Revenue Regulations No. 002-2025


Implementing the Tax Provisions of Republic Act No. 9267, Otherwise Known as “The Securitization Act of 2004”

Section 1 Objective – Pursuant to Section 244 of the National Internal Revenue Code of 1997, as amended (“Tax Code”), these Regulations are issued to implement the tax provisions of Sections 27 to 34 of Title IV of Republic Act (RA) No. 9267, otherwise known as “The Securitization Act of 2004.”

Section 2 Definition of Terms – When used in these Regulation the following terms shall have the following meaning:

  • Securitization – means the process by which assets are sold on a without recourse basis by the Seller to a Special Purpose Entity (SPE) and the issuance of asset-backed securities (ABS) by the SPE which depend, for their payment, on the cashflow form the assets so sold and in accordance with the Securitization Plan.
  • Asset-backed securities (ABS) – refer to the certificated issued by an SPE, the repayment of which shall be derived from the cash flow of the assets in accordance with the Securitization Plan.
  • Assets – whether used alone or in the term “Asset-backed securities”, refer to loans or receivables or other similar financial assets with an expected cash payment stream. The term “Assets” shall include, but shall not be limited to, receivable mortgage loans and other debt instruments: Provided, That receivables that are to arise in the future and other similar nature shall be subject to approval by the securities and Exchange Commission (SEC) or the Bangko Sentral ng Pilipinas (BSP), as the case may be: Provided, further, That the term “Assets” shall exclude receivables from future expectation of revenues by government, national or local, arising from royalties, fees or imposts.
  • Credit Enhancement – means any legally enforceable scheme intended to improve marketability of the ABS and increase the probability that the holders of the ABS receive payment of amounts due them under the ABS in accordance with the Securitization Plan.
  • Originator – means the person or entity which was the original obligee of the Assets, such as a financial institution that grants a loan or a corporation in the books of which the Assets were created in accordance with the Securitization Plan.
  • Securitization Plan – means that the plan for securitization as approved by the Commission.
  • Seller – means the person or entity which conveys to the SPE the Assets forming the Asset Pool in accordance with the Securitization Plan. In most instances, the Seller may itself be Originator.

Section 3. Tax Exemption of Transfer of Assets – The sale of Transfer of assets to the SPE, including sale of transfer of any and all security interest thereto, made in accordance with the Securitization Plan shall be exempted from value-added tax (VAT) and documentary stamp tax (DST), or any other taxes imposed in lieu thereof.

Moreover, pursuant to Section 28 of RA No. 9267, the transfer of assets by dation in payment (dacion en pago) by the obligor in favor of the obligee shall not be subject to capital gains tax as imposed under Section 27 (D)(5) of the Tax Code.

Section 4. Tax Exemption on the Issuance and Transfer of Securities. – The original issuance of ABS and other securities related to solely to such securitization transaction, such as, but not limited to, seller’s equity, subordinated debt instruments purchased by the originator, and other related forms of credit enhancement shall be exempt from VAT, or any other taxes imposed in lieu therefor, but shall be subject to DST.

Secondary trades and subsequent transfers of ABS, including all forms of credit enhancement in such instruments, shall be exempt from DST and VAT, or any other taxes imposed in lieu thereof.

Section 5 Tax Treatment of Income from ABS. – The yield or income from the ABS shall be subject to a twenty percent (20%) final withholding tax. However, the yield or income of investors from any low cost or socialized housing-related ABS shall be exempt from income tax.

Such yield or income must from the securitization of the mortgage and housing-related receivables of the government housing agencies. The low-cost socialized housing-related ABS must be certified as such by the Department of Human Settlements and Urban Development and the Department of Finance.

Further Amending Section 9 of Revenue Regulations No. 25-2003 Relative to the Documentary Requirements to be Submitted by Motor Vehicle Manufacturer/Assembler/Importer as Basis for the Bureau of Internal Revenue to Determine Whether the Automobiles Subject to Excise Tax Exemption are Hybrid or Purely Electric Vehicles pursuant to the Provisions of Republic Act No. 10963, Otherwise known as the “Tax Reform for Acceleration and Inclusion (TRAIN) Law”

Section 1 Scope – Pursuant to the provisions of Sections 244 and 245 of the National Internal Revenue Code of 1997 (NIRC), as amended, in relation to Section 84 of the Republic Act No. 10963, otherwise known as the “TRAIN LAW”, these Regulations are hereby promulgated to further amend Section 9 of Revenue Regulations (RR) No. 25-2003, as Natural Resources – Environment Management Bureau (DENR-EMB) to determine whether the automobiles subject to excise tax exemption are hybrid or purely electric vehicles pursuant to the provisions of TRAIN LAW.

Section 2 Purpose of Regulations – To amend/revise the guidelines and procedures for the processing of the request for tax exemption of Hybrid or Purely electric Vehicles. Currently, RR No. 25-2003, as amended by RR No. 24 -2018, assigns the determination of whether an automobile is Hybrid or Purely Electric to DENR – EMB by recognizing the Certificate of Conformity (COC) and Certificate of Non-Coverage (CONC) they issue as the basis for classification of automobiles by the Bureau of Internal Revenue (BIR). During the inter-agency consultation called by the Department of Finance with representatives from Department of Energy (DOE), DENR-EMB, and BIR, DOE proposed that the determination of whether an automobile is Hybrid or Purely Electric be reverted to the DOE as originally assigned by RR No. 5-2018.

Section 3 Further Amending Section 9 (E) of RR No. 25-2003 – Section 9 (E) of RR No. 25-2003, as amended, is further amended, is further amended to read as follows:

” Sec 9 – Tax-Exempt Removals of Automobiles – The following removals of locally manufactured/assembled or released of imported automobiles form the place of production or from customs custody, respectively, are exempt from the payment of the appropriate excise taxes, subject to certain conditions.

E. PURELY ELECTRIC VEHICLES SHALL BE EXEMPT FORM EXCISE TAS ON AUTOMOBILES. HYBRID VEHICLES SHALL BE SUBJECT TO FIFTY PERCENT (50%) OF THE APPLICABLE EXCISE TAX. PRIOR TO THE REMOVAL OF THE AUTOMOBILES FROM THE MANUFACTURING PLANT OR CUSTOMS CUSTODY, THE COMMISSIONER OF INTERNAL REVENUE (CIR) SHALL REFER TO THE ELECTRIC VEHICLE RECOGNITION LIST PUBLISHED BY THE DEPARTMENT OF ENERGY (DOE), WHICH CONTAINS THE INFORMATION AND CLASSIFICATION FOR BATTERY ELECTRIC VEHICLES (PURELY ELECTRIC VEHICLE/BEV), PLUG-IN HYBRID ELECTRIC VEHICLES (PHEV), AND HYBRID ELECTRIC VEHICLES (HEV).

THE BIR SHALL MAKE A DETERMINATION WHETHER THE AUTOMOBILE IS EXEMPT FROM EXCISE TAX OR SUBJECT TO 50% EXCISE TAX, RESPECTIVELY, ON THE BASIS OF THE DOE’S LIST OF RECOGNIZED ELECTRIC VEHICLES, PUBLISHED ON ITS WEBSITE, WITHOUT PREJUDICE TO THE BIR’S AUTHORITY TO CONDUCT ANY POST-VERIFICATION ASSESSMENT OF THE AUTOMOBILES.

FOR PURPOSES OF KEEPING UP TO DATE WITH THE LATEST PUBLICATIONS OF THE LIST OF RECOGNIZED ELECTRIC VEHICLES, THE DOE SHALL FURNISH THE BIR WITH A CERTIFIED TRUE COPY OF AN UPDATED LIST OF RECOGNIZED ELECTRIC VEHICLES.”

Clarifying the Provisions of Republic Act No. 11976, Otherwise Known as the “Ease of Paying Taxes Act”, Applicable to the Power Industry

This Revenue Memorandum Circular is issued in order to publish and clarify certain provisions of Revenue Regulations (RR) Nos. 3-2024 and 7-2024, implementing the National Revenue Code of 1997 (Tax Code), as amended by Republic Act (RA) No. 11976 or otherwise known as the “Ease of Paying Taxes (EOPT) Act”, affecting generation, transmission, and distribution companies, as well as electric cooperatives and retail electricity suppliers.

  • What is the tax treatment of the Generation and Transmission charges including the VAT thereon which are pass through charges of the Distributions Utility (DUs) Companies and Electric Cooperatives (ECs)?
    • For Sale of services, including the sale of power, gross sales of DUs and ECs shall exclude the valued-added tax and those amounts earmarked for payment to third (3rd) party as received as reimbursement for payment on behalf of another which do not redound to the benefit of the seller as provided under relevant laws, rules or regulations.

      The DUs and ECs shall issue an invoice to the customers, shall include the sale and transmission of electricity and ancillary services, including the VAT thereon of the Generation Companies (GenCos) and Transmission Companies (e.g. National Grid Corporation of the Philippines). However, the DUs and ECs shall not claim any input tax from these. The proper claimant of input tax shall be the customers engaged in business based on the invoice to be issued by DUs/ECs.

      The amount invoiced by the GenCos and Transmission Companies, which was included in the invoice issued by the DUs and ECs to the customers, including the VAT charges thereon, shall be the basis of income tax and VAT liabilities of the GenCos and Transmission Companies.
  • What are the pass-through charges for the Retail Electricity Supplier (RES) and how are they treated?
    • The pass-through charges of the RES for the sale of power are the transmission and distribution charges.

