Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
Before an Offline eBIR Form can be filled up, User has to create a User Profile. 1) User can proceed to the Offline eBIRForms Profile Page.
2) Upon display of Profile Page, type in the 9 digits series Tax Identification Number (TIN) on the boxes provided.
3) Find the appropriate RDO Code from the RDO Code dropdown list.
4) Click the selected code to allow system to include it in information file.
Bureau of Internal Revenue Version 2 - March 2014
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Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
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5) Type in the specific Line of Business based on the Certificate of Registration (BIR Form 2303)
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6) Enter Registered Name
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7) Type in the Registered Address, Zip Code and Contact Number.
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8) On the eBIRForms screen, proceed to List of BIR Forms row.
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9) From the List of BIR Forms row, find the appropriate form to use
10) Click on the preferred form to use
Bureau of Internal Revenue Version 2 - March 2014
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Offline eBIRForms Package Job Aid BIR Form No. 1702 - RT (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 now display full image of the chosen BIR form.
13)In filling up the whole form, proceed to Field No. 1 to click the appropriate year type for the tax return
Bureau of Internal Revenue Version 2 - March 2014
Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
14) Go to Field No. 2 and fill up specific Month and 2-digit Year Ended
15) Go to Field No. 3 and check if form to file is Amended Return or not
16) Proceed to Field No. 4 to select if form to file is Short Period Return or not
17) Go to Field No. 5 to determine specific type of Alphanumeric Tax Code (ATC)
18)Go to Field No. 8 to specify Date of Incorporation/Organization (MM/DD/YYYY format)
19)Go to Field No. 12 to specify current Email Address
20)Proceed to Field No. 14 and type in the PSIC Code, refer to your Certificate of Registration (BIR Form 2303) or www.bir.gov.ph
21) For Field No. 15, check appropriate box for Method of Deductions
22)For Part II, Field No. 16 – “Total Income Tax Due”, click the (From Part IV Item 44) link, and provide the information needed, if applicable.
Bureau of Internal Revenue Version 2 - March 2014
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Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
23)For Field No. 17 – “Less: Total Tax Credits/Payments”, click the (From Part IV Item 45) link, and provide the information needed, if applicable.
24)For Field No. 18 – “Net Tax Payable (Overpayment)”, click the (From Part IV Item 46) link, and provide the information needed, if applicable.
25)For Field No. 19 – “Add: Total Penalties”, click the (From Part IV Item 50) link, and provide the information needed, if applicable.
26)For Field No. 20 – “Total Amount Payable (Overpayment)”, click the (From Part IV Item 51) link, and provide the information needed, if applicable.
27)If there is an Overpayment, proceed to Field No. 21 and check appropriate box for action to be done for the overpayment
28) Provide the necessary details to validate identity of Tax Filer on Field Nos. 22 to 25
29) Enter necessary Details of Payment on Field Nos. 26 to 29
30) Click the Next
button to proceed to adjoining page
31)For Field No. 30 – “Net Sales/Revenues/Receipts/Fees”, click the (From
Schedule 1 Item 6) link, and provide the information needed, if applicable.
Bureau of Internal Revenue Version 2 - March 2014
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Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
32)For Field No. 31 – “Less: Cost of Sales/Services”, click the (From Schedule 2 Item ) link, and provide the information needed, if applicable.
33)For Field No. 33 – “Add: Other Taxable Income not Subjected to Final Tax”, click the (From Schedule 3 Item 4 ) link, and provide the information needed, if applicable.
34)For Field No. 35 – “Ordinary Allowable Itemized Deductions”, click the (From Schedule 4 Item 40 ) link, and provide the information needed, if applicable.
35)For Field No. 36 – “Special Allowable Itemized Deductions”, click the (From Schedule 5 Item 5 ) link, and provide the information needed, if applicable.
36)For Field No. 37 – “NOLCO”, click the (From Schedule 4 Item 40 ) link, and provide the information needed, if applicable.
