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TRAINING MANUAL l eTIS-1 Tax Registration System Training

© Copyright 2014 Bureau of Internal Revenue. All rights reserved.

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Version 1.1 – October 2014

2014

MANAGED BY

COURSE INTRODUCTION

eTIS-1 FUNCTIONAL TRAINING FOR END USERS

TAXPAYER REGISTRATION SYSTEM (TRS)

PARTICIPANT GUIDE FULL TRAINING



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Document History

VERSION

DATE

OWNER

DETAILS

1.0

September 25, 2014

Jemarie Mendoza

Initial Draft

1.1

October 13, 2014

Francis Migrino

Enhancements

October 21, 2014

Francis Migrino

Enhancements

<Note: This section shall be removed during printing. This is for internal purposes only>



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Table of Contents

Topical Outline …………………………………………………………………… 3

Course Introduction …………………………………………………………….. 6

Symbols …………………………………………………………………………… 8

What the Training is about ……………………………………………………. 9

eTIS-1 System Overview ………………………………………………………. 10

What is eTIS-1? ……………………………………………………….…..…….. 10

What is the difference between eTIS-1 vs TIS? …………………………… 11

eTIS-1 at a Glance ………………………………………………………………. 13

eTIS-1 System Requirements ………………………………………………… 14

Shortcut Keys …………………………………………………………………… 14

Search Functions ……………………………………………………………….. 14

eTIS-1 Login, Logout, Change Password ………………………………….. 15

eTIS-1 User Interface …………………………………………………………… 17

eTIS-1 User Interface Objects ………………………………………………… 17

What is TRS? …………………………………………………………………….. 18

Register Taxpayer: TIN Issuance for Individual …………………………... 23

Register Taxpayer: Register Non-Individual ………………………………. 45

Register Taxpayer: Register Branch ………………………………………… 62

Register Taxpayer: Register Facility ………………………………………… 66

Authorizations Management: Create Application ………………………… 74

Manage Taxpayer Sub Functions ……………………………………………. 77

Tasks & Reports ………………………………………………………………… 95

TABLE OF CONTENTS



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COURSE OUTLINE

Functional Training for End Users

Taxpayer Registration System (Transaction Processors l Full Training)

ACTIVITY DURATION

ACTIVITY

DURATION

ACTIVITY

DURATION

(Minutes)

(Minutes)

(Minutes)

DAY ONE

DAY TWO

DAY THREE

Registration 30

Registration 30

Registration 30

Opening Activity (Getting-to-Know

Activity) 30

Review Activity 30

Review Activity 30

ADKAR Assessment 15

Register Non-Individual

60

Register Branch 30

House Rules 5

First Break 15

Register Facility 30

Course Requirements 5


120

First Break 15

Objectives Setting 10

Lunch 60

Register Facility 60

Course Agenda 5


90

Manage Taxpayer - Find Taxpayer

15

First Break 15

Register Branch 30

Manage Taxpayer - Update Taxpayer

60

What is eTIS? 5

Last Break 15

Manage Taxpayer - Suspend Tax

60

eTIS vs. ITS 5

Register Branch 60

Lunch 60

ETIS at a Glance 5

Wrap-up 30

Re-Activate Tax 45

System Requirements 3

TOTAL MINUTES 540

Manage Taxpayer - De-Register Tax

60

Input Hardware 2

Last Break 15

Logging in / Out of the System

20

Wrap-up 30

Changing Passwords 10

TOTAL MINUTES 540

User Interface Familiarization

5

Taxpayer Registration Introduction

30

Primary Registration / Register Taxpayer TIN Issuance for Individual

50

Lunch 60


120

Last Break 15


55

Wrap-up 40

TOTAL MINUTES 540



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COURSE OUTLINE

Functional Training for End Users

Taxpayer Registration System (Transaction Processors l Full Training)

ACTIVITY DURATION

ACTIVITY

DURATION

(Minutes)

(Minutes)

DAY FOUR

DAY FOUR

Registration 30

Registration 30

Review Activity 30

Review Activity 30

Manage Taxpayer - Re-Register Tax

60

Correspondences (con'td) 30

First Break 15

Reports 30

Manage Taxpayer - Transfer Taxpayer

60

First Break 15

Manage Taxpayer - Tag/Un-Tag Inactive Taxpayer

45

Reports (cont'd) 75

Lunch 60

Task Manager 60

Manage Financial Detail 60

Lunch 60

Secondary Registration - Create Application for Authority to Print

60

Wrap-Up 60

Last Break 15

Review 60

Secondary Registration - Create Application for Authority to Print

45

Assessment 60

Correspondences 30

Last Break 15

Wrap- up 30

Training Satisfaction Survey & Closing

15

TOTAL MINUTES 540

TOTAL MINUTES 540



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COURSE OVERVIEW

The eTIS-1 Functional Training for End Users – Taxpayer Registration System (TRS) is a 4-day course

for users who utilize the Taxpayer Registration System functionality. The course will provide participants

with an understanding of the eTIS-1 functionalities, modules and sub-modules, navigational skills in order

to register various types of taxpayers. It will also allow the users to do modifications on the taxpayer

records when the need arises. Moreover, it will discuss on how to manage tasks within the Electronic Tax

Information System 1 (eTIS-1) and how to print reports and correspondences.

