processing
Collection Remittance and Reconciliation
Audit
Case Management System
Systems Administration
Generate Reports
Authorizations Management
![Page 117: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/117.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 117|
TASK MANAGER FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Task Manager • Functionality that allows the user to resolve suspended returns
![Page 118: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/118.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 118|
TASK MANAGER FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Under the Navigation Panel, click on Task, then choose Task Manager.
Task Manager screen will be displayed which contains a list of all transactions
![Page 119: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/119.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 119|
TASK MANAGER FUNCTION DETAILS
Click on the Task Number link under the Task column, to view the details of the assigned pending task.
Click the Acquire link to accept the task and enable Open Form button to resolve the suspended return.
BIR Electronic Tax Information System 1 (eTIS-1) Project
![Page 120: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/120.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 120|
TASK MANAGER FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Click on the Open form button, to be diverted in the Form page
Choose Cancel Return, Resolve, Save or Cancel as an action
![Page 121: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/121.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 121|
TASK MANAGER FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
A confirmation message will appear on the screen, once action was done
For RESOLVE Return
For CANCEL Return
For Saved Return
![Page 122: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/122.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 122|
RETURN INQUIRY FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Column Name Value Displayed
Return Status Posted
Resolve Suspended Return
Column Name Value Displayed
Return Status Cancelled
Cancel Suspended Return:
![Page 123: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/123.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 123|
TASK MANAGER FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Resolve Suspend:
• Filing date must not be earlier than return period
• TIN does not exist in the RDC's database
• Taxpayer Information does not match registration data
• Calculated field value [System Computed Value] does not match with value [Client Provided Value]
• [Field Number] - must be entered
![Page 124: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/124.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 124|
TASK MANAGER FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Resolve Suspend:
• Taxpayer is not registered for Tax Type
• Return Period - Return period does not exist
• Amending suspended return not allowed - Original return to be amended is still suspended
• TIN is Invalid
![Page 125: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/125.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 125|
RETURNS FILING AND PROCESSING > TASK MANAGERBIR Electronic Tax Information System 1 (eTIS-1) Project
HANDS ON….RESOLVE SUSPENDED RETURN 1. ENCODE A ____ RETURN USING AN INVALID TIN: _________. ENTERED VALUE SHOULD NOT CONTAIN A BRANCH CODE TO SUSPEND THE RETURN. USE THE ATTACHED RETURN TO COMPLETE ENCODING OF THE RETURN.
RECORD THE FOLLOWING INFORMATION:BATCH NO.:DLN OF TIN: 2. RESOLVE THE SUSPENDED RETURN USING THE TASK MANAGER. INPUT THE VALID INFORMATION TIN: _____________
Note: Refer to the RFP End User Guide section 3.V. for the detailed steps on how to manage tasks.
![Page 126: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/126.jpg)
RETURNS FILING AND PROCESSING (RFP)USER TRAINING
BUREAU OF INTERNAL REVENUE
Electronic Tax Information System (eTIS-1)
![Page 127: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/127.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 127|
BIR Electronic Tax Information System 1 (eTIS-1) Project
![Page 128: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/128.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 128|
Q&A:WHAT WILL BE THE VERSION AND DESCRIPTION OF THE FIRST ADJUSTED RETURN?
BIR Electronic Tax Information System 1 (eTIS-1) Project
RECAP
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 129|
Q&A:WHAT WILL BE THE VERSION AND DESCRIPTION OF THE FIRST ADJUSTED RETURN?
BIR Electronic Tax Information System 1 (eTIS-1) Project
Version: 1Description: ORA
RECAP
![Page 130: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/130.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 130|
Q&A:AN ORIGINAL RETURN WAS ADJUSTED AND WAS SUCCESSFULLY POSTED, WILL THE UPDATED DATE OF THE SAID RETURN INCREMENT?
BIR Electronic Tax Information System 1 (eTIS-1) Project
RECAP
![Page 131: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/131.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 131|
Q&A:AN ORIGINAL RETURN WAS ADJUSTED AND WAS SUCCESSFULLY POSTED, WILL THE UPDATED DATE OF THE SAID RETURN INCREMENT?