37)For Field No. 44 – “Total Income Tax Due”, click the (To Part II Item 16 ) link, and provide the information needed, if applicable.
38)For Field No. 45 – “Less: Total Tax Credits/Payments”, click the (From Schedule 7 Item 12) (To Part II Item 17) link, and provide the information needed, if applicable.
39)For Field No. 46 – “Net Tax Payable (Overpayment)”, click the (To Part II Item 18 ) link, and provide the information needed, if applicable.
40)Go to Field Nos. 47 to 49 – “Add Penalties” and specify details needed, if applicable.
41)For Field No. 50 – “Total Penalties”, click the (To Part II Item 19 ) link, and provide the information needed, if applicable.
42)For Field No. 51 – “Total Amount Payable (Overpayment)”, click the (To Part II Item 20 ) link, and provide the information needed, if applicable.
Bureau of Internal Revenue Version 2 - March 2014
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Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
43)For Part V, Field No. 53 – “Add: Special Tax Credits”, click the (From Schedule 7 Item 9 ) link, and provide the information needed, if applicable.
44)Go to Part VI, Field Nos. 55 to 61 – “Information – External Auditor/Accredited Tax Agent” and specify details needed, if applicable.
45)Go to Schedule 1, Field Nos. 1 to 3 & 5 – “Sales/Revenues/Receipts/Fees” and specify details needed, if applicable.
46)For Schedule 1, Field No. 6 – “Net Sales/Revenues/Receipts/Fees”, click the (From Part IV Item 30) link, and provide the information needed, if applicable.
47)Go to Schedule 2A, Field Nos. 1, 2 & 4 – “Cost of Sales (for Trading)” and specify details needed, if applicable.
48)Go to Schedule 2B, Field Nos. 6 to 7, 9, 11 to 12, 14 to 15 & 17 to 18 – “Cost of Sales (for Manufacturing)” and specify details needed, if applicable.
49)Go to Schedule 2C, Field Nos. 20 to 25 – “Cost of Services (for Services)” and specify details needed, if applicable.
50)For Schedule 2C, Field No. 27 – “Total Cost of Sales/Services”, click the (From Part IV Item 31) link, and provide the information needed, if applicable.
51)Click the Next
button to proceed to adjoining page
52)Go to Schedule 3, Field No. 1 – “Other Taxable Income not Subjected to
Final Tax” and specify details needed, if applicable.
53)For Schedule 3, Field No. 4 – “Other Taxable Income not Subjected to Final Tax”, click the (From Part IV Item 33) link, and provide the information needed, if applicable.
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Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
54)Go to Schedule 4, Field Nos.1 to 2 and 5 to 36 – “Ordinary Allowable Itemized Deductions” and specify details needed, if applicable.
55)For Schedule 3, Field No. 40 – “Total Ordinary Allowable Itemized Deductions”, click the (To Part IV Item 35) link, and provide the information needed, if applicable.
56)Go to Schedule 5, Field No.1 – “Special Allowable Itemized Deductions” and specify details needed, if applicable.
57)For Schedule 5, Field No. 5 – “Total Special Allowable Itemized Deductions”, click the (To Part IV Item 36) link, and provide the information needed, if applicable.
58)For Schedule 6, Field No. 1 – “Gross Income”, click the (To Part IV Item 34) link, and provide the information needed, if applicable.
59)Go to Schedule 6A – “Computation of Available Net Operating Loss Carry Over (NOLCO)”, Field Group Letters A to D, Field No. 5 and specify details needed, if applicable.
60)For Schedule 6A, Field No. 8 – “Total NOLCO”, click the (To Part IV Item 37) link, and provide the information needed, if applicable.
61)Click the Next
button to proceed to adjoining page
62)Go to Schedule 7 – “Tax Credits/Payments”, Field Nos. 1, 3 & 5 to 10 and
specify details needed, if applicable.
