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Returns filing and processing (RFP) User Training

Join the BIR Electronic Tax Information System 1 (eTIS-1) Project for a hands-on training experience! Learn the functionalities of eTIS-1 and understand how it can assist you in your daily operations. This training aims to equip selected trainers with the knowledge to guide fellow BIR employees in using eTIS-1.

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Returns filing and processing (RFP) User Training

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  1. BUREAU OF INTERNAL REVENUE Electronic Tax Information System (eTIS-1) Returns filing and processing (RFP)User Training

  2. BIR Electronic Tax Information System 1 (eTIS-1) Project WELCOME END USERS!

  3. BIR Electronic Tax Information System 1 (eTIS-1) Project Name and Department/Nature of Work Expectations. Fun fact about you! Hobbies Getting-to-Know!

  4. BIR Electronic Tax Information System 1 (eTIS-1) Project House rules • Attendance • AM/PM • Mobile Phones • Silent Mode • Breaks • Morning • Lunch • Afternoon • Restrooms

  5. BIR Electronic Tax Information System 1 (eTIS-1) Project Hands-on EXPERIENCE of the system LEARN various functionalities of the eTIS-1 UNDERSTAND how the system can help you in your daily operations. To EQUIP the selected trainers with knowledge on eTIS-1 that they can TRAIN OR GUIDE fellow BIR employees through the End User training What the training is about

  6. BIR Electronic Tax Information System 1 (eTIS-1) Project Included in the Returns Filing and Processing (RFP) are the following forms: 1700 (July 2008, ENCS) – Individual Compensation Income Tax 1701 (July 2008, ENCS) – Annual Self Employed Income Tax 1701Q (July 2008, ENCS) – Quarterly Self Employed 1702 (July 2008, ENCS) – Corporate Income Tax 1702Q (July 2008, ENCS) – Quarterly Corporate Income Tax 2550M (February 2007, ENCS) – Monthly Value Added Tax 2550Q (February 2007, ENCS) – Quarterly Value Added Tax 2551M (September 2005, ENCS) – Monthly Percentage Tax What the training is about

  7. BIR Electronic Tax Information System 1 (eTIS-1) Project This is not a Requirements Gathering activity This is not a User Acceptance Testing activity This training is not the venue to discuss policies and procedural issues This training will not provide a refresher on the RFP business process What the training is not about

  8. BIR Electronic Tax Information System 1 (eTIS-1) Project Schedule day 1

  9. BIR Electronic Tax Information System 1 (eTIS-1) Project Schedule day 1

  10. INDEX 01Overview of eTIS 02System Guide 03 Returns Filing and Processing Functions

  11. BIR Electronic Tax Information System 1 (eTIS-1) Project WHAT IS ETIS-1?

  12. It is a web-based technology, designed to be the core system of BIR. This is a system that is compliant with the internationally accepted standard of having a single tax data repository. eTIS-1 contains enhancements that have been identified from ITS. This system is intended to replace ITS in the long run. BIR Electronic Tax Information System 1 (eTIS-1) Project WHAT IS eTIS-1?

  13. BIR Electronic Tax Information System 1 (eTIS-1) Project In a nutshell, these are what you would expect to be different from ITS A graphic user interface making user experience better Enhancements that will greatly reduce the risk of error Real time updating of records in a consolidated database Reduce the effort and time needed to perform daily operational tasks such as auto-generated reports and online approval HOW IS eTIS-1 DIFFERENT FROM ITS?

  14. BIR Electronic Tax Information System 1 (eTIS-1) Project eTIS-1 at a glance • GUI Configuration • User Security • Group Security • Manage User Login • Reference Table Manager • Manage Office • Supporting Attachment • Manage Search Configuration • Manage Case Outline • Activity Log eTIS Security and System Admin. Taxpayer Registration System Collection & Remittance Reconciliation Returns Filing and Processing Audit- Case Management System • Register Taxpayer • Manage Taxpayer • Receive Payment • Manage Payment • Resolve Suspended Payment • Reconcile Collection • Manage CRDC • Manage BSP-LOR • Manage Deposit Slip • Batch Entry • Return Inquiry • Adjust Return • Return Reversal • Task Resolve/Suspend • Reports • Audit: • Define Selection Criteria • Run Selection Profile • Find Selection Profile • Manage Selection Profile • Archive Selection Report • View Audit Log • Submit Taxpayer for Audit • CMS: • New Case • View Case • Manage Case • New Document • View Document • Manage Document • Manage Form 0500 Series

