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EFiling

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The E-Filing submodule is a facility for taxpayers to file his/her tax return online. ... 2200AN Excise Tax Return for Automobiles and Non-Essential Goods ... – PowerPoint PPT presentation

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Title: EFiling


1
E-Filing
CHAPTER 6
  • The E-Filing submodule is a facility for
    taxpayers to file his/her tax return online. It
    allows the taxpayer to choose a particular tax
    form from a list that has been defined for his /
    her Integrated Tax System (ITS) Registration
    Information. Information that is introduced into
    the form is validated by the system. The taxpayer
    is only able to submit the form successfully if
    all required information is filled-out
    accurately.
  • The E-Filing submodule allows the taxpayer to
    fill-out a tax return form using two (2) methods
  •  
  • Online method.
  • Offline method.
  •  
  • A Filing Reference Number and an automatic
    confirmation email are furnished by eFPS for
    every successful submission of a tax form.
  • The taxpayer has the option to pay for the tax
    return online or manually.

2
Tax Return Forms Available for e-Filing
0605 Payment Form 1600 Monthly Remittance Return
of Value - Added Tax and Other Percentage Taxes
Withheld 1600WP Remittance Return of Percentage
Tax on Winnings and Prizes Withheld by Race
Track 1601C Monthly Remittance Return of income
Taxes Withheld on Compensation 1601E Monthly
Remittance Return of Income Taxes Withheld on
Compensation 1601F Monthly Remittance Return of
Final Income Tax Withheld 1602 Monthly Remittance
Return of Final Income Taxes Withheld 1603 Quarter
ly Remittance Return of Final Income Taxes
Withheld 1604CF Annual Info Return of Income
Taxes Withheld on Compensation Final
Withholding Taxes 1604E Annual Info Return of
Creditable Income Taxes (Expanded)/Income
Payments Exempt from Withholding
Taxes 1700          Annual Income Tax
Return 1701 Annual Income Tax Return for
Self-Employed Individuals, Estates and
Trusts 1701Q Quarterly Income Tax Return for
Self-Employed Individuals, Estates and
Trusts 1702 Annual Income Tax Return for
Corporation and Partnerships 1702Q Quarterly
income Tax Return 1704          Improperly
Accumulated Earning Tax Return 2000 Documentary
Stamp Tax Declaration/Return 2200A Excise Tax
Return for Alcohol Products 2200AN Excise Tax
Return for Automobiles and Non-Essential
Goods 2200M Excise Tax Return for Mineral
Products 2200P Excise Tax Return for Petroleum
Products 2200T Excise Tax Return for Tobacco
Products 2550M Monthly Value-Added Tax
Declaration 2550Q Quarterly Value-Added Tax
Return 2551 Quarterly Percentage Tax
Return 2551M Monthly Percentage Tax Return 2552
Percentage Tax Return (for stock transactions)
3
Scenario 1 Online Completion of Tax Return Form
and E-Filing
The online method of completing the tax return
form displays the tax form in the internet
browser screen. It allows the taxpayer to supply
all the required information in the tax form
while connected to the eFPS website and to submit
it once he has completely filled out all required
information.
Task Procedures Access eFPS Login Screen Log-in
to eFPS
  • To access eFPS Login Screen, please refer to
    Chapter 2 Accessing eFPS Login Screen.
  • To login to eFPS, please refer to Chapter 4
    Logging-In to eFPS.

4
eFPS USER MENU SCREEN
  • Select the Tax Return Form to fill out from the
    Form List.
  • Click on the File Tax Return Button
    .

Select Tax Return Form to File
5
eFPS ON-LINE/OFF-LINE OPTION SCREEN
  • Click on the On-line Button
    . The Tax Return Form will be displayed in
    the internet browser screen.

Select On-line Option
6
eFPS ONLINE TAX RETURN FORM SCREEN
Sample Form is a 1601-C Tax Return Form
  • Fill out Tax Return form (Please refer to Chapter
    9 Filling Out Tax Return Forms).
  • Note
  • Guidelines and Instructions are available for
    each tax return form. A link for this is provided
    at the top and bottom of the page. Select
    ltGuidelines and Instructionsgt to view.
  • A Tax Return Form contains 6 function buttons
    Add Attachments, Remove Attachments, Print,
    Validate, Edit and Submit.

