Before moving further, I'd just like to point out that I am not a BIR staff nor am I an expert on BIR processes. I just want to share what I did and hopefully you might pick something up that could possibly help you get this done yourself. But before the blow-by-blow, you need 5 things:
- The 2316 form - 3 copies each
The 2316 forms will come from your previous and current employers. I'm sure your HR will provide you a copy. And if you also need a copy of the 2316 from your previous employer, your current HR should also have a copy of that assuming you submitted it for pre-employment. Prepare 3 copies of each to be attached to the 1700 form later. - The 1700 form dated June 2013 - 3 copies
The new 1700 form is available online or you can get a copy at the BIR office when you go to process your ITR...that's what I did. Make sure to use the latest June 2013 version. You need to fill in one copy of the form and I recommend photocopying it to make 3 copies to save time. If you are considering filling the form digitally, I will caution you that there are sections on the form that require copying the values found in the 2316 that was more complicated than I thought. Thankfully, the BIR office I visited has a desk assigned to help us out. - Know your RDO
Check your HR regarding your RDO code to find out what BIR branch you will have to go visit. Technically, your RDO should match the RDO code of your current employer, but our individual circumstances might prove otherwise. Once you learn your RDO code, refer to the BIR website for the address of your RDO branch. - Other information to be filled in the 1700 form
I recommend reviewing the 1700 form to check if you know the answers to all the fields that you can fill in. It's better to find out the answers before going to BIR just so you won't spend extra time looking for answers while you're at the BIR office. For example, you'll need the basic information of your spouse and TIN if you're married. You'll also need the legal names and birthdays of your child or children if you have them. - Money for photocopying
This is actually optional, but as I said, it's more troublesome to manually make 3 copies of the 1700 form. So a quick visit to a photocopy shop was the way to go for me.
- Go to the correct BIR office based on your RDO. If you don't have a 1700 form, ask the guard where you can get one.
- Once you have the 1700 form, ask the security guard that you need the go to the OD or officers desk. The OD will help you fill in the 1700 form. If there is no OD at your BIR office, then ask for someone who can help you with the 1700 form.
- After finishing your form 1700, look for a photocopier and make 3 copies of the form. IF you do not have 3 copies of your 2316 forms yet, this would be a good time to photocopy those too.
- Staple your forms to make 3 sets that include a copy of the 2316 forms from different employers and the 1700 form.
- Then return to the security guard and tell him you're filling your ITR so he can tell you which counter to go.
- Once you get to the counter, present the 3 sets of 2316 and 1700 forms to the BIR representative. He/she will check your forms, stamp them, and give you a copy.
And that's it.
I did this in over an hour because filling in the 1700 form took time and the OD took some time with the form too. You can leap forward to step 5 if you can manage the 1700 form yourself. If your go straight to step 5, and if you're first in line, then it only takes 5 minutes or less to get it done.
The trickiest part of the 1700 form is Page 1 Part II and Page 2. Note that we don't need to fill in all fields, but I don't know which fields I need to fill in and which ones to leave blank. To give you a sense of what fields the OD did for me, here are the fields that the officer's desk filled in my form 1700 (note that this does not apply to all of us since we all have different cases):
Form 1700, Page 1, Part II
| Item # | Description |
|---|---|
23
| value taken from form 2316 of current employer, Part IV-A, #31 - Total Amount of Taxes Withheld As adjusted |
25
| same as 23 |
26
| same as 23 |
28
| Zero |
31
| Zero |
| Item # | Description |
|---|---|
5
| refer to the form 2316 of your current and past employers, get the total value of the amounts found in Part IV-A, #22 - Less: Total Non-Taxable/Exempt |
6
| value taken from form 2316 of current employer, Part IV-A, #25 - Gross Taxable Compensation Income |
8
| 50.000 is the standard amount I think |
9
| 25,000 is that standard amount if you have one dependent I think |
10
| total amount of #8 and #9 |
11
| value taken from form 2316 of current employer, Part IV-A, #28 - Net Taxable Compensation Income |
13
| same as #11 |
14
| value taken from form 2316 of current employer, Part IV-A, #31 - Total Amount of Taxes Withheld As adjusted |
15
| same as #14 |
19
| same as #14 |
20
| Zero |
21
| Zero |
23
| Zero |
28
| Zero |
If you insist on using this information as a template to complete your form 1700, I would strongly recommend consulting the OD to make sure that you did not miss anything. We wouldn't want you to get penalized for filing your BIR documents incorrectly right?
Also, I suspect variances in the BIR RDO branches, particularly on how they run their office. In RDO 50 here at Makati, the security guard controls the computer that dispenses the queue numbers for the different counters.
Overall, it was a surprisingly good experience...definitely not as troublesome as I expected. Unlike renewing your car registration...darn it LTO why can't we consistently get our stickers right away! Well, I hope this helps you figure out what to do with your ITR filing.
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