      The RES shall not claim any input tax on the pass-through charges invoiced to the customers.
  • Are the government mandated charges subject to Output Tax and consequently on Creditable Withholding on VAT and Income?
    • The following mandated government shall not be subject to Output Tax and Creditable Withholding Tax on VAT and Income:
      • Energy Tax under Batas Pambansa Blg.36;
      • Universal Charges (UC) under Sec. 34 of R.A. No. 9136 (EPIRA);
      • Benefits to Host Communities under Sec. 66 of R.A. 9136 (EPIRA) and DOE Energy Regulations No. 1-94;
      • Feed-in Tariff Allowance (FIT-ALL) under ERC Res. 24, Series of 2013;
      • National and Local Franchise Taxes under Section 9 of RA No. 9511 and Art. III of ERC Res. No. 02, Series of 2021, respectively; and
      • Real Property Tax (RPT) under Art. II of ERC Res. No. 02, Series of 2021.
  • What is the treatment of the 5% creditable VAT withheld by the government customers?
    • The amount of 5% creditable VAT withheld by the government customers which was computed baswd as creditable VAT as evidenced by BIR Form No. 2307 in the VAT Returns of the DUs and ECs who issued the invoice on the sale of electricity.
  • What is the treatment of the 2% income tax withheld by the customers engaged in business?
    • The amount of 2% tax withheld by customers engaged in business which was computed based on the total invoiced amount, including pass through charges, shall be claimed as creditable withholding tax as evidenced by BIR Form No. 2307 in the Income Tax Return of the DUs, ECs and RES who issued the invoice on the sale of electricity.
  • How will the GenCos and Transmission Companies declare the VAT on its generation and transmission fees, respectively, considering the various types of customers/end-users (i.e. vatable, zero-rated, exempt)?
    • Initially, the GenCos and Transmission Companies will issue an invoice to the DUs, ECs, and RES for the whole amount of the generation fees and transmission fees respectively, including the VAT thereon for the billing period.

      The DUs, ECs and RES shall provide the certification of zero-rated/exempt transactions to the GenCos and Transmission Companies on or before the 5th day of the month following the invoice period.

      The GenCos and Transmission Companies will then issue the applicable adjustment documents (i.e. Debit Memo/Note; Credit Memo/Note; Journal Voucher; or Negative Invoice) which may be generated from their Computerized Accounting System or prepared manually to adjust the output tax liability charged on the zero rated and exempt transactions considering that the Output VAT on such was already included in the invoice issued by the GenCos and Transmission Companies.
  • What is a Negative VAT Invoice?
    • For purposes of Question above, a negative VAT invoice issued by GenCos and Transmission Companies reflects the negative adjustment on the output tax initially charged. Said negative VAT invoice or other adjustment documents issued should indicate the original invoice/transactions being adjusted.
  • What is the treatment of the payments made by DUs, ECs and RES to GenCos and Transmission Companies representing generation, transmission and other power related charges?
    • All Payments by DUs, ECs, and RES to the GenCos and Transmission Companies pertaining to generation, transmission and other VATable charges shall be subject to VAT, hence payment shall include the VAT thereon.
  • Will GenCos and Transmission Companies be liable to the remittance of all outstanding deferred VAT from DUs and ECs prior to April 27, 2024 or the effectivity of the RR Nos. 3-2024 and 7-2024?
    • No. GenCos and Transmission Companies shall not be liable to the remittance of all outstanding deferred VAT form the effectivity of the RR No. 3-2024 on April 27, 2024.

      However, as a transitory procedure, the BIR shall require the following:
      • GenCos and TransCo shall submit (hard copy and soft copy), to the concerned Revenue District Offices (RDOs)/ Large Taxpayers (LT) Offices, on or before September 30, 2024, an inventory of the outstanding deferred VAT prior to April 27, 2024 from DUs/ECs and others.
      • DUs and ECs shall remit the deferred VAT, as collected, on behalf of each GenCos and Transmission Companies, using BIR Form No. 0605. The TIN of the GenCos and TransCo shall be clearly indicated on the BIR Form No. 0605. Mark “X” the box for ” Others (Specify)” and indicate that the payment is for “Deferred VAT – RMC No.___ “.
      • DUs and ECS shall submit (hard copy and Soft Copy) to the concerned RDOs/LT Offices, on or before the 10th day from the date of remittance of the BIR Form No. 0605, a Summary of the Remittance of Deferred VAT, clearly indicating the name of Supplier, Address, TIN RDO No., amount of VAT remitted, billing period, name of bank and date of remittance.
      • DUs/ECs shall provide the GenCos and Transmission Companies with copies of the duly filed BIR Form No. 0605, together with the proof of payment within three (3) days from the basis of the Generation and Transmission Companies for the issuance of the invoice in accordance with the transitory provision of RR No. 7-2024 and to record the payment of deferred VAT. The unremitted portion of the deferred VAT prior to April 27, 2024, if any, shall remain outstanding until fully collected or closure of the BIR audit of the power industry players.

Clarification of Certain Policies and Procedures Relative to the Implementation of the Risk-based Approach in the Verification and Processing of Value-Added Tax (VAT) Refund Claims, as Introduced in Republic Act No. 11976, Otherwise Known as the “Ease of Paying Taxes Act”

This circular is being issued to clarify and address concerns in the risk-based approach verification and processing of VAT refund claims pursuant to Section 112 (A) of the National Internal Revenue Code of 1997 (Tax Code), as amended by Republic Act No. 11976 r the Ease of Paying Taxes (EOPT) Act, and as implemented by the Revenue Regulations (RR) No. 05-2024, and Revenue Memorandum Order (RMO) No. 23-2024, as amended by RMO No. 42-2024.

  • Q1: Is the submission of all documentary requirements mandated in the Checklist of Mandatory Requirements for VAT refund purposes prescribed under Annex “A.1” of Revenue Memorandum Circular (RMC) No. 71-2023 required regardless of the identified risk level?
    • A1: Yes, all documentary requirements mandated by the BIR for purposes of VAT refund under Section 112 (A) of the Tax Code shall be submitted by the taxpayer regardless of the identified risk level. Ther determination of the risk level of the VAT refund claim can only be established once the application is officially received by the appropriate BIR processing office, inasmuch as the amount of claim, period covered, frequency of filing, among others, are already ascertained.
  • Q2: What constitutes the submission of complete documentary requirements for purposes of VAT refund claims and what is the consequences for non-compliance thereof?
    • A2: The submission of complete documentary shall be based on the completeness of documents as enumerated in the Checklist of Mandatory Requirements (Annex A.1). Non-compliance with the completeness of mandatory requirements shall result in the non-acceptance of the VAT refund application.
  • Q3: With the number of documents required in the said Checklist of Mandatory Requirements which are sometimes voluminous, how can receiving office ensure that all documents are indeed submitted?
    • A3: During checklisting of submitted documents, the receiving offices shall perform the following procedures:
      • Check the completeness and propriety in the accomplishment of the application form for VAT refund particularly those falling under “General Requirements”;
      • Check if the schedules comply with the prescribed format and that the required supporting documents are present but without confirmation if all the indicated transactions (e.g., sales, purchases) are individually supported.

        Once all the documentary requirements were checked as submitted, the application for refund is accepted and the cursory checking of the completeness of documents supporting sales and purchases shall be done after acceptance.
  • Q4: When does the 90-day period to process VAT refund claims start?
    • A4: The 90-day period to process and decide shall start from the time of acceptance of the processing office of the claim/application for VAT refund with complete documentary requirements as a result of the checklisting procedure as discussed in Q&A No. 3.
  • Q5: What is the difference between the “Checklisting” procedure as compared to “Verification” procedure?
    • A5: checklisting procedure is the initial stage in the processing of VAT refund claims and is limited only to ensuring the completeness of the submitted documentary requirements by the taxpayer-claimant. This includes the procedure being done prior to acceptance of the application and the cursory checking of the supporting documents submitted for sales of goods, sales of services, and purchases, which is done after the acceptance of the application. This supersedes the verification procedures under Item 5 of Annex D.1 (sales of goods), Item 5 of Annex E (sale of services), and Item 3 of Annex F (purchases) under RMO No. 23-2023.

      Verification procedure, on the other hand, is the process that ensures the correctness and accuracy of documents, involving thorough examination, evaluation and a deeper level of analysis and investigation. This includes the verification procedures for claims under Section 112(A) of the Tax Code, as amended, as outlined in Annex C.1 of RMO No. 23-2023.
  • Q6: With the enactment of the EOPT Act, will there be changes in the sequence of processing of VAT refund claims?
    • A6: Yes. VAT refund claims have to be classified as to low-, medium-, or high-risk claims. The sequence in the processing of VAT refund claims shall now be as follows:
      • Checklisting based on the Checklist of Mandatory Requirements;
      • Cursory checking of completeness of supporting documents submitted for sales and purchases of goods and services after the application has been accepted;
      • Determination of the risk level if the claim;
      • Processing and verification for medium and high-risk claims. for low-risk claims, these will be automatically recommended for refund, net of the effect of the sales and purchases that are tagged as “no supporting documents (NSD)”.
  • Q7: What is the impact of the note “NSD” upon confirmation of the completeness of supporting documents submitted for sales and purchases of goods and purchases of goods and services?
    • A7: Sales and purchases determined to be “NSD” (e.g., a supporting document indicated in the schedules cannot be found in the physical documents submitted) during cursory checking of the completeness of the supporting documents, such “NSD” shall not considered as incomplete submission, but the same shall result in the disallowance of the unsubstantiated portion of the sales or purchases regardless of the risk classification.

      However, in the event that the “NSD: for sales and purchases exceeded at least 1% of the total amount of sales (for sale transactions) or total amount of claim (for purchase transactions), the application shall automatically be classified as high-risk and shall require 100% verification.

      Example 1: The taxpayer-claimant submitted the following documents in support of its claim for VAT refund amounting to P107,000,000.00:
Result: The noted NSD for both sales and purchases transactions exceeded the 1% of the total amount of sales and the total amount of claim. Hence, the application shall be automatically classified as high-risk.

