BIR Form 1700 Guide to Filling Up Transcript

 Offline eBIRForms Package

BIR Form No. 1700 (Annual Income Tax Return)

Before an Offline eBIR Form can be filled up, User has to create a User Profile.

1. 1)  User can proceed to the Offline eBIRForms Profile Page.

2. 2)  Type in the three-digit series Tax Identification Number (TIN) on the boxes provided.

3. 3)  Find the appropriate RDO Code from the RDO Code dropdown list.

4. 4)  Click the selected code to allow system to include it in information file.

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BIR Form No. 1700 (Annual Income Tax Return)

5. 5)  Type in the specific Line of Business based on Certificate of Registration (BIR Form No. 2303)

6. 6)  Enter details about Taxpayer Name. Type in Last Name, First Name and Middle Name format.

7. 7)  Type in the Registered Address, Zip Code and Contact Number.

8. 8)  On the eBIRForms screen, proceed to List of BIR Forms row.

9. 9)  From the List of BIR Forms row, find the appropriate form to use

10) Click on the appropriate form to use

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BIR Form No. 1700 (Annual Income Tax Return)

11) When the chosen form appears on the list box, click the Fill-up button to enable full-image display of the form.

12)System will save any data that has been entered. A message stating successful saving/updating of background information will appear onscreen.

13) System will now display full image of the chosen BIR form.

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BIR Form No. 1700 (Annual Income Tax Return)

TO FILL-UP THE 1700 FORM

1. 1)  For Field No. 1 “For the Year”, the specific year that appears is already set to default based on pre-requisite entry asked by system from User.

2. 2)  Go to Field No. 2 to determine if Tax Return is “Amended Return” or not

3. 3)  If User clicks YES button, “Return Period” of Field No. 1 will no longer be defaulted and box will become editable.

4. 4)  If User clicks NO button, “Return Period” of Field No. 1 will remain at default

5. 5)  Go to Field No. 3 to determine if Tax Return is for “Joint Filing” or not

6. 6)  If User clicks YES button, Field Nos. 16 to 21 for “Spouse Information” will become editable and require User to fill in details

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BIR Form No. 1700 (Annual Income Tax Return)

7. 7)  If User clicks NO button, “Spouse Information” from Field Nos. 16 to 21 will remain at default

8. 8)  Go to Field No. 4 and select the appropriate “Source of Income”

9. 9)  For Part I, “Background Information on Tax Filer and Spouse” Field Nos. 5, 8 & 9, all data that appears is already set to default based on pre- requisite typing of entries asked by system from User.

10) Only data typed in for Field Nos. 6 & 7 remain editable

11)Go to Field No. 9 for “Address” if the original address stated is no longer valid. When the box provided has been checked, system will display a table onscreen.

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BIR Form No. 1700 (Annual Income Tax Return)

12)Go to Field No. 10 and type in “Date of Birth”

13) Go to Field No. 11 and type in current “Email Address”

14) For Field No. 12 “Contact Number”, data that appears is already set to default based on pre-requisite typing of entry asked by system from User.

15) Go to Field No. 13 and check current “Civil Status” in boxes provided

16)For Part II, Field No. 23 titled “Tax Filer’s Tax Due”, click the (From Part IV Item 14 Column A) link, and provide the information needed, if applicable

17)For Field No. 24 titled “Spouse’s Tax Due”, click the (From Part IV Item 14 Column B) link, and provide the information needed, if applicable

18)For Field No. 26 titled “Less: Tax Filer’s Tax Credits/Payments”, click the (From Part IV Item 19 Column A) link, and provide the information needed, if applicable

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BIR Form No. 1700 (Annual Income Tax Return)

19)For Field No. 27 titled “Spouse’s Tax Credits/Payments”, click the (From Part IV Item 19 Column B) link, and provide the information needed, if applicable

20)For Field No. 29 titled “Less: Portion of Tax Payable Allowed for 2nd Installment to be Paid on or before July 15”, click the (From Part IV Item 22) link, and provide the information needed, if applicable

21)For Field No. 30 titled “Add: Total Penalties”, click the (From Part IV Item 27) link, and provide the information needed, if applicable

22)Go to Field No. 32 and specify government-issued ID to use for validation by checking the box provided for it.

