Bureau of Internal Revenue

Arcita 12:43 PM, Dec 12, 2022

December 12, 2022

Dear Ms.  Lopez:

Greetings!

Thank you for your request dated Dec 10, 2022 11:11:17 AM under Executive Order No. 2 (s. 2016) on Freedom of Information in the Executive Branch.

Your Request

You asked for a copy of Income Tax Return and/or BIR Form 2316 and Certificate of Tax Exemption for Scholarship Purpose.

Response to Request

We called your mobile number today, December 12, and apprised you that your PARENTS may execute the hereunder Checklist of Documentary Requirements (For those Persons with Low Income/No Income) who may want to avail of the Scholarship and Job/Livelihood Programs:

1. Certification of Low Income/No Income signed by the
Barangay Chairman of the place where the applicant
resides; (1 original) -  Barangay
2. Duly Notarized Affidavit of Low Income/No Income;
(1 original) -  Taxpayer/Notary Public
3. Proof of Payment of P100.00 Certification Fee and
P30.00 loose Documentary Stamp Tax. (1 photocopy) - Collection Section of the Revenue District Office (RDO) having jurisdiction over the place of residence of the taxpayer.

Additional Documents, if applicable to the following cases: If transacting through a Representative:
Special Power of Attorney (SPA) executed by the
taxpayer-applicant; (1 original); and
Any government-issued ID of the taxpayer and
authorized representative; (1 photocopy).

Note: IDs shall be presented and should be readable,
untampered and contains consistent information
with the documents presented upon application.

https://www.bir.gov.ph/images/bir_files/downloadables/bir-files/Citizens-Charter-2021-Edition_RR-and-RDO-Services.pdf.

Since, your mother is employed as a teacher, she should received a copy of her BIR Form 2316 for Calendar Year 2021 from her employer. Please be advised that BIR Form 2316 is considered as her Annual Income Tax Return since your mother are earning purely compensation income. Her Employer are supposed to provide her with this form “Na Dapat Po Ibibigay Ito Sa Mga Empleyado” every year before January of the following year.

Kindly accomplish the FOI Request Feedback Form at the link: https://bit.ly/BIRFOISurveyForm01.

Thank you.

Respectfully,


FOI Receiving Officer
Public Information and Education Division