job aid for taxpayers - how to fill up 1702-mx version 2013

Offline eBIRForms Package Job Aid

BIR Form No. 1702-MX (Annual Income Tax Return)

Bureau of Internal Revenue Version 2 - March 2014

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.

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.




5) Type in the specific Line of Business, refer to your Certificate of Registration (BIR Form No. 2303)

2) Enter details about Registered Name, refer to your Certificate of Registration (BIR Form No. 2303)

3) Type in the Registered Address, Zip Code and Contact Number.

4) On the eBIRForms screen, proceed to List of BIR Forms row.

5) From the List of BIR Forms row, select the appropriate form to use

6) Click on the preferred form to use




7) When the chosen form appears on the list box

8) Click the Fill-up button to enable full-image display of the form.

9) System will now display full image of the chosen BIR form.

10)

11) In filling up the whole form, proceed to Field No. 1 to click the appropriate year type for the tax return

12) Go to Field No. 2 and fill up specific Month and 2-digit Year Ended




13) Go to Field No. 3, select if form to file is Amended Return or not

14) Proceed to Field No. 4 to select if form to file is Short Period Return or not

15) Go to Field No. 5 to determine specific type of Alphanumeric Tax Code (ATC)

16) Go to Field No. 7 to select appropriate RDO Code

17) Proceed to Field No. 12 and type in current email address

18) Proceed to Field No. 14 to enter specific PSIC Code, refer to your Certificate of Registration or www.bir.gov.ph

19) For Part II, Field No. 16 Total Income Tax Due, click the (From Part V Item 37D) link, and provide the information needed, if applicable.

20) For Field No. 17 Less: Total Tax Credits/Payments, click the (From Part V Item 38D) link, and provide the information needed, if applicable.

21) For Field No. 19 Add: Total Penalties, click the (From Part V Item 43) link, and provide the information needed, if applicable.

22) For Field No. 20 Total Amount Payable (Overpayment), click the (From Part V Item 44) link, and provide the information needed, if applicable.




23) Enter details that will validate Tax Filer identity on Field Nos. 22 to 25

24) Enter necessary Details of Payment on Field Nos. 26 to 29

25) Click the Next button to proceed to adjoining page

26) Proceed to Field No. 30 to determine if there is valid basis for declaring Tax Relief or not by clicking on the box provided

27) If User clicked the box, system will display a message

28) User must choose from between the two options given

29) Field Nos. 31 to 36 must be filled to determine any additional exemption or not, if applicable




30) For Field No. 37 Total Income Tax Due (Overpayment), click the (From

Schedule 1 Item 16B/16C/16D) (To Part II Item 16) link, and provide the information needed, if applicable.

31) For Field No. 38 Less: Tax Credits/Payments, click the (From Schedule 8 Item 13) (To Part II Item 17) link, and provide the information needed, if applicable.

32) For Field No. 39 Net Tax Payable (Overpayment), click the (To Part II Item 18) link, and provide the information needed, if applicable.

33) Go to Field Nos. 40 to 42 to determine if there Penalties

34) For Field No. 43 Total Penalties, click the (To Part II Item 19) link, and provide the information needed, if applicable.

35) For Field No. 44 Total Amount Payable (Overpayment), click the (To Part II Item 20) link, and provide the information needed, if applicable.

36) Proceed to Field Nos. 45 to 51 to enter details on External Auditor/Authorized Tax Agent





38) For Schedule 1, Field No. 1 Net Sales/Revenues/Receipts/Fees, click the (From Schedule 3 Item 6) link, and provide the information needed, if applicable.

39) For Field No. 2 Less: Cost of Sales/Services, click the (From Schedule 3 Item 27) link, and provide the information needed, if applicable.

40) For Field No. 4 Add: Other Taxable Income not Subject to Final Tax, click the (From Schedule 4 Item 4) link, and provide the information needed, if applicable.

41) For Field No. 6 Ordinary Allowable Itemized Deductions, click the (From Schedule 4 Item 4) link, and provide the information needed, if applicable.

42) For Field No. 7 Special Allowable Itemized Deductions, click the (From Schedule 6 Item 5) link, and provide the information needed, if applicable.