TERMINAL OBJECTIVES

At the end of the training, participants will be able to perform functions using the new system under the

Taxpayer Registration (TRS) tasks based on their roles utilizing the Electronic Tax Information System.

LEARNING OUTCOMES

Describe what eTIS-1 is and its benefits

Explain the functionalities of eTIS-1

Identify parts of the eTIS user interface

Identify the different functions under TRS

Navigate through eTIS-1 and perform the following:

Login and logout of the system Change login password in the system Register Individual and Non-Individual Taxpayers Register a branch and issue a branch code

Register a facility and generate a facility code Create an application for ATP Update/ modify the registration information of a certain

taxpayer Search for a given taxpayer Suspend a tax type or form type that is no longer applicable to the taxpayer Reactivate a tax type or form type that is applicable to the taxpayer

eTIS-1 FUNCTIONAL TRAINING FOR END

USERS

TAXPAYER REGISTRATION SYSTEM (TRS)



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De-registerthe taxpayer record including the taxes registered

Re-register a tax type or form type of a taxpayer Transfer a taxpayer to a different RDO

Transfer a taxpayer as LT and vice-versa Change the accounting type of a business or non-individual taxpayer Be able to "mark" taxpayers who have not filed taxes for 2 or more years or "unmark"

those who have re-continued to file taxes

Approve or reject auto-generated tasks initiated by the modules within eTIS-1

View and/or print reports



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SYMBOLS

Duration of section Participant Workbook

PowerPoint Presentation Important

Paired Exercise Group Exercise

Lecture Individual Activity

Play Video



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5 minutes

List down below your expectations of the training. At the end of each training

day, go back and put a check opposite your expectations that have been

achieved.

My Training Expectations



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eTIS is a _______________________, designed to be the ____________ of BIR.

This is a system that is compliant with the ____________________ of having a

single ________________________.

eTIS-1 contains ___________ that have been identified from __________. This

system is intended to ______________ ITS in the long run.

What is eTIS?

eTIS is very similar to ITS. It will be able to do everything we do today

It runs on a newer, more modern IT platform

The modern platform will make it easier to Introduce functional enhancements

Overtime ETIS-1 will be further enhanced and additional modules will

be added in eTIS-2

Notes

eTIS WHAT?



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HOW is eTIS-1 DIFFERENT FROM ITS?

Better

errors

updates

Improved

Improved

ITS vs. eTIS



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As you go through the training and identify more differences, use the space

below to capture those.

ITS vs. eTIS



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Notes

eTIS-1 at a GLANCE



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Minimum System Requirements

Browser

eTIS-1 URL

Software Required

For Keyboard:

Keyboard operation is standard. The <TAB>, <Shift + TAB> keys are used to move

from one field to another. The keyboard can also be used to enter characters,

numbers and symbols in text boxes.

For Mouse:

Mouse operation is standard. The mouse can be used to click buttons, hyperlinks,

dropdown lists, and icons. It can also be used to select a text box to be able to input

data.

Shortcut Keys:

Ctrl + P Print the current page

F5 Refresher the current page

Tab Moves the cursor to the next field in the page

Shift + Tab Returns the cursor to the previous field in the page

Backspace Returns to the Home Page

Back Arrow button Returns to the Home Page

.

System Requirements

Input Hardware



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5 minutes

Put “True” beside the number provided if the statement is True. If the

statement is incorrect, write “False”.

1. The account gets blocked after 3 invalid attempts.

2. A user needs to contact the System Administrator to request for

assistance.

3. A user has an option to wait for 120 minutes to re-attempt to

login instead for requesting for a password reset.

4. A user can change the password thru My Account locatedin the

side navigation bar.

5. Password should be 8 characters with at least 1 upper case

letter and at least 1 lower case letter.

6. Once done with the transaction, the user needs to logout to

protect any unauthorized access.

Logging in

Once you are on the eTIS-1 landing page, you will be prompted to enter your username and p

assword. Kindly take note of some reminders when logging in.

Logging in to eTIS-1



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Logging Out

To log out of eTIS-1, click on the Logout button found on the upper highthand corner of the eTIS-1 system.

Notes

Logging out of eTIS-1



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2 minutes

Identify the parts of the eTIS-1 User Interface.

Notes

User Interface

_______________

_______________

_______________



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Which of the following describes the Returns Filing and Professing Function?

(Select all that apply) by encircling the number of your choice below.