Example 2: The taxpayer-claimant submitted the following documents in support of its claim for VAT refund amounting to P 7,000,000.00:

Result: The noted NSD for sales transactions did not exceed the 1% of the total amount of sales but did exceed 1% of the total amount of claim for purchases transactions. Hence, the application shall still be automatically classified as high-risk.
  • Q8: What will the treatment on missing/incomplete information in the schedules of sales and purchases submitted?
    • A8: Applications with missing/incomplete information (e.g., no reference details, incomplete/no transaction details, etc.) in the schedules of sales and purchases shall automatically be classified as high-risk claim and shall require 100% verification pursuant to RMO No. 42 – 2024.
  • Q9: What is the meaning of “No Verification’ on the scope of verification of Sales and Purchases for “Low-risk” claims?
    • A9: Processing of VAT refund claims classified as low-risk shall be limited only to the checklisting and completeness of documentary requirements under the Checklist of Mandatory Requirements. Verification procedures for sales of goods and services as well as purchases and input tax shall no longer be performed.
  • Q10: What should the assigned Revenue Officer (RO) do if they notice any potential findings during the processing of VAT refund claims for Low-risk claims?
    • A10: If the assigned Revenue Officer (RO) notices any potential findings during the processing of the VAT refund claims (e.g., possible findings from AFS disclosures, discrepancies in the amounts reported in the VAT returns, etc.), these findings shall be:
      • Endorsed for further verification and/or consolidation with the existing audit if the processing is conducted by an Officer other than the BIR office that has jurisdiction over the claimant; or
      • Incorporate to the existing audit for the taxable year covered by the claim if processed within the same BIR for further verification.

        Moreover, the RO shall mention in his/her memorandum report the findings noted and the endorsement for further verification.
  • Q11: What verification procedures to be observe for “Medium-risk” and “High-risk” claims?
    • A11: For both medium-risk and high-risk claims, the verification procedures outlines in RMO No. 23-2023 shall still apply, with the exception of sales and purchases transactions not included in the required percentage of documents to be verified medium-risk claims.
  • Q12: What will be the treatment on local suppliers with input VAT claimed that are not selected for verification but are identified as Cannot be Located (CBL) taxpayers and/or included in the Run After Fake transactions (RAFT) program for Medium-risk claims?
    • A12: Input VAT claimed from local suppliers that are not selected for verification but are identified as CBL taxpayers shall not be allowed and shall form part of the disallowance of the claim pursuant to Revenue Memorandum Circular (RMC) No. 29-2023.

      Similarly, input VAT claimed from local suppliers not selected for verification but included in the RAFT program shall not be allowed, leading to outright disallowance for those identified suppliers.

      The local suppliers identified as CBL taxpayers and/or included in the RAFT program shall be included for disallowance, in addition to the selected suppliers not included thereto.
  • Q13: What is the effectivity of this Circular?
    • A13: This Circular shall take effect immediately upon posting in the BIR Website.
      Moreover, this shall cover on-going VAT refund claims currently being processed by the appropriate processing office/s and were not endorsed for review by the reviewing offices upon the issuance of this Circular.

Announcing the Availability of Update of Taxpayer Classification, and Resumption of Business Registration and Other Registration-Related Transactions in the Online Registration and Update System (ORUS)

Relative to the implementation of Revenue Regulations No. 8-2024 and Section 21(B) of the National Internal Revenue Code (NIRC) on the classification of taxpayers, this Circular is hereby issued to announce the availability of the Application for Update of Taxpayer Classification thru the “Update Information” functionality and the resumption of business registration and other registration-related transactions in the BIR Online Registration and Update System (ORUS) starting October 1, 2024 and October 10, 2024, respectively.

  • Application for Update of Taxpayer Classification in ORUS

    Per Republic Act No. 11976 (Ease of Paying Taxes [EOPT] Act), taxpayers shall be classified into Micro, Small Medium and Large Taxpayers based on their annual gross sales from their business, to wit:
    • Micro Taxpayer – a taxpayer whose gross sales for taxable year is less than Three Million Pesos (Php 3,000,000.00)
    • Small Taxpayer- a taxpayer whose sales for taxable year is Three Million Pesos (Php 3,000,000.00) to less than Twenty Million Pesos (Php 20,000,000.00)
    • Medium Taxpayer – whose gross sales for taxable year is Twenty Million Pesos (Php 20,000,000.00) to less than One Billion Pesos (Php 1,000,000,000.00)
    • Large Taxpayer – a taxpayer whose gross sales for taxable year is One Billion Pesos (Php 1,000,000,000.00) or more.

      Taxpayers who want to update their Taxpayer Classification shall access ORUS thru https://orus.bir.gov.ph/home and follow the procedures below.
      • Log in to ORUS account. If no ORUS account yet, taxpayer should enroll or create an ORUS account.
      • Go to “Update Information”.
      • Select “Correction/Change/Update of Registration” then click “Update Information” button.
      • Select “Head Office” then click the “Validate” button.
      • Click “Information to Update” then select “Change/Update of Taxpayer Classification”.
      • The existing Taxpayer Classification shall be displayed and a field to indicate the requested new Taxpayer Classification shall be opened. The taxpayer shall select the desired Taxpayer Classification, then click the “Continue” button.
      • Click the ” Add Attachment” button to attach the documentary requirements needed to support the request for change in Taxpayer Classification.
        If the update of Taxpayer Classification is a downgrade (e.g. from Large to Medium), taxpayer needs to attach Income Tax Return or Income Statement showing gross sales for the last two (2) years. Said requirement is mandatory only for downgrade, except for downgrade of Taxpayer Classification from Small to Micro.
      • Review the details on the summary page to avoid discrepancy on the documentations. Once confirmed, check all the boxes and click “Submit Application” button. A pop-up message shall be displayed reflecting the Application Reference Number (ARN) and the RDO where the application shall be processed.
      • Click “Proceed” button. Taxpayer shall receive an email upon successful submission of application for change in Taxpayer Classification.
        Upgrade of Taxpayer Classification (e.g. Small to Medium) and downgrade from Small to Micro shall be automatically approved. Downgrading of Taxpayer Classification (e.g. Large to Medium) shall be subject to the manual approval of the Revenue District Office (RDO) within seven (7) working days form the date of submission of application. The taxpayer shall be notified by the concerned RDO of the approval/disapproval of application for change in Taxpayer Classification thru email, registered mail or any other possible means.
  • Resumption of Business Registration and Other Registration-Related Transaction Functionalities/Features in ORUS

    The following existing business registration and other registration-related transaction functionalities are now available in ORUS:
    • Registration of Business and Issuance of Electronic Certificate of Registration (eCOR) and Authority to Print (ATP) with Electronic Payment (e-Payment) of Loose Documentary Stamp Tax (DST)
    • Registration of New Branch
    • Application for Authority to Print (Subsequent)

      Taxpayers who already have an existing ORUS account may access and avail the said online registration enhancement and update transactions, functions and features by logging-in to the system. Taxpayers who do not have an ORUS account yet and opted to use the said online registration facility of the BIR are required to enroll or create an account in ORUS following the guidelines prescribed under Revenue Memorandum Circular No. 122-2022.

By: Garry Pagaspas, CPA

With the advent of advanced technology, sales of goods and services has been automated online worldwide through digitalization without much interaction among buyers and sellers. For buyers, this gave much advantage for being able to acquire goods and services from outside the country, while local suppliers are challenged for competition within and outside Philippines. On the other side, it made the government realized the seemingly inequality on taxation between local suppliers paying taxes on sales while giving undue advantage for non-resident suppliers deriving income through digital platform from Philippine buyers without paying taxes on them in Philippines. These inequalities paved way to the legislation of Republic Act No, 12023 – Value Added Tax (VAT) on Digital Services Law in Philippines (RA 12023 -VAT on Digital Services Philippines) that is aimed to level the playing field among digital service providers – local and foreign. By this present, let us share the basic features of Republic Act No, 12023 – Value Added Tax (VAT) on Digital Services Law in Philippines as follows:

1. Classified and defined digital services and digital services providers

RA 12023 -VAT on Digital Services Philippines now classified digital services as among those services subject to 12% value added tax in Philippines. By definition, “digital services” shall refer to any service supplied over the internet or other electronic network with the use of information technology and where the supply of the service is essentially automated. Digital services shall include online search engines; online marketplace or e-marketplace; cloud services; online media and advertising; online platforms; or digital goods. For the purpose and by implication, digital service providers would refer to those who supply digital services subject to 12% value added tax in Philippines and is further classified as resident or non-resident – those that has no physical presence in Philippines.

In a Press Release of the Department of Finance dated September 28, 2024, it cited among digital service providers some popular streaming services such as Netflix, Disney+, and online shopping sites such as Shein, Temu and Amazon who will now have to pay for VAT on their digital services that are consumed in Philippines.

2. Imposed 12% VAT on non-resident digital services providers consumed in Philippines

Under RA 12023 – VAT on Digital Services Philippines, digital service providers are liable for 12% value added tax on their supply of digital services – whether residents on non-residents. This seems plain and simple for resident digital service providers who have a registered local entity in Philippines while for non-residents, this seems totally new, if not challenging. Accordingly, non-resident digital services providers are now subject to 12% VAT under RA 12023 – VAT on Digital Services Philippines and the following special rules apply:

  • if Ph buyer is non-VAT registered, remit 12% VAT to the BIR;
  • If Ph buyer is VAT registered, impose 12% VAT and buyer will withhold and remit 12% VAT to BIR;
  • If classified as online marketplace or e-marketplace, they will also be liable to remit 12% VAT on transactions on non-resident sellers that go through the platform.

RA 12023 -VAT on Digital Services Philippines specifically provides that non-resident digital service providers are not allowed to claim creditable input VAT.

Notably, prior to RA 12023 -VAT on Digital Services Philippines, 12% VAT on services of non-residents normally apply to those services being rendered in the Philippines, regardless of whether they are regularly rendered in Philippines. Under RA 12023 -VAT on Digital Services Philippines, digital services of non-residents through their digital platforms are considered services performed in Philippines if such services are consumed in the Philippines.

3. Imposed further tax compliance obligations on non-resident digital services providers

RA 12023 -VAT on Digital Services Philippines requires the following tax compliance obligations upon non-resident digital services providers:

  • Registration as VAT taxpayer in Philippines and for the purpose, BIR is to establish simplified automatic registration system for non-resident digital service providers. On comment, I would suppose this should be based on VAT threshold (e.g. PhP3M) under the rules.
  • Registering and maintaining books of accounts relative to its registration, but not required subsidiary sales and purchases journal that is usually required for VAT registered taxpayers in Philippines.
  • Registering and issuance of Sales Invoice for digital services to Philippine buyers with the following specified details that should indicates on the sales invoice in lieu of the requirements under Section 113(b) paragraphs 1 to 4: Date of the transaction; transaction reference number; Identification of the customer; brief description of the transaction, and the total amount with the indication that such amount includes the VAT.