  15. INDEX 01Overview of eTIS 02System Guide 03 Returns Filing and Processing Functions

  16. BIR Electronic Tax Information System 1 (eTIS-1) Project System REQUIREMENTS • Browser • Your browser (Internet Explorer) Internet Explorer 7 or higher • eTIS-1 URL • This will be provided once the system is launched in the BIR intranet. • Software • Microsoft Excel 2003-2010 • Adobe Reader 10 • Download link: • Adobe Reader download (free) - http://get.adobe.com/reader/ Make sure you are connected to the BIR Intranet to access the system. Make sure you have a username and password to access the system.

  17. For Keyboard Keyboard operation is standard. The <TAB>, <Shift + TAB> keys are used to move from one field to another. The keyboard can also be used to enter characters, numbers and symbols in text boxes. For Mouse Mouse operation is standard. The mouse can be used to click buttons, hyperlinks, dropdown lists, and icons. It can also be used to select a text box to be able to input data. BIR Electronic Tax Information System 1 (eTIS-1) Project Operating the system

  18. Ctrl + P Prints the current page. F5 Refreshes the current page. Tab Moves the cursor to the next field in the page. Shift + Tab Returns the cursor to the previous field in the page. Backspace Returns to the Home Page Back Arrow button Returns to the Home Page BIR Electronic Tax Information System 1 (eTIS-1) Project Shortcut keys

  19. Flashlight Icon Searches a particular entry made on its corresponding field Calendar Icon Displays a calendar window, where a particular date can be selected Wildcard Percentage Symbol (%) To facilitate the search for all applicable transactions that will satisfy the entered criteria for a certain field BIR Electronic Tax Information System 1 (eTIS-1) Project Maximize search function

  20. BIR Electronic Tax Information System 1 (eTIS-1) Project Familiarizing with the user interface 1 2 Access to eTIS-1 functionalities will depend on the user’s role assignment.

  21. BIR Electronic Tax Information System 1 (eTIS-1) Project eTIS-1 user interface OBJECTS

  22. BIR Electronic Tax Information System 1 (eTIS-1) Project eTIS-1 user interface OBJECTS

  23. BIR Electronic Tax Information System 1 (eTIS-1) Project Logging into THE SYSTEM Type-in a valid Username and Password then click the Login button.

  24. BIR Electronic Tax Information System 1 (eTIS-1) Project Logging into the system If the Username or Password is incorrect, this error message will appear on the screen. Warning: Users are only allowed to commit two (2) invalid login attempts. After the third attempt with incorrect data, the account will automatically be blocked. An error message will be displayed stating that the account will be blocked for 120 minutes. Request for assistance from the System Administrator is needed.

  25. BIR Electronic Tax Information System 1 (eTIS-1) Project loGGING OUT • Upon, clicking the Logout button, a message will appear confirming if you want to log out of the system. Clicking the Logout button will direct the user back to the Login Screen. • To continue logging out from the BIR Internal user will need to click on the Yes button. Otherwise, click on NO button and will divert back the user to the main screen.

  26. BIR Electronic Tax Information System 1 (eTIS-1) Project Change password You can change your password anytime by clicking on the My Account then choose the Change Password link on the NavigationPanel at the left-side of the screen. For first time users of the system, they are automatically asked to change their password.

  27. BIR Electronic Tax Information System 1 (eTIS-1) Project Change password If BIR Internal User encoded mismatched password in the Enter Password and Re-enter Password field, an error message will appear. Confirm Password Change will be displayed upon clicking the Change Password link. Fill out the mandatory fields then click the Confirm Password Change button. Note: Confirming password change will automatically log the user out of the system. User will then be required to login again using the new password.

  28. BIR Electronic Tax Information System 1 (eTIS-1) Project Change password If BIR Internal user did not follow the correct password format, a pop-up message will appear. Click OK button and encode a valid password.

