Job Aid for Taxpayers - How to Fill Up 1702-EX Version 2013

Offline eBIRForms Package Job Aid

BIR Form No. 1702 – EX (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) 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

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

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

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




17) Proceed to Field No.14 to enter specific PSIC Code

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

20) Enter necessary details for Investment Promotion Agency (IPA)/Government Agency on Field No. 17, if applicable

21) Enter necessary details for Registered Activity/Program on Field No.18, 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.




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

26) Provide Details of Payment on spaces given for Field Nos. 27 to 30

27) Click the Next button to proceed to adjoining page

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.




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

36) Provide necessary details for Field Nos. 49 to 51, if applicable


38) For Schedule 1 – Sales/Revenues/Receipts/Fees, Field Nos. 1 to 3 & 5, specify details on rows provided if applicable




39) For Schedule1, Field No. 6 – “Net Sales/Revenues/Receipts/Fees”, click the (To Part IV Item 31) link, and provide the information needed, if applicable.

40) For Schedule 2A Field Nos. 1 to 2 & 4, Schedule 2B Field Nos. 6 to 7, 9, 11 to 12, 14 to 15 and 17 to 18, and Schedule 2C Field Nos. 20 to 25 – Cost of Sales for Trading, Manufacturing and Services, specify details on rows provided, if applicable

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.





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

46) For Schedule 4, Field No. 40 – “Total Ordinary Allowable Itemized Deductions”, click the (To Part IV Item 36) link, and provide the information needed, if applicable.





48) For Schedule 5 – Special Allowable Itemized Deductions, Field Nos. 1 to 4, specify details on rows provided, if applicable

49) For Schedule 5, Field No. 5 – “Total Special Allowable Itemized Deductions”, click the (To Part IV Item 37) link, and provide the information needed, if applicable.

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





52) For Schedule 7 – Balance Sheet, Field Nos. 1 to 6, 8 to 11 and 13 to 15, specify details on rows provided, if applicable

53) For Schedule 8 – Top 20 Stockholders/Members Information, specify details on the rows and columns provided, if applicable





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




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.




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.




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




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

69) Click the SAVE button to save changes or additions

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

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




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

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

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




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




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

78) The printer dropdown list will appear

79) Click on the chosen printer to use




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.




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

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.




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.

91) If User clicks the OK button




92) System will display this message

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

94) If User clicks the OK button

95) System will display this message




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

97) Click the FINAL COPY button

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




100) System will display another message

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

102) Click the OK button




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

104) Click the OK button to confirm successful file saving

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




TO SET-UP AND PERFORM PRINTING TASKS FOR 1702 - EX 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.

Documents

Job Aid for Taxpayers - How to Fill Up 1702-EX Version 2013