Notably, penalties would be imposed for non-compliance of the above by the digital service providers in Philippines.

4. VAT exemption on digital services in Philippines

While RA 12023 -VAT on Digital Services Philippines imposes 12% VAT on digital services consumed in Philippines, it nevertheless imposed the following exemptions:

  • digital services with respect to sale of online subscription-based services to DepEd, CHED and TESDA and to Ph educational institutions duly accredited by such agencies; and,
  • services of banks, non-bank financial intermediaries and other non -bank financial intermediaries rendered through digital platforms.

5. Ph local buyers’ obligation to withhold VAT on payments to digital service providers

Considering the peculiarity of non-residents who do not have physical presence, RA 12023 -VAT on Digital Services Philippines imposed the following withholding tax obligations to local buyers in the Philippines:

  • Withhold of 12% VAT on non-registered non-resident digital service providers for payments by government or any of its political subdivisions, instrumentalities or agencies including government owned and controlled corporations (GOCCs); and,
  • Withholding of 12% VAT of VAT registered buyers in the Philippines.

Notably, the above are added withholding tax obligations imposed under RA 12023 -VAT on Digital Services Philippines while the rest of the withholding VAT rules would seem to remain in place such as 5% creditable VAT on government money payments to local VAT suppliers.

6. Funding for the development of creative industry in Philippines

Under RA 12023 -VAT on Digital Services Philippines 5% of incremental VAT revenues on digital services for the first five (5) years from effectivity of the law will be allocated and exclusive used for the development of creative industries in the Philippines.

7. Eyed to generate PhP80B to PhP145 B of revenues for 2025 to 2028.

As Sec of Finance puts it during its Press Release dated Sept. 28, 2024, RA 12023 – VAT on Digital Services Law in Philippine projects around PhP80B to PhP145B of VAT revenues for the period 2025 to 2028, depending on the compliance of digital services providers and related taxpayers.  

8. Power to block digital services of non-residents in coordination with DICT through NTC

RA 12023 -VAT on Digital Services Philippines provides that the power of the Commissioner of Internal Revenue to suspend operations shall include the blocking of digital services performed or rendered in the Philippines by a digital service provider which shall be implemented by the Department of Information and Communications Technology (DICT) through the National Telecommunications Commission (NTC).

Disclaimer.

The above features are lifted from the author’s understanding and personal take of the provisions of RA 12023 -VAT on Digital Services Philippines summarized for better appreciation of its provisions. The author suggests reading through the provisions of RA 12023 -VAT on Digital Services Philippines and watch-out for the implementing rules to be issued soon for further details.

Author’s Profile:

Garry Pagaspas, CPA is a currently the Managing and Tax Partner of G. Pagaspas Partners & Co. CPAs (independent member firm of Allinial Global, 2nd largest accounting association worldwide based on International Accounting Bulletin’s 2023 released survey) based in Makati City with Global Outsourcing offices in Kalibo, Aklan. He is likewise the President at Tax and Accounting Center, Inc., the training and consulting company he founded in relation to his passion for teaching and helping out Ph entrepreneurs and foreign investors to Philippines.

Views in this article is personal to the author, not equivalent to a professional opinion and does not represent that of the organizations he is connected with. For your feedback or related concerns on staff leasing or employer of record in Philippines, you may send mail at info(@)taxactgcenter.ph (please exclude open and close parenthesis on the @ sign.

H. No. 4122

S. No. 2528

Republic of the Philippines

Congress of the Philippines

Metro Manila

Nineteenth Congress

Third Regular Session

Begun and held in Metro Manila, on Monday, the twenty-second day of July, two thousand twenty-four.

[Republic Act No. 12023]

AN ACT AMENDING SECTIONS 105, 108, 109, 110, 113, 114, 115, 128, 236, AND 288 AND               ADDING NEW SECTIONS 108-A AND 108-B OF THE NATIONAL INTERNAL REVENUE CODE OF 1997, AS AMENDED

Be it enacted by the Senate and House of Representatives of the Philippines in Congress assembled;

SEC 1. Section 105 of the National Internal Revenue Code of 1997, as amended, is hereby amended to read as follows:

Sec. 105. Persons Liable. – Any person who, in the course of trade or business, sells, barters, exchanges, leases goods or properties, renders services, including digital services, and any person who imports goods shall be subject to the value-added tax imposed in Sections 106 to 108 of this Code.

“The value-added tax is an indirect tax and the amount of tax may be shifted or passed on to the buyer, transferee or lessee of the goods, properties or services. This rule shall likewise apply to existing contracts of sale or lease of goods, properties or services at the time of the effectivity of Republic Act No. 7716.

“The phrase ‘in the course of trade or business’ means the regular conduct or pursuit of a commercial or an economic activity, including transactions incidental thereto,  by any person regardless of whether or not the person engaged therein is a nonstock, nonprofit private organization (irrespective of the disposition of its net income and whether or not it sells exclusively to members or their guests), or government entity.

“The rule of regularity, to the contrary notwithstanding, services as defined in this Code rendered in the Philippines by nonresident foreign persons shall be considered as being rendered in the course of trade or business: Provided, That digital services delivered by nonresident digital service providers shall be considered performed or rendered in the Philippines if the digital services are consumed in the Philippines.”

SEC 2. Section 108 of the National Internal Revenue Code of 1997, as amended, is hereby further amended to read as follows:

“Sec. 108. Value-added Tax on the Sale of Services, Including Digital Services, and the Use or Lease of Properties. –

“(A) Rate and Base of Tax. – There shall be levied, assessed and collected, a value-added tax equivalent to twelve percent (12%) of the gross sales derived from the sale or exchange of services, including digital services, and the use or lease of properties.           

“The phrase ‘sale or exchange of services’ means the performance of all kinds of services in the Philippines for others for a fee, remuneration, or consideration, including those performed or rendered by construction and service contractors; stock, real estate, commercial, customs and immigration brokers; lessors of property, whether personal or real; warehousing services; lessors or distributors of cinematographic films; persons engaged in milling, processing, manufacturing, or repacking goods for others; proprietors, operators or keepers of hotels, motels, rest houses, pension houses, inns, resorts; proprietors or operators of restaurants, refreshment parlors, cafes and other eating places, including clubs and caterers; dealers in securities; lending investors; transportation contractors on their transport of goods or cargoes, including persons who transport goods or cargoes for hire and other domestic common carriers by land relative to their transport of goods or cargoes; common carriers by air and sea relative to their transport of passengers, goods or cargoes from one place in the Philippines to another place in the Philippines; sales of electricity by generation companies, transmission by any entity, and distribution companies, including electric cooperatives; services of franchise grantees of electric utilities, telephone and telegraph, radio and television broadcasting and all other franchise grantees except those under Section 119 of this Code, and non-life insurance companies (except their crop insurances), including surety, fidelity, indemnity and bonding companies; digital service providers,; and similar services regardless of whether or not the performance thereof calls for the exercise or use of the physical or mental faculties. The phrase ‘sale or exchange of services’ shall likewise include:

“(1) x x x;

“(2) x x x;

“(3) x x x;

“(4) x x x;

“(5) x x x;

“(6) x x x;

“(7) The supply of digital services;

“(8) The lease of motion picture films, films, tapes, and discs; and

“(9) The lease or the use of or right to use radio, television, satellite transmission, and cable television time.

“Lease of properties shall be subject to the tax herein imposed irrespective of the place where the contract of lease or licensing agreement was executed if the property is leased or used in the Philippines. “x x x.”

SEC. 3. A new section designated as Section 108-A under Chapter I, Title IV, of the National Internal Revenue Code of 1997, as amended, is hereby inserted to read as follows:

“Sec. 108-A. Liability of Persons Providing Digital Services. – The digital service provider, whether resident or nonresident, shall be liable for assessing, collecting, and remitting the value-added tax on the digital services consumed in the Philippines, subject to the provision on withholding of value-added tax on digital services under Section 114(D).

“When used in this title:

“(a) The term ‘digital service’ shall refer to any service that is supplied over the internet or other electronic network with the use of information technology and where the supply of the service is essentially automated. Digital service shall include:

“(1) Online search engine;

“(2) Online marketplace or e-marketplace;

“(3) Cloud service;

“(4) Online media and advertising;

“(5) Online platform; or

“(6) Digital goods.

“(B) The term ‘digital service provider’ refers to a resident or nonresident supplier of digital services to a consumer who uses digital services subject to value-added tax in the Philippines. “(C) The term ‘nonresidential digital service provider’ means a digital service provider that has no physical presence in the Philippines.”

SEC. 4. A new section designated as Section 108-B under Chapter I, Title IV, of the National Internal Revenue Code of 1997, as amended, is hereby inserted to read as follows:

“Sec. 108-B. Liability of a Nonresident Digital Service Provider to Withhold and Remit Value-Added Tax. – A nonresident digital service provider required to be registered for value-added tax (VAT) under Section 236 (F) of this Code shall be liable for the remittance of value-added tax on the digital services that are consumed in the Philippines if the consumers are non-VAT registered: Provided, That if the consumers are VAT-registered, the provision of Section 114(D) shall apply.

Ïf a VAT-registered nonresident digital service provider is classified as an online marketplace or e-marketplace, it shall also be liable to remit the value-added tax on the transactions of nonresident sellers that go through its platform: Provided, That it controls key aspects of the supply and performs any of the following:

“(a) It sets, either directly or indirectly, any of the terms and conditions under which the supply of goods is made; or

“(b) It is involved in the ordering or delivery of goods, whether directly or indirectly.

