Professional Documents
Culture Documents
A.
FORM DOWNLOAD
1)
Enter the tax return year for filing in the <For The Year> field.
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Withholding Tax
Note:
The <TIN> and <Name> field entries are preloaded from the BIR database.
2)
3)
Click on the link 1701_(TIN).zip that appears on top of the BIR Main | Help menu to
download the form. You may opt to save the file or open it in its current location.
Note:
The link name is the form number and the 9-digit TIN of the user separated by
an underscore [form#_TIN].
Job Aid
Withholding Tax
Job Aid
Withholding Tax
IMPORTANT:
Form 1701 is composed of 2 Excel worksheets/tabs: (1) [1701] and (2) [Schedules].
To shift between the two worksheets, click on the tabs at the bottom of the file.
[Schedules]
[1701]
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B.
Withholding Tax
1)
In Item no. 19 <ATC> (of Taxpayer), use the dropdown list icon to select Business
or Mixed Income.
Note:
If Item no. 24 <Exemption Status> is set to Married, select
Compensation , Business or Mixed Income in Item no. 21 <ATC>
(of Spouse).
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2)
Withholding Tax
Job Aid
Withholding Tax
3)
If Item no. 24 <Exemption Status> is set to Married, supply values in Item no.
24A <Number of Qualified Dependent Children>.
4)
5)
In Item no. 25 <Are you availing of tax relief under Special Law /
International Tax Treaty?> field, select Yes or No to indicate if you are availing
of tax relief or not.
Note:
If the selected option is Yes, the specify portion is enabled. Select Special
Rate or International Tax Treaty from the dropdown list.
If the selected option is No, the specify portion is disabled with no selected
value.
6)
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Withholding Tax
In Part II Computation of Tax click on the blue link Schedule 1 to fill up Gross
Taxable Compensation Income details.
Note:
The fields of Items 26A and 26B are disabled since these fields need to be
filled up in Schedule 1.
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Withholding Tax
Schedule 1
7)
In [Schedules] Schedule 1 of the tax form, supply the values for Name of Employer,
TIN, Tax Withheld-Taxpayer/Filer, Tax Withheld-Spouse, Compensation IncomeTaxpayer/Filer, Compensation Income-Spouse columns. After filling up the schedule,
go back to [1701] or click on the To Item 26A/26B link at 48 Total field.
Note:
Name of Employer accepts a maximum of 50 alphanumeric characters.
TIN accepts a 9 digit numeric input.
Amounts should be greater than or equal to zero (0).
Note:
The total of the Compensation Income for the Taxpayer/Filer is set to Item
no. 26A while the total of the Compensation Income for the Spouse
is set to
Item no. 26B.
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8)
Withholding Tax
At [1701], supply values for Item nos. 27A and 27B <Premium paid on health
and/or hospitalization insurance not to exceed P2,400 per year.>, if applicable
to compute for the Total Deductions.
Note:
The total amount supplied in Item nos. 27A and 27B should not be more
than 2,400.
Note:
Values in other Item nos. will be populated automatically upon completion of
the different schedules.
Click on the blue links to open the different schedule screens.
17)
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Withholding Tax
Back in [1701] supply values for Item nos. 40A to 40L, if applicable.
Note:
Values should be greater than or equal to zero (0).
18)
If this is an amended return, supply the value for Item nos. 40M and 40N <Tax Paid
in Return Previously Filed, if this is an Amended Return> fields for Taxpayer/Filer
and Spouse.
Note:
Values for 40M and 40N <Tax Paid in Return Previously Filed, if this is an
Amended Return> should be greater than or equal to zero (0).
If this is not an amended return, 40M and 40N <Tax Paid in Return Previously
Filed, if this is an Amended Return> fields for Taxpayer/Filer and Spouse are
disabled.
19)
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Withholding Tax
20)
21)
After filling up the necessary Sections and Schedules, go back to [1701] and click on
the Upload icon at the bottom of the form to submit. The system will prompt the user
of erroneous entries.
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Withholding Tax
Filling up Schedule 2
1)
In Schedule 2 [Schedules] of the tax form, supply the values for <Taxpayer/Filer:
Business Trade Name> and <Spouse: Business Trade Name> fields.
Note:
Taxpayer/Filer: Business Trade Name and Spouse: Business Trade Name
accepts a maximum of 50 alphanumeric characters.
2)
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Withholding Tax
Filling up Schedule 2
3)
Supply the values for Name of Payor, TIN, Tax Withheld-Taxpayer/Filer, Tax
Withheld-Spouse, Taxable Sales/Receipts-Taxpayer/Filer, Taxable Sales/Receipts
-Spouse columns.
Note:
Name of Payor accepts a maximum of 50 alphanumeric characters.
TIN accepts a 9 digit numeric input.
Amounts should be greater than or equal to zero (0).
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Withholding Tax
Filling up Schedule 2
4)
Supply the values for Item no. 50 <Add: Gross Sales/Receipts not subject to
Withholding Tax(EWT)> and Item no. 52 <Less: Sales Returns, Allowances &
Discounts> for Taxpayer/Filer and Spouse.
Note:
Amounts should be greater than or equal to zero (0).
Note:
The computed amount in Item No. 53 <Net Sales/Receipts/Revenues/Fees>
for the Taxpayer/Filer is set to Item no. 29A while the computed amount in
Item No. 53 <Net Sales/Receipts/Revenues/Fees> for the Spouse is set to
Item no. 29B.
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Withholding Tax
1)
In Schedule 3 of the tax form, supply the values for Item nos. 54, 55 and 57 for
Taxpayer/Filer and Spouse, if applicable.
Note:
Values should be greater than or equal to zero (0).
2)
In Schedule 4 of the tax form, supply the values for Item nos. 59, 60, 61, 62, 63 and
64 for Taxpayer/Filer and Spouse, if applicable.
Note:
Values should be greater than or equal to zero (0).
Item no. 64 <Direct Charges-Others> consist of ten (10) additional rows for
additional entries.
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Withholding Tax
Filling up Schedule 5
In Schedule 5 [Schedules] of the tax form, supply the values for Nature of Income,
Tax Withheld-Taxpayer/Filer, Tax Withheld-Spouse, Gross Receipts/IncomeTaxpayer/Filer, Gross Receipts/Income-Spouse columns, if applicable.
Note:
Nature of Income accepts a maximum of 50 alphanumeric characters.
Amounts should be greater than or equal to zero (0).
Note:
The total of the Gross Receipts/Income for the Taxpayer/Filer is set to Item
no. 32A while the total of the Gross Receipts/Income for the Spouse
is set to Item no. 32B.
.
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Withholding Tax
Schedule 6
[Schedules]
Schedule 6 is disabled if Item no. 22 <Method of Deduction> (of Taxpayer/Filer)
and/or Item no. 23 <Method of Deduction> (of Spouse) is set to Itemized
Deduction.
Note:
Item entries in Schedule 6 are disabled and are automatically populated from
the tax form.
The computed amount in Item No. 70 <10% Optional Standard Deduction>
for the Taxpayer/Filer is set to Item no. 34A while the computed amount in
Item No. 70 <10% Optional Standard Deduction> for the Spouse is set to
Item no. 34B.
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Withholding Tax
Filling up Schedule 7
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Withholding Tax
Filling up Section C
[Schedules]
Supply values for Item nos. 98, 99, 101 and 102 for Taxpayer/Filer and Spouse, if
applicable.
Note:
Descriptions accept a maximum of 50 alphanumeric characters.
Amounts should be greater than or equal to zero (0).
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Withholding Tax
Filling up Section D