43) For Field No. 8 Net Operating Loss Carry Over (NOLCO), click the (From Schedule 7A Item 8D) link, and provide the information needed, if applicable.

44) For Field No. 16 Total Income Tax Due (Overpayment), click the (To Part V Item 37B/37C/37D) link, and provide the information needed, if applicable.

45) For Schedule 2, Field No. 4 Less: Income Tax Due, click the (From Schedule 1 Item 16) link, and provide the information needed, if applicable.

46) For Field No. 6 Add: Special Tax Credits, click the (From Schedule 8 Item 10) link, and provide the information needed, if applicable.





48) Proceed to Schedule 3 Net Sales/Revenues/Receipts/Fees and enter details on spaces provided, if applicable

49) For Schedule 3, Field No. 6 Add: Special Tax Credits, click the (To Schedule 1 Item 1) link, and provide the information needed, if applicable.

50) Proceed to Schedule 3A Cost of Sales (for those engaged in Trading) and enter details on spaces provided, if applicable

51) Proceed to Schedule 3B Cost of Sales (for those engaged in Manufacturing) and enter details on spaces provided, if applicable

52) Proceed to Schedule 3C Cost of Services (for those engaged in Services) and enter details on spaces provided, if applicable




53) For Schedule 3C, Field No. 27 Total Cost Sales/Services, click the (To Schedule 1 Item 2) link, and provide the information needed, if applicable.


55) Proceed to Schedule 4 Other Taxable Income not Subjected to Final Tax and enter details on spaces provided, if applicable

56) For Schedule 4, Field No. 4 Total Other Taxable Income not Subjected to Final Tax, click the (To Schedule 1 Item 4) link, and provide the information needed, if applicable.

57) Proceed to Schedule 5 Other Allowable Itemized Deductions and enter details on spaces provided, if applicable





59) For Schedule 5, Field No. 40 Total Ordinary Allowable Itemized Deductions, click the (To Schedule 1 Item 6) link, and provide the information needed, if applicable.

60) Proceed to Schedule 6 Special Allowable Itemized Deductions and enter details on spaces provided, if applicable

61) For Schedule 6, Field No. 5 Total Special Allowable Itemized Deductions, click the (To Schedule 1 Item 6) link, and provide the information needed, if applicable.

62) Proceed to Schedule 7 Computation of Net Operating Loss Carry Over (NOLCO) and enter details on spaces provided, if applicable

63) For Schedule 7, Field No. 8 Total NOLCO, click the (To Schedule 1 Item 8) link, and provide the information needed, if applicable.

64) Proceed to Schedule 8 Tax Credits/Payments and enter details on spaces provided, if applicable




65) For Schedule 8, Field No. 4 Excess MCIT Applied this Current Taxable Year, click the (To Schedule 9 Item 4F) link, and provide the information needed, if applicable.

66) For Schedule 8, Field No. 10 Special Tax Credits, click the (To Schedule 2 Item 6) link, and provide the information needed, if applicable.

67) For Schedule 8, Field No. 13 Total Tax Credits/Payments, click the (Sum of Items 1 to12) (To Part V Item 38) link, and provide the information needed, if applicable.


69) Proceed to Schedule 9 Computation of Minimum Corporate Income Tax (MCIT) and enter details on spaces provided, if applicable

70) For Schedule 9, Field No. 4 Total Excess MCIT, click the (To Schedule 8 Item 4) link, and provide the information needed, if applicable.

71) Proceed to Schedule 10 Reconciliation of Net Income per Books against Taxable Income and enter details on spaces provided, if applicable


73) Proceed to Schedule 11 Balance Sheet and enter details on spaces provided




74) Proceed to Schedule 12 Stockholders/Members Information and enter details on spaces provided


76) Proceed to Schedule 13 Supplemental Information and enter details on spaces provided, if applicable

77) Proceed to Schedule 14 Gross Income/Receipts Exempt from Income Tax and enter details on spaces provided, if applicable




78) When finished typing in the necessary details, click the VALIDATE button to allow system to check all the fields.

79) 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.

80) The message shown onscreen will remain visible until User makes the necessary action.