SEC. 5. Section 109 of the National Internal Revenue Code of 1997, as amended, is hereby further amended to read as follows:

“Sec. 109. Except Transaction. –

“The following transactions shall be exempt from the value-added tax:

“(A) x x x

“(B) x x x

“(C) x x x

“(D) x x x

“(E) x x x

“(F) x x x

“(G) x x x

“(H) Educational services, including online courses, online seminars, and online trainings, rendered by private educational institutions, duly accredited by the Department of Education (DepEd), the Commission on Higher Education (CHED), the Technical Education and Skills Development Authority (TESDA), and those rendered by government educational institutions; and sale of online subscription-based services to DepEd, CHED, TESDA, and educational institutions recognized by said government agencies;

“(I) x x x

“(J) x x x

“(K) x x x

“(L) x x x

“(M) x x x

“(N) x x x

“(O) x x x

“(P) x x x

“(Q) x x x

“(R) x x x

“(S) x x x

“(T) x x x

“(U) x x x

“(V) Services of bank, non-bank financial intermediaries performing quasi-banking functions, and other non-bank financial intermediaries, including those rendered through different digital platforms;

“(W) x x x

“(X) x x x

“(Y) x x x

“(Z) x x x

“(AA) x x x

“(BB) x x x

“(CC) x x x.”

SEC. 6. Section 110 of the National Internal Revenue Code of 1997, as amended, is hereby further amended to read as follows:

Sec. 110. Tax Credits. –

“(A) Creditable Input Tax. –

“(1) x x x

“(2) The input tax on domestic purchase or importation of goods or properties by a VAT-registered person shall be creditable:

“(a) To the purchaser upon consummation of sale and on importation of goods or properties; and

“(b) To the importer upon payment of the value-added tax prior to the release of the goods from the custody of the Bureau of Customs.

Provided, That the input tax on goods purchased or imported in a calendar month for use in trade or business for which deduction for depreciation is allowed under this Code shall be spread evenly over the month of acquisition and the fifty-nine(59) succeeding months if the aggregate acquisition cost for such goods, excluding the VAT component thereof, exceeds One million pesos (P1,000,000): Provided, however, That if the estimated useful life of the capital good is less than five (5) years, as used for depreciation purposes, then the input VAT shall be spread over such a shorter period: Provided, further, That the amortization of the input VAT shall be allowed until December 31, 2021 after which taxpayers with unutilized input VAT on capital goods purchased or imported shall be allowed to apply the same as scheduled until fully utilized: Provided, finally, That in the case of purchase of services, lease r use of properties, the input tax shall be creditable to the purchaser, lessee or licensee upon payment of the compensation, rental, royalty or fee.

“Notwithstanding the foregoing, nonresident digital service providers shall not be allowed to claim creditable input tax.

“x x x.”

SEC. 7. Section 113 of the National Internal Revenue Code of 1997, as amended, is hereby further amended to read as follows:

“Sec. 113. Invoicing and Accounting Requirements for VAT-Registered Persons. –

“(A) Invoicing Requirement. – A VAT-registered person shall issue a VAT invoice for every sale, barter, exchange, or lease of goods or properties, and for every sale, barter, or exchange of services: Provided, That a digital sales or commercial invoice shall be issued for every sale, barter, or exchange of digital services made by a VAT-registered nonresident digital service provider.

“(B) Information Contained in the VAT Invoice. –  x x x

“(1) x x x

“(2) x x x

“(3) x x x

“(4) x x x

“(5) The digital sales or commercial invoice issued by a VAT-registered nonresident digital service provider shall indicate the following information in lieu of the requirements under Section 113, Subsection (b), paragraph 1 to 4:

“(a) Date of the transaction;

“(b) Transaction reference number;

“(c) Identification of the customer

“(d) Brief description of the transaction; and

“(e) The total amount with the indication that such amount includes the value-added tax:

“Provided, That if the sale of digital services includes some services which are subject to VAT, and some that are VAT zero-rated, or VAT-exempt, the invoice shall clearly indicate the breakdown of the sale price by its taxable, VAT-exempt, and VAT zero-rated components: Provided, further, That the calculation of the value-added tax on each portion of the sale shall be shown on the invoice.

“(C) Accounting Requirements – Notwithstanding the provisions of Section 233, all persons subject to the value-added tax under Section 106 and 108 shall, in addition to the regular accounting records required, maintain a subsidiary sales journal and subsidiary purchase journal on which the daily sales and purchases are recorded. The subsidiary journals shall contain such information as may be required by the Secretary of Finance: Provided, That this subsection shall not apply to VAT-registered nonresident digital service providers.

“(D) x x x

“(E) x x x

SEC. 8. Section 114 of the National Internal Revenue Code of the 1997, as amended, is hereby further amended to read as follows:

“Sec. 114. Return and Payment of Value-Added Tax. –

“(A) In General. – x x x

“(B) Where to Fil the Return and Pay the Tax. – x x x

“(C) Withholding of Value-Added Tax. – The Government or any of its political subdivisions, instrumentalities or agencies, including government-owned or –controlled corporations (GOCCs) shall, before making payment on account of each purchase of goods and services which are subject to the value-added tax imposed in Sections 106 and 108 of this Code, deduct and withhold a final value-added tax at the rate of five percent (5%) of the gross payment thereof: Provided, That beginning January 1, 2021, the VAT withholding system under this subsection shall shift from final to a creditable system: Provided, further, That the payment for lease or use of properties or property rights to nonresident owners and payments for services to nonresident suppliers who are not registered under Section 236 shall be subject to twelve percent (12%) withholding tax at the time of payment: Provided, finally, That payments for purchases of goods and services arising from projects funded by Official Development Assistance (ODA) as defined under Republic Act No. 8182, otherwise known as the ‘Official Development Assistance Act of 1996” as amended, shall not be subject to the final withholding tax system as imposed in this subsection. For purposes of this section, the payor or person in control of the payment shall be considered as the withholding agent.

“(D) Reverse Charge Mechanism in Digital Services. – A VAT-registered taxpayer shall be liable to withhold and remit the value-added tax due on its purchase of digital services consumed in the Philippines from nonresident digital service providers to the Bureau of Internal Revenue, within (10) days following the end of the month the withholding was made.”

SEC. 9. Section 115 of the National Internal Revenue Code of 1997, as amended, is hereby further amended to read as follows:

“Sec. 115. Power of the Commissioner to Suspend the Business Operations of a Taxpayer. – x x x

“(a) x x x –

“(1) x x x

“(2) x x x

“(3) x x x

“(b) Failure of any Person to Register as Required under Section 236.

“The temporary closure of the establishment shall be for the duration of not less than five (5) days and shall be lifted only upon compliance with whatever requirements prescribed by the Commissioner in the closure order,

“The power of the Commissioner to suspend shall include the blocking of digital services performed or rendered in the Philippines by a digital service provider. This shall be implemented by the Department of Information and Communications Technology (DICT), through the National Telecommunications Commission (NTC).”

SEC. 10. Section 128 of the National Internal Revenue Code of 1997, as amended, is hereby further amended to read as follows:

“Sec. 128. Returns and Payment of Percentage Taxes. –

“(A) Returns of Gross Sales or Earnings and Payment of Tax. –

“(1) Persons Liable to Pay Percentage Taxes. – Every person subject to the percentage taxes imposed under this Title shall file, either electronically or manually, a quarterly return of the amount of the person’s gross sales or earnings and pay, either electronically or manually, to any authorized agent bank, Revenue District Office through Revenue Collection Officer or authorized tax software provider, the tax due thereon within twenty-five (25) days after the end of each taxable quarter: Provided, That the Secretary of Finance may, upon the recommendation of the Commissioner, require the withholding of percentage taxes imposed under this Title: Provided, further, That in the case of a person whose VAT registration is cancelled and who becomes liable to the tax imposed in Section 116 of this Code, the tax shall accrue from the date of cancellation and shall be paid in accordance with the provisions of this section.

“(2) Person Retiring from Business. – Any person retiring from a business subject to percentage tax shall notify the nearest internal revenue officer, file, either electronically or manually, the person’s return and pay, either electronically or manually the tax due thereon within twenty (20) days after closing the business.

“(3) Determination of Correct Sales. – When it is found that a person has failed to issue invoices, or when no return is filed, or when there is reason to believe that the books of accounts or other records do not correctly reflect the declarations made or to be made in a return required to be filed under the provisions of this Code, the Commissioner, after taking into account the sales or other taxable base of other persons engaged in similar businesses under similar situations or circumstances, or after considering other relevant information, may prescribe a minimum amount of such gross sales and taxable base and such amount so prescribed shall be prima facie correct for purposes of determining the internal revenue tax liabilities of such person.

“(B) Where to File. – x x x”

SEC. 11. Section 236 of the National Internal Revenue Code of 1997, as amended, is hereby further amended to read as follows:

Sec. 236. Registration Requirements. –

“(A) x x x

“(B) x x x

“(C) x x x

“(D) x x x

“(E) x x x

“(F) Persons Required to Register for Value-Added Tax. –

“(1) Any person who, in the course of trade or business, sells, barters, exchanges, or leases goods or properties, including those digital in nature, any person who renders services, including digital services, or engages in the sale or exchange of services, shall be liable to register, either electronically or manually, for value-added tax if:

“(a) The person’s gross sales for the past twelve (12) months, other than those that are exempt under Section 109 (A) to (CC), have exceeded the threshold as provided in Section 109 (CC); or

“(b) There are reasonable grounds to believe that the gross sales for the next twelve (12) months, other than those that are exempt under Section 109 (A) to (CC), will exceed the threshold as provided in Section 109 (CC):

“Provided, That the BIR shall establish a simplified automated registration system for nonresident digital service providers, which shall be prescribed by the Secretary of Finance, upon the recommendation of the Commissioner.

“x x x.”

SEC. 12. Section 288 of the National Internal Revenue Code of 1997, as amended, is hereby further amended to read as follows:

“Sec. 288. Disposition of Incremental Revenues. – x x x

“(H) Incremental Revenues from the Value-added Tax on Digital Service Providers. – Five percent (5%) of the incremental revenue from the value-added tax on digital service providers under Section 108 shall be allocated to and used exclusively for the development of creative industries, as defined under Republic Act No. 11904, otherwise known as the “Philippine Creative Industries Development Act,” for five (5) years from the effectivity of this Act

“Upon the lapse of the five (5) year period, all such incremental revenues shall accrue to the General Fund.”

SEC. 13. Mode of Correspondence. – Any communication, notice, or summons to a nonresident digital service provider can be made via electronic mail messaging.

