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Federal tax forms

1601-C Salary taxes
1601-C Salary taxes Purpose

To file withholding tax that has been deducted from the employee's salary.

Interval: M

Full name: Monthly Remittance Return of Income Taxes Withheld on Compensations
Submission by mail
  • Pay through any Authorized Agent Banks of their RDO.
  • In places where there are no Authorized Agent Banks, the return shall be filed and paid with the Revenue Collection Officer or the duly Authorized City or Municipal Treasurer within the Revenue District.
Submission online
  1. Go: Start > Programs > eBIRForms > eBIRForms.
    • Login with company TIN number.
  2. Choose "1601-C" and click "Fill-up".
    • Change the month covered.
    • In section 4, choose "Yes" or "No".
    • In section 12, click "Private".
  3. Complete the form.
    • Copy in these amounts into eBIRForms (see form ➔).
    • Click "Validate" > "Save".
    • Click "Print"
    • Print 3 x "eBIRForms 1601-C".
    • Click "Submit".
    • Click "File" > "Exit".
  4. Go back to Zipier.
    • Click "Sign" on the form (see form ➔).
    • Click "Submit" (below), then "Yes".
  5. Wait 15 minutes.
    • Until the BIR email confirmation arrives.
    • Print 3 x "email confirmation".
    • Staple one "email confirmation" to one "eBIRForms 1601-C" (until you have 3 stapled sets).
  6. Pay at any accredited bank.
    • Get all copies stamped upon payment.
    • The bank keeps 2 copies.
    • Take one stamped copy back and store in your filing.
  7. Go back to Zipier.
    • On "To-Do", find the 1601-C.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG photo of the stamped 1601-C.

Print: 3 copies on Folio paper

Notes - Online
  1. Download eBIRForms.
  2. Run BIRForms.exe
  • If no wages or tax due, submit a zero return. Keep copies for your own record.

  • If paying late, go to the BIR and get the penalty computed by the Officer of the Day before paying.

  • To file and pay online, go to EFPS for instructions.


1604-CF Salary taxes
1604-CF Salary taxes Purpose

To file the summary and adjustments of all the salaries paid to employees for the tax year. To be accompanied by an alphalist.

Interval: A

Full name: Annual Information Return of Income Taxes Withheld on Compensation and Final Withholding Taxes
Submission online
  1. Open the "Alphalist Data Entry and Validation Module".
    • Enter your username and password.
    • Click the "1604-CF".
  2. Add the employees during the year to their respective schedules. (see "Notes").
    • Click "Add/Update" to add or edit details of employees.
    • Click "Print/Inquire" to see list of employees in the schedule.
  3. Click "Generate File" to create the .dat file and send it to 'esubmission@bir.gov.ph'
  4. Wait until the BIR sends a reply email.
  5. Go: Start > Programs > eBIRForms > eBIRForms.
    • Login with company TIN number.
  6. Choose "1604-CF" and click "Fill-up".
    • Change the year covered.
    • In section 14, click "Private".
    • Copy in these amounts into eBIRForms (see form ➔).
    • Click "Validate" > "Save".
    • Click "Submit".
    • Click "File" > "Exit".
  7. Go back to Zipier.
    • Click "Sign" on the form (see form ➔).
    • Click "Submit" (below), then "Yes".
    • On "To-Do", find the 1604-CF.
      • Click the blue "Tax form waiting..." icon.
      • Click "Yep, it's sent".
        • When asked for proof of submission, upload a JPG screenshot of the 1604-CF from eBIRForms.

Print: 3 copies on Folio paper

Notes - Online

Notes:

  1. Download Alphalist Data Entry and Validation Module.
    • Create a username and password.
  • Schedules that must be submitted with 1604-CF:
    • Schedule 5 - List of Payees subject to Final Withholding Tax (Reported on Form 2306)
    • Schedule 6 - Employees other than Rank and File who were given Fringe Benefits during the Year (Reported on Form 2306)
    • Schedule 7.1 - Alphalist of Employees Terminated before December 31 (Reported on Form 2316)
    • Schedule 7.2 - Alphalist of Employees whose Compensation Income are Exempt from Withholding Tax but subject to Income Tax (Reported on Form 2316)
    • Schedule 7.3 - Alphalist of Employees as of December 31 with no previous employers within the year (Reported on Form 2316)
    • Schedule 7.4 - Alphalist of Employees as of December 31 with previous employers within the year (Reported on Form 2316)
    • Schedule 7.5 - Alphalist of Minimum Wage Earners (Reported on Form 2316)

1604-CF 7.1 Alphalist
1604-CF 7.1 Alphalist Purpose

To submit a breakdown of compensation and tax paid by employees for the tax year.

