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Bir Form 1604-e Excel: A Guide to the Annual Information Return of Creditable Income Taxes Withheld



This Tax Alert is issued to inform all concerned on the newly issued BIR Forms 1604C and 1604F, revised BIR Form 1604E, and enhanced BIR Forms 2306 and 2307, in relation to the implementation of the TRAIN Law (RA 10963) last January 1, 2018.




Bir Form 1604-e Excel




Starting calendar year 2019, separate annual information returns for income taxes withheld on compensation (BIR Form 1604C) and income payments subjected to final withholding taxes (BIR Form 1604F) shall be filed by withholding tax agents.


The newly issued forms are only available manually in the BIR website under the BIR Forms-Payment/ Remittance Forms Section. A separate issuance shall be issued by the BIR once the new forms are already available in the electronic filing and payment system (EFPS) and eBIRForms.


In addition to the new forms, a new format for the Alphalist of employees was also issued by the BIR. The alphalist of employees was simplified to two (2) schedules from the previous five (5) schedules. The new alphalist now requires information on (1) the employment status of employees: Regular (R), Casual (C), Contractual/ Project based (CP), Seasonal (S), Probationary (P), Apprentice/ Learners (AL); and (2) the reason of separation, if applicable: Terminated (T), Transferred (TR), Retirement (R), and Death (D).


This Tax Alert is issued to inform all concerned taxpayers on the clarifications of certain issues and concerns in the filing of BIR Form Nos. 1604C, 1604F and 1604E and submission of BIR Form 2316 to the BIR.


Do you need payroll services for your PH business? Are you scaling and looking for a cost-effective and operationally efficient solution for ensuring that your payroll obligations are performed accurately and on time every week, every month, every quarter and every year?


DISCLAIMER: This article is strictly for general information purposes only. Nothing in this article constitutes or intends to constitute financial, accounting, regulatory or legal advice and must not be used as a substitute for professional advice. It is still necessary to consult your relevant professional adviser regarding any specific matter referenced above.


BIR Excel Uploader is an "offline" web application that will convert excel file template to BIR DAT File format generated by BIR Relief or BIR Alphalist Data Entry Application. In addition, printing of multiple BIR Form 2307 from excel file format is supported as well.


No, we do not. All your data are being save in your browser's cache file. This also means that, if you switch browser, you will have to start it over again. The same with, if you clear your cache, everything will be gone. Backup your data before performing clear cache or if you want to switch desktop or browser.


Yes. These applications also install Validation Module. All generated DAT Files from bir-excel-uploader.com should be validated first before sending to esubmission@bir.gov.ph. EFPS users are required to use Validation Module because the module will generate a key and append it to the validated DAT File.


Not a lot of people know that keeping and maintaining your Books is required by law. Aligned with the Ease of Doing Business and Efficient Government Service Delivery Act of 2018, BIR allows new business taxpayers to register these different formats of Books of Accounts (as per BIR RMC 29-2019). Listed below are the three formats you can apply for.


And since accounting is just one of the many things you have to do every day, using accounting software to make accounting easier and more efficient can be a huge help. It can save so much time and effort in making sure your calculations are correct and in preparing tax forms and other documents for the BIR.


Scatter plot of log10 transformed E. coli count data from a CompactDryTM versus the reference test, incubated; b CompactDryTM versus the reference test, ambient; and c CompactDryTM incubated versus ambient.


Bland-Altman plots showing log10-transformed microbial count data for a CompactDryTM versus the reference test, incubated; b CompactDryTM versus the reference test, ambient; and (c) CompactDryTM incubated versus ambient.


The SDGs aim to track global progress in drinking-water safety. SDG global targets include measurement of E. coli in drinking-water sources, a reasonably reliable and widely used indicator of microbiological water safety12,13,14. Current methods for measuring microbial water safety at scale are not feasible, given the specialized training, resources, and facilities required for E. coli assays used in water safety monitoring and regulation in economically rich countries2. New, globally scalable approaches are needed that can provide equivalent water safety information at lower cost where these resources are lacking.


