Filing your taxes online may be intimidating at first.  But with organization and preparation, you can tackle this task efficiently and accurately. The key to a successful online tax filing experience lies in taking the time to gather and organize all the necessary documents and information well in advance.

Electronic filing (e-filing) offers numerous benefits, including efficiency, accuracy, and time savings. If you’re new to e-filing or looking to enhance your knowledge, this comprehensive tutorial will guide you through the process of submitting your tax return online.

 

Taxpayers who are required to file an Income Tax Return

Generally, it is the obligation of every Filipino to file an income tax return. If you’re employed and earning income, it’s the responsibility of your employer to handle the filing process on your behalf.

However, this doesn’t hold true for individuals who fall outside the traditional employment structure, such as business owners or freelancers. In such cases, it becomes necessary for these individuals to personally take charge and file their own income tax returns.

In accordance with the guidelines provided by the Bureau of Internal Revenue (BIR), you should file an income tax return if you are a:

1. Filipino citizens residing in the country and earning income from sources within or outside the Philippines and if you fall under any of the following categories:

  • Employed by two or more employers at any time during the taxable year;
  • Self-employed through a trade or professional practice;
  • With mixed-income, both as an employee and a self-employed individual;
  • Earning non-business or non-professional income alongside compensation income not subject to final tax;
  • Married with correct income tax withheld from a single employer but with a spouse not eligible for substituted filing;
  • Marginal income earner;
  • Someone whose income tax during the past calendar year was not withheld correctly—if the tax due is not equal to the tax withheld.

2. A non-resident citizen earning income from Philippine sources;

3. A non-Filipino citizen receiving income from Philippine sources regardless of residency;

4. Domestic and foreign corporations, partnerships, estates, and trusts engaged in trade or business and earning income from Philippine and/or international sources

 

3 Methods of e-Filing

You should these methods of online filing if you are one of those required to file an income tax return.

 

Electronic Filing and Payment System (eFPS)

The eFPS is the online tax payment, filling platform, that seeks to give taxpayers an easier and hassle-free tax experience.  However, this is limited to large taxpayers, non-large taxpayers, and other taxpayers included in Revenue Regulations (RR) Nos. 1-2013 and 10-2014.

Taxpayers who plan to utilize the eFPS should enroll his/her account through the BIR e-Lounge platform or by directly visiting the BIR website.

They are also expected to have an online banking facility that is seamlessly integrated with the system. This integration enables smooth and secure electronic transactions, ensuring a streamlined process for filing and paying taxes online.

 

Here is a step-by-step guide on using/enrolling in eFPS through the BIR Website

  • Access the official eFPS website and create your account by clicking “Enroll to eFPS” if you are a first-time user.  Otherwise, key in the required credentials and click “Login”;
  • Fill out the application form provided on the eFPS website. The Enrollment Form will typically ask for details such as personal or business information, taxpayer identification number (TIN), contact details, and other relevant information. Take your time to fill in all the necessary details correctly;
  • Review the information you have provided to ensure its accuracy and click the “Submit” button to submit your application.
  • Taxpayers with existing Login IDs may proceed to process the payment and filing of tax returns;

Note: If your application is approved by the BIR, you will be granted access to file tax returns and validate them using the eFPS system. The eFPS system is integrated with online banking facilities, making it convenient for taxpayers to fulfill their tax obligations electronically.

The BIR reserves the right to reject applications under the following circumstances:

  • The system identifies you as a bogus taxpayer upon investigation;
  • The information you provided does not match the data stored in the BIR database;
  • If the President of the Corporation/ Head of Office does not authorize your application.

 

Electronic BIR Forms (eBIRForms)

With the aim of providing accessibility and convenience, eBIRForms was created in compliance with Revenue Regulations No. 6-2014.  This innovative system offers both offline and online packages, with the offline version being the more commonly used option.

By downloading and installing the offline package onto their computers, taxpayers gain access to user-friendly tax-preparation software. This software allows them to conveniently fill out their tax forms and submit them electronically to the BIR.

It is important to note, however, that eBIRForms serve as a tool for form completion and submission only.  Please follow the steps below to complete the digital filing process for non-eFPS taxpayers and Accredited Tax Agents (ATA):

  • Access the BIR website and click the “eServices” button;
  • Download the latest Offline eBIRForms Package;
  • Open the Offline eBIRForms Package and select the preferred tax form;Fill up important details, validate the information, and save the copy of the final tax form;
  • Submit the completed form to the Online eBIRForms system and print the confirmation email from BIR;
  • Pay your tax dues to BIR-accredited financial institutions.

 

Tax Service Providers / DJKA Business Services, Inc.

We understand that not everyone has the luxury of time to tackle the arduous task of filing taxes.  Fortunately, there is a solution that can alleviate this burden: Our team at DJKA Business Services, Inc. take care of your tax filing for you.

With our solid 8-year experience, we have built a reputation as a trustworthy entity with unwavering integrity. Over the years, we have acquired comprehensive knowledge and expertise in the intricacies of taxation, incorporating the latest business best practices stipulated by the Bureau of Internal Revenue (BIR).

Remember, seeking assistance when needed and staying informed about tax regulations are crucial steps in achieving a hassle-free filing experience.

Should you wish to know more about our tax compliance services, just email us at info@djkaaccounting.com

About Divina Joy Ayungo-Martinez, CPA

Divina Joy Ayungo-Martinez, has 10 years of accumulated working experience with a vigorous background in general accounting, financial statements and management reports preparation. In 2014, she started her service-based business to help various small businesses here in the Philippines with their business registration, accounting, and tax compliance needs. Throughout her journey, she dealt with clients in a variety of industries including startups, small and medium-sized enterprises, manufacturing, and trading by providing tailored business solutions for their company needs. Divina wakes up each morning to serve businesses with their non-core business processes to help them stick to the things they are really passionate at.

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