Job Aid ELECTRONIC SALES REPORTING SYSTEM. Bureau of Internal Revenue. (Taxpayers ) Annex C

Transcription

1 Annex C Bureau of Internal Revenue ELECTRONIC SALES REPORTING SYSTEM (esales) (Taxpayers ) Job Aid March 2012 Training Management Division BIR National Office, Diliman, Quezon City

2 BIR Electronic Sale Reporting System (esales) Job Aid-TP User Enrollment on BIR esales System Note: User Enrollment on BIR esales System It is assumed that the taxpayer had already received a notification of approval as the authorized user of the esales System after submission of a duly notarized letter to the concerned LTS Office/RDO that has jurisdiction over the taxpayer. 1. From the Windows desktop, double click the Web Browser (e.g., Internet Explorer version 7 or higher, Mozilla Firefox version 3.6, Google Chrome version 7 or higher, etc.). On the address bar type to go to BIR web page. 2. Select the esales icon to go to the BIR esales Information page. Training Management Division JA esales Page 1

3 BIR Electronic Sale Reporting System (esales) Job Aid-TP 3. Click on the esales icon to go to the log-in page. User Enrollment on BIR esales System Click here 4. Click on the Enroll link to go to the User Enrollment page. Login Enroll Forgot Password Instructions Training Management Division JA esales Page 2

4 BIR Electronic Sale Reporting System (esales) Job Aid-TP User Enrollment on BIR esales System 5. In the User Enrollment page, fill-up all the mandatory fields (TIN, Branch Code, Username, Password, Authorized Representative information, Security Question and the Answer). Note: The <Username> and <Password> must contain a minimum of eight (8) to a maximum of 15 alphanumeric characters. Then click on the Submit button. Note: All fields are mandatory. Submit Training Management Division JA esales Page 3

5 BIR Electronic Sale Reporting System (esales) Job Aid-TP User Enrollment on BIR esales System The system will prompt User enrolled successfully. User enrolled successfully 6. Click on the Login link, user will be taken to the Login Page. User may now start uploading their Sales Report or may access to other links in the navigation pane to perform other transaction from the esales. Training Management Division JA esales Page 4

6 BIR Electronic Sales Reporting System (esales) Job Aid -TP Log-in / Log-out LOG-IN / LOG-OUT to BIR esales Webpage 1. From the Windows desktop, double click the Web Browser (e.g., Internet explorer version 7 or higher, Mozilla Firefox version 3.6, Google chrome version 7 or higher, etc.). On the address bar type to go to BIR web page. 2. Select the esales icon to go to the BIR esales Information page. Training Management Division JA esales Page 1

7 BIR Electronic Sales Reporting System (esales) Job Aid -TP Log-in / Log-out 3. Click on the esales icon to go to the Login page of esales. User has to enroll first to create his own esales account. Click here 4. Enter your <Username> and <Password>. (Username and Password must contain a minimum of 8 to a maximum of 15 alphanumeric characters.) 5. Click on the Submit button or press the Enter key to go to the esales Home Page. Login Enroll Forgot Password Instructions Submit Training Management Division JA esales Page 2

8 BIR Electronic Sales Reporting System (esales) Job Aid -TP Log-in / Log-out 6. The esales Home Page welcomes the user to the esales reporting system. It contains the links for reporting sales. (See list of links in the Navigation Pane) Home Profile Report Sales Retrieve MIN Display Reported Sales File Upload Logout 7. To exit from the system, click on Logout, the system will prompt You have been logged out or user may select another transaction or link in the Navigation Pane. Login Enroll Forgot Password Instructions You have been logged out. Training Management Division JA esales Page 3

9 BIR - Electronic Sales Reporting System (esales) JOB AID - TP Report Sales SALES REPORTING A. Online Encoding This functionality is recommended if taxpayer wishes to submit sales report for only a few machines (example: Less than 20) 1. In the esales Home Page, click on Report Sales link in the Navigation pane to display the Report Sales input page. Home Profile Report Sales Retrieve MIN Display Reported Sales File Upload Logout Bureau of Internal Revenue Training Management Division V 1.0 March 2012 JA esales Page - 1

10 BIR - Electronic Sales Reporting System (esales) JOB AID - TP Report Sales 2. Encode the MIN, Monthly Sales and the End Range (End of ORs# issued for the month). The user should encode the MIN in nine (9) digits; Monthly Sales amount shouldbeintwo(2)decimalplacesandwithoutthecomma(,)sign. Submit Add Cancel Note: Initially,thispagedisplaysten(10)rows.Clickonthe Addbuttonandthesystemwill display additional five (5) more rows. However, the number of rows is limited to a maximum of twenty(20) rows. 3. Click on the Submit button to direct the user to the Report Sales confirmation page. Thesystemwillprompt Are you sure all entries you made are correct. Bureau of Internal Revenue Training Management Division V 1.0 March 2012 JA esales Page - 2