1. A only

2. B only

3. C only

4. A, B and C only

5. A, C and D only

6. All of the Above

7. None of the Above

Notes

A. It is the function that capytures, manages and monitors taxpayer registration information

B. It provides users ability to generate reports and correspondences needed in the registration process

C. It aims to increase BIR’s efficiency in terms of _______________ taxpayer registration behavior, in performing their day to day activities as well as in the bureau's reporting requirements.

D. It is a function use to create Taxpayer’s Returns information only.

What is Taxpayer Registration System (TRS)?



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5 minutes

Match the corresponding TRS function (Register Taxpayer and Manage Taxpayer

Information to its corresponding functionality. Write the letter or letters inside the

box.

Register TaxpayerManage Taxpayer

Information

A. Register New and Existing Individual Taxpayers

B. Register New and Existing Non-Individual Taxpayers

C. Register a Taxpayer’s New Branch

D. Register a Taxpayer’s New Facility

E. Update Taxpayer Information

F. Search for a particular Taxpayer

G. Suspend Taxpayers and all of their tax types or just a particular tax type

H. Re-activate a Taxpayer and all of their tax types or just a particular tax type

I. De-register a Taxpayer and all of their tax types or just a particular tax type

J. Re-register a Taxpayer and all of their tax types or just a particular tax type

K. Transfer a Taxpayer from one RDO to another RDO

L. Change the Accounting type of a Taxpayer

M. “Mark” or “unmark” an Inactive Taxpayer

Taxpayer Registration System (TRS)



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Notes

eTIS-1 System Functions



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Notes

TA

XP

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TE

M

Register ___________

TIN Issuance for _________

Register ___-____________

Register _________

Register ____________

Taxpayer Registration System: Register Taxpayer



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Notes

Taxpayer Registration System: Register Taxpayer

Which of the following

should you click to

access the Return

Inquirysub-function?

1 2 3

1

2

3



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TA

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Register

___________

TIN Issuance

for

_________

This function enables you to __________ a new or existing individual taxpayer into the

system

This function __________ a _____ for new individual taxpayers

•_ _ 98 Filipino/Alien

•_ _ _ _ _ (One Time Taxpayer)

•_ _ _ _ _ Employee (Compensation Income only)

•_ _ _ _ Proprietor

•_ _ _ _ _ _ _ _ _ _ _ _

•_ _ _ _ _ _ _ _ Income Earner

•_ _ _ _ _ Income Earner

•_ _ _ - _ _ _ _ _ _ _ _ alien engaged in rade/Business

Among the Taxpayer

types that can be registered

are:

Register Taxpayer: TIN Issuance for Individual



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STEP 1

Under the Taxpayer Registration menu, click on _____________________

sub- menu and then ____ Issuance for _________________

STEP 2

Before filling in the Tabs for Taxpayers with existing TIN Number, you

need to ____________




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STEP 2

Click on the ____________ and the New Manual pop up window will

appear.Enter the Taxpayer’s ____________. The TIN number is a _____

digit code automatically separated by a ____ when you encode it in the TIN

field. Then select the Source. Click Ok.

STEP 3

For a ____ registration, you will need to fill in the details in the

_____________________ details (mention each field).

The fields with a ___ _______mean that they are mandatory fields and the

transaction cannot be saved without filling out these fields.

• ou can expect to see all or just some of the following tabs depending on

the Individual Taxpayer type.




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STEP 4

There are different sets of tabs that can be accessed depending on the type of

registration.

Examples of the tabs that can be seen for a certain Individual Taxpayer type are:

• For ___ ___Filipino Citizen/ Foreign National taxpayers

• For ____ _____ ___________ (ONETT) taxpayers

• For _______ ___________taxpayer

Additional Details tab. This enables you to _______ more ____________ about

the ___________. It includes ______, ______ status, date and place of

________, mother’s ________ name, father’s name, ____________ and other

citizenship if dual. It also includes the date of submission and purpose of TIN

application. Make sure to encode all mandatory fields.




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TRUE or FALSE:

______ Nickname and PCRN fields are mandatory fields, if not filled out,user

cannot proceed to the next page or process.

STEP 5

Encode the _______ ____ _________ given by the taxpayer in the

Identification tab. The VIEW Identification Details window will pop-up

containing the information of the Taxpayer’s presented Identification

details.




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STEP 6

To encode mandatory fields under the Addresses tab, the _________________

addresses given by the Taxpayer needs to be recorded.

The VIEW Address Details window will pop-up and will show the information of

the ___________________ address details. A Municipality Code is required to be

selected first; else it will not allow navigation of the other tabs.




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STEP 7

The Potential Duplicate tab is used to ______ or ________ if the Taxpayer

has an ________ ________or has similar (identical) information within the

RDO.

Click on the ________ button for the system to check through the database.

The details on duplicate records will be shown on the table.

If in case that there are records that has the same information with the

taxpayer’s given information, registration will still be saved but it will need

an approval from the _____ (Revenue District Officer) or ______ (Assistant

Revenue District Officer) to complete the registration.




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STEP 8

• The Contact Method tab will help in ___________ the Taxpayer’s contact

details. Click on the Add button to add details.