Interval: A

Full name: Alphalist of Employees Terminated before December 31
Submission online
  1. Go: Start > Programs > Alphalist Data Entry and Validation > Alphalist Data Entry v5.1.
    • Enter your username and password.
    • Click the "1604-CF".
  2. Enter the tax year you are submitting for.
  3. Add the employees during the tax year to their respective schedules. (see "Notes").
    • Click "Add/Update" to add or edit details of employees.
    • Copy in these amounts into Alphalist Data Emtry and Validation (see form ➔).
    • Click "Save" once all fields have been filled in.
    • Click "Next" to copy in fields for the next employee.
    • Click "Exit" once all employees are finished.
    • Click "Print/Inquire" to see list of employees in the schedule.
  4. Click "Generate File" to create the .dat file and send it to 'esubmission@bir.gov.ph'
  5. Wait until the BIR sends a reply email.
  6. Go back to Zipier.
    • Click "Submit" (below), then "Yes".
    • On "To-Do", find the "Alphalist".
      • Click the blue "Tax form waiting..." icon.
      • Click "Yep, it's sent".
        • When asked for proof of submission, upload a JPG screenshot of the confirmation email from BIR.
Notes - Online
  1. Download Alphalist Data Entry and Validation Module.
    • Create a username and password.
  • This attachment doesn't need to be submitted manually to BIR after submitting online.

1604-CF 7.3 Alphalist
1604-CF 7.3 Alphalist Purpose

To submit a breakdown of compensation and tax paid by employees for the tax year.

Interval: A

Full name: Alphalist of Employees as of December 31 with no Previous Employer Within the Year
Submission online
  1. Go: Start > Programs > Alphalist Data Entry and Validation > Alphalist Data Entry v5.1.
    • Enter your username and password.
    • Click the "1604-CF".
  2. Enter the tax year you are submitting for.
  3. Add the employees during the tax year to their respective schedules. (see "Notes").
    • Click "Add/Update" to add or edit details of employees.
    • Copy in these amounts into Alphalist Data Emtry and Validation (see form ➔).
    • Click "Save" once all fields have been filled in.
    • Click "Next" to copy in fields for the next employee.
    • Click "Exit" once all employees are finished.
    • Click "Print/Inquire" to see list of employees in the schedule.
  4. Click "Generate File" to create the .dat file and send it to 'esubmission@bir.gov.ph'
  5. Wait until the BIR sends a reply email.
  6. Go back to Zipier.
    • Click "Submit" (below), then "Yes".
    • On "To-Do", find the "Alphalist".
      • Click the blue "Tax form waiting..." icon.
      • Click "Yep, it's sent".
        • When asked for proof of submission, upload a JPG screenshot of the confirmation email from BIR.
Notes - Online
  1. Download Alphalist Data Entry and Validation Module.
    • Create a username and password.
  • This attachment doesn't need to be submitted manually to BIR after submitting online.

1604-CF 7.4 Alphalist
1604-CF 7.4 Alphalist Purpose

To submit a breakdown of compensation and tax paid by employees for the tax year.

Interval: A

Full name: Alphalist of Employees as of December 31 with Previous Employers Within the Year
Submission online
  1. Go: Start > Programs > Alphalist Data Entry and Validation > Alphalist Data Entry v5.1.
    • Enter your username and password.
    • Click the "1604-CF".
  2. Enter the tax year you are submitting for.
  3. Add the employees during the tax year to their respective schedules. (see "Notes").
    • Click "Add/Update" to add or edit details of employees.
    • Copy in these amounts into Alphalist Data Emtry and Validation (see form ➔).
    • Click "Save" once all fields have been filled in.
    • Click "Next" to copy in fields for the next employee.
    • Click "Exit" once all employees are finished.
    • Click "Print/Inquire" to see list of employees in the schedule.
  4. Click "Generate File" to create the .dat file and send it to 'esubmission@bir.gov.ph'
  5. Wait until the BIR sends a reply email.
  6. Go back to Zipier.
    • Click "Submit" (below), then "Yes".
    • On "To-Do", find the "Alphalist".
      • Click the blue "Tax form waiting..." icon.
      • Click "Yep, it's sent".
        • When asked for proof of submission, upload a JPG screenshot of the confirmation email from BIR.
Notes - Online
  1. Download Alphalist Data Entry and Validation Module.
    • Create a username and password.
  • This attachment doesn't need to be submitted manually to BIR after submitting online.

1603 Fringe benefit
1603 Fringe benefit Purpose

To file quarterly withholding tax taken out on fringe benefits granted to higher ranking employees.