63)For Schedule 7, Field No. 4 – “Excess MCIT Applied this Current Taxable Year”, click the (From Schedule 8 Item 4F) link, and provide the information needed, if applicable.
64)For Schedule 7, Field No. 9 – “Special Tax Credits”, click the (To Part IV Item 53) link, and provide the information needed, if applicable.
Bureau of Internal Revenue Version 2 - March 2014
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Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
65)For Schedule 7, Field No. 12 – “Total Tax Credits/Payments”, click the (To Part IV Item 45) link, and provide the information needed, if applicable.
66)Go to Schedule 9 – “Reconciliation of Net Income per Books against Taxable Income”, Field Nos. 1, 2, 5 & 7 and specify details needed, if applicable.
67)Click the Next
button to proceed to adjoining page
68)Go to Schedule 10 – “Balance Sheet”, Field Nos. 1 to 6, 8 to 11 & 13 to 15
and specify details needed, if applicable.
69)Go to Schedule 11 – “Top 20 Stockholders, Partners or Members” and specify details needed, if applicable.
70)Click the Next button to proceed to adjoining page
71)Go to Schedule 12 – “Supplemental Information”, Field Group No. I Field Group Letters A to C Field Nos. 1 to 4, Field Group No. II Field Group Letter A Field Nos. 5 to 9, Field Group No. III Field Group Letter A Field Nos. 10 to 15 & Field Group No. IV Field Letter A Field Nos. 16 to 18, and specify details needed, if applicable.
72)Go to Schedule 13 – “Gross Income/Receipts Exempt from Income Tax”, Field No. 1, Field Group No. I Field Letter A Field Nos. 2 to 5 & Field Group No. II Field Group Letter A Field Nos. 6 & 7, and specify details needed, if applicable.
73)When finished typing in the necessary details, click the VALIDATE button to allow system to check all the fields.
Bureau of Internal Revenue Version 2 - March 2014
Job Aid
Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
74)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.
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75)The message shown onscreen will remain visible until User makes the necessary action.
76)If User has made the necessary action, system will show message stating successful validation.
77)The VALIDATE button will become deactivated after successful validation.
78)User can click the EDIT button if details need to be changed or added for a certain field.
Bureau of Internal Revenue Version 2 - March 2014
Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
79)After clicking the EDIT button, User must navigate to where details need to be changed or added for a certain field.
80)The EDIT button will become deactivated after it has been clicked and editing is in progress.
81)However, the VALIDATE button will become active again during the editing process.
82)When finished in editing, click the VALIDATE button again to allow system to check changes in all the fields.
Bureau of Internal Revenue Version 2 - March 2014
Job Aid
Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
83)System will show message stating successful validation if newly added data has been checked by system and found to be appropriate
84)User can save the changes or additions placed on the document
85)Click the SAVE button to save changes or additions
86)System will then show message stating successful saving, together with a system-generated file name
Bureau of Internal Revenue Version 2 - March 2014
Job Aid
Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
87)Click the OK button to acknowledge successful saving of file
88)System will show another message stating that background information was successfully saved/updated, together with a system-generated file name.
89)Click the OK button to acknowledge successful saving of file
90)Click the PRINT button if a single page or all document pages need to be printed
Bureau of Internal Revenue Version 2 - March 2014
Job Aid
Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
91)Once the PRINT button has been clicked, a full image of the particular page to be printed will appear onscreen
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92)Alongside the full image of page to be printed, the various Print Commands will appear onscreen after clicking the FILE tab
Bureau of Internal Revenue Version 2 - March 2014
Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
93)To initialize printing, click the FILE tab to enable display of Print Commands, then click the PRINT activity
94)The printer dropdown list will appear
95)Click on the chosen printer to use
Bureau of Internal Revenue Version 2 - March 2014
Job Aid
Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
96)Specify page range to cover. Click the ALL box if all pages have to be printed.
97)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.
98)Specify total number of copies to print. User can type in the exact number of copies on the box provided.
99)Or click the arrow pointer downwards and upwards to enter the number of copies.