SEC. 14. Transitory Clause. – Nonresident digital service providers shall immediately be subject to value-added tax under this Act after one hundred twenty (120) days from the effectivity of the implementing rules and regulations.

SEC. 15. Implementing Rules and Regulations. – The Department of Finance (DOF), upon the recommendation of the BIR, and in coordination with the DICT and the NTC, and upon consultation with the stakeholders, shall issue rules and regulation for the effective implementation of this Act not later than ninety (90) days from the effectivity of this Act.

SEC. 16. Separability Clause. – Should any provision of this Act or any part thereof be declared invalid, the other provisions, so far as they are separable from the invalid ones, shall remain in force and effect.

SEC. 17. Repealing Clause. – All laws, decrees, orders, and issuances, or portions thereof, which are inconsistent with the provisions of this Act, are hereby repealed, amended, or modified accordingly.

Approved,

FRANCIS “CHIZ” G. ESCUDERO                                  FERDINAND MARTIN G. ROMUALDEZ

     President of the Senate                                               Speaker of the House of  Representatives 

This Act, which is a consolidation of House Bill No. 4122 and Senate Bill No.  2528, was passed by the House of Representatives and the Senate of the Philippines on July 30, 2024, and July 29, 2024, respectively.

RENATO N. BANTUC JR.                                                 REGINALD S. VELASCO

Secretary of the Senate                                          Secretary General, House of Representatives  

 Approved: October 02, 2024

Clarification on the Types of Checks Accepted for Payment for One-Time Transaction-Related Internal Revenue Taxes

This Circular is hereby issued to clarify the types of checks accepted in payment for One-Time Transaction (ONETT) – related internal revenue taxes, pursuant to Revenue Memorandum Order (RMO) No. 49-2018, as amended.

Section II of Revenue Memorandum Circular No. (RMC) No. 4- 2021 provides guidelines for payments of taxes through Authorized Revenue Collection Officers (RCOs), citing RMO No. 8-2009 as follows:

“4. The Issuance of RORs shall be limited to tax payments, in cash not exceeding the amount of twenty thousand pesos (Php 20,000.00) per return. However, there shall be no limit on the amount if payment is made thru checks.
The following checks should be accepted in payment for internal revenue taxes:
1. Manager’s or Cashier’s Checks;
2. Checks drawn against a joint or multiple account for the purpose of tax payment of the personal tax liability of any of the members thereof provided that the name and TIN of the paying member/s shall be indicated on the back/face of the check;
3. Checks drawn against the personal account of the owner of a single proprietorship in payment of the tax liability of his/her business;
4. Checks drawn against the account of a single proprietorship in payment of the tax liability of the owner provided that the name and TIN of the owner are indicated at the face/back of the check;
5. Checks issued by either of the spouses to pay their income tax liabilities.”

In relation thereto, this Office clarifies that for ONETT-related taxes, taxpayers may make payments over the counter using either cash or check at any Authorized Agents Banks (AABs) or RCOs. However, RCOs, can only accept cash payments up to twenty thousand pesos (P20,000.00). For payments by check, both AABs and RCOs are directed to accept only Manager’s or Cashier’s Check regardless of the amount to standardize the requirements and expedite the verification processes.

Prescribing Policies and Guidelines in the Mandatory Registrations of Persons Engaged in Business and Administrative Sanctions and Criminal Liabilities for Non-Registration

Section 1 Scope – Pursuant to the provisions of Sections 244 and 245 of the National Internal Revenue Code of 1997, as amended (Tax Code), these Regulations are hereby promulgated to prescribe guidelines, procedures, and requirements for the implementation of the mandatory registration of persons engaged in business, including brick-and-mortar stores and online trade or business pursuant to Sections 236(A) of the Tax Code and Republic Act No. 11967, otherwise known as the Internet Transactions Act of 2023.

Section 2 Background – Section 236(A) of the Tax Code, provides that every person subject to any internal revenue tax shall register once, either electronically or manually, with the Bureau of Internal Revenue (BIR):

  • Within ten (10) days from date of employment; or
  • On or before the commencement of business; or
  • Before payment of any tax due; or
  • Upon filing of a return, statement or declaration as required under the Tax Code.

Consequently, any person who is engaged in any trade or business in the Philippines and fails to register the same with the BIR shall be administratively and criminally liable for fines and penalties. Also, any person who willfully aid or abets in the commission of a crime penalized under the Tax Code or who causes the commission of any such offense by another shall be liable in the same manner as the principal pursuant to section 253 (b) of the Tax Code.

In case of associations, partnerships or corporations, the penalty shall be imposed on the partner, president, general manager, branch manager, treasurer, officer-in-charge, and employees responsible for the violation.

In addition, it has been observed that there have been proliferation of online businesses and activities in the Philippines. Hence, the Internet Transactions Act of 2023 was issued, which provides that in order to build trust in e-commerce and to protect and uphold the interest of consumers at all times, persons engaged in online trade or business shall observe and comply with the policies, laws and regulations in the countries where their goods and services are marketed, which necessarily includes, the registration of online trade or business with the BIR, filing of proper tax returns and payment or applicable internal revenue taxes.

Section 3 Coverage – These Regulations shall cover persons, whether natural or juridical, who are engaged in the following trade or business in the Philippines:

  • Sale and/or lease of goods and services through brick-and-mortar stores;
  • E-commerce or online businesses, whether formal or informal, including, but not limited to sale, procurement, or availment of physical or digital goods 9including virtual items in online games), digital content/products, digital financial services, entertainment services, travel services, transport and delivery services, and educational services, social commerce, on-demand labor and repair services, and property and space rentals;
  • Operation of digital platforms, including e-marketplace platforms;
  • Sale and/or lease of goods and services through digital platforms;
  • Digital content creation and streaming that are income generating including, but not limited to, online advertising, blogging/vlogging, subscription or commission;
  • E-retailing of goods and services;
  • Sale of creative or professional services, on-demand or freelance services or digital services supplied over the internet; and
  • Other forms of business other than those mentioned above which are conducted online.

Section 4. Definition of Terms – In applying the provisions of these Regulations, the following terms shall be defined as follows:

  • Business Operations – refers to any act of engaging in commerce in any form, whether online or not, including, but not limited to, acquiring developing, maintaining, owning, selling, possessing, leasing, or operating equipment, facilities, personnel, products, services, personal property, real property, or any other apparatus of business or commerce.
  • Brick-and-Mortar Stores – refers to physical retail establishments, operating from a fixed location, where consumers/costumers can visit in person to purchase and/or lease goods and/or services.
  • Closure/Take Down Order – refers to the order issued by the Commissioner of Internal Revenue (CIR) or his/her duly authorized representative to: (i) physically close the doors or other means of ingress/egress of the establishment, and the sealing thereof, with the appropriate security devices (padlocks, etc.) and the BIR’s official seal; or (ii) take down or restrict the usage of the website, webpage, account, page, platform, or application used in the conduct of trade or business in order to prohibit covered persons from selling, posting, listing or offering goods and/or services for sale and/or lease.
  • Content Creation – refers to the business of publishing or producing entertaining (e.g live streamers, online game streamers, vloggers, etc.) or educational content or material for digital channels such as websites, social media and video platforms or through any medium or channel for subscription, for a fee or for free but receiving payment or generates revenue from their content or monetizing their personal brand.
  • Digital content/product – refers to data which is produced and supplied in electronic platform, such as data that is digitally broadcasted, streamed or contained in computer files.
  • Digital financial services – refer to services of a financial nature that are made available to the public through the internet, including banking services, insurance and insurance-related services, payment and money transmission services, remittance services, lending services, investment services, and other similar or related services.
  • Digital Platforms – refer to information and communication technology-enabled mechanisms that connect and integrate producers and users in online environments where goods and services are requested, developed, and sold and data is generated and exchanged such as, but not limited to, e-commerce, digital services, food delivery, transport, travel, education, healthcare, and logistics.
  • Digital Services – refer to services that are delivered and accessed using digital infrastructure or based on communications and information technology, which encompasses the services of e-market, web search and/or cloud computing.
  • Educational service – refers to services designed to promote, impart, share, source, or review knowledge, and to those intended to assist, facilitate, or improve learning through an online platform, application, website, webpage, social media account, or other similar platform operated by the provider for profit, regardless of whether the provider is authorized to engaged in e-Commerce in the Philippines. It covers four categories: Primary education services, Secondary education services, Tertiary education services and Adult education.
  • E-Marketplace – refers to digital platforms whose business is to connect online consumers with online merchants, facilitate and conclude the sales, process the payment of the products, goods, or services through the platform, or facilitate the shipment of goods or provide logistics services and post-purchase support within such platforms, and otherwise retains oversight over the consummation of the transaction. These shall include social media marketplaces or other platforms insofar as they retain oversight over the consummation of the transaction.
  • E-retailing – refers to selling goods or services directly to online consumers primarily through internet via application, webpage, or its own website.
  • Facility – may include but not limited to place of production, showroom, warehouse, storage place, garage, bus terminal, or real property for lease with no sales activity.
  • Lessor – refers to any person, whether natural or juridical, who owns or controls the commercial space and leases it out to another party, which is the lessee.
  • Lessee – refers to any person who rents or leases commercial space from the property owner or lessor.
  • On-demand Services – refer to services that are available whenever a customer requests them, rather than being provided on a fixed schedule such as, but not limited to, ride-sharing, food delivery, grocery delivery, home services (like cleaning or repairs), and streaming entertainment.
  • Online Advertising Services – refers to online or web-advertising services (e.g. banner ad, side bar ad and pop-up ad) or sale of advertising or time.
  • Online business – refers to any commercial activity over the internet, whether buying or selling goods and/or services directly to consumers or through a digital platform, or any business that facilitates commercial transaction over the internet between businesses and consumers. Online businesses shall include e-commerce platforms, e-marketplace, online sellers/merchants and e-retailers.
  • Online Freelance Services – refer to work or services provided by individuals who are self-employed (freelancer) and offer their skills, expertise, or services to clients through digital platforms or online channels.
  • Online travel services – refer to services that facilitate the reservation, purchase or discounting of flights, hotel accommodations, and vacation rental spaces, through an online platform, application, website, webpage, social media account, or other similar platform operated by the provider, regardless of whether the provider is authorized to engage in e-commerce in the Philippines.
  • Online sellers or Merchants – refer to a person selling non-financial goods or services to online consumers through an e-marketplace or third-party digital platform. An e-retailer shall also be considered an online merchant if it offers the same goods or services outside its own website through a third-party digital platform and the online consumer purchases, leases, subscribes to, or obtains the service of the e-retailer through the said third-party platform.
  • Social Commerce – refers to a segment of e-commerce in which merchants or individuals sell goods, products, services, or receive monetization in cash, directly through social media platforms or social networks.
  • Store Name – refers to primary identifier for the seller’s brand or business within the website, webpage, account, page, platform or application.
  • Trade or business – refers to any activity carried on for the production of income or profit from selling and/or leasing of goods or properties, and/or performing services.
  • Transport and Delivery Services – refer to the delivery services of food, goods or other merchandise, or of personal transport services and other courier services, contracted through an online platform, application, website, webpage, social media account, or other similar platform operated by the provider, regardless of whether the provider is authorized to engaged in e-commerce in the Philippines.
  • Virtual Items in Online Games – refers to goods or items played/used over an internet online application or computer network that allows single and/or multiple players to interact simultaneously in real time and form social communities within a game environment.