• The NEW Contact Method Details pop-up window will appear. You may now

start encoding all the mandatory details.

• Click OK to record the information. The added contact details will be seen

on the table.

• You may _____ the record by clicking the ______ ________and click on

View. You may also delete the record by clicking Delete.




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STEP 9

The Attachment tab allows you to ____ documents ___________ by the

taxpayer to complete the requirements needed for registration will be

recorded.

Click the Add button to upload the document. The NEW Attachment Details

pop-up window will appear. Encode all the details and click on OK button

to add the record.

The maximum number of attachment is up to ___ files and each file must

not be more than ______ megabyte.

The VIEW Attachment Details window will pop-up and it will show the

information of the document that Taxpayer submitted. This follows the

same steps with the other tabs when you want to view or delete the record.




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Now that you have already completed registration for EO 98 Filipino Citizen

and Foreign Nationals, let us now go through registration of ONETT or

persons subject to taxes under the One Time Transactions (ONETT).

When you register persons under the One Time Transactions (ONETT), follow

same procedure in EO 98 Filipino Citizen/ Foreign National process, only this

time the Taxes tab will appear for assignment of tax type to the Taxpayer.

Register Taxpayer: TIN Issuance for Individual (ONETT)



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The taxes tab registers different kinds of tax that is applicable to the

Taxpayer. To add information, click the _____________ ______ button.

Then a pop-up window will show the New Tax Details screen.

Select the ____________ tax on the drop down menu then click the ____

button. Additional details will be seen on the screen. _________ all the

information needed under Tax-Periodic Details.

_______ ______ Details table will be displayed including Forms associated

to the selected Tax Type, Filing ____________ and Form ________ fields

will also populate automatically.

Select a ______ _______ by ticking the radio button. Then, tick on the

boxes BIR ___________ _____________ (TCVD), Visit Interview and

Advisory Visit check box if applicable. Otherwise leave it unmarked.




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• Another detail option on the same tab needs to be filled - The ____

(Alphanumeric _____ ________).

• Select an ____ (Alphanumeric ____ _______) by clicking the drop down

arrow and choose from the option provided. Take note that ATC selections

will depend on the chosen tax type.

• To add _____, click on the ____ button. A new window will appear and it

will show the NEW ATC Details. Select an additional ATC by clicking the

drop down arrow and choose from the option provided. On the ATC

Description field, the system will auto-populate the description of the

chosen ATC.

• Click on the ____ button to add the additional ATC details. The record will

be shown on the table. Then click OK




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For Local employee’s registration, follow same procedure in ONETT process,

only this time the Relationships Tab will appear for provision of Taxpayer's

third party representative.

The relationship tab enables the Taxpayer’s authorized third-party

representatives for registration may be recorded on this tab. There are 2

types under the tab.

• ______-________________ - Records of all commission based

employee which is being declared by the Business Taxpayer.

• _______________ - Records of all fix based employees which are

being declared by the Business Taxpayer.

Click on the ______ button to add the details. A new screen will pop-up and

it will show NEW Relationship Details screen.

Register Taxpayer: TIN Issuance for Individual (LOCAL

EMPLOYEE)



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Click on the ___________ icon to search for the name of the who is a

registered individual taxpayer working for the taxpayer’s Business.

The _______ Taxpayer window will pop up.

Enter _________________ and click on the _________ button. You may

also cancel by clicking the Close button.


EMPLOYEE)



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All records that match the search information provided will be shown on the

table. Choose the record of the employee record by ticking the ______ ________.

Then click on continue. Click on the OK button to add relationship record.

Otherwise, click on the Cancel button.

The added record will be seen on the _______ or Employee record table.

You may ______, _________ and __________ the record by selecting the

radio button of the record and choose the approriate action.


EMPLOYEE)



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A Single Proprietor follows the ______ procedure in ________ process only that

there are added tabs. These are___________ ____________ Details Tab, Book of

____________ Tab and ________________ Tab.

Register Taxpayer: TIN Issuance for Individual (SINGLE

PROPRIETOR)



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Business Summary Details Tab allows you to ______ a trade/business name


PROPRIETOR)



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Click on the ____________ _______________ ________ if the industry

detail being recorded is the primary source of income of the Taxpayer or

else, leave it unmarked


PROPRIETOR)



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Book of Accounts Tab _______ you to [add function description].

To add book of account details, click on the ______ button.

The NEW Book of Account Details window will appear. Fill the fields with

information needed.

Click the ___ button to add the book of accounts details. Otherwise, click

on the _________ button. You may also view, and delete record by

choosing the radio button and selecting the appropriate action.


PROPRIETOR)



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For the Incentives Tab, you may add the information or record by clicking

on the _____ button.

The NEW Incentive Details window will pop-up and you must _____ all the

details in the ____________ fields.

Click the OK button to add the incentive details and the _______ button to

undo transaction.