Fill out Tax Return Form
7
eFPS ONLINE TAX RETURN FORM SCREEN
  • A facility is provided for the taxpayer to attach
    a zip file when filing a tax return. It is
    located at the bottom part of the tax form. To
    attach a file, click on the Add Attachments
    Button

    .
  • Click on the Browse Button
    to find the zip file you want to attach.

Add Attachment
  • Click on the Open Button once
    youve selected the file you want to attach.

8
  • Click on the Done Button
    to attach the zip file to the tax return form.

Remove Attachment
Note To remove an attached zip file, click on
the zip file once to choose the file. Then, click
on the Remove Attachments Button
. .
9
Attachment Validation Rules
  • Most forms will accept zip file attachments.
    There are, however, exceptions to this rule. The
    following forms require special validation
    modules that must be downloaded from the BIR
    website.
  • Forms Using eRelief Modules
  • 2550Q
  • 2550M
  • 1601-C
  • Forms Using eAlphalist Modules
  • 1604-CF
  • 1604-E
  • The process To download these modules is detailed
    in the Validation Modules Download Job Aid.

10
eFPS ONLINE TAX RETURN FORM SCREEN
  • After accomplishing the tax return form, click on
    the Validate Button to
    have the form entries validated by the system
    before submission.
  • Note
  • Error messages will appear to prompt you of
    invalid entries.
  • Once validation is successful, a subscreen with
    the following message will pop up Validation
    Successful. Click on Edit if you wish to modify
    your entry.
  • If you want to modify your entries, click on the
    Edit Button . . After
    completing your modifications, click on the
    Validate Button to repeat the
    validation process of the system until validation
    is found to be successful.

Validate Tax Return Form Entries
Edit Tax Return Form Entries
  • After finalizing the entries of the tax return
    form, click on the Print Button
    to print the form.
  • Click on the Submit Button to
    submit the tax return form.

Print Accomplished Tax Return Form
Submit Accomplished Tax Return Form
Note Once submission is successful, a
subscreen with the folllowing message will pop up
Form has been submitted, please wait for the
Filing Reference Number Page. Click on ltOkgt.
11
PAYMENT_eFPS FILING REFERENCE NUMBER SCREEN
Note A Filing Reference Number is generated and
displayed to the taxpayer after a successful
submission of the Tax Return Form. To
immediately proceed to paying tax dues after
successful submission of the Tax Return Form,
click on Proceed to Payment Button
. Please refer to Chapter 7
E-Payment.
Pay Tax Dues
12
Scenario 2 Offline Completion of Tax Return
Form and E-Filing
The offline method allows the taxpayer to
download the desired tax return form and
disconnect from the eFPS website. Once the
taxpayer is ready to submit the tax form, he/she
is then automatically reconnected to the website
so that submission can be completed.
Task Procedures Access eFPS Login Screen Log-in
to eFPS
  • To access eFPS Login Screen, please refer to
    Chapter 2 Accessing eFPS Login Screen.
  • To login to eFPS, please refer to Chapter 4
    Logging-In to eFPS.

13
eFPS USER MENU SCREEN
  • Select the Tax Return Form to fill out from the
    Form List.
  • Click on the File Tax Return Button
    .

Select Tax Return Form to File
14
eFPS ON-LINE/OFF-LINE OPTION SCREEN
  • Click on the Off-line Button
    . The Tax Return Form will be displayed in
    the internet browser screen.

Select Off-line Option
15
eFPS DOWNLOAD FORM SCREEN
  • Enter the tax return period for filing in the
    ltReturn Periodgt field.
  • Note
  • The format for the ltReturn Periodgt field varies
    depending on the type of tax form selected.
  • The ltTINgt and ltNamegt field entries are preloaded
    from the BIR database.
  • Other fields to be filled-out may appear on this
    screen depending on the tax form selected. Enter
    the data needed for these fields before
    proceeding. Please refer to Chapter 9 Filling Out
    Tax Return Forms.
  • Click on the OK Button .

