BIR esales Reporting Guide. an IBS special e-publication



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Transcription:

BIR esales Reporting Guide an IBS special e-publication Exlusive to IBS Worldwide Clients Revised July 15, 2012

esales Reporting Guidelines Electronic Sales and Reporting System (esales) is the process of reporting the gross monthly sales of taxpayer engaged in business using Cash Register Machines / Point of Sales (CRM/POS) machines or any other similar device through web. Features of esales Sales Reporting this functionality has two sub-modules that the taxpayer can use. Online Encoding If the taxpayer wishes to submit only a few sales report (ex. less than 20), this module is recommended. This is the online encoding of sales report where Machine Identification Number (MIN), Monthly Sales and End Range of Official Receipt are entered. This page displays initially 10 rows and adds five more rows for additional sales report when the user clicks the Add button. Each add button has a default of 5 rows. Taxpayer will receive a confirmation when he clicks the Submit button. The page will display the information entered during the online encoding and the Sales Report Number (SRN). File Upload This module enables taxpayers to submit sales report for numerous machines. The required file format is CSV (comma,-separated-values) and file name should be POS SALES [TIN][Branch Code] MMYYYY F[Series] (Ex. POS SALES 999999999000 012011 F001). Make sure all values are in the correct format. The CSV form template can be downloaded in the sales Homepage (bottom page). Just look for the CRMSales link. The sales report submitted through this module shall be issued a Tracking Number after online submission and SRN to be issued the following day after the sales has been reported. SRN can be viewed on the Display Reported Sales link. Retrieve MIN If the taxpayer does not know the MIN of the sales machines to be reported, he/she can use this module by providing the serial number or permit number of the machine to retrieve the MIN. Display Registered Machines this module allows the taxpayer to view registered machines with corresponding Serial Number, Permit Number and MIN for a given period. Display Reported Sales this module allows the taxpayer to view the reported sales and corresponding Sales Report Number (SRN) on a given period. Register this module enables the taxpayer to create username and password to access the system. The TIN and Branch Code must be provided. Name of an authorized representative and a valid email address is required in the registration. Answer to Security Question must always be remembered in case the user forgot the password to be able to use the Forgot Password facility. All fields in the Register screen should be mandatorily filled up. Successful registration is confirmed by the system. Login if the user has successfully registered in esales, he/she may login to the system by entering the registered Username and Password. Change Password this is a facility to change the user s password. Forgot Password If taxpayer forgot his/her password, this facility can be use by entering the TIN, Branch Code and Username. Answer to Security Question must be entered to provide user with new password. The new password will be given on a limited time only. Logout If taxpayer wishes to log out of the system, click on Logout. For more information please visit www.worldibs.com

HOW TO REGISTER Step 1. > Go to BIR website and Register your company. see link below: https://esales.bir.gov.ph/esales/login.do Step 2. > Fill up the website Tips: a. Make sure to remember the user name and password and keep it for security purposes. b. The branch code is the last 3 digit number of your TIN number For more information please visit www.worldibs.com

Step 3. > after registering successfully a message like this will prompt Step 2. > Fill up the website You may also enter your sales report manually on the website by clicking Report Sales For For more more information please visit visit www.worldibs.com

Step 4. Uploading esales to BIR website After exporting the.csv file from your IBS software you may click on File Upload Click browse and locate the file that you wanted to upload. After locating the file click Upload File If you have questions you may contact the BIR office where your business is registered You may also consult your accountant about it.

How to Get Report from IBS Software 1. Go to Utilities and click on BIR Menu NOTE: ONLY USERS AUTHORIZE TO ACCESS THE MODULE CAN PERFORM THE TASK. IF YOU CANNOT ACCESS CONTACT YOUR ADMINISTRATOR OR CALL IBS SUPPORT TEAM Make sure your IBS software is updated with the new BIR esales module. If NOT you may contact an IBS representative near you. Contact IBS Worldwide PLDT 02. 782.6198 02. 403.0176 Globe 0917.564.6397 Sun 0932.882.6033 Smart 0918.943.1556 Email info@worldibs.com For more information please visit www.worldibs.com