Interval: Q

Full name: Quarterly Remittance Return of Final Income Taxes Withheld
Submission online
  1. Go: Start > Programs > eBIRForms > eBIRForms.
    • Login with company TIN number.
  2. Choose "1603" and click "Fill-up".
    • Change the year and quarter covered.
    • In section 4, choose "Yes" or "No".
    • In section 13, click "Private".
  3. Complete the form.
    • Enter amount paid and tax due for fringe benefits during the quarter.
    • Click "Validate" > "Save".
    • Click "Print"
    • Print 3 x "eBIRForms 1603".
    • Click "Submit".
    • Click "File" > "Exit".
  4. Go back to Zipier.
    • Copy in the details you input in eBIRForms.
    • Click "Sign" on the form (see form ➔).
    • Click "Submit" (below), then "Yes".
  5. Wait 15 minutes.
    • Until the BIR email confirmation arrives.
    • Print 3 x "email confirmation".
    • Staple one "email confirmation" to one "eBIRForms 1603" (until you have 3 stapled sets).
  6. Pay at any accredited bank.
    • Get all copies stamped upon payment.
    • The bank keeps 2 copies.
    • Take one stamped copy back and store in your filing.
  7. Go back to Zipier.
    • On "To-Do", find the 1603.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG photo of the stamped 1603.

Print: 3 copies on Folio paper

Notes - Postal
  • Have the bank teller machine validate or stamp the form as evidence.
  • This form must be submitted even if no wages or tax are due. Submit a zero return and wait for the email confirmation. Keep copies for your own record.
  • If paying by check, the amount on the form must match the amount on the check. Do not submit multiple forms with a single check.
  • If paying late, you must go to the local RDO BIR branch and get your penalty computed by the Officer-In-Charge and pay at any accredited bank agents.

If the due date falls on a weekend:

  • Filing can be done during the weekend as long as it is confirmed before the closing of the due date.
  • Payment can be made the next working day.
Notes - Online
  1. Download eBIRForms.
  2. Run BIRForms.exe
  • If no wages or tax due, submit a zero return. Keep copies for your own record.

  • If paying late, go to the BIR and get the penalty computed by the Officer of the Day before paying.

  • To file and pay online, go to EFPS for instructions.


MSRF Pag-ibig contribution
Purpose

To submit monthly contributions for housing fund.

Interval: M

Full name: Membership Savings Remittance Form (MSRF)
Submission by mail
  • Employers with less than 10 employees may use XLS method or:
    • Fill up form using black ink.
    • Type and print all entries in capital letters.
    • Print and submit the form to the Pag-ibig office.
  • Do not round off or omit any decimal value.
  • New hires and the start date must also be reported on this form.
Submission online

If submitting by flash drive:

  1. On Zipier:
    • Check the details on the form. (see form ➔)
    • Click "Submit" and check "Download E-file: XLS file".
  2. Save the e-file on a flash drive.
  3. Take the flash drive to Pag-ibig.
  4. Pay the amount at the Pag-ibig office or any Pag-ibig payment facilities.
  5. Go back to Zipier.
    • On "To-Do", find the MSRF.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG photo of the receipt that shows payment.

If submitting by BancNet:

  1. On Zipier.
    • Open the MSRF.
    • Click "Submit" and check "Download E-file: TXT file".
  2. Open your bank's eGov converter.
    • Upload the generated E-file.
    • Check the info shows correctly.
    • Click "Convert".
    • You'll now have a file like "PAG-IBIG_MC030.MCL".
  3. Go back to Zipier.
    • Click "Submit".
  4. Login to e-Gov as Maker.
  5. Go to "Payments".
    • Under "Payment Service" select "Pagibig".
    • Select the profile to be used.
    • Under "File Format" select the latest MCL file.
    • Click "Upload".
  6. Log out.
  7. Proceed to payment. (see "Payment")

Print: 2 copies on Folio paper

Notes - Postal

Schedule of payment depends on the first letter of employer/business name:

  • A-D: 10th to 14th of the month
  • E-L: 15th to 19th of the month
  • M-Q: 20th to 24th of the month
  • all others: 25th to last day of month
Notes - Online

Schedule of payment depends on the first letter of employer/business name:

  • A-D: 10th to 14th of the month
  • E-L: 15th to 19th of the month
  • M-Q: 20th to 24th of the month
  • all others: 25th to last day of month

Philhealth RF-1
Purpose

To submit monthly contributions to the Philhealth insurance.

Interval: M

Full name: Employer's Remittance Report
Submission by mail
  • RF-1 must now be generated online.

  • Generate SPA via your own employer account using the EPRS.

    1. Login to https://eprs01.philhealth.gov.ph/
    2. Payment Management > Payment posting.
    3. Click the printer icon.
    4. Click "Generate SPA/PPPS".
    5. Click Submit.
  • Once paid, you may then save or print the form.