Download Tax Return Form
16
eFPS DOWNLOAD FORM SCREEN
  • Click on the zip file link to start the download
    process.
  • Note
  • A popup screen will enable the taxpayer to save
    the zip file into his/her hard drive. Once the
    download is complete, unzip the file.
  • Open the tax form (in Excel format). When
    opening the Excel file, a pop up screen will
    appear. Click on the Enable Macros Button
    .

17
DOWNLOADED TAX RETURN FORM IN EXCEL FORMAT
Sample Form is a 1604-CF Tax Return Form
Fill Out Tax Return Form
  • Fill out Tax Return form (Please refer to Chapter
    9 Filling Out Tax Return Forms).
  • After filling out the tax form, click on the
    Upload Button .
    .
  • Note
  • Clicking on the Upload Button will validate if
    all mandatory fields are filled out. Error
    messages will appear to prompt you of invalid
    entries.
  • Once validation is successful, you will
    automatically be connected to the eFPS internet
    website.

Validate Tax Return Form Entries Upload Tax
Return Form
18
eFPS FORM UPLOAD SCREEN
  • Click the OK Button to proceed. You
    will redirected to the eFPS Login Page.

Log-in to eFPS
  • To login to eFPS, please refer to Chapter 4
    Logging-In to eFPS.
  • Note
  • After successfully logging-in to the eFPS, you
    will be redirected to the page with your uploaded
    Tax Return Form.

19
eFPS UPLOADED TAX RETURN FORM SCREEN
Sample Form is a 1601-C Tax Return Form
Note Guidelines and Instructions are available
for each tax return form. A link for this is
provided at the top and bottom of the page.
Select ltGuidelines and Instructionsgt to view.
You can also refer to Chapter 9 Filling Out Tax
Return Forms. A Tax Return Form contains 6
function buttons Add Attachments, Remove
Attachments, Print, Validate, Edit and Submit.
20
eFPS ONLINE TAX RETURN FORM SCREEN
  • A facility is provided for the taxpayer to attach
    a zip file when filing a tax return. It is
    located at the bottom part of the tax form. To
    attach a file, click on the Add Attachments
    Button

    .
  • Click on the Browse Button
    to find the zip file you want to attach.

Add Attachment
  • Click on the Open Button once
    youve selected the file you want to attach.

21
  • Click on the Done Button
    to attach the zip file to the tax return form.

Remove Attachment
Note To remove an attached zip file, click on
the zip file once to choose the file. Then, click
on the Remove Attachments Button
. .
22
eFPS ONLINE TAX RETURN FORM SCREEN
  • After accomplishing the tax return form, click on
    the Validate Button to
    have the form entries validated by the system
    before submission.
  • Note
  • Error messages will appear to prompt you of
    invalid entries.
  • Once validation is successful, a subscreen with
    the following message will pop up Validation
    Successful. Click on Edit if you wish to modify
    your entry.
  • If you want to modify your entries, click on the
    Edit Button . . After
    completing your modifications, click on the
    Validate Button to repeat the
    validation process of the system until validation
    is found to be successful.

Validate Tax Return Form Entries
Edit Tax Return Form Entries
  • After finalizing the entries of the tax return
    form, click on the Print Button
    to print the form.
  • Click on the Submit Button to
    submit the tax return form.

Print Accomplished Tax Return Form
Submit Accomplished Tax Return Form
Note Once submission is successful, a
subscreen with the folllowing message will pop up
Form has been submitted, please wait for the
Filing Reference Number Page. Click on ltOkgt.
23
PAYMENT_eFPS FILING REFERENCE NUMBER SCREEN
Note A Filing Reference Number is generated and
displayed to the taxpayer after a successful
submission of the Tax Return Form. To
immediately proceed to paying tax dues after
successful submission of the Tax Return Form,
click on Proceed to Payment Button
. Please refer to Chapter 7
E-Payment.
Pay Tax Dues
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