23)If the Community Tax Certificate (CTC) box is checked, type in the CTC Number on the space provided for it.

24)Go to Field No. 33 and type in the “Date of Issue” for the government- issued ID

25)Go to Field No. 34 and type in the “Amount, if CTC” for the government- issued

26)Go to Field No. 35 and type in the “Place of Issue” for the government- issued ID

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27)Go to Part III, “Details of Payment” Field No. 36 titled and specify mode of payment to be followed by checking the box provided.

28)If the Check box is clicked as chosen mode of Payment, type in the important details on the space provided for it to supplement claim for type of payment.

29)Go to Part IV – Computation of Tax, Field Nos. 5 titled “Non- taxable/Exempt Income” & 7 titled “Premium in Health and/or Hospitalization Insurance” and specify details, if applicable

30)Go to Part IV – Computation of Tax Credits/Payments, Field Nos. 17 titled “Foreign Tax Credits” & 18 titled “Other Payments/Credits” and specify details, if applicable

31)Go to Part IV – Add Penalties, Field No. 24 titled “Surcharge” and specify details, if applicable

32)For Field No. 27 titled “Total Penalties (Sum of Items 24 to 26)”, click the (To Part II Item 30) link, and provide the information needed, if applicable

33)For Field No. 28 titled “Total Amount Payable Upon Filing (Overpayment)”, click the (To Part II Item 31) link, and provide the information needed, if applicable

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34)Go to Part V – Supplemental Information, Section A, Field Group No. I, Field Nos. 1 to 6 and specify details, if applicable

35)Go to Part V – Supplemental Information, Section A, Field Group No. II, Field Nos. 7 to 11 on Sale/Exchange of Real Property and specify details, if applicable

36)Go to Part V – Supplemental Information, Section A, on Sale/Exchange of Shares of Stocks, Field Group No. III, Field Nos. 12 to 17 and specify details, if applicable

37)Go to Part V – Supplemental Information, Section A, on Other Income (Specify), Field Group No. IV, Field Nos. 18 to 19 and specify details, if applicable

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BIR Form No. 1700 (Annual Income Tax Return)

38)For Field No. 21 “Total Final Tax Withheld”, the details that appear is already set to default based on pre-requisite entry asked by system from User.

39)Go to Part V – Supplemental Information, Section B, on Gross Income/Receipts Exempt from Income Tax, Field Group No. I, Field Nos. 4 to 7 and specify details, if applicable.

40)Go to Part V – Supplemental Information, Section B, on Gross Income/Receipts Exempt from Income Tax, Field Group No. I, Field Nos. 4 to 7 and specify details, if applicable.

41)Go to Part V – Supplemental Information, Section B, on Gross Income/Receipts Exempt from Income Tax, Field Group No. II, Field Nos. 4 to 7 and specify details, if applicable.

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BIR Form No. 1700 (Annual Income Tax Return)

42)For Field No. 10 “Total Income/Receipts Exempt from Income Tax”, the details that appear is already set to default based on pre-requisite entry asked by system from User.

43) For Table 1 - “Current Address”, the details that appear is already set to default based on pre-requisite entry asked by system from User.

44) For Table 2 - “Qualified Dependent Children”, the details that appear is already set to default based on pre-requisite entry asked by system from User.

45) When finished typing in the necessary details, click the VALIDATE button to allow system to check all the fields.

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BIR Form No. 1700 (Annual Income Tax Return)

46) 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.

47) The message shown onscreen will remain visible until User makes the necessary action.

48) If User has made the necessary action, system will show message stating successful validation.

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49) The VALIDATE button will become deactivated after successful validation.

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BIR Form No. 1700 (Annual Income Tax Return)

50) User can click the EDIT button if details need to be changed or added for a certain field.

