This is for Bizmates trainer-taxpayers who procured their COR last 2017 and the previous year(s), and for those who availed the Optional Standard Deduction. ESL tutors working with other clients may also read this post as reference.
(1)
In Page 1, tick the applicable boxes and fill-out the important details as
follows:
If you are claiming additional exemption(s) for your qualified
dependent(s), you will be redirected to Page 4 to fill-out information as
follows:
(2)
Indicate your gross income in Schedule 2(1) of Page 5.
(3)
In Page 9, Schedule 9(3)(4), fill-out the creditable taxes withheld by
Bizmates in the first 3 quarters and 4th quarter, respectively.
(4)
In Page 2, go ahead and check whether your personal exemption and
additional exemption(s) have auto-populated in Items 45 and 46. Your OSD should
likewise reflect in Item 61.
(5)
Your tax due (or overpayment if any) will be reflected in Page 1, Item 32.
In the example below, we chose the third option: To be carried over as tax
credit for the next year/quarter for convenience.
(6)
Click Save, Validate, and Submit Final Copy.
Note: If there are other Items
you forgot to tick or fill-out, a box will appear to give you instructions.
After filling-out the missing details, click Validate and Submit Final Copy.
(7)
The following boxes will appear which will require you to click OK.
(8)
Wait for the tax receipt confirmation email.
9) Print 3 copies of the following:
a. BIR 1701
b. Tax receipt confirmation
email
9) Now that you have filed your Annual ITR
online, you are now ready to attach your BIR 2307s through SAWT using BIR’s
software, Alphalist Data Entry and Validation Module.