    1. Go to "Transaction Monitoring" > "Transaction History".
    2. Find the month covered.
    3. Click the Doc icon (Print eRF1) on the left of each month.
  • To report separated employees, indicate the names of separated employees on the form within 30 days from the date of separation and attach a letter that lists all of the separated employees.

Submission online
 
  1. Log in to EPRS.
  2. Go to "Remittance Management" > "Remittance Status".
    • Update the coverage period.
    • Update employees by copying in the amounts. (see form ➔)
      • Add new employees at "Employees Management" > "Add New Employee".
  3. Go to "Payment Management" > "Payment Posting".
    • Click the printer icon (on the right).
    • Click "Generate SPA" then "Submit".
  4. Choose payment option.
    • Once SPA's generated, print 2 copies. No need to print if paying online.
  5. Log out.
  6. Pay (see "Payment" section below).
  7. Go back to Zipier.
    • Click "Submit" (below), then "Yes".
 

Skip if paying by BancNet.

  1. Log in to EPRS.
  2. Go to "Payment Management" > "Payment posting".
    • Click the printer icon and select "Payment for posting".
    • Choose payment option.
    • Enter PAR OR number and payment date.
  3. Submit.
 

Once paid:

  1. Log in to EPRS.
  2. Go to "Transaction Monitoring" > "Transaction History".
    • Find the month in the list.
    • Click the Doc icon (at the start of the row).
    • Save the PDF.
  3. Log out.
  4. Go back to Zipier.
    • On "To-Do", find the RF-1.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG screenshot of the RF-1 from EPRS.

Print: 2 copies on Folio paper

Notes - Postal

Due date will depend on the last number of the employer's Philhealth number:

  • Philhealth number ending in 0-4 (every 11th-15th day of the month following the applicable period.)
  • Philhealth number ending in 5-9 (every 16th-20th day of the month following the applicable period.)
  • If the last day of the schedule falls on a weekend or holiday, the deadline shall be on the next working day.
Notes - Online
  • For new users, you need the digital certificate.
    1. Go to Online Services.
    2. Click "Login" to "EPRS" under "Contribution" section and follow the EPRS instructions on how to import the certificate.
  • The amount of payment should be the exact amount due indicated in the SPA.
  • Splitting of payment is not allowed.
  • Combining multiple months of payments is not allowed.

Submission Schedule:

  • Employers with Philhealth number ending in 0-4 (every 11th-15th day of the month following the applicable period.)
  • Employers with Philhealth number ending in 5-9 (every 16th-20th day of the month following the applicable period.)
  • If the last day of the schedule falls on a weekend or holiday, the deadline shall be on the next working day.

R-5 SSS summary
R-5 SSS summary Purpose

To submit all employee and employer contributions to SSS.

Interval: M

Full name: Contributions Payment Form
Submission by mail
  1. On Zipier:
    • Check the total amount due. (see form ➔)
    • Input the amount in words in the space above the signature.
    • Check the chosen "Form of payment".
    • Click "Sign" on the form.
    • Click "Submit" (below), then "Yes".
  2. Pay tax due. (see "Payment")
  3. Get the form and your receipt stamped.
  4. Take the stamped Payor's copy back and store in your filing..
  5. Go back to Zipier.
    • On "To-Do", find the R-5.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG photo of the stamped R-5.
Submission online

If submitting by BancNet:

  1. On Zipier.
    • Open the SSS R-3.
    • Click "Submit" and check "Download E-file".
  2. Open your bank's eGov converter.
    • Upload the generated E-file.
    • Check the info shows correctly.
    • Click "Convert".
    • You'll now have a file like "SSS_MCLNoMed_122716001.txt".
  3. Go back to Zipier.
    • Open the SSS R-5.
    • Click "Sign" on the form (see form ➔).
    • Click "Submit".
  4. Login to e-Gov as Maker.
  5. Go to "Payments".
    • Under "Payment Service" select "SSS Loans and Contributions".
    • Select the profile to be used.
    • Under "File Format" select "MCL-No Med" and choose the file like "SSS_MCLNoMed_122716001.txt".
    • Click "Upload".
  6. Log out.
  7. Pay. (see "Payment" below)

Print: 1 copies on Letter paper

Notes - Postal

Due date is based on the 10th digit of the SSS number:

  • 1 or 2 = 10th day of the month
  • 3 or 4 = 15th day of the month
  • 5 or 6 = 20th day of the month
  • 7 or 8 = 25th day of the month
  • 9 or 0 = last day of month
Notes - Online

Due date is based on the 10th digit of the SSS number:

  • 1 or 2 = 10th day of the month
  • 3 or 4 = 15th day of the month
  • 5 or 6 = 20th day of the month
  • 7 or 8 = 25th day of the month
  • 9 or 0 = last day of month

R3 SSS Report
R3 SSS Report Purpose

To submit a breakdown of each employee's contribution.

