Bureau of Internal Revenue

Torio 02:35 PM, Aug 12, 2022

August 12, 2022

Dear Ms. Vienna Gregorio:

I refer to my letter of Aug 12, 2022 05:36:18 AM about your request under Executive Order No. 2 (s. 2016) on Freedom of Information in the Executive Branch, for ITR.

In order for us to work further on your request, we need more information from you regarding your query. You have indicated in your request that you require a copy of your ITR for Taxable Period 08/01/2021 - 08/01/2022. For verification and clarification, kindly provide additional information on the following:

1. Did you have a registered business between the period 08/01/2021 - 08/01/2022? Or were you an individual earning on purely compensation income from the period 08/01/2021 - 08/01/2022?

2.  If employed, kindly provide the name of your employer and registered address of your Employer for the period08/01/2021 - 08/01/2022?

3. Withstanding your answer to the first and second query, did you file an ITR for the cited period?

Lastly, if you are an Employee for the period 08/01/2021 - 08/01/2022, your Employer is required to issue a copy of your BIR Form 2316 for Taxable Year 2021 pursuant to Section 2.83 of Revenue Regulations No. 02-98, as amended which provides that “The employer shall furnish each employee with the original and duplicate copies of Form No. 2316 xxx.” As proof that your taxes were withheld. This shall serve as your Income Tax Return (ITR).

January 31, is the deadline of the release of BIR Form 2316 to all compensation income earners or employees. For employees qualified under the substituted filing, employers are also required to submit the form to the BIR on or Before February 28 of the succeeding year, with accompanying Certified List of Employees Qualified for Substituted Filing of ITR (Annex “F”), reflecting the amount of income payment, the tax due and tax withheld" and should have been provided to you after it has been filed in the BIR. 

Kindly email the needed information at vanessa.badeo@bir.gov.ph and indicate in the subject ticket number #BIR-519245358204, to respond.

During the period of us awaiting your reply, your request will be put on hold. If we do not receive a reply on or before Nov 04, 2022 06:33:12 AM, your request will be closed.

We hope to hear from you at the soonest possible time.

Thank you.

Respectfully,

BIR Asst. RO Vanessa Badeo
FOI Officer

Du 01:56 PM, Aug 18, 2022

August 18, 2022

Dear Vienna Gregorio,

Greetings!

Thank you for your request dated Aug 12, 2022 05:36:18 AM under Executive Order No. 2 (s. 2016) on Freedom of Information in the Executive Branch.

Your Request

You asked for Income Tax Return (ITR) for School Purpose.

Response to Request

Provided hereunder are the 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 

Thank you.

Respectfully,

Sherry Ann Cuyos
FOI Receiving Officer