Patena 11:19 PM, Aug 03, 2022
Hi, I would like to request the latest copy of my income tax return for my loan application.
Du 07:35 AM, Aug 04, 2022
August 4, 2022
Dear Charlyne Patena:
I refer to my letter of Aug 03, 2022 11:19:11 PM about your request under Executive Order No. 2 (s. 2016) on Freedom of Information in the Executive Branch, for Income Tax Return (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 January 1 to August 1, 2022. For verification and clarification, kindly provide additional information on the following:
1. Did you have a registered business between the period January 1 to August 1, 2022? Or were you an individual earning on purely compensation income from the period January 1 to August 1, 2022?
2. If employed, kindly provide the name of your employer and registered address of your Employer for the period January 1 to August 1, 2022?
3. Withstanding your answer to the first and second query, did you file an ITR for the cited period?
More importantly, if you are an Employee for the period January 1 to August 1, 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.
If you are still employed this year 2022, the district office gets a hold of the said BIR Form 2316 upon submission of your employer on or before February 28 (per RR 2-2015 as amended by RR 16-2021) of the following year on or before February 28, 2023.
Kindly email the needed information at sherry.ann.arcita@bir.gov.ph as this contains sensitive information, indicate in the subject ticket number #BIR-524165874164, 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 Oct 26, 2022 11:30:44 PM, your request will be closed.
We hope to hear from you at the soonest possible time.
Thank you.
Respectfully,
Sherry Ann Cuyos
FOI Officer