The View button and delete button are also available with same steps as

the other tab. The VIEW Incentive Details window will appear and display

the information of the Business' incentive details.


PROPRIETOR)



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The Professional Taxpayer registration follows the same procedure with

the Single Proprietor. A new tab is introduced in this function. The

Occupation tab is where you encode all the provided Occupations of the

Taxpayer

.

Click on ____ and the New Occupation Details window will appear.

Select the ____________ _______ applicable to the Taxpayer. You may add

details in the Occupation field.

_____ the _________ _____________if the Occupation you will add is the

primary source of income of the Taxpayer.

Click OK. You may also view and update the record using the same

procedure as presented in the other tabs


PROPRIETOR)



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Hands On:

Pair up and practice TIN issuance for individual using eTIS-1 through

a roleplay activity. Use the profile below:

Notes




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v

Put a check mark on the box, if the corresponding taxpayer is an

organization or non-individual taxpayers.

Cooperatives National Government Agency

Domestic

Corporation

Non-Resident Foreign Corporation

General

Professional

Partnership

Non-Resident Foreign Partnership

Government Owned

& Controlled

Non-stock Non-Profit Organizations (e.g.,

Political Parties, Homeowners’ Assoc.,

Business Leagues, etc.)

Corporation Regional Operating Headquarters

Joint Venture Resident Foreign Corporation

Limited Partnership Unlimited Partnership

Register Taxpayer: Register Non-Individual



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ACCESSING THE TIN ISSUANCE FOR NON-INDIVIDUALS ENTRY SUB-FUNCTION

From NAVIGATION choose Taxpayer _____________. Under Taxpayer

___________ select Register ____-_________________.




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Notes

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Register

___________

Register for

____-_____________

This function enables ______________ and TIN

__________ of organizations or non-individual taxpayers include

the following taxpayer types




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STEP 1

Before filling in the Tabs for Taxpayers with existing TIN Number, you need

to ______________.

Click on the _______________ and the New Manual pop up window will

appear.

Enter the Taxpayer’s ______________

The TIN number is a _____ digit code automatically separated by a ____

when you encode it in the TIN field. Then select the Source. Click Ok.

For a ____ registration, you will need to fill in the details in the

_____________________ details (mention each field).

The fields with a ___ _______mean that they are mandatory fields and the

transaction cannot be saved without filling out these fields.

You can expect to see all or just some of the following tabs depending on

the Individual Taxpayer type.




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STEP 2

The first tab is the ____________ details tab. The Additional details tab which

requires you to fill in additional ___________ information about the Taxpayer.

Take note that you should _____the _____Indicator box if the business being

registered is VIP. Otherwise, leave it unchecked.




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STEP 3

Next is the Business Summary Details Tab. __________ the ________ of the

___________s can be done in this tab.

Click on the Add button, and the new ___________ ____________

___________ window will appear. (Go through the New Trade/Business

Name Details).

You can also add the Industry details which describe the nature of the

Taxpayer’s business. The Industry type is further broken down by

__________ codes.

Click _____ button once done.




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STEP 4

Under the Taxes tab, you can be able to ________ all the applicable ____

______ per taxpayer.

Click on the _________ _____ button and the New Tax Details will appear.

Select the applicable tax type and Click on the ____ button.

You will also be required to enter the Date of ______________.

Select a ____ (Alphanumeric Tax Code) for every Tax type you register for

the Taxpayer. You also can input additional ATC details.

Click the ___ button once done. These details will then appear on the Tax

Type panel. Tick TCVD, Visit/Interview and Advisory Visit if applicable.




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STEP 5

The Addresses tab enables you to encode the _________ of the Taxpayer’s

______ of _________ for all of their registered businesses.

Click on the Add button and the New Address details window will appear.

(Go through the fields of the New Address details window).

Tick __________ _____________ if this is the primary address of the

Taxpayer’s business.

Click the OK button once done.




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STEP 6

The Potential duplicates tab ensures that the Taxpayer is _______ within

the _____. If in case there are records that have the same details as the new

Taxpayer, the system will still save it, but it is subject for the approval of

the Revenue District Officer or Assistant Revenue District Officer.

STEP 7

Encode the taxpayer’s ______________________-________ representatives

in the Relationships tab.




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STEP 8

Encode the taxpayer’s/ business’ ________ details in the Contact Method

tab




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STEP 9

The next tab is the Stockholder / Member / Partner tab.

Click on the _____ button and a pop up window will appear. (Go through

the New Stockholder/ Member/ Partner Details field).

Use the __________ icon to search for the name of the

Stockholder/Member/ Partner who is a registered individual taxpayer

working for the taxpayer’s Business.

Select the __________ and click Continue. Click OK button once done.

STEP 10

Attachments tab enables you to ________ and ________ soft copies of the

supporting documents submitted by the Taxpayer. Click on the Add button

and the New Attachment Details pop up window will appear.