51) After clicking the EDIT button, User must navigate to where details need to be changed or added for a certain field.

52) The EDIT button will become deactivated after it has been clicked and editing is in progress.

53) However, the VALIDATE button will become active again during the editing process.

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BIR Form No. 1700 (Annual Income Tax Return)

54) When finished in editing, click the VALIDATE button again to allow system to check changes in all the fields.

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55) System will show message stating successful validation if newly added data has been checked by system and found to be appropriate

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

57) Click the SAVE button to save changes or additions

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BIR Form No. 1700 (Annual Income Tax Return)

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

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

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

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

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BIR Form No. 1700 (Annual Income Tax Return)

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

63) Once the PRINT button has been clicked, a full image of the particular page to be printed will appear onscreen

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BIR Form No. 1700 (Annual Income Tax Return)

64) Alongside the full image of page to be printed, the various Print Commands will appear onscreen after clicking the FILE tab

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

66) The printer dropdown list will appear

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BIR Form No. 1700 (Annual Income Tax Return)

67) Click on the chosen printer to use

68) Specify page range to cover. Click the ALL box if all pages have to be printed.

69) 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.

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BIR Form No. 1700 (Annual Income Tax Return)

70) Specify total number of copies to print. User can type in the exact number of copies on the box provided.

71) Or click the arrow pointer downwards and upwards to enter the number of copies.

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

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BIR Form No. 1700 (Annual Income Tax Return)

73) System will then process the request. A message will appear onscreen indicating the printing task is in progress.

74) When finished in saving, click the SUBMIT button to allow system to forward to BIR the completed Tax Return form.

75) After clicking the SUBMIT button, User must choose which particular electronic BIR site to submit the completed Tax Return forms.

76) User can either choose to navigate to the eBIRForms Online site

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BIR Form No. 1700 (Annual Income Tax Return)

77) Or proceed to the Electronic Filing and Payment System (eFPS) site

78) If User clicks the eBIRForms Online site, system will display a message onscreen which User must respond to.

79) If User clicks the OK button

80) System will display this message

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BIR Form No. 1700 (Annual Income Tax Return)

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

82) If User clicks the OK button

83) System will display this message

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

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BIR Form No. 1700 (Annual Income Tax Return)

85) Click the FINAL COPY button

86) System will show a message onscreen which User must respond to

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87) If User wishes to save another copy of the document using a USB flash drive or CR-RW, just click the OK button

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88) System will display another message

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

90) Click the OK button

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BIR Form No. 1700 (Annual Income Tax Return)

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

92) Click the OK button to confirm successful file saving

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

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TO SET-UP AND PERFORM PRINTING TASKS FOR 1700 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.

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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

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Offline eBIRForms Package Job Aid BIR Form No. 1700 (Annual Income Tax Return)

5) SettheMicrosoftXPSDocumentWriterasthedefaultprinter

6) After setting up the default printer, proceed to Internet Explorer 7) Upon reaching Internet Explorer, proceed to the Google window

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BIR Form No. 1700 (Annual Income Tax Return)

8) From the Google window, click the Tools icon.

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9) Click the Page Setup and Print tabs.

10)When the Page Setup window opens, set the parameters to be followed for printing tasks

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BIR Form No. 1700 (Annual Income Tax Return)

11)User must take note of the following details:

1. Margins

   Left – 0.166 Right – 0.166 Top – 0.166 Bottom – 0.166

2. CheckPrintbackgroundandimages

3. Uncheck the “Enable Shrink to Fit” option

4. AllHeaderandFootermeasurementsmustbeblank

5. PapersizeissettodefaultA4size

6. 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

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BIR Form No. 1700 (Annual Income Tax Return)

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

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BIR Form No. 1700 (Annual Income Tax Return)

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.

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BIR Form No. 1700 (Annual Income Tax Return)

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.

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23) System will then process the request. A message will appear onscreen indicating the printing task is in progress.

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