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Procedures in accomplishing the BIR Form No. 1701
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Steps
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Hint: Use tab to move to the next enterable field |
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1
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Indicate the year when your compensation income was earned. In this case this field is prepopulated or defaulted to a year prior to the current year (Item 1 "For the year"). |
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2
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Indicate if the return is amended or original filing. This is predetermined by the system depending on the supplied year in item 1 (Item 2 "Amended Return?"). |
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3
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Indicate the ATC for Taxpayer and Spouse (If applicable) by selecting a radio button under Item 19 and Item 21. |
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4
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Indicate the appropriate value for Method of deduction for Taxpayer and Spouse (when applicable) |
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5
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Supply the value for Number of Qualified Dependent Children under Item 24A. Choose the appropriate radio button for Item 24B, "Is the wife claiming additional exemption for qualified dependent children?". |
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6
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Indicate if there are payees availing of tax relief. (Item 25 "Special law or International Tax Treaty?") |
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7
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Supply value for item 26A and 26B by clicking the Sch.1 hyperlink. A separate schedule will be displayed to allow data input for Taxpayer and Wife (when applicable). After filling up the schedule, click on OK to return to the main page. |
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8
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Supply value for item 29A and 29B by clicking the Sch.2 hyperlink. A separate schedule will be displayed to allow data input for Taxpayer and Wife (when applicable). After filling up the schedule, click on OK to return to the main page. |
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9
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Supply value for item 30A and 30B by clicking the Sch.3&4 hyperlink. A separate schedule will be displayed to allow data input for Taxpayer and Wife (when applicable). After filling up the schedule, click on OK to return to the main page. |
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10
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Supply value for item 32A and 32B by clicking the Sch.5 hyperlink. A separate schedule will be displayed to allow data input for Taxpayer and Wife (when applicable). After filling up the schedule, click on OK to return to the main page. |
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11
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Supply value for item 34A and 34B by clicking the Sch.6 or Sch.7 hyperlink. A separate schedule will be displayed to allow data input for Taxpayer and Wife (when applicable). After filling up the schedule, click on OK to return to the main page. |
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12
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Supply the necessary values under the following Items (where applicable): 40A to 40N |
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13
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Indicate the accumulated surcharge, if there is any. |
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14
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Indicate the accumulated interest, if there is any. |
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15
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Indicate the accumulated compromise, if there is any. |
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16
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Select (when appropriate) a value from If overpayment mark: field. |
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17
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Supply values under Section C |
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18
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Qualified Dependent Children. Fill this up if your exemption status is not single/Head of the Family. All of fields for this part are not mandatory, but birth date must be supplied once a child's name is indicated, and vice versa. |
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19
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Other Dependents. Fill this up if your exemption status is Head of the family. |
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20
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Supply the required information for Community Tax Certificate (Number, Place of Issue, Date of Issue, and Amount paid). |
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21
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Press or Click the Validate Button. |
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22
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The system will prompt you if there is any problem with the supplied information, and correct this accordingly. After the necessary correction, you may again validate the return form by repeating Step 21. |
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19
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If you want to edit some input fields you may do this by clicking the Edit Button located on the bottom of the page. Or, if you are already satisfied with the result and all the information is correct you may already submit this by clicking the Submit Button beside the Edit Button. |
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20
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A reference number will be given by the system for filed tax return. |