Interval: M

Full name: Contribution Collection List
Submission online

If you're submitting online, you must use Internet Explorer.

  1. Login to the online portal as Employer.
  2. Check payment has been posted.
    • Go to "E-services" then choose "Inquiry".
    • Click "Payment History" then "R5 Payments".
      • Enter the tax month covered by the payment.
  3. If you see the payment for the applicable month has been posted, then continue to the next step.
    • If you don't see the payment, check again another day.
  4. Go to "E-services" then choose "Submit Contribution Collection List".
  5. Choose "Create Collection List Online".
    • Enter the date on receipt and receipt number.
    • Enter amount paid on receipt.
    • Choose applicable month for payment.
  6. Update the employees list.
    • Copy these amounts into the SSS website. (see form ➔)
  7. Click "Submit".
  8. Go back to Zipier.
    • Click "Submit" (below), then "Yes".
    • On "To-Do", find the R-3.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG screenshot that confirms submission from the SSS website.

Print: 2 copies on Letter paper

Notes - Postal
  • If submitting online, no need to create LMS.
Notes - Online
  • If submitting by BancNet, you do not need to submit this online.
  • Must be submitted after the SSS has posted the payment for the applicable month.

SSS Loan Payment ML-1
SSS Loan Payment ML-1 Purpose

To submit loan payments collected from employees to SSS.

Interval: M

Full name: Monthly-Salary/Calamity/Educational/Emergency/Stock Investment Loan Payment Return
Submission by mail
  1. On Zipier:
    • Check the details on the form (see form ➔) are correct.
    • Click "Sign" on the form (see form ➔).
    • Click "Submit" (below), then "Yes".
  2. Print 3 copies.
  3. Pay (see "Payment" section below).
    • Get all copies stamped upon payment.
    • The bank keeps two copies.
    • Take one stamped copy back and store in your filing.
  4. Go back to Zipier.
    • On "To-Do", find the ML-1.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG photo of the stamped ML-1.
Submission online

If submitting by Bancnet:

  1. Use your bank's eGov converter to generate an updated LCL file.
    • Copy in the amounts from SSS ML-2 in Zipier.
  2. Go back to Zipier
    • Open the SSS ML-1.
    • Click "Sign" on the "ML-1" (see form ➔).
    • Click "Submit".
  3. Login to e-Gov as Maker.
  4. Go to "Payments".
    • Under "Payment Service" select "SSS".
    • Select the profile to be used.
    • Under "File Format" select "SSS-LCL" and choose the LCL file you generated.
    • Click "Upload".
  5. Log out.
  6. Pay. (See "Payment" section below)
  7. Go back to Zipier.
    • On "To-Do", find the ML-1.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG screenshot of the payment document from Bancnet.

Print: 3 copies on Letter paper

Notes - Postal
  • This form is then attached to form ML-2 for submission of employee payment details.
  • Paper filing is only for employers with 10 or below employees.
  • This form may be submitted online through BancNet.
Notes - Online
  • Paper filing is only for employers with 10 or below employees.

SSS ML-2
SSS ML-2 Purpose

To submit a breakdown of each employee's loan repayment to SSS.

Interval: M

Full name: Loan Collection List
Submission online

Must be submitted online using Internet Explorer.

  1. Login to the online portal as Employer.
  2. Go to "E-services" then choose "Submit Loan Collection List".
  3. Choose "Create Loan Collection List".
    • Enter the date on receipt and receipt number.
    • Enter amount paid on receipt.
    • Choose the month for payment.
  4. Add the employees.
    • Copy in each employee's SSS number into the SSS website. (see form ➔)
    • Copy the amount paid for each employee.
    • Tick "I certify that the information indicated herein are true and correct".
  5. Click "Submit".
  6. Save a screenshot of the confirmation.
  7. Log out.
  8. Go back to Zipier.
    • Click "Submit" (below), then "Yes".
    • On "To-Do", find the ML-2.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG screenshot that confirms submission from the SSS website.

Print: 2 copies on Folio paper

Notes - Postal
  • If submitting online, no need to create LMS.
Notes - Online
  • Must be submitted after the SSS has posted the payment for the month.
    • To check payment posting:
      1. Login to the online portal as Employer:
      2. Go to "E-services" then choose "Inquiry".
      3. Click "Short Term Loan" then "Loan Payments".
        • Enter the tax year for the payment.

 

Federal new hire forms

Er2 Employee report
Er2 Employee report Purpose

To report newly hired and separated employees to Philhealth.