Bureau of Internal Revenue Version 2 - March 2014
Job Aid
Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
100) Click the PRINT button to initialize printing of document.
101) System will then process the request. A message will appear onscreen indicating the printing task is in progress.
102) When finished in saving, click the SUBMIT button to allow system to forward to BIR the completed Tax Return form.
103) After clicking the SUBMIT button, User must choose which particular electronic BIR site to submit the completed Tax Return forms.
Bureau of Internal Revenue Version 2 - March 2014
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Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
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104) User can either choose to navigate to the eBIRForms Online site
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105) Or proceed to the Electronic Filing and Payment System (eFPS) site
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106) If User clicks the eBIRForms Online site, system will display a message
onscreen which User must respond to.
107) If User clicks the OK button
Bureau of Internal Revenue Version 2 - March 2014
Job Aid
Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
108) System will display this message
109) If User clicks the eFPS site, system will display a message onscreen which User must respond to.
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110) If User clicks the OK button
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111) System will display this message
Bureau of Internal Revenue Version 2 - March 2014
Job Aid
Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
112) User may want to have a Final Copy of the completed Tax Return form for reference purposes
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113) Click the FINAL COPY button
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114) System will show a message onscreen which User must respond to
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115) If User wishes to save another copy of the document using a USB flash
drive or CR-RW, just click the OK button
Bureau of Internal Revenue Version 2 - March 2014
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Offline eBIRForms Package Job Aid BIR Form No. 1702 - RT (Annual Income Tax Return)
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116) System will display another message
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117) Click the arrow pointer downwards to specify which drive to save the file.
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118) Click the OK button
Bureau of Internal Revenue Version 2 - March 2014
Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
119) System will display message of successful saving of file to selected path/folder
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120) Click the OK button to confirm successful file saving
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121) System will navigate screen back to Main Page, and FINAL COPY button
will become deactivated
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Bureau of Internal Revenue Version 2 - March 2014
Offline eBIRForms Package Job Aid BIR Form No. 1702 - RT (Annual Income Tax Return)
TO SET-UP AND PERFORM PRINTING TASKS FOR 1702 - RT 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.
Bureau of Internal Revenue Version 2 - March 2014
Offline eBIRForms Package Job Aid BIR Form No. 1702 - RT (Annual Income Tax Return)
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
Bureau of Internal Revenue Version 2 - March 2014
Offline eBIRForms Package Job Aid BIR Form No. 1702 - RT (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
Bureau of Internal Revenue Version 2 - March 2014
Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
8) From the Google window, click the Tools icon.
9) Click the Page Setup and Print tabs.
10)When the Page Setup window opens, set the parameters to be followed for printing tasks
Bureau of Internal Revenue Version 2 - March 2014
Job Aid
Offline eBIRForms Package
BIR Form No. 1702 - RT (Annual Income Tax Return)
11)User must take note of the following details:
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Margins
Left – 0.166 Right – 0.166 Top – 0.166 Bottom – 0.166
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CheckPrintbackgroundandimages
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Uncheck the “Enable Shrink to Fit” option
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AllHeaderandFootermeasurementsmustbeblank
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PapersizeissettodefaultA4size
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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
Bureau of Internal Revenue Version 2 - March 2014
Job Aid
Offline eBIRForms Package
BIR Form No. 1702 - RT (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
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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
Bureau of Internal Revenue Version 2 - March 2014
Offline eBIRForms Package
BIR Form No. 1702 - RT (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.
Bureau of Internal Revenue Version 2 - March 2014
Job Aid
Offline eBIRForms Package
BIR Form No. 1702 - RT (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.
Bureau of Internal Revenue Version 2 - March 2014
Job Aid
Offline eBIRForms Package Job Aid BIR Form No. 1702 - RT (Annual Income Tax Return)
23)System will then process the request. A message will appear onscreen indicating the printing task is in progress.
Bureau of Internal Revenue Version 2 - March 2014
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