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Login. A. 1. Click the icon on RELIEF System Data Entry and the User Login pop up will appear. Encode the < User Name> and < Password> , then click the < OK> button or press E . 2. The BIR Relief Main Menu will appear together with the BIR System Message

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slide1

Login

A.

1. Click the icon on RELIEF System Data Entry and the User Loginpop up

will appear. Encode the <User Name> and <Password>, then click the <OK>

button or pressE.

slide2

2. The BIR Relief Main Menu will appear together with the BIR System Message

pop-up. Then click the <Yes> button or pressE.

Note: The BIR System Message pop-up will appear only on the initial

installation of this program to capture Owner’s Information.

3. The <Owner’s Information>is displayed on the screen.

slide3

4. Fill in all mandatory fields. Choose accounting period being used. The system default

is Calendar Year and <Fiscal Month End> is 12. If, however, the Fiscal Year is being

used, fill in the <Fiscal Month End> field by clicking the arrow button for month selection.

The <Revert> button is used to undo encoding or when the user does not want to save

the encoded data of the owner. Once the Owner’s Informationscreen is filled up, click

<Save> and <Close> buttons.

In order to update information, click <Owner Info> button on the BIR Relief Main Menu

and Owner’s Information screen will appear. Click <Edit> to make necessary updates,

then<Save> and <Close>.

slide4

5. After saving the encoded owner’s information, the BIR ReliefMain Menu

screenwill appear. The selection buttons for RELIEF System are

displayed and activated. Click the <Sales>button or press the key of the

underlined letter to go to Sales TransactionMenu.

6.The <Year> field in the Sales TransactionMenu is defaulted to the current year.

Click the arrow on the <Month> field to choose the month of the sales transaction,

then click <Add/Update> button for data entry. To inquire or print report, click

<inQuire/Print> button.

slide5

B.

Add / Update Sales Transaction

7.After clicking the <Add/Update> button on the Sales Transaction Menu, the

<Sales Data Entry> screen will appear. Click the <Add> button to encode new

transactions. Fill in all mandatory fields. The <Taxable (Net of VAT)> and

<Total Output Tax> fields are automatically populated once the data are encoded

on the <Gross Taxable> field. The latter is a new field. The <Total Output Tax>

field can be changed and edited.

The <Revert> button maybe used to undo encoded data not yet saved. Click

<Save> button after encoding transactions. Click <Exit> button to go back to

Sales Transaction Menu.

slide6

8. All buttons are displayed and activated when two or more transactions

have been saved. User may use all activated buttons (i.e. <Top>, <Next>,

<Prev>, <Bottom>, <Inquiry>) to go to other records. The <Edit> button is

used if there are corrections on the saved data and the <Delete> button is

used to erase saved data. Click <Exit> to go back to Sales Transaction

Menu.

9.To inquire or print report, click <inQuire/Print> button.

slide7

C.

Sales Inquiry

10. This is the <Transaction Inquiry> screen. Check the transaction month by clicking

the appropriate box, then click the <Inquire> button. The <SalesInquiry> screenwill

appear where files are sorted by sequence number. To sort by other categories, select and

click a particular column where files will be arranged according to the chosen category

(e.g. TIN, Registered Name, Last Name).

11. Click <Search> button and a <Search Entry> pop-up will appear. Encode the TIN or

Registered Name/Trade Name or Taxpayer’s Name (Individual) of the specific

taxpayer record to be viewed, click <OK> button and the sales transaction/s of said

taxpayer will be highlighted. Click <Back> button to go back to Sales Transaction Menu.

slide8

12. To set up printer, click <Printer Setup> button and a <Printer Setup> pop-up will

appear. Select and set up printer connected to RELIEF System for printing purposes

Toolbar

13. Click <View> button on the <Sales Inquiry> screen and a report layout will appear.

The user can print said report by clicking the print icon located on the toolbar at the

upper left corner of the screen. Click arrows icon to navigate to other pages of the

report. Click Xon the upper right corner of the screen to close report and to go

back to <Sales Inquiry> screen.

slide9

14. To view report in excel format, click <eXcel Report> button. The user can edit

entries and make corrections using this format; however, changes and/or corrections

made in this report will not necessarily update information stored in the system. Click

Xon the upper right corner of the screen to close report and to go back to

<Sales Inquiry> screen.

slide10

D.

Generate File

15. To load / save data encoded into the diskette, click <Generate BIR File> button

on the Sales Transaction Menu. A <Save As> pop up screen will appear.

Specify the folder where to save the encoded data, then click <Save> button.

Note: If the file created to be saved is voluminous and the diskette space is not sufficient,

save it first to drive (C:) and compress the file. Copy the compressed file to a new

diskette and label the diskette “Compressed File”. The user may use any of the

following to compress files: ARJ, PKZIP, WINZIP.