Interval: Nhe

Full name: Report of Employee-Members
Submission by mail
  1. Check the details on the form. (see form ➔)
    • All columns should be filled except for "Date of Coverage".
    • Click "Sign" on the form.
    • Click "Submit" (below), then "Yes".
  2. Print two copies.
  3. If employees left during the period:
    • Tick "Download Separated employees letter".
    • Print two copies of the letter.
    • Staple one copy of the ER-2 to the letter (until you have two sets).
  4. Submit two copies to Philhealth.
    • Get both copies stamped.
    • Leave one stamped copy with Philhealth.
    • Take one stamped copy back and store in your filing.
  5. Go back to Zipier.
    • On "To-Do", find the ER-2.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG photo of the stamped ER-2 and letter.

Print: 2 copies on Letter paper

Notes - Postal
  • Employers must submit this form within 30 days of the start date.
  • No payment due.

R1-A new hire
R1-A new hire Purpose

To report newly hired and separated employees to the SSS.

Interval: Nhe

Full name: Employment Report
Submission by mail
  1. Check the details on the form. (see form ➔)
    • Click "Sign" on the form.
    • Click "Submit".
  2. If employees left during the period:
    • Tick "Download separated employees letter".
    • Then, click "Yes".
  3. Print two copies of the "R1-A" and letter.
    • Staple one copy of the "R1-A" to the letter (until you have two sets).
  4. Go to SSS and submit:
    • Get all copies of the "R1-A" and letter stamped upon submission.
    • Leave one copy of the "R1-A" and letter with SSS.
    • Take the remaining stamped copy and store in your filing.
  5. Go back to Zipier.
    • On "To-Do", find the R1-A.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG photo of the stamped R1-A.
Submission online
  • Separated employees can only be reported using manual submission.

For new hire reporting:

  1. Log-in to the online portal.
    • Click 'e-Services'.
    • Click 'Submit Employment Report'.
    • Copy in each employee's details into the SSS website (see form ➔).
  2. Go back to Zipier.
    • Click "Sign" on the form (see form ➔).
    • Click "Submit" (below).
    • If employees left during the period:
    • Tick "Download separated employees letter".
    • Then, click "Yes".
  3. On "To-Do", find the R1-A.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG screenshot that confirms submission from the SSS website.

Print: 2 copies on Letter paper

Notes - Postal
  • New hires must be reported within 30 days of the start date.
  • No payment is submitted with this form.
Notes - Online
  • New hires must be reported within 30 days of the start date.
  • No payment is submitted with this form.

R1-A off boarding
R1-A off boarding Purpose

To report newly hired and separated employees to the SSS.

Interval: Obe

Full name: Unemployment Report
Submission by mail
  1. Check the details on the form. (see form ➔)
    • Click "Sign" on the form.
    • Click "Submit".
  2. If employees left during the period:
    • Tick "Download separated employees letter".
    • Then, click "Yes".
  3. Print two copies of the "R1-A" and letter.
    • Staple one copy of the "R1-A" to the letter (until you have two sets).
  4. Go to SSS and submit:
    • Get all copies of the "R1-A" and letter stamped upon submission.
    • Leave one copy of the "R1-A" and letter with SSS.
    • Take the remaining stamped copy and store in your filing.
  5. Go back to Zipier.
    • On "To-Do", find the R1-A.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG photo of the stamped R1-A.
Submission online
  • Separated employees can only be reported using manual submission.

For new hire reporting:

  1. Log-in to the online portal.
    • Click 'e-Services'.
    • Click 'Submit Employment Report'.
    • Copy in each employee's details into the SSS website (see form ➔).
  2. Go back to Zipier.
    • Click "Sign" on the form (see form ➔).
    • Click "Submit" (below).
    • If employees left during the period:
    • Tick "Download separated employees letter".
    • Then, click "Yes".
  3. On "To-Do", find the R1-A.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG screenshot that confirms submission from the SSS website.

Print: 2 copies on Letter paper

Notes - Postal
  • New hires must be reported within 30 days of the start date.
  • No payment is submitted with this form.
Notes - Online
  • New hires must be reported within 30 days of the start date.
  • No payment is submitted with this form.

BIR 1902 TIN new reg.
BIR 1902 TIN new reg. Purpose

To register new hires, that don't have a TIN number, to the BIR.

Interval: Nhe

Full name: Application for Registration
Submission by mail
  • New hires with a TIN number don't need to complete this form.