Section 5. Registration – All persons covered by these Regulations shall register with the BIR following the guidelines set forth under the Tax Code and relevant revenue issuances. Failure to register shall be subject to administrative penalties and criminal liabilities provided hereunder. The following guidelines shall be adhered to:

  • A person engaged in the sale and/or lease of goods and services through Brick-and-Mortar Stores shall register its head office at the BIR district office having jurisdiction over the place of business address. Meanwhile, any branch and/or facility shall be registered with the BIR district office having jurisdiction over the place of business address or location of the branch and/or facility shall be registered with the BIR district office having jurisdiction over the place of business address or location of the branch and/or facility.
  • A person operating, maintaining or setting up an online presence (within the context of these Regulations) or an online store for its Brick-and-Mortar Store shall register its Store Name with the BIR as an additional “business name” attached to the head office or branch managing or operating the said online store or business, and shall not be registered as branch.
  • A person engaged in the sale and/or lease of goods and services through website, webpage, page, platform or application who do not have a Brick-and-Mortar Store shall register at the BIR district office having jurisdiction over the place of residence of individuals or principal place of business registered with the Securities and Exchange Commission (SEC) for juridical entities.

Section 6. Posting of Certificate of Registration – All registered persons covered by these Regulations shall post or exhibit their original Certificate of Registration (COR)/Electronic Certificate of Registration (eCOR) at the place where the business is conducted and at each branch and/or facility in a way that is clearly and easily visible to the public. In case of a peddler or other persons not having a fixed place of business, the COR/eCOR shall be kept in the possession of the holder thereof at the place of the residence or at the head office’s address, if applicable, subject to production upon demand of any internal revenue officer.

Section 7. Posting of Proof Registration on Online Websites, E-Commerce or E-Marketplace Seller/Merchant’s Page and other Platforms. – All covered persons operating a business through a website, social media or any digital or electronic means, shall display conspicuously the electronic copy of the BIR COR/eCOR on their website, webpage, account, page, platform or application. The displayed proof of registration shall be (at all times) easily accessible and visible to buyers or customers visiting the seller or lessor’s webpage, account, page, platform or application.

Section 8. Suspension of Business Operations – The CIR or his/her duly authorized representative shall, upon verification that any covered person doing business in the Philippines but fails to register as required under these Regulations, has the authority to issue a Closure/Take Down Order to close the business operations of such covered persons engaged in business.

The closure of business operations under a duly approved Closure/Take Down Order shall not preclude the BIR from filing the appropriate charges, if evidence so warrants, against the person concerned, or in the case of corporate taxpayers, against the responsible officers of the corporation, under the Run After Tax Evaders (RATE) Program of the BIR.

Section 9. Duration of Closure/Take Down Order. – The Closure/Take Down Order shall not be less than five (5) days and shall be lifted only upon compliance with the requirements stated in Section 5 of these Regulations and as may be further prescribed by the CIR or his/her authorized representative/s in the Closure/Take Down Order.

Section 10. Lifting of the Closure/Take Down Order – The Closure/Take Down Order shall only be lifted if the BIR has validated that the violation/s stated in the Closure/Take Down Order have been rectified and the person has complied with all the requirements stated in Section 5 of these Regulations and as may be further prescribed by the CIR or his/her duly authorized representative/s following the procedure under the existing laws, rules and regulations.

Section 11. Responsibility of Lessors, Digital Platforms, including E-marketplaces. – Lessors, sub-lessors of commercial establishments/buildings/space, and operators of digital platform, including e-marketplace platforms, shall ensure that all their respective lessees and online sellers or merchants are duly registered with the BIR, with Taxpayer Identification Number, and duly compliant with the invoicing requirements and in accordance with Sections 236, 237 and 238 of the Tax Code.

Failure to enact, strictly enforce internal mechanisms or rules to prohibit lessees and online sellers or merchants without the required BIR COR/eCOR from further selling, posting, listing or offering goods, and/or services in their respective Brick-and-Mortar Stores, website, webpage, account, application, and digital platforms, including e-marketplaces, shall be constructed as an act of aiding or abetting in the offense.

The owners or sub-lessors of commercial establishments/building/spaces shall continue to submit its existing reportorial requirements under existing Revenue Regulations. Digital platforms, including e-marketplaces, shall submit any required information upon request from the CIR or his/her duly authorized representative.

Section 12. Reportorial Requirements – Reports on all Closure/Take Down Orders issued and/or executed and the lifting of Closure/Take Down Orders shall be submitted by all implementing offices of the Bureau on a regular basis to the CIR, or his/her duly authorized representative.

Section 13. Penalty – Any person found violating Section 236(A) in relation to the enumerated provisions of the Tax Code shall be liable as follows:

Section 14. Separability Clause – If any provision of these Regulations is declared invalid by a competent court, the remainder of these Regulations or any provisions not affected by such declaration of invalidity shall remain in force and effect.

Section 15. Repealing Clause – The provisions of any regulations, rulings or orders, or portions thereof which are inconsistent with the provisions of these Regulations are hereby revoked, repealed or amended accordingly.

Section 16. Effectivity Clause – These Regulations shall take effect fifteen (15) days after publication in the Official Gazette, Bureau’s official website or in any newspaper of general circulation, whichever comes earlier.

Clarification on Registration Procedures Pursuant to Revenue Regulations No. 7-2024, as amended by Revenue Regulations No. 11-2024

With the passage of Republic Act (RA) No. 11976, otherwise known as the “Ease of Paying Taxes (EOPT) Act”. this Circular is hereby issued to clarify (thru Question and Answer) registration-related procedures provided under Revenue Regulations (RR) No. 7-2024, as amended by RR No. 11-2024, in relation to RA No. 11976 or the EOPT Act.

  • Q1. Who are required to register with the BIR and when is the required period to register?
    • A1. Every person subject to any internal revenue tax shall register, either electronically or manually, with the Revenue District Office (RDO) as follows:
      • On or before the commencement of business, for self-employed individuals, estates and trusts, corporations, and their branches, if any;
      • Before payment of any tax due, for Corporations (Taxable or Non-taxable)/ One Time Transaction (ONETT);
      • Before or upon filing of any applicable tax return, statement or declaration as required by the Tax Code, for Corporations, Partnerships, Associations, Cooperatives, Government Agencies and Instrumentalities (GAIs);
      • Within ten (10) days from date of employment, for Employees; and
      • Application under Executive Order (EO) No. 98, Series of 1999.
  • Q2. What are the different ways to register with the BIR?
    • A2. Taxpayers can register with the BIR through the following options:
      • Manually at the RDOs
        Taxpayers can walk-in to RDOs to apply for Taxpayer Identification Number (TIN) and/or register their business. For Business taxpayers, their registration will be processed using the Single Window Policy where the application and the corresponding documentary requirements are submitted and processed through the New Business Registration Counter (NBRC).
      • New Business Registration (NewBizReg) Portal
        The New Business Registration (NewBizReg) Portal is an alternative option in submitting application for registration of business (Head Office and Branch) to BIR. For the detailed procedures on how to submit registration thru this Portal, taxpayers can access https://www.bir.gov.ph/newbizreg/
      • Taxpayer Registration-Related Application (TRRA) Portal
        The Taxpayer Registration-Related Application (TRRA) Portal is an alternative option in submitting application for registration-related transactions to BIR. The application and corresponding documentary requirements are submitted electronically through this Portal via email. The following are the registration-related applications that can be processed in the TRRA Portal:
        • Application for TIN under E.O. No. 98 and ONETT
        • Registration of Overseas Filipino Worker (OFW) and Non-Resident Citizens
        • Application for Authority to Print
        • Updating of Email Address using Application Sheet Form S1905
        • Transfer of Registration of Employees and Other Non-Business Taxpayers
        • Updating of Maiden Name (for married female)

          For the detail procedures on how to submit application thru the TRRA Portal, taxpayers can access https://www.bir.gov.ph/trraportal/
      • Philippine Business Hub (PBH)
        The Philippine Business Hub (PBH) is an online platform developed by the Department of Information and Communication Technology (DICT) that aims to streamline and to integrate the business registration process of Securities and Exchange Commission (SEC), Department of Trade and Industry (DTI), BIR, Social Security System, PhilHealth, Home Development Mutual Fund (also known as Pag-IBIG Fund), and selected Local Government Units (LGUs) in Metro Manila.

        For detailed procedures on how to submit registration application thru the PBH, taxpayers can access https://business.gov.ph/
      • Online Registration and Update System (ORUS)
        The Online Registration and Update System (ORUS) is a web-based system that gives taxpayers a convenient and alternative facility for an end-to-end process for registration, including the updating of their registration information.