16. A pop up message asking “Do you want to view the file created?” will appear.

If the <Yes> button is clicked, the flat file will appear. If the <No> button is clicked,

a pop up message stating that the file was successfully created will appear. Click

<Ok> to go back to Sales Transaction Menu screen.

slide11

E.

Save in RELIEF Format

17. To save transactions encoded in RELIEF format, click <Save in Relief format> button

on the Sales Transaction Menu. A <Save As> pop up screen will appear. Specify

the document to be saved, then click <Save> button. The <BIR System Message>

pop up will appear confirming that the records have been saved.

Note: The RELIEF format is not the data file to be submitted directly to BIR.

The RELIEF format may be used to save encoded transactions in one workstation

and subsequently uploaded (see Load RELIEF format) to another workstation (thru

diskettes/network) for consolidation purposes.

slide12

F.

Load RELIEF Format

18. To load documents in RELIEF format, click <Load Relief format> button on the

Sales Transaction Menu and a pop up screen will appear. Click on the document

you want to load, then click <Load> button.

slide13

19. <BIR System Message> pop up screen will appear confirming that the records saved

in RELIEF format will be added to the sales table. Click <Yes> button and another

pop message will appear showing a report of the records validated, loaded, etc. Click

<OK> button and the report layout will appear. Click X on the upper right corner of the

screen to close report and to go back to Sales Transaction Menu.

slide14

G.

Export to CSV Format

20. To export transactions encoded in RELIEF format, click <Export to CSV format>

button on the Sales Transaction Menu. A <Save As> pop up screen will appear.

Specify the document to be to exported to CSV format, then click <Save> button.

The <BIR System Message> pop up will appear confirming that the records exported

have been saved.

slide15

H.

Add / Update Purchase Transaction

21. To <Add/Update> purchase transactions, click the <Purchase> button on the

BIR Relief Main Menu and Purchase Transaction Menu will appear. Then,

follow thesame procedures on encoding sales transactions (step no. 7).

22. The <TIN> field on the Purchase Data Entry is mandatory. <Total Purchases>,

<Taxable(Net of VAT)> , <Services> and<Total Input Tax>fields are automatically

filled up once the the data is encoded on <Gross Taxable> field. However, the

<Services> and<Total Input Tax> fields as well as <Exempt>, <Zero-Rated>

<Capital Goods> and <Goods Other than Capital Goods> fields can all be

edited to allow the user to encode the appropriate amount values.

slide16

Purchase Data Entry Screens

23. All buttons are displayed and activated when two or more transactions

have been saved. User may use all activated buttons (i.e. <Top>, <Next>,

<Prev>, <Bottom>, <Inquiry>) to go to other records. The <Revert> button

is used to undo encoding or when the user does not want to save the encoded

data. The <Edit> button is used if there are corrections on the encoded data

and the <Delete> button is used to erase data.

slide17

I.

Purchase Inquiry Screens

24. To inquire purchases transactions, click <inQuire/Print> button on the Purchase

Transactions Menu and the <Transaction Inquiry> screen will appear. Check

the transaction month for inquiry by clicking the mouse on a given period then

click the <Inquire> button. <Purchase Inquiry> screen will appear.

25. Click <Search> button and a <Search Entry> pop up will appear. This is the

<Search Entry> pop-up screen. Search criteria can either be TIN, Registered Name

or Taxpayer Name (Individual). Click the <OK> button and the data of the selected

taxpayer will be highlighted. Click the <Back> button to go back to Purchases

Transaction Menu.

slide18

<View>

<Printer Setup>

<eXcel Report>

26. To set up printer, view report and view in excel format, follow procedures No. 12 to 14.

slide19

J.

Generate File

27. To load / save data encoded into the diskette, click <Generate File> button

from the Purchase Transaction Menu. A <Save As> pop up screen will appear.

Specify the folder where to save the encoded data then click <Save> button.

Note: If the file created to be saved is voluminous and the diskette space is not sufficient,

save it first to drive (C:) and compress the file. Copy the compressed file to a new

diskette and label the diskette “Compressed File”. The user may use any of the

following to compress files: ARJ, PKZIP, WINZIP.

28. After clicking the <Save> button, a screen will appear indicating the amount of

Creditable and Total Input Taxes of the file to bevalidated and passed to BIR.

Click <Ok> button.

slide20

29. A pop up message asking “Do you want to view the file created?” will appear.

If the <Yes> button is clicked, the flat file will appear. If the <No> button is clicked,

a pop up message stating that the file was successfully created will appear. Click

<Ok> to go back to Purchase Transaction Menu screen.

slide21

Save in RELIEF Format

Export in CSV Format

Load RELIEF Format

30. To <Save in RELIEF format>, <Export to CSV format>, and <Load RELIEF

format>, follow procedures Nos. 16 to 18.

slide22

K.

