Guide on VAT Relief Data-Entry

The BIR Relief application is the tool used by VAT taxpayers for their quarterly sales and purchases data.

A – VAT RELIEF FOR SALES TRANSACTIONS

     1.       At Main Menu, click SALES button.

2.       At Sales Transaction Menu, enter applicable month and year; then click ADD/UPDATE button.

3.       At Sales Data Entry Screen, click ADD button.

4.       Enter TIN—— if new data, input other details (e.g. Registered Name for Non-Individuals or Individuals, and address); otherwise, details will be automatically shown.

5.       Enter amount of Gross Taxable Sales (Total Invoice Amount)

6.       Enter amount on either Exempt or Zero-Rated or if there is no value, press ENTER. Taxable Sales will automatically filled-in, then press ENTER.

7.       Enter VAT rate à 12%

8.       Click SAVE button

9.       Repeat steps nos. 3 to 8 for next sales transaction.

10.   When finished, click INQUIRY button to check if total sales and output tax for the month are correct.

11.   To generate/print excel Report of Quarterly Summary List of Sales:

·         At Sales Transaction Menu, click INQUIRE/PRINT button.

·         At Transaction Inquiry, select applicable month (e.g. January, February, March) and click INQUIRE button

·         At Sales Inquiry Screen, click eXcel Report button

·         Save excel file (sample filename: VAT Relief-Sales_1Q_2018_IHI)

12.    To generate DAT File (for eSubmission to BIR):

·         At Sales Transaction Menu, select applicable month then click Generate BIR File button.

·         Click SAVE button

·         Do you want to view the file created? Click No.

·         Click Ok.

·         Follow the same steps for the next months.

 B – PURCHASES TRANSACTIONS

1.       At Main Menu, click PURCHASES button.

2.       At Purchases Transaction Menu, enter applicable month and year; then click ADD/UPDATE button.

3.       At Purchases Data Entry Screen, click ADD button.

4.       Enter TIN—— if new data, input other details (e.g. Registered Name for Non-Individuals or Individuals, and address); otherwise, details will be automatically shown.

5.       Enter amount of Gross Taxable Purchases (Total Invoice Amount)

6.       Enter amount on either Services, or Capital Goods, or if there is no value, press ENTER. Goods other than Capital Goods will automatically filled-in, then press ENTER.

7.       Enter VAT rate à 12%

8.       Click SAVE button

9.       Repeat steps nos. 3 to 8 for next purchases transaction.

10.   When finished, click INQUIRY button to check if total purchases and input tax for the month are correct.

11.   To generate/print excel Report of Quarterly Summary List of Purchases:

·         At Purchases Transaction Menu, click INQUIRE/PRINT button.

·         At Transaction Inquiry, select applicable month (e.g. January, February, March) and click INQUIRE button

·         At Purchases Inquiry Screen, click eXcel Report button

·         Save excel file (sample filename: VAT Relief-Purchases_1Q_2018_IHI)

12.    To generate DAT File (for eSubmission to BIR):

·         At Purchases Transaction Menu, select applicable month then click Generate BIR File button.

·         Click SAVE button

·         If amount of Input Tax is correct, click Ok. (otherwise, click Cancel and go to Purchases Data Screen to check/edit entries)

·         Do you want to view the file created? Click No.

·         Click Ok.

·         Follow the same steps for the next months.

C – IMPORTATIONS

1.       At Main Menu, click IMPORTATIONS button.

2.       At Imports Transaction Menu, enter applicable month and year; then click ADD/UPDATE button.

3.       At Importation Data Entry Screen, click ADD button.

4.       Enter Import Entry No. and the following information:

·         Name of Seller

·         Assessment/Release Date

·         Date of Importation

·         Country of Origin

·         VAT Rate

·         Total Landed Cost

·         Dutiable Value---(All Charges Before Release from Customs is automatically filled-in)

·         Exempt ---(Taxable Goods is automatically filled-in)

·         OR Number

·         Date of VAT Payment

·         Amount of VAT

5.       Click SAVE button

6.       Repeat steps nos. 3 to 5 for next purchases transaction.

7.       When finished, click INQUIRY button to check if total purchases and input tax for the month are correct.

8.       To generate/print excel Report of Quarterly Summary List of Importations:

·         At Imports Transaction Menu, click INQUIRE/PRINT button.

·         At Transaction Inquiry, select applicable month (e.g. January, February, March) and click INQUIRE button

·         At Imports Inquiry Screen, click eXcel Report button

·         Save excel file (sample filename: VAT Relief-Purchases_1Q_2018_IHI)

9.        To generate DAT File (for eSubmission to BIR):

·         At Imports Transaction Menu, select applicable month then click Generate BIR File button.

·         Click SAVE button

·         Do you want to view the file created? Click No.

·         Click Ok.

·         Follow the same steps for the next months.