RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)

RETURNS FILING AND PROCESSING (RFP)USER TRAINING

BUREAU OF INTERNAL REVENUE

Electronic Tax Information System (eTIS-1)

BIR eTIS-1: Returns Filing and Processing (RFP) Overview 2|

BIR Electronic Tax Information System 1 (eTIS-1) Project



Name and Department/Nature of WorkExpectations.Fun fact about you!Hobbies


HOUSE RULESBIR Electronic Tax Information System 1 (eTIS-1) Project

Attendance AM/PM

Mobile Phones Silent Mode

Breaks Morning Lunch Afternoon

Restrooms


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


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


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


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


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


INDEX

01 Overview of eTIS

02 System Guide

03 Returns Filing and Processing Functions




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.



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


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


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


INDEX

01 Overview of eTIS

02 System Guide



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/

http://get.adobe.com/reader/


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.



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



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



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


ETIS-1 USER INTERFACE OBJECTSBIR Electronic Tax Information System 1 (eTIS-1) Project


ETIS-1 USER INTERFACE OBJECTSBIR Electronic Tax Information System 1 (eTIS-1) Project


LOGGING INTO THE SYSTEMBIR Electronic Tax Information System 1 (eTIS-1) Project

Type-in a valid Username and Password then click the Login button.


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.


•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


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


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.



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.



SYSTEM GUIDE

HANDS ON….

Log-In and Log-Out

Change Password



INDEX

01 Overview of eTIS

02 System Guide



WHAT IS THE RETURNS FILING AND PROCESSING (RFP) FUNCTION?


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


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




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



WHAT ARE THE FUNCTIONS OUTSIDE RFP THAT SUPPORT ITS MAIN FUNCTIONS?

Resolve Suspended Returns Generate Reports


ETIS-1 SYSTEM FUNCTIONSBIR Electronic Tax Information System 1 (eTIS-1) Project


System

Task Manager

Returns Filing and Processing

Collection Remittance and Reconciliation

Audit


Systems Administration

Generate Reports

Authorizations Management


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


RETURNS FILING AND PROCESSING > RETURN INQUIRY OVERVIEW


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


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.



• Select a value from the Inquiry Type dropdown list.

• Click the Search button.



• 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.



• The return details will be displayed.



• For Inquiry Type SHOW_CPV (Client Provided Value):







• For Inquiry Type SHOW_SCV_AND_CPV:







System Computed Value (SCV)

Client Provided Value (CPV)



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



Column Name


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



Column Name


Return Period The return period associated to the return filed

Displays the end date of the given return period identified in the return



Column Name


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



Column Name


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)



Column Name


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



Column Name


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).



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.



RETURNS FILING AND

PROCESSING

Return Inquiry

Batch Entry

Adjust Return

Return Reversal


RETURNS FILING AND PROCESSING > BATCH ENTRY OVERVIEW


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


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.



• 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



• Data entry screen appropriate for the form type selected will be displayed.



• 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.



• 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



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



• 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



• Batch details updated for the next record.

• Blank form for the new record is displayed



• Prompt for a submitted batch with all records submitted

• Prompt for a batch containing saved records


RETURNS FILING AND PROCESSING > BATCH ENTRY > AMEND RETURN


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.




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.




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


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.



• 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



• 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




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: ______________



RETURNS FILING AND PROCESSING > BATCH ENTRYBIR Electronic Tax Information System 1 (eTIS-1) Project

HANDS ON….RETURN INQUIRY



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




Batch Entry • Amending a return can be done in this functionality


AMEND RETURNBIR 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:





HANDS ON….RETURN INQUIRY




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)










Q&A:WHAT ARE THE FORMS INCLUDED IN RFP?


RECAP


Q&A:WHAT ARE THE FORMS INCLUDED IN RFP?


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


Q&A:A RETURN THAT WAS SAVED CAN BE VIEWED IN WHAT FUNCTIONALITY?


RECAP


Q&A:A RETURN THAT WAS SAVED CAN BE VIEWED IN WHAT FUNCTIONALITY?


BATCH ENTRY

RECAP


Q&A:HOW DO YOU CREATE A BATCH OF RETURNS?


RECAP


Q&A:HOW DO YOU CREATE A BATCH OF RETURNS?


1. GO TO BATCH ENTRY2. CLICK CREATE NEW BUTTON

RECAP


Q&A:WHAT ARE THE STATUS OF RETURNS THAT CAN BE VIEWED IN RETURN INQUIRY IF INQUIRY TYPE IS “SHOW SCV AND CPV”?


RECAP


Q&A:WHAT ARE THE STATUS OF RETURNS THAT CAN BE VIEWED IN RETURN INQUIRY IF INQUIRY TYPE IS “SHOW SCV AND CPV”?


SUSPENDEDPOSTEDCANCELLED

RECAP


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”?


RECAP


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”?


UNCHECK IT.

RECAP


Q&A:HOW DO YOU AMEND A RETURN?


RECAP


Q&A:HOW DO YOU AMEND A RETURN?