The system only accepts ____, ____, ____ and ____ files. It accepts files

NOT more than one (1) Megabyte. The maximum number of attachment is

up to ___ files




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STEP 11

Under Incentives tab, you can encode all ___________ _____________ to

the Taxpayer.

Click on the ____ button and the New Incentive details window will appear.

(Go through fields of the New Incentives window). Click OK.




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STEP 12

Under the Book of Accounts tab, you can enter all ____________

_______________ _____________ in the Book of Accounts tab.

Click on the _____ button and the New Book of Account details window will

appear. (Go through the fields of the Book of Accounts window).




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STEP 13

When entering the Pre-generated TIN, you must click the ________ _____

button.

You may choose any of the two (2) Enter TIN buttons to enter a pre-existing

TIN.

A new window will pop-up and will show the ____ _________ _____ screen.

Key-in the pre-generated TIN on the TIN field.

Please note that this is __ digit number only; not including the dash (-)

symbols.




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STEP 14

Once you’ve encoded all necessary information, click on the _____ button.

For new Taxpayers __________ a ______, the TIN will be ________ after

clicking the Save button.Click on the ___ button to save TIN.

To discontinue saving the TIN, click on the ________ button. The TIN of the

taxpayer will automatically generate on the TIN field found in the New

Individual Summary Details.




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Hands On:

Pair up and practice Non-individual Registration using eTIS-1 through a roleplay activity.

Use the profile below:

Notes




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Notes

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Register

___________

Register

__________

This function enables the registration and issuance of a

________ ______ of a particular Taxpayer.

This function can capture up to _________ branches per

Taxpayer.

Register Taxpayer: Register Branch



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STEP 1

STEP 2

The Find Taxpayer screen will appear. Enter a _______________ to search a

record. Select a Taxpayer _________________ Type by clicking on the drop

down menu beside the required detail. Select either ____________ or ____-

_________________ type.


From the Taxpayer Registration

menu, click _____________

sub-menu.



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STEP 3

Enter Taxpayer’s details in ___________ _________.

The system will display a table list of the chosen _____ ______ record.

Select the appropriate __________ or ____________ record by clicking on

the radio button under Select column of the table list.

Click on the ____________ button to go on with registering a branch.




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STEP 4

The New Business Summary Details screen will appear. To _____________or

________ Taxpayer’s Non-Individual Branch information details.

Click on the appropriate ____ headings. Once all necessary information is

encoded, click on the _____ button to register the Non-Individual branch.

Otherwise, click on the _______ button.A _______________________ will

appear on the screen informing that registration of branch has been saved.




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Hands On:

Pair up and practice Branch Registration using eTIS-1 through a roleplay activity. Use the

profile below:

Notes




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v

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Register

___________

Register

____________

This function enables you to register a branch _______

that does ____ conduct ______ transactions so a tax

type can be assigned.

It enables registration and generation of a facility code

for a Taxpayer. Branch Facilities are assigned an ___

code to differentiate them from “__________” branches.

Register Taxpayer: Register Facility



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In the Find Taxpayer screen, __________ the taxpayer to which the

___________ will be registered under. Registration details of the

Taxpayer get auto-populated. You just need to _________ the Facility

_______ that is applicable. Next fill in the applicable tabs.

STEP 1

STEP 2


From the Taxpayer Registration

menu, click _____________ sub-

menu.



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Identification. What are the applicable tabs that the user needs to fill out?

__________________________________________

__________________________________________

__________________________________________

__________________________________________




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STEP 3

_________ the _____________ provided by the _____________.

Click _____ and the New Address details window will appear. (Go through

each field of the New Address Window).

_____ the Primary Indicator field if the Address will be the _________

business location of the Taxpayer.

Click OK button after.




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STEP 4

Encode the ___________________ method details in the Contact Method tab.

The Attachments tab is also the same as the one when you are registering an

Individual or Non-individual Taxpayer. Follow the same process. Remember that

the system only accepts ____, _____, ____ and ____ files. It accepts files NOT

more than ___ Megabyte. The maximum number of attachment is up to ___ files




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Hands On:

Pair up and practice Facility Registration using eTIS-1 through a roleplay activity. Use the

profile below:

Notes




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This function enables the generation of Permit and Authorization application. It basically supports a Registration process which is the Generation of ATP.

Notes

Authorization Management

_ _ _ _ _ _ Application

_ _ _ _ _ _ Application

_ _ _ _ Application

Authorizations Management



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Notes

AU

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N M

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_________ _____________

This function enables the generation of Permit and Authorization application.

It basically supports a Registration process which is

the Generation of ATP.

Authorizations Management



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To generate an ATP you need to create a Permit Application, so select

________ under ______________ ______ and click on the Next button.

STEP 1

STEP 2

STEP 3

You’ll find 3 tabs – ___________ details, ___________ and ___________ details.

On the Application details, search for the TIN of the Taxpayer who requested the

ATP. Click on the Search TIN button. Once the Taxpayer is found select the

Taxpayer from the Panel and click on __________.