        For the detailed procedures on how to submit registration application thru the ORUS, taxpayers can access https://orus.bir.gov.ph/home
  • Q3. What is the reckoning period for commencement of business?
    • A3. Commencement of business shall be reckoned form the day when the first sale transaction occurred or upon the lapse of thirty (30) calendar days from the issuance of the Mayor’s Permit/Professional Tax Receipt (PTR)/Occupational Tax Receipt (OTR) by LGU, or the Certificate of Business Name Registration (CBNR) issued by DTI, or the Certificate of Registration (COR) issued by SEC, whichever comes first.
      A person shall be considered to have violated this provision when such person failed to register with the BIR within thirty (30) calendar days form the issuance of Mayor’s Permit/PTR/OTR by the concerned LGU, or COR/CBNR issued by the SEC/DTI or the date of its first sales transaction.
  • Q4. Where should the taxpayer register and in what manner?
    • A4. Taxpayers shall be registered at the appropriate RDO based on his/her/its taxpayer type pursuant to Section 5(B) of RR No. 7-2024.
  • Q5. I am an employer and I have foreign national employees who are still securing their work and employment permits. How will they be registered with the BIR?
    • A5. Foreign nationals who are securing work and employment permits shall be registered with the BIR following the policies and guidelines prescribed in Revenue Memorandum Order No. 28-2019 (Policies and Guidelines on the Registration Requirements of Foreign Nationals).
  • Q6. I am registering/processing my registration-related transactions through ORUS. However, I experienced an error or technical issue and cannot proceed with the application. Can I transact manually at the RDO?
    • A6. Yes, a taxpayer who encounters error or technical issue while using ORUS may transact manually at the RDO, provided that the taxpayer can present proof of error or technical issue (e.g. screenshot) encountered.
      However, in cases where the BIR issued an Advisory that the ORUS is unavailable, the taxpayer does not need to present any proof of error/technical issue to be allowed to transact manually at the RDO.
      Aside from manually transacting with the RDO, the taxpayer can submit registration application through the BIR’s NewBizReg Portal or TRRA Portal, if the transaction is available therein.
  • Q7. I am an online seller. Do I need to post my Certificate of Registration (COR)? If yes, where will I post it?
    • A7. Yes, business taxpayers, whether with physical store or selling thru online platforms, need to post or display their COR. For taxpayers with physical store, it shall be posted in a conspicuous place in the business establishment that can be easily seen by the public.
      For online seller, an electronic copy of COR (eCOR) shall be posted on the sellers’ website(s) or profile pages at the e-commerce platform. Online sellers whose COR bears a Quick Response (QR) code generated thru ORUS or PBH may post such QR Code at the sellers’ website(s) or profile pages at the e-commerce platform in lieu of the electronic copy of COR.
      In case of a peddler or other persons not having a fixed place of business, the COR/eCOR shall be kept in the possession of the holder thereof or at the place of residence or at the Head Office’s address, if applicable, subject to production upon demand of any internal Revenue Officer.
  • Q8. As an online seller, do i need to register to the BIR my store name as reflected in the online page, account, website or e-commerce platform where I sell my products/services?
    • A8. Yes, taxpayers engaged in business shall register in the BIR all of their business/trade names as registered in SEC or DTI, and declare their “store names” used in all their online page, account, website or e-commerce platforms, which shall be reflected as business names in the COR. Store Name refers to the seller’s brand or business within the online page, account, website or e-commerce platforms.

      Example: Business Name in DTI : BIR Merchandising
      Store Name in eCommerce platform: Stairback Coffee
      Business Names in BIR COR : BIR Merchandising
      Stairback Coffee
  • Q9. Do I still need to pay Annual Registration Fee of Five-Hundred Pesos (P500.00) for my business?
    • A9. No, under the EOPT Act, the BIR ceased to collect the Annual Registration Fee of Five Hundred Pesos (P500.00) effective January 22, 2024, both for new business registrants and existing business taxpayers.
  • Q10. My COR still reflects the Annual Registration Fee as one of the tax types. Do I need to replace it?
    • A10. No, the COR shall retain its validity although the Registration Fee is still reflected therein as one of the tax types. You are not required to replace it, unless there are other updates/changes in your business registration information that need to be reflected in the COR.
  • Q11. How will I register my Books of Accounts?
    • A11. Books of Accounts shall be registered thru ORUS in the following manner:

New Sets of manual Books of Accounts are not required to be registered every year. However, taxpayers may have the option to use new sets of manual Books of Accounts yearly, which should be registered prior to its use.

  • Q12. In relation to Question No. 11, if I will register my Books of Accounts thru ORUS, what is my proof of registration? Do I still need to go to the RDO to have it manually stamped?
    • A12. Your proof of registration shall be a QR Code Stamp which shall be generated for Books of Accounts registered thru ORUS. It shall contain the following information:
      • TIN
      • Registered Name
      • Registered Address
      • Type of Book (Manual, Loose Leaf or Computerized)
      • Books Registered
      • Permit No./Acknowledgement Certificate Control No. – for Loose Leaf or Computerized Books of Accounts
      • Permit to Use (PTU)/ACCN date issued – Loose Leaf or Computerized Books of Accounts
      • Quantity
      • Volume No.
      • Date Registered
    • The QR Code shall determine the authenticity of the printed QR Code Stamp when scanned by any smartphone, which will be redirected to the BIR ORUS website.
    • Taxpayers shall print the QR Code Stamp and paste it on the first page of the manual Books of Accounts and permanently bound loose leaf Books of Accounts. For computerized Books of Accounts, the QR Code Stamp shall be printed and be kept for record purposes.
    • After registering in ORUS, there is no need to go to the RDO for the submission of transmittal letter and USB flash drive (for computerized Books of Accounts) and manual stamping of the books (for manual or loose leaf Books of Accounts).
    • Manual registration of Books of Accounts at the RDO shall only be allowed under the following circumstances:
      • The taxpayer is experiencing technical issues in ORUS (with proof of error or issue).
      • The taxpayer is already in the office premises of the RDO registering on the day of the deadline.
      • The business taxpayer registering Books of Accounts is a senior citizen.
  • Q13. How will I transfer my registration records to another RDO?
    • A13. Transfer of registration may be done by mere filing/submission of application (using BIR Form No. 1905), together with complete documentary requirements as follows:
      • A. Fore Transfer of Registration of Individuals Not Engaged in Business (E.O. 98/ONETT/Employee)
        • 1. BIR Form No. 1905 (2 original copies)
      • For Transfer of Business Registration to Another RDO (Head Office and/or Branch)
        • Submit to Old RDO
          • BIR Form No. 1905 (3 original copies) all copies to be stamped “Received”
            1st copy – to be forwarded to New RDO by Old RDO attached to Transfer Related Docket (TRD)
            2nd copy – Old RDO’s file copy
            3rd copy – Taxpayer’s file copy
          • Inventory List of Unused Invoices and Supplementary Invoices (for destruction if not to be used in the New RDO) or letter request with Inventory List for use of the unused invoices/supplementary invoices in the New RDO, for approval of the Old RDO (3 original copies)
            1st copy – Old RDO’s file copy
            2nd copy – New RDO’s file copy
            3rd copy – Taxpayer’s file copy
          • For Non-Individuals Taxpayers only:
            • Amended Articles of Incorporation/Partnership/Cooperation bearing the taxpayer’s new principal business address (1 photocopy); and
            • Certificate of Filing of Amended Articles of Incorporation/COR of Amendments to Articles of Cooperation and By-Laws (1 photocopy).
          • For Non-individuals, Single Proprietors, except Professionals:
            • Mayor’s Business Permit; or
            • Duly received Application for Mayor’s Business Permit, if the Mayor’s Business Permit is still in process with the LGU (1 photocopy).
          • Unused invoices and supplementary invoices, for re-stamping by Old RDO, with approved letter request and Inventory List (2nd copy) (1 original copy)
          • 3rd copy of Transfer Commitment Form, if applicable, together with the 3rd copy of BIR Form No. 1905 duly received by old RDO (1 photocopy)
        • Change of Registered Business Address Under the Jurisdiction of the Same RDO
          • BIR Form No. 1905 (2 original copies)
          • Mayor’s Permit/DTI Certificate/SEC COR or Form for Appointment of Officers (in case of One Person Corporation) bearing the new business address (1 photocopy)
          • Letter Request for temporary use of old invoices/supplementary invoices (for business taxpayers), if applicable (1 original copy)

Individual taxpayers not engaged in business (non-business) may file their application for transfer online through ORUS or manually at the new RDO having jurisdiction over the place of residence where they will transfer. However, if the said non-business taxpayer will subsequently apply for business registration, such application shall be files directly at the RDO having jurisdiction over the business address where his/her registration records will be transferred by the said RDO as well.

Taxpayers engaged in business who will request for transfer of registration shall file it at the current RDO where the taxpayer is registered. All open-cases/stop-filer cases shall be settled at the new RDO by submitting a Transfer Commitment Form, except for those who are subject to audit investigations. Thus, taxpayers with open-cases/stop-filer cases who are not subject to audit investigations shall be transferred to the new RDO within the prescribed period, together with the open-cases/stop-filer cases.

Transfer of registration of non-business taxpayers and those that are transferring business address within the same RDO shall be transferred immediately upon filing of application with complete documentary requirements.

Transfer of registration of business taxpayers to another RDO shall be done within five (5) days, for branches and facilities, and within ten (10) days, for head office.

  • Q14. How will I close my business registration with the BIR?
    • A14. Closure of business registration may be done by mere filing of application (using BIR Form No. 1905), with complete documentary requirements, as follows:
      • BIR Form No. 1905 (2 original copies)
      • List of Ending Inventory of Goods, Supplies, including Capital Goods (1 original copy)
      • Inventory of Unused Invoices/Supplementary Invoices, together with Unused Invoices/Supplementary Invoices and all other unutilized accounting forms (e.g. debit/credit memos, delivery receipts, purchase orders, etc.);
      • Original copy of business Notices and Permits (e.g. ATP, Notice to Issue Receipt/Invoice (NIRI), Accreditation Certificate and Permit to Use – for CRM/POS, etc.) issued to taxpayer as well as original copy of the COR.

However, this shall not preclude the Commissioner of Internal Revenue or his authorized representative from conducting audit in order to determine the tax liability of taxpayer as of closure of his/her/its business operations. Said tax liability needs to be settled prior to the issuance of tax clearance for business closure.

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