81) If User has made the necessary action, system will show message stating successful validation.

82) The VALIDATE button will become deactivated after successful validation.

83) User can click the EDIT button if details need to be changed or added for a certain field.

84) After clicking the EDIT button, User must navigate to where details need to be changed or added for a certain field.




85) The EDIT button will become deactivated after it has been clicked and editing is in progress.

86) However, the VALIDATE button will become active again during the editing process.

87) When finished in editing, click the VALIDATE button again to allow system to check changes in all the fields.

88) System will show message stating successful validation if newly added data has been checked by system and found to be appropriate

89) User can save the changes or additions placed on the document




90) Click the SAVE button to save changes or additions

91) System will then show message stating successful saving, together with a system-generated file name

92) Click the OK button to acknowledge successful saving of file

93) System will show another message stating that background information was successfully saved/updated, together with a system-generated file name.




94) Click the OK button to acknowledge successful saving of file

95) Click the PRINT button if a single page or all document pages need to be printed

96) Once the PRINT button has been clicked, a full image of the particular page to be printed will appear onscreen




97) Alongside the full image of page to be printed, the various Print Commands will appear onscreen after clicking the FILE tab

98) To initialize printing, click the FILE tab to enable display of Print Commands, then click the PRINT activity

99) The printer dropdown list will appear




100) Click on the chosen printer to use

101) Specify page range to cover. Click the ALL box if all pages have to be printed.

102) 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.




103) Specify total number of copies to print. User can type in the exact number of copies on the box provided.

104) Or click the arrow pointer downwards and upwards to enter the number of copies.

105) Click the PRINT button to initialize printing of document.




106) System will then process the request. A message will appear onscreen indicating the printing task is in progress.

107) When finished in saving, click the SUBMIT button to allow system to forward to BIR the completed Tax Return form.

108) After clicking the SUBMIT button, User must choose which particular electronic BIR site to submit the completed Tax Return forms.

109) User can either choose to navigate to the eBIRForms Online site




110) Or proceed to the Electronic Filing and Payment System (eFPS) site

111) If User clicks the eBIRForms Online site, system will display a message onscreen which User must respond to.

112) If User clicks the OK button

113) System will display this message




114) If User clicks the eFPS site, system will display a message onscreen which User must respond to.

115) If User clicks the OK button

116) System will display this message

117) User may want to have a Final Copy of the completed Tax Return form for reference purposes




118) Click the FINAL COPY button

119) System will show a message onscreen which User must respond to

120) If User wishes to save another copy of the document using a USB flash drive or CR-RW, just click the OK button

121) System will display another message




122) Click the arrow pointer downwards to specify which drive to save the file.

123) Click the OK button

124) System will display message of successful saving of file to selected path/folder




125) Click the OK button to confirm successful file saving

126) System will navigate screen back to Main Page, and FINAL COPY button will become deactivated




TO SET-UP AND PERFORM PRINTING TASKS FOR 1702 - MX FORM

1) Go to the Windows Main Page and click the START button.

2) Proceed to the programs and files list. Select Devices and Printers.




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




5) Set the Microsoft XPS Document Writer as the default printer

6) After setting up the default printer, proceed to Internet Explorer

7) Upon reaching Internet Explorer, proceed to the Google window




8) From the Google window, click the Tools icon.

9) Click the Page Setup and Print tabs.

10) When the Page Setup window opens, set the parameters to be followed for printing tasks




11) User must take note of the following details: a. Margins

Left 0.166 Right 0.166 Top 0.166 Bottom 0.166

b. Check Print background and images c. Uncheck the Enable Shrink to Fit option d. All Header and Footer measurements must be blank e. Paper size is set to default A4 size f. Prior to any printing task, Validation must be performed and completed

by User

12) Click the PRINT button if a single page or all document pages need to be printed

13) Once the PRINT button has been clicked, a full image of the particular page to be printed will appear onscreen




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

16) The printer dropdown list will appear




17) Click on the chosen printer to use

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.




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.

22) Click the PRINT button to initialize printing of document.




23) System will then process the request. A message will appear onscreen indicating the printing task is in progress.

job aid for taxpayers - how to fill up 1702-mx version 2013

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