  29. HANDS ON…. Log-In and Log-Out Change Password BIR Electronic Tax Information System 1 (eTIS-1) Project System guide

  30. INDEX 01Overview of eTIS 02System Guide 03 Returns Filing and Processing Functions

  31. BIR Electronic Tax Information System 1 (eTIS-1) Project It is a function that captures, manages, and monitors taxpayers return file information It provides users ability to generate reports needed in returns filing process Aims to increase BIR’s efficiency in terms of reviewing taxpayer’s obligation what is the returns filing and processing (rfp) function?

  32. Accessible detailed returns information System generated reports that are viewable online Graphic user interface of data entry screens Comprehensive database providing detailed returns information BIR Electronic Tax Information System 1 (eTIS-1) Project RFP enhancements in etis-1

  33. BIR Electronic Tax Information System 1 (eTIS-1) Project What transactions can I do in rfp? Return Inquiry • View information on existing returns Batch Entry • Create Batch Entry • Edit Saved Return Adjust Return • Adjust the computations of submitted returns Return Reversal • Reverse a specific return

  34. BIR Electronic Tax Information System 1 (eTIS-1) Project Resolve Suspended Returns Generate Reports What are the functions outside rfp that support its main functions?

  35. Task Manager Systems Administration Generate Reports Taxpayer Registration System Returns Filing and Processing Collection Remittance and Reconciliation Audit Case Management System BIR Electronic Tax Information System 1 (eTIS-1) Project eTIS-1 System functions Authorizations Management

  36. RETURNS FILING AND PROCESSING Return Inquiry Batch Entry Adjust Return Return Reversal BIR Electronic Tax Information System 1 (eTIS-1) Project RETURNS FILING AND PROCESSING System functions

  37. RETURN INQUIRY BIR Electronic Tax Information System 1 (eTIS-1) Project RETURNS FILING AND PROCESSING > RETURN INQUIRY OVERVIEW • This functionality allows the user to view the details of an encoded return in the system • Only viewing of returns is allowed in this sub-module

  38. BIR Electronic Tax Information System 1 (eTIS-1) Project RETURN INQUIRY Function details • From the Returns Filing & Processing menu, click Return Inquiry sub-menu. • Select a value from the Inquiry Type dropdown list.

  39. BIR Electronic Tax Information System 1 (eTIS-1) Project RETURN INQUIRY Function details • Select a value from the Inquiry Type dropdown list. • Click the Search button.

  40. BIR Electronic Tax Information System 1 (eTIS-1) Project RETURN INQUIRY Function details • For Inquiry Type SHOW_SCV (System Computed Value): • To view the return details, click the radio button of the desired record and then click View.

  41. BIR Electronic Tax Information System 1 (eTIS-1) Project RETURN INQUIRY Function details • The return details will be displayed.

  42. BIR Electronic Tax Information System 1 (eTIS-1) Project RETURN INQUIRY Function details • For Inquiry Type SHOW_CPV (Client Provided Value): • To view the return details, click the radio button of the desired record and then click View.

  43. BIR Electronic Tax Information System 1 (eTIS-1) Project RETURN INQUIRY Function details • The return details will be displayed.

  44. BIR Electronic Tax Information System 1 (eTIS-1) Project RETURN INQUIRY Function details • For Inquiry Type SHOW_SCV_AND_CPV: • To view the return details, click the radio button of the desired record and then click View.

  45. BIR Electronic Tax Information System 1 (eTIS-1) Project RETURN INQUIRY Function details • The return details will be displayed.

  46. BIR Electronic Tax Information System 1 (eTIS-1) Project RETURN INQUIRY Function details System Computed Value (SCV) Client Provided Value (CPV)

  47. BIR Electronic Tax Information System 1 (eTIS-1) Project RETURN INQUIRY Function details

  48. BIR Electronic Tax Information System 1 (eTIS-1) Project RETURN INQUIRY Function details

  49. BIR Electronic Tax Information System 1 (eTIS-1) Project RETURN INQUIRY Function details

  50. BIR Electronic Tax Information System 1 (eTIS-1) Project RETURN INQUIRY Function details

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