Authorizations Management : Create Application

From the Authorization

Managementmenu, click ________

_______________ sub-menu.



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Then select __________ to ________ under Type of Authorization. For the

Attachments Tab, follow the same procedure as you would in TRS. Just like the

Attachments tab in TRS, this tab allows you to upload supporting ____________

from the Taxpayer. Then click on Next.

STEP 4

In the Permit Application screen, enter the printer _____. You can use the

____________ icon to search for the printer _____. Click ______ button when

done.

Authorizations Management: Create Application



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Hands On:

Pair up and practice Application Creation using eTIS-1 through a roleplay activity.

Use the profile below:

Notes

Authorizations Management : Create Application



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Notes

Update Taxpayer

Suspend Tax

Find Taxpayer

Re-activate Tax

Tag/ Un-Tag Inactive Taxpayer

Re-register Tax

Transfer Taxpayer

Manage Financial Detail

De-Register Tax

Manage Taxpayer Sub Functions

Manage Taxpayer



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Match the corresponding Manage Taxpayer Sub- function (to its corresponding

functionality/description by writing the correct letter in their respective functions

in Column A.

UPDATE TAXPAYER

FIND TAXPAYER

RE-REGISTER TAX

SUSPEND TAX

REACTIVATE TAX

TRANSFER TAXPAYER

DE-REGISTER TAX

MANAGE FINANCIAL DETAIL

TAG/UN-TAG INACTIVE TAXPAYER

Manage Taxpayer Sub Functions



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Notes

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________ _____________

This function enables finding/ inquiring/searching

of a taxpayer.

Manage Taxpayer Sub Functions: FIND TAXPAYER



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STEP 1

Search the __________ by filling in at least one of the given ________.

STEP 2

Next fill in the __________ tabs depending on the taxpayer ____________

type. This follows the same procedure in Register Individual or Non-

Individual process.

Manage Taxpayer Sub Functions: FIND TAXPAYER



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Notes

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_____________ _____________

This function enables thesuspension of a tax type or

form type.

Manage Taxpayer Sub Functions: SUSPEND TAX



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STEP 1

The Tax Details tab is used to ___________ a tax type. Do this by ticking on

the radio button and supplying the mandatory fields (Reason selection will

depend on the tax type selected).

Then click ____________.

STEP 2

Do the same for the Form Details tab to suspend a form type.

A confirmation messagenotifying that the Tax Type has been suspended

and the status will be __________ upon approval by _____ and ______.

Manage Taxpayer Sub Functions: SUSPEND TAX



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Notes

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NA

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__________ _____________

This function enables re-activation of a tax type or form type of a taxpayer.

Manage Taxpayer Sub Functions: RE-ACTIVATE TAX



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STEP 1

There are 2 tabs that you should consider when performing this function.

The ____ __________ and _____ ___________.

Follow the same procedure in finding a taxpayer. The Tax Details tab is

used to ___-__________ a tax type. Do this by ticking on the radio button

and supplying the mandatory fields. Then click ______________.

Do the same for the Form Details tab to re-activate a form type.You will be

required to specify a _______ of reactivation and a _______. The reason

selection will depend on the selected tax type or form type.

Manage Taxpayer Sub Functions: RE-ACTIVATE TAX



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Notes

MA

NA

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ION

___________________

_________

This function enables de-registration of a taxpayer record including the taxes

registered.

Manage Taxpayer Sub Functions: DE-REGISTER TAX



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STEP 1

This has the same procedure in finding a taxpayer. The Deregistration

Details tab is used to ___________ tax details.

Do this by _________ on the checkbox of the tax type to deregister. Should

you wish to deregister the taxpayer record including the taxes registered,

tick the Deregister Taxpayer and all Tax check box.

Then click __________. Follow the previous procedure for the Form Details

tab.

Manage Taxpayer Sub Functions: DE-REGISTER TAX



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Notes

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NA

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ION

___________________

_________

This function enables re-registration of a tax type or

form type of a taxpayer.

Manage Taxpayer Sub Functions: RE-REGISTER TAX



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STEP 1

To access the find the Taxpayer menu, go to the navigation panel, click on

Taxpayer Registration, then Manage Taxpayer and Re-Register Tax.

STEP 2

From the same menu function with finding taxpayer, follow the same

procedure for the Tax Details tab and the Form Details tab. Then click

Reregister.

Manage Taxpayer Sub Functions: RE-REGISTER TAX



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Notes

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ION

__________________

__________________

This function enables the transfer of a taxpayer to another Revenue District Office (RDO).

It also enables the transfer to LT and vice-versa.

Manage Taxpayer Sub Functions: TRANSFER TAXPAYER



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STEP 1


Taxpayer Registration, then Manage Taxpayer and Transfer Taxpayer

STEP 2

In Transfer Details tab, input details on mandatory fields.

Again, the fields with a ____ __________ mean that they are mandatory

fields and the transaction cannot proceed without these information.