For new hires without a TIN number:

  1. Complete form and submit a copy of the required document, to the employer. (see "Notes" section below)
    • Click "Sign" on the "1902". (see form ➔)
    • Click "Submit" (below) to forward "1902" to the employer, then "Yes".
  2. The employer will receive a Zipier email notification to sign the "1902".
    • Click "See form" in the email notification.
    • Click "Sign" on the "1902" (see form ➔).
    • Click "Submit" (below), then "Yes".
  3. Print 3 copies of the "1902".
  4. Submit the "1902" to BIR with a copy of the required document.
    • Get all copies of "1902" stamped.
    • Leave one to the BIR.
    • Give one to the employee.
    • Keep one for own records.
  5. Go back to Zipier.
    • On "To-Do", find the 1902.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG photo of the stamped 1902.
Submission online
  • New hires with a TIN number don't need to register.
  • Employers must be enrolled with eTIN if registering online.
 
  1. On Zipier:
    • Complete the "1902". (see form ➔)
    • Click "Sign".
    • Click "Submit" (below) to forward "1902" to your employer, then "Yes".
    • Submit a copy of the required document to your employer. (See "Notes" section below)
 
  1. You'll receive a Zipier email notification to sign the "1902".
    • Click "See form" in the email notification.
  2. Log in to eREG
    • Enter new hire's details by copying in from the completed "1902" on Zipier.
    • An xls file with the TIN number will automatically download.
  3. Print three copies of the xls file.
    • Have new hire sign all three copies.
  4. Go back to Zipier.
    • Click "Sign" on the "1902" (see form ➔).
    • Click "Submit" (below), then "Yes".
  5. Get a copy of one of the required documents (see "Notes" below) from the new hire.
  6. Submit to the BIR.
    • Have all copies stamped.
    • Leave one copy with the BIR.
    • Give one to the employee.
    • Keep one for your own records.
  7. Go back to Zipier.
    • On "To-Do", find the 1902.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG photo of the stamped 1902.

Print: 3 copies on Folio paper

Notes - Postal
  • Provide one of:
    • Birth certificate or any valid ID card of employee showing complete name, address, date of birth and signature.
    • Employment certificate or valid company ID with picture and signature.
  • If married, also provide:
    • Marriage contract.
  • If married with dependents, also provide one of:
    • Waiver of husband to claim additional exemption.
    • Birth certificate/s of dependent/s.
Notes - Online
  • Provide one of:
    • Birth certificate or any valid ID card of employee showing complete name, address, date of birth and signature.
    • Employment certificate or valid company ID with picture and signature.
  • If married, also provide:
    • Marriage contract.
  • If married with dependents, also provide one of:
    • Waiver of husband to claim additional exemption.
    • Birth certificate/s of dependent/s.

SSS new reg.
SSS new reg. Purpose

To furnish an SS number for employees who do not have one.

Interval: Nhe

Full name: Personal Record for Issuance of SS Number
Submission by mail
  • New hires with an SSS number don't need to complete this form.

For new hires without an SSS number:

 
  1. Complete the form and submit a copy of required document(s). (see "Notes" section below)
    • Click "Sign" on the "E-1". (see form ➔)
    • Click "Submit" and check "Download PDF".
  2. Print 3 copies of the "E-1".
  3. Submit the "E-1" to any SSS office with a copy of required document(s).
    • Have all copies stamped by the SSS.
    • Leave one copy with SSS.
    • Keep one copy for your filing.
 
  1. Once the employee provides their SSS number:
    • Go to Person > Pay > Tax, and enter their new SSS number.
  2. Go back to Zipier:
    • On "To-Do", find the E-1.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG photo of the stamped E-1.
Submission online
  • New hires with an SSS number don't need to register.
 
  1. Go to Online Registration.
    • Complete the online registration.
    • You will receive an email from SSS with a link to continue with online registration.
    • Once finished, the website will display your SSS number, Personal Record and SS Number Slip.
      • You will also receive an email confirmation with the Personal Record and SS Number Slip.
  2. Forward the email confirmation to your employer.
  3. Print the Personal Record, SS Number Slip and email confirmation from SSS.
  4. On Zipier:
    • Click "Sign".
    • Click "Submit" (below), then "Yes".
  5. Submit the printed copies of the SS Number Slip, Personal Record, and email confirmation along with a copy of the required document to the any SSS office. (See "Notes" section below)
 
  1. Once the employee provides their SSS number.
    • Go to Person > Pay > Tax, and enter their new SSS number.
  2. Go back to Zipier.
    • On "To-Do", find the E-1.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG screenshot of the email containing the employee's SSS number.

Print: 2 copies on Letter paper

Notes - Postal
  • New hires must submit the form with a copy of ONE of the primary or any TWO of the secondary documents:

    Primary Documents:

    • Birth Certificate
    • Baptismal Certificate
    • Passport
    • Professional Regulation Commission (PRC) Card
    • Driver's License

    Secondary Documents:

    • Record of Employment/Employer ID
    • GSIS Member’s Record
    • Certification from National Archives
    • Alien Certificate of Registration
    • School/Voter's Identification Card
    • Driver’s License
    • School ID
    • NBI Clearance
    • TIN card
    • Voter's ID
  • If married, provide a copy of Marriage Contract.

