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You can still get an ITR for your Philippine income. The process is easier than you think. Get your ITR now! We will show you how to get it online and offline. Read our article to learn the steps on how to get ITR in the Philippines.
If you are a taxpayer in the Philippines, you are required to file your income tax return (ITR) every year. Filing your ITR is not as complicated as it may seem, and there are different ways that you can do it. Here are some tips on how to get ITR in the Philippines:
How To Get ITR in the Philippines?
There are offline and online methods to get a copy of your ITR in the Philippines. It’s up to you which one works for you the best.
Option 1: How to Get ITR in the Philippines Offline?
a. Ask your employer directly
This option is particularly for those who need a copy of BIR Form 2316. As required by Philippine law, regular Filipino employees should receive a copy of this type of form from their employers at the beginning of the year or after their last salary (following their resignation).
b. Walk in with a request letter to the Regional/District Offices (RDO)
Another offline method is to go to the RDO, where you are registered physically. You will have to bring a request letter with you and submit it to the RDO. Don’t also forget to attach photocopies of the ITR, which will be verified together with the BIR Form 0605 for the certification fee and loose documentary stamps.
Option 2: How to Get ITR in the Philippines Online?
a. Send a formal request to the BIR
You may reach out to the Customer Assistance Division of the BIR through the following:
- Hotline: 8538-3200
- Trunkline: 8981-7000 ; 89297676
- Email: email@example.com
b. Secure a copy by logging in to your eFPS account
The eFPS is a digital method wherein taxes can be filed and paid. The BIR specifically designs this system for top corporations and other huge taxpayers. You can consider this option if you have access to eFPS or you have registered for eFPS in the past and made use of it for filing your ITR.
c. Request a copy through the Freedom of Information Program (FOI) Website
The last online method for how to get ITR in the Philippines is through the FOI, which is the government’s platform where Filipinos can request any document, including a copy of the ITR. Your request will be redirected to the Receiving Officer of the BIR.
What is an income tax return?
Income Tax Return or ITR will not only serve as proof that you comply with the government’s law on taxation, but it will also prove that you have the financial capacity, especially when you’re applying for a car or housing loan, applying for a foreign visa, and more.
If you have an urgent need for ITR, you’ve come to the right place. We’ve put together this comprehensive and easy-to-follow guide to help you get ITR Philippines.
Who needs to file an income tax return?
For individuals, here are the document requirements when filing an income tax return:
- Residents who receive money from both domestic and international sources.
- Employees who, at any moment throughout the tax year, receive only pay from two or more employers, either concurrently or consecutively.
- Employees who received wholly compensatory income during the calendar year, regardless of quantity, from one or more employers and whose income tax was improperly withheld (i.e., the tax payable was greater than the tax withheld), resulting in a collectible or refundable return.
- Self-employed people are those who make their living through their own profession, business, or trade.
- People who receive mixed income, meaning they receive both remuneration and revenue from their profession or line of work.
- Individuals who get compensation income in addition to other non-business, non-professional income that is not ordinarily subject to a final tax
- People who are getting only remuneration from a single employer, even though the employer has correctly withheld their income, but whose spouse is not eligible for substituted filing
- Citizens who are not residents but receive income from the Philippines
- Aliens, whether or not they are residents, who are earning an income or money from the Philippines
For companies or business entities, here are the document requirements on how to file an ITR in the Philippines:
- Corporations, including partnerships, irrespective of their structure or formation.
- Domestic businesses that receive money from both domestic and international sources are
- Foreign-owned businesses that receive income from the Philippines
- Estates and trusts that are in the business or trade
Here’s an article on how to calculate your income tax in the Philippines.
What forms do you need to file an income tax return?
Here is a list of various forms for different ITR purposes.
- BIR Form No. 1701: Annual Income Tax Return for Individuals (Including MIXED Income Earners), Estates, and Trusts
- BIR Form No. 1701A: Annual Income Tax Return for Individuals Earning Income PURELY from Business or Profession (Those Under the Graduated Income Tax Rates with OSD as a Mode of Deduction OR Those Who Opted to Avail of the 8% Flat Income Tax Rate)
- BIR Form No. 1701Q: Quarterly Income Tax Return for Individuals, Estates, and Trusts
- BIR Form No. 1702-EX: Annual Income Tax Return for Corporations, Partnerships, and Other Non-Individual Taxpayers Exempt Under the Tax Code, as Amended, and Other Special Laws, with No Other Taxable Income
- BIR Form No. 1702-MX: Annual Income Tax Return for Corporations, Partnerships, and Other Non-Individuals with Mixed Income Subject to Multiple Income Tax Rates or with Income Subject to Special/Preferred Rate
- BIR Form No. 1702-RT: Annual Income Tax Return for Corporation, Partnership, and Other Non-Individual Taxpayers Subject Only to REGULAR Income Tax Rate
- BIR Form No. 1702Q: Quarterly Income Tax Return for Corporations, Partnerships, and Other Non-Individual Taxpayers
- BIR Form No. 1704: Corporation Improperly Accumulated Earnings Tax Return
- BIR Form No. 1706: Capital Gains Tax Return for Expensive Transfer of Real Property Designated as Capital Asset (both Taxable and Exempt)
- BIR Form No. 1707: Capital Gains Tax Return for Expensive Transfer of Stock Shares Not Transacted Through the Local Stock Exchange
- BIR Form No. 1707-A: Annual Capital Gains Tax Return for Expensive Transfer of Shares of Stock Not Traded Through the Local Stock Exchange
- BIR Form No. 1709: Information Return on Transactions with Related Party (International and/or Domestic)
You may download the ITR forms at the BIR website. Click here
When is the income tax return due?
According to the Bureau of Internal Revenue, the deadline for filing an income tax return is April 15 of the following year. For example, if you earned your income in 2022, you must file your return by April 15, 2023.
What are the consequences of not filing an income tax return?
According to the BIR, if you don’t file an income tax return, you may be subject to several penalties, including one year to 10 years imprisonment. The most common penalty is a failure-to-file penalty, which is usually 5% of the unpaid taxes for each month that the return is late, up to a maximum of 25%. If you don’t pay your taxes, you may also be subject to a failure-to-pay penalty of 0.5% of the unpaid taxes for each month that the payment is late. In addition, you may accrue interest on unpaid taxes.
What information is needed to file an income tax return?
To file an income tax return in the Philippines, you will need the following information:
1. Your total income for the year. This includes all sources of income, such as wages, investments, and business earnings.
2. Your allowable deductions and expenses. These can include things like charitable donations, medical expenses, and home office expenses.
3. Your tax filing status. This will determine which tax bracket you fall into and how much tax you will owe.
4. Your bank account information. This is so the government can deposit your refund (if you are owed one) or deduct any taxes that you owe directly from your account.
How to file an income tax return
In the Philippines, filing an income tax return is a relatively simple process. Here are the steps you need to take:
1. Collect all of the necessary documents. This includes your W-2 form from your employer, any 1099 forms for other sources of income, and your bank statements.
2. Download and fill out the correct tax forms. You can find these on the website of the Bureau of Internal Revenue (BIR).
3. Calculate your total income and taxes owed. This can be done using an online tax calculator or by using a pencil and paper.
4. Pay any taxes owed. This can be done electronically through the BIR website or by mailing a check to the BIR office.
5. File your return electronically or by mail.
Conclusion: How to Get ITR in the Philippines
In conclusion, it is not difficult to get an ITR in the Philippines. The process is simple and convenient, and it only takes a few minutes to complete.