BIR Electronic Tax Information System 1 (eTIS-1) Project
RECAP
Yes
![Page 132: RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)](https://reader038.vdocument.in/reader038/viewer/2022102906/56649ce35503460f949af65b/html5/thumbnails/132.jpg)
BIR eTIS-1: Returns Filing and Processing (RFP) Overview 132|
Q&A:WHAT WILL BE THE STATUS AND DESCRIPTION OF A REVERSED RETURN?
BIR Electronic Tax Information System 1 (eTIS-1) Project
RECAP
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 133|
Q&A:WHAT WILL BE THE STATUS AND DESCRIPTION OF A REVERSED RETURN?
BIR Electronic Tax Information System 1 (eTIS-1) Project
RECAP
Description: RETURN REVERSALStatus: POSTED
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 134|
Q&A:WHAT IS THE STATUS OF A RETURN BEFORE CANCELLATION?WHAT ARE THE STEPS TO CANCEL A RETURN?
BIR Electronic Tax Information System 1 (eTIS-1) Project
RECAP
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 135|
Q&A:WHAT IS THE STATUS OF A RETURN BEFORE CANCELLATION?WHAT ARE THE STEPS TO CANCEL A RETURN?
BIR Electronic Tax Information System 1 (eTIS-1) Project
RECAP
STATUS: SUSPENDEDSTEPS:GO TO TASK>TASK MANAGER>INPUT DLN>ACQUIRE>OPEN FORM>CANCEL RETURN
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 136|
ETIS-1 SYSTEM FUNCTIONSBIR Electronic Tax Information System 1 (eTIS-1) Project
Taxpayer Registration
System
Task Manager
Returns Filing and Processing
Collection Remittance and Reconciliation
Audit
Case Management System
Systems Administration
Generate Reports
Authorizations Management
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 137|
RETURNS FILING AND PROCESSING > GENERATE REPORTS OVERVIEW
BIR Electronic Tax Information System 1 (eTIS-1) Project
Generate Reports Functionality that allows the user to generate the
following reports: o BIR Form 1770: Monthly Summary of Tax Returns Filedo RPS Suspended Returnso Summary Report of Annual Information
Returns Filed (eFPS)o Suspended Returns Aging Reporto Verification Report
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 138|
GENERATE REPORTS FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Enter Password to connect to the Reports Server.
Choose from the list of the Reports.
Under the Navigation Panel, click on Reports, then choose User Reports.
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 139|
GENERATE REPORTS FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project
Once the Report has been chosen, report parameters will be shown
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 140|
RETURNS FILING AND PROCESSING > REPORTSBIR Electronic Tax Information System 1 (eTIS-1) Project
HANDS ON….
Note: Refer to the RFP End User Guide section 3.VI. for the detailed steps on how to generate reports.
GENERATE ANY OF THE REPORTS UNDER RFP
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 141|
Q: HOW DO I FIND OUT HOW MUCH IS DUE FOR A CERTAIN TAXPAYER?
BIR Electronic Tax Information System 1 (eTIS-1) Project
RETURNS FILING AND PROCESSING > ADDITIONAL INFO.
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 142|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TAXPAYER ACCOUNTING SYSTEM > TAXPAYER ACCOUNT INQUIRY
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 143|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TAXPAYER ACCOUNTING SYSTEM > TAXPAYER ACCOUNT INQUIRY
Search parameters for TAS:
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 144|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TAXPAYER ACCOUNTING SYSTEM > TAXPAYER ACCOUNT INQUIRY
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 145|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TAXPAYER ACCOUNTING SYSTEM > TAXPAYER ACCOUNT INQUIRY
Select a taxpayer to view more details:
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 146|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TAXPAYER ACCOUNTING SYSTEM > TAXPAYER ACCOUNT INQUIRY
This window shows the summary for the taxpayer:
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 147|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TAXPAYER ACCOUNTING SYSTEM > TAXPAYER ACCOUNT INQUIRY
Transactions tab:
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BIR eTIS-1: Returns Filing and Processing (RFP) Overview 148|
BIR Electronic Tax Information System 1 (eTIS-1) Project
TAXPAYER ACCOUNTING SYSTEM > TAXPAYER ACCOUNT INQUIRY
Tax Type tab:
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BIR eTIS-1 [email protected]
11th & 12th Floors, Tower 1Rockwell Business CenterOrtigas AvenuePasig City 1600 PhilippinesT +63 2 620 38 88F +63 2 620 38 89www.indracompany.com