Imports Transaction Screens

31. For importation data entry, click <Importations> button on the BIR Relief

Main Menu and Imports Transaction Menu will appear. Then, follow the

procedures in encoding sales transactions on page 5.

32. The <Import Entry No> field is mandatory. If there are multiple ORs for one

Import Entry No., click the <Add> button and encode the OR Number of the

second transaction for the same Import Entry No. Follow the same procedures

for other succeeding transactions, if there is any. The <Dutiable Value> and

<Exempt> fields are automatically computed. The <OR Number> and<VAT>

fields are not mandatory in an exempt transaction.

slide23

L.

Imports Inquiry Screens

33. To inquire purchases transactions, click <inQuire/Print> button on the Imports

Transactions Menu and the <Transaction Inquiry> screen will appear. Check

the transaction month for inquiry by clicking the mouse on a given period then

click the <Inquire> button. <Imports Inquiry> screen will appear.

34. The <Search Entry> pop-up screen will appear. Search criteria can either be

Import Entry No., Name of Seller or Trade Name. Click the <OK> button and

the data of the taxpayer you want to inquire will be highlighted. Click the <Back>

button to go back to Imports Transaction Menu.

slide24

<View>

<Printer Setup>

<eXcel Report>

35. To set up printer, view report and view in excel format, follow procedures No. 12 to 14.

slide25

M.

Generate File

36. To load / save data encoded into the diskette, click <Generate File> button from the

Imports Transaction Menu. A <Save As> pop up screen will appear. Specify the

folder where to save the encoded data then click <Save> button.

Note: If the file created to be saved is voluminous and the diskette space is not sufficient,

save it first to drive (C:) and compress the file. Copy the compressed file to a new

diskette and label the diskette “Compressed File”. The user may use any of the

following to compress files: ARJ, PKZIP, WINZIP.

37. A pop up message asking “Do you want to view the file created?” will appear.

If the <Yes> button is clicked, the flat file will appear. If the <No> button is clicked,

a pop up message stating that the file was successfully created will appear. Click

<Ok> to go back to Imports Transaction Menu screen.

slide26

Save in RELIEF Format

Export in CSV Format

Load RELIEF Format

38. To <Save in RELIEF format>, <Export to CSV format>, and <Load RELIEF

format>, follow procedures Nos. 16 to 18.

slide27

N.

Taxpayer Listings Screen

39.The Taxpayer Listings screens may be used to add new taxpayers, update

or delete taxpayers’ data previously encoded in the <Sales>, <Purchase> and

<Import> Data Entryscreens. Users may use all activated buttons (I.e. <Top>

<Next>,<Prev>, <Bottom>) to go to other records. Click <Find> button and

<Search> pop-up screen will appear.

40.This is the <Search> pop-up screen. Click the <Field> and <Operator> fields to

display the List of Search Criteria. Select the desired search criteria and encode

the corresponding data of the taxpayer on the <Value> field (e.g. If the TIN is

chosen as the search criteria , the <Value> filed must contain the TIN 150600700)

Click <Search> button and the data of the taxpayer to be viewed will be displayed.

Click the <All> button to view all records previously encoded. Click <Cancel> button

to go back to Taxpayer Listings screen.

slide28

Utilities

O.

41. Click <Utilities> button on the BIR Relief Main Menu and Utilities

and Admin Menu screen will appear. Select and click the button to

be used.

slide29

42. To add user, click the <Add New User> button on the Utilities Menu screen, then the

Add New User screen will appear. Fill in all enterable fields, then click OK.

43. To change user, click the <Change User> button on the Utilities Menu screen, then the

User Login screen will appear. Fill in all enterable fields, then click OK.

slide30

44. To delete other users, click the Delete User button on the Utilities Menu screen,

then the Delete User Login screen will appear. Only user with “ROOT” Access

Code can delete other users with code “ADD” and “INQ”.

45. To change password, click the Change Password button on the Utilities Menu

screen, then the Change Password screen will appear. Fill in all enterable fields,

then click OK.

slide31

46. To purge/archive transactions, click the <Purging & Archiving> button on

the Utilities Menu screen, then the Purging and Archiving Menu screen

will appear. Click the button on the <Month> field and choose the month

to be purge/archive, then fill in the <Year> field. Select and click the

button to be purge/archive (<Sales>, <Purchases>, and <Importation>

buttons).

47. The BIR System Message pop-up will appear stating the number of transactions

that have been archived. Click the <Ok> button and another pop-up message

asking “Would you like to continue purging/deleting these records?” will appear.

clicking the <YES> button will delete the records.

slide32

48. To rebuild database, click the <Reindex Tables> button on the Utilities Menu

screen, then the Reindex Menu screen will appear. Select and click the

button to be rebuild (<Sales>, <Purchases>, <Importation>, <Users Security>,

<TIN Library>, and <All Tables> buttons).

Note: Rebuilding Index of Tables is used for purposes or restructuring the database in

cases where fatal error occurs.