11 BIR - Electronic Sales Reporting System (esales) JOB AID - TP Report Sales Read the note indicated below the Report Sales Confirmation Page, before clicking Yes or No. Rows highlighted in GREEN are found to have an existing report for the monthof. Submitting the form will amend the existing reports. Conversely, rows highlighted in RED are considered late submission. Note: AsperRevenueMemorandum Circular ,SectionIV (ReportingofMonthlySales)in C- #5 esales report shall be on a staggered submission based on the last digit of the 9-digit TIN. Those ending in even number shall submit on or before the 8 th day of the following month, whilethoseendingin oddnumbershallsubmitonorbeforethe 10 th dayofthefollowingmonth Yes No 4. Click Yes, if entries are correct. The System will prompt Sales successfully recorded. The system will generate the Sales Report Number(SRN). Logout Print Save Report Again 5. User can Print or Save the Sales Report Number (SRN) by clicking the Save or Print buttons. 6. To report another sale, click the Report Again button. 7. To exit, click on Logout button or user may select another transaction or link in the Navigation Pane. Bureau of Internal Revenue Training Management Division V 1.0 March 2012 JA esales Page - 3

12 BIR - Electronic Sales Reporting System (esales) JOB AID - TP File upload B. File Upload This functionality enables the taxpayers to submit sales report for numerous machines, the required format of which is CSV (Comma-Separated-Values). In the preparation of CSV file, follow the given procedures below: 1. Download the CSV (crm_sales.csv) template at the bottom part of the BIR esales Information Page by clicking the CRMSales link. Bureau of Internal Revenue Training Management Division V 1.0 March 2012 JA esales Page - 1

13 BIR - Electronic Sales Reporting System (esales) JOB AID - TP File upload 2. A dialog box will be displayedon the screen. Click onsave buttonto save the file. 3. Open the downloaded crm_sales.csv. CSV files will automatically open in Excel. 4. ChangeallCell Format fromgeneral totext and then enterdataintheprescribedformat, wherein the MIN has nine (9) digits, MONTH with two (2) digits, (e.i., January = 01) and YEAR with four (4) digits. Report the Gross Monthly Sales indicating the sales amount with two (2) decimal places but without the comma (,) sign. Example or if without sales 0.00; 5. Save the file to CSV (Comma delimited)(*.csv) as: POS <space> SALES <space> [TIN] <space> MMYYYY <space> F[Series or nnn].csv Where: TIN = 9-digit TIN plus 3 or 4-digit Branch Code MMYYYY = month and year of sales report Series or nnn = sequential number of files submitted Example: POS SALES F001. CSV Note: File uploading shall follow the file name above and each file shall be limited to 1,000 lines / rows ONLY or approximately less than 1 MB. Bureau of Internal Revenue Training Management Division V 1.0 March 2012 JA esales Page - 2

14 BIR - Electronic Sales Reporting System (esales) JOB AID - TP File upload 6. Return to BIR esales Instruction Page and click on the esales Icon to log-in and then upload your csv file. ToUploadaCSVfile: 1. IntheeSalesHomePage,clickon FileUploadlinkintheNavigationpanetodisplaythe File Upload Page. Home Profile Report Sales Retrieve MIN Display Reported Sales File Upload Logout Bureau of Internal Revenue Training Management Division V 1.0 March 2012 JA esales Page - 3

15 BIR - Electronic Sales Reporting System (esales) JOB AID - TP File upload 2. Click on Browse to locate the CSV file that contains the monthly sales report to be uploaded. Browse 3. Select the file you want to upload, then click on Open. The selected CSV file will automatically appear in the File to Upload box POS SALES F001. CSV Bureau of Internal Revenue Training Management Division V 1.0 March 2012 JA esales Page - 4

16 BIR - Electronic Sales Reporting System (esales) JOB AID - TP File upload 4. Click on the Upload File button. A message that File was successfully uploaded will appear. User may view the system generated SRNa day after uploading the file. It can be viewed by accessing the Display Reported Sales. File POS SALES F001. CSV is successfully uploaded Back to file Upload Print this page 5. Click on Print this Page button for your reference or click on the Back to file upload button to upload another file. Bureau of Internal Revenue Training Management Division V 1.0 March 2012 JA esales Page - 5

17 BIR Electronic Sale Reporting System (esales) Job Aid-TP Display Reported Sales Display Reported Sales (Note: It is assumed that the user had already Logged in to the esales Home Page ) 1. In the esales Home Page, click on Display Reported Sales link in the Navigation Pane to go to the Display Reported Sales page. Home Profile Report Sales Retrieve MIN Display Reported Sales File Upload Logout 2. In the Display Reported Sales Page, enter the Branch code and Dates from and to. Click on the drop down arrow for the selection of the branch code and dates. where : Date from : date when the Sales Report was submitted. Date to : default date or current date. Submit 3. Click on the Submit button to display the Reported Sales and the SRN. Training Management Division JA esales Page 1