In the Attachment tab, follow the previous procedure for attachments.

Then click _______.

Manage Taxpayer Sub Functions: TRANSFER TAXPAYER



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Notes

MA

NA

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TA

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ION

__________________ __________________

__________________

This function enables modification of accounting

details, including accounting period and type, for a particular

taxpayer.

Manage Taxpayer Sub Functions: MANAGE FINANCIAL

DETAIL



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STEP 1


Taxpayer Registration, then Manage Taxpayer Manage Financial Detail.

STEP 2

In New _______________ Details section, input details on mandatory fields.

Then click ________ to process the changes of taxpayer record.

Manage Taxpayer Sub Functions: MANAGE FINANCIAL

DETAIL



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Notes

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________________

__________________________________

This function enables tagging/un-tagging inactive taxpayers which

results to suspension of tax type/s and form type/s of the

inactive taxpayer.

It disallows generation of correspondences for the inactive

taxpayer.

Manage Taxpayer Sub Functions: TAG/UN-TAG INACTIVE

TAXPAYER



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STEP 1

It works the same with all the other functions using the In Tag/ Un-tag Inactive

Taxpayer screen, input details on mandatory fields. Then click ______ to

process the changes.

Notes

Manage Taxpayer Sub Functions: TAG/UN-TAG INACTIVE

TAXPAYER



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__________________

__________________

This function enables the approval or rejection of

pending tasks.

It also allows reassignment of previously acquired tasks.

Tasks Manager



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STEP 1

To access the Task Manager Function, go to the Navigation Panel and click on

Tasks then Task Manager.

STEP 2

Let us go the next step. The Approve / Reject Task - obtain pending task/s,

which needs approval or rejection, by choosing from the _________

________.

To do this, go to the ____________ _______, find and select a pending

transaction by clicking on the Task Number link.

Then click on the _____________ link to accept the task and enable

approval/rejection action option.

Then, a message will appear to inform you that the task has been acquired.

Tasks Manager



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STEP 3

An information _________ will appear to inform that the task has been

acquired.

Hence, additional links will also be a viable option to utilize. Afterwards,

indicate comments inside the _____ __________ box which should contain

the reason for the appropriate action to be taken.

Then click on the appropriate action link – __________, __________ or

___________.

To return to the Assignment table, click View Task List.

Tasks Manager



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STEP 4

To reassign a task, type in the ________ _______of the person that the task

is being assigned to inside the Assign to box.

Again, if you wish to return to the Assignment table, click View Task List.

STEP 5

In this screen, view that the Status is again Assigned but with a definite

Assigned User and a Sub State Delegated.

Tasks Manager



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STEP 6

To place additional information on a specific task, __________ the ______

from the list.

Then Task Details screen will ________.

_____ the additional details on the _____ ___________ box.

Click on the ______ ___________ link.

Tasks Manager



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Hands On:

Pair up and practice all the functions under Task Manager.

Refer to the BIR eTIS-1 End User Guide for the steps to be followed.

Notes

Tasks Manager



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Notes

RE

PO

RT

S

______________

____________________

This function enables searching, viewing and printing of document

reports.

Reports



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Put a check mark on the space beside the Correspondence name if the

given correspondence can be generated thru the Reports > User Reports

function.

___ Report on Registrant by Taxpayer Type

___ Monthly New Business Registrants

___ Master Alpha list of Registered Taxpayers

___ Alpha list of New Registered Taxpayers

___ List of Issued TCL1

___ TIN Card Inventory

___ List of New Registered Taxpayers with Pre-Generated TIN Order by

Taxpayer Type

___ Report on Registration by Business Taxpayer Type

___ Registration by Tax Type

___ Summary Statistics on Business Registrants

___ List of Taxpayers by PSIC/ PSOC

___ List of Accredited Printers

___ List of Issued ATPs

___ List of Taxpayers by Incentive sorted by Legal Basis

___ List of Frequently Transferring Taxpayers

___ Correspondence Inventory Report

Reports



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STEP 1

To access the User Reports Function, go to the Navigation Panel and click on

Reports.

STEP 2

In the Reports screen, type in your ____________. This is the same

password as the one you use for logging in. Then click __________ to

__________ Server button.

Reports



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STEP 3

In the Reports screen, click on ___________ _____ to show all the sub-

reports/ correspondence. Otherwise, click Collapse all to hide all the sub-

reports/ correspondence. Then click on the arrow facing to the right to

request for _____ and _____ card.

Here, you may select on the specific _______________ that you wish to

view or print.

Reports



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STEP 4

Finally in the Report Details screen, fill out all mandatory fields. Then click

on the ______ _____________ button to generate the report.

Reports



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Hands On:

Pair up and practice all the functions under User Reports.

Refer to the BIR eTIS-1 End User Guide for the steps to be followed.

Notes

Reports



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Notes



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Notes



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Notes



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Notes

course introduction training manual l etis-1 tax ......training manual l etis-1 tax registration...

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