The Offline eBIRForms Package is a tax preparation software that allows taxpayers and ATAs to accomplish or fill up tax forms offline. Instead of the conventional manual process of filling up tax returns on pre-printed forms that is highly susceptible to human error, taxpayers/ATAs can directly encode data, validate, edit, save, delete, view, print and submit their tax returns. The package can do automatic computations and has the capability to validate information encoded by taxpayers/ATAs. After filling out the forms in this package, taxpayers/ATAs can submit it to the Online eBIRForms System.


The Online eBIRForms System is a filing infrastructure that accepts tax returns submitted online and automatically computes penalties for tax returns submitted beyond due date. The System creates secure user accounts for taxpayers, ATAs and Tax Software Providers (TSPs) for use of the online System, and allows ATAs to file on behalf of their clients. The System also has a facility for TSPs to test and certify the data generated by their tax preparation software (certification is by form). It is capable of accepting returns data filed using certified TSP tax preparation software.


INSIGHTS is a monthly publication of BDB LAW to inform, update and provide perspectives to our clients and readers on significant tax-related court decisions and regulatory issuances (includes BIR, SEC, BSP and various government agencies).


The SEC approved the merger of Marubeni Energy Services Corporation (MESC) with Axia Power Holdings Philippines Corporation without the requisite tax clearance submitted by MESC. On the issue of whether MESC had legal personality to file the administrative claim for tax refund or tax credit with the CIR, the CTA En Banc held that MESC ceased to exist when its merger with Axia was approved by the SEC. Since MESC no longer had legal personality to do so, no administrative claim can be considered filed, and no suit or proceeding can be maintained in any court for the recovery of the tax. Sec. 80 of the Corporation Code provides that one of the effects of merger is the cessation of the separate existence of the constituent corporations. Hence, upon approval by the SEC of the merger in this case, MESC's legal personality, was dissolved. Secs. 52 and 235 of the Tax Code, however, provides that corporations shall not be dissolved until cleared of any tax liability. Thus, the Supreme Court (SC) held that MESC is considered not dissolved prior to its obtaining a tax clearance, but only for tax purposes and thus had legal personality to file a claim for tax refund or issuance of tax credit with the BIR. Not only is this interpretation within the spirit of the NIRC, it is also similar to Sec. 122 of the Corporation Code which allows a corporation whose corporate existence has been terminated to nonetheless continue performing limited activities for a period of three (3) years from its dissolution. If a corporation is allowed to carry on certain activities for its own benefit and the benefit of its stakeholders after dissolution, there should be nothing to prevent a corporation from maintaining a limited existence if only to serve the public interest in settling its tax liabilities. (Axia Power Holdings Philippines Corporation v. CIR, G.R. No. 230847, October 14, 2020)


A motion for reconsideration of the resolution of a Motion to Quash Information, being meritorious motion, should be filed within a non-extendible period of five (5) days from receipt of the adverse resolution.


The taxpayer separately filed three (3) Motions to Quash lnformation arguing that the government's right to file an action has already prescribed. Acting on the said Motions, the Court in Division issued a Resolution dated November 8, 2019 granting respondent's Motions and dismissing the subject consolidated cases on the ground of prescription. Petitioner filed a Motion for Reconsideration (MR) only on November 29, 2019.


The CTA en banc ruled that the petitioner filed its MR out of time. The Revised Guidelines for Continuous Trial of Criminal Cases which is applicable to all newly-filed criminal cases in the CTA, pertinently provides that a motion for reconsideration of the resolution of a meritorious motion should be filed within a non-extendible period of five (5) days from receipt of the adverse resolution; otherwise, the said motion shall be denied outright. Considering that the taxpayer's Motions to Quash Information are meritorious motions pursuant to Item 111(2)(c)(v) of the Revised Guidelines, petitioner has a non-extendible period of five (5) days from receipt of the adverse Resolution to file its motion for reconsideration. (People of the Philippines v. Ulysses Palconet Consebido, CTA EB Crim. No. 076, January 27, 2021)


While tax cases are practically imprescriptible, such doctrine only applies for as long as the period from the discovery and institution of judicial proceedings for its investigation and punishment, up to the filing of the information in court does not exceed five (5) years.


The BIR filed a Complaint Affidavit with the DOJ on January 30, 2014 then separately filed three lnformations before the Court in Division on March 18, 2019. The taxpayer insists that the five-year prescriptive period for criminal violation under the NIRC of 1997 began when the case was referred to the DOJ for preliminary investigation. 2ff7e9595c


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