18 BIR Electronic Sale Reporting System (esales) Job Aid-TP Display Reported Sales 4. Click on Print this page button to print the Reported Sales with the corresponding Sales Report Number (SRN) for your file. The SRN serves as a confirmation or Acknowledgement Receipt of your sales report generated by the system. Logout Print this page 5. To exit from the system, click Logout, the system will prompt You have been logged-out or the user may select another transaction or link in the navigation pane. Login Enroll Forgot Password Instructions You have been logged out. Training Management Division JA esales Page 2

19 Electronic Sales Reporting System (esales) JOB AID -TP Retrieve MIN RETRIEVE MIN 1. In the esales Home Page, click on Retrieve MIN link in the Navigation pane to display the Retrieve MIN Page. Home Profile Report Sales Retrieve MIN Display Reported Sales File Upload Logout Bureau of Internal Revenue Training Management Division V 1.0 March 2012 JA e Sales Page - 1

20 Electronic Sales Reporting System (esales) JOB AID -TP Retrieve MIN 2. Encode the Serial No. and/or the Permit No. for each machine.press Enter to continue or if the MIN to retrieve is more than ten (10), click on the Addbutton to add rows. 3. Click on the Submit button to go to the Retrieve MIN confirmation page. The system will prompt Are you sure all entries you made are correct? 4. If all entries are correct, click Yes. The system will prompt MIN retrieval is successful. Bureau of Internal Revenue Training Management Division V 1.0 March 2012 JA e Sales Page - 2

21 Electronic Sales Reporting System (esales) JOB AID -TP Retrieve MIN Note: However, if you find some Retrieve MIN with this message, UNAVAILABLE: Machine not yet enrolled, its either the Serial Number or Permit No. was not properly encoded or was not registered in the esales System. In case machines are not yet enrolled go to icon and register online the machine to secure a permit and MIN. Please refer to RMO No Policies and Procedures in the Accreditation of CRM, POS, other Sales Machines including Sales Receipting System Software and Registration for the use thereof, pursuant to RR No Rules and Regulations on the Accreditation, Registration and use of CRM, POS and /or Business Machines Generating Receipts/ Invoices. 5. Click on the Retrieve Again button, to go back to Retrieve MIN input page. Re-encode the correct serial/permit number / register the machine for the Permit and MIN issuance. Bureau of Internal Revenue Training Management Division V 1.0 March 2012 JA e Sales Page - 3

22 Electronic Sales Reporting System (esales) JOB AID -TP Retrieve MIN 6. If you want to Print or Save the MIN, click on the Printor Save buttons. Logout 7. To Retrieve MIN for another set of machines, Click on the Retrieve Again button. 8. To exit, click on Logout or the user may select another transaction or link in the Navigation Pane. Bureau of Internal Revenue Training Management Division V 1.0 March 2012 JA e Sales Page - 4

23 BIR Electronic Sale Reporting System (esales) Job Aid-TP Forgot Password Forgot Password 1. In the esales Login Page,click Forgot Password link in the Navigation Pane to display the Forgot Password page. Login Enroll Forgot Password Instructions 2. In the Forgot Password Page, enter the TIN, Branch code, and Username and then click on the Submit button. Submit Training Management Division JA esales Page 1

24 BIR Electronic Sale Reporting System (esales) Job Aid-TP Forgot Password 3. In the Forgot Password Page, type the answer to the Security Question. Click on the Submit button. Submit 4. A window will pop up showing the TIN, Branch Code, Username and the New Password created by the system. Close Training Management Division JA esales Page 2

25 BIR Electronic Sale Reporting System (esales) Job Aid - TP Change Password Change Password (Note: It is assumed that the user had already Logged in to the esales Home Page ) 1. In the esales Home Page, click on the Profile link in the Navigation Pane to go to the User Profile page. Home Profile Reported Sales Retrieve MIN Display Reported Sales File Upload Logout 2. In the User Profile Page click on Change Password button to go to the Change Password Page. Home Profile Reported Sales Retrieve MIN Display Reported Sales File Upload Logout Change Password (Note: The user may change / update the address, Security Question and the Answer, before clicking on the Update button. ) Training Management Division JA esales Page 1

26 BIR Electronic Sale Reporting System (esales) Job Aid - TP Change Password 3. In the Change Password Page, enter the Old Password, New Password and then Confirm the New Password. Click on the Submit button. Home Profile Reported Sales Retrieve MIN Display Reported Sales File Upload Logout Submit 4. The system will prompt Password changed successfully. Click on Logout to exit from the system. Home Profile Reported Sales Retrieve MIN Display Reported Sales File Upload Logout Password changed successfully. Training Management Division JA esales Page 2

27 BIR Electronic Sale Reporting System (esales) Job Aid - TP Change Password 5. The system will prompt You have been logged-out or the user may select another transaction or link in the navigation pane. Login Enroll Forgot Password Instructions You have been logged out. Training Management Division JA esales Page 3