1. GO TO BATCH ENTRY2. CLICK CREATE NEW BUTTON

RECAP


Q&A:IN THE RETURN INQUIRY FUNCTIONALITY, WHAT IS THE DESCRIPTION AND VERSION OF THE FIRST ORIGINAL RETURN SUBMITTED?


RECAP



• 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?


Q&A:IN THE RETURN INQUIRY FUNCTIONALITY, WHAT IS THE DESCRIPTION AND VERSION OF THE FIRST AMENDMENT OF THE ORIGINAL RETURN SUBMITTED?


RECAP


Q&A:IN THE RETURN INQUIRY FUNCTIONALITY, WHAT IS THE DESCRIPTION AND VERSION OF THE FIRST AMENDMENT OF THE ORIGINAL RETURN THAT IS POSTED?


• Description: Amended Return• Version: 1

RECAP



RETURNS FILING AND

PROCESSING

Return Inquiry

Batch Entry

Adjust Return

Return Reversal


RETURNS FILING AND PROCESSING > ADJUST RETURN OVERVIEW


Adjust Return • Functionality that allows the user to adjust POSTED returns in the system


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.


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


ADJUST RETURN FUNCTION DETAILS

• Adjust the computational fields of the return and click Adjust button.



ADJUST RETURN FUNCTION DETAILS

• Prompt for a successful adjustment of return



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.




Description Other Return Adjustment

Version 1





RETURNS FILING AND

PROCESSING

Return Inquiry

Batch Entry

Adjust Return

Return Reversal


RETURNS FILING AND PROCESSING > RETURN REVERSAL OVERVIEW


Return Reversal • Functionality that allows the user to

reverse POSTED returns in the system


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.



• Provide the following search criteria

• Select a record then click the Edit button



To Reverse a return, click the Reverse Return button.


RETURN REVERSAL FUNCTION DETAILS

• Prompt for a successful reversal of return



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.




Description Return Reversal

Version 1


Return Status Posted




System

Task Manager



Audit



Generate Reports



TASK MANAGER FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project

Task Manager • Functionality that allows the user to resolve suspended returns



Under the Navigation Panel, click on Task, then choose Task Manager.

Task Manager screen will be displayed which contains a list of all transactions


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.




Click on the Open form button, to be diverted in the Form page

Choose Cancel Return, Resolve, Save or Cancel as an action



A confirmation message will appear on the screen, once action was done

For RESOLVE Return

For CANCEL Return

For Saved Return




Return Status Posted

Resolve Suspended Return


Return Status Cancelled

Cancel Suspended Return:



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



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


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.







Q&A:WHAT WILL BE THE VERSION AND DESCRIPTION OF THE FIRST ADJUSTED RETURN?


RECAP


Q&A:WHAT WILL BE THE VERSION AND DESCRIPTION OF THE FIRST ADJUSTED RETURN?


Version: 1Description: ORA

RECAP


Q&A:AN ORIGINAL RETURN WAS ADJUSTED AND WAS SUCCESSFULLY POSTED, WILL THE UPDATED DATE OF THE SAID RETURN INCREMENT?


RECAP


Q&A:AN ORIGINAL RETURN WAS ADJUSTED AND WAS SUCCESSFULLY POSTED, WILL THE UPDATED DATE OF THE SAID RETURN INCREMENT?


RECAP

Yes


Q&A:WHAT WILL BE THE STATUS AND DESCRIPTION OF A REVERSED RETURN?


RECAP


Q&A:WHAT WILL BE THE STATUS AND DESCRIPTION OF A REVERSED RETURN?


RECAP

Description: RETURN REVERSALStatus: POSTED


Q&A:WHAT IS THE STATUS OF A RETURN BEFORE CANCELLATION?WHAT ARE THE STEPS TO CANCEL A RETURN?


RECAP


Q&A:WHAT IS THE STATUS OF A RETURN BEFORE CANCELLATION?WHAT ARE THE STEPS TO CANCEL A RETURN?


RECAP

STATUS: SUSPENDEDSTEPS:GO TO TASK>TASK MANAGER>INPUT DLN>ACQUIRE>OPEN FORM>CANCEL RETURN




System

Task Manager



Audit



Generate Reports



RETURNS FILING AND PROCESSING > GENERATE REPORTS OVERVIEW


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


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.


GENERATE REPORTS FUNCTION DETAILSBIR Electronic Tax Information System 1 (eTIS-1) Project

Once the Report has been chosen, report parameters will be shown


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


Q: HOW DO I FIND OUT HOW MUCH IS DUE FOR A CERTAIN TAXPAYER?


RETURNS FILING AND PROCESSING > ADDITIONAL INFO.



TAXPAYER ACCOUNTING SYSTEM > TAXPAYER ACCOUNT INQUIRY




Search parameters for TAS:







Select a taxpayer to view more details:




This window shows the summary for the taxpayer:




Transactions tab:




Tax Type tab:

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

Documents

RETURNS FILING AND PROCESSING (RFP) USER TRAINING BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1)