  • No payment needed.

Notes - Online
  • New hires must submit the form with a copy of any of the primary or any two of the secondary documents:

    Primary Documents:

    • Birth Certificate
    • Baptismal Certificate
    • Passport
    • Professional Regulation Commission (PRC) Card
    • Driver's License

    Secondary Documents:

    • Record of Employment/Employer ID
    • GSIS Member’s Record
    • Certification from National Archives
    • Alien Certificate of Registration
    • School/Voter's Identification Card
    • Driver’s License
    • School ID
    • NBI Clearance
    • TIN card
    • Voter's ID
  • If married, bring a copy of Marriage Contract.

  • If you have children, bring a copy of their birth certificate.

  • No payment needed.


Philhealth new reg.
Philhealth new reg. Purpose

To register a PhilHealth number for employees who don't have one. Also for updating or correcting member information.

Interval: Nhe

Full name: Member Registration Form
Submission by mail
  • New hires with a Philhealth number don't need to complete this form.

For new hires without a Philhealth number:

 
  1. Check the details on the form (see form ➔).
    • Add additional details about dependents, etc.
    • Click "Sign" on the form (see form ➔).
    • Click "Submit" (below), then "Yes".
  2. Print two copies of the PMRF.
  3. Provide two valid IDs.
  4. Submit the "PMRF" to any Philhealth office.
  5. Receive the "Member Data Record" containing your Philhealth number.
  6. Keep for your own filing.
 
  1. Once the employee provides their Philhealth number.
    • Go to Person > Pay > Tax, and enter their new Philhealth number.
  2. Also in Zipier.
    • On "To-Do", find the PMRF.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG image of the "Member Data Record".
Submission online
  • New hires with a Philhealth number don't need to register.
 
  1. Go to https://eregister.philhealth.gov.ph/
  2. Fill in your details and upload a scanned copy of your birth certificate or any valid ID.
  3. Go back to Zipier.
    • Click "Sign" on the form (see form ➔).
    • Click "Submit" (below), then "Yes".
  4. A transaction number will be given by email from Philhealth.
  5. You'll receive an email from Philhealth containing your new Philhealth number after 1 month.
  6. Forward the email containing your new Philhealth number to your employer.
 
  1. Once you receive the email containing the employee's new Philhealth number:
    • Go to Person > Pay > Tax, and enter their new Philhealth number.
  2. Go back to Zipier.
    • On "To-Do", find the PMRF.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG screenshot of the email containing the employee's Philhealth number.

Print: 2 copies on Letter paper

Notes - Postal
  • No payment needed for registration.
  • New hires don't need to complete the form if they are registered with Philhealth.
Notes - Online
  • No payment needed for registration.
  • New hires don't need to complete the form if they are registered with Philhealth.

Pagibig Registration
Pagibig Registration Purpose

To register new hires without a Pag-IBIG MID number.

Interval: Nhe

Full name: Member's Data Form
Submission by mail
  • New hires with a Pag-ibig number don't need to complete this form.

For new hires without a Pag-ibig number:

 
  1. Check the details on the form (see form ➔).
    • Click "Sign" on the form (see form ➔).
    • Click "Submit" (below), then "Yes".
  2. Print three copies.
  3. Provide a copy of your birth certificate or any valid ID.
  4. Go to a Pag-ibig office.
    • Have all copies stamped.
    • Leave one with Pag-ibig.
    • Keep one for your own filing.
    • Give one to your employer.
 
  1. Once the employee provides their Pag-ibig number:
  2. Go to Zipier:
    • On "To-Do", find the MDF.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG photo of the stamped MDF.
Submission online
 
  1. Enter your details into the Online Registration System.
  2. Go back to Zipier.
    • Click "Sign" on the MDF (see form ➔).
    • Click "Submit" (below), then "Yes".
  3. A text message will be sent with the tracking number, after registration.
  4. You will receive an email containing your permanent Pag-ibig number after 1 week.
  5. Forward the email containing the Pag-ibig number to your employer.
 
  1. Once the employee provides their Pag-ibig number:
  2. Go back to Zipier:
    • On "To-Do", find the MDF.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG screenshot of the email containing the employee's Pag-ibig number.

Print: 3 copies on Letter paper

Notes - Postal
  • No payment needed for registration.
Notes - Online
  • New hires don't need to complete the form if they are registered with Pag-IBIG.
  • No payment needed for registration.

 

Federal employee forms

BIR 2305 Exemption Cert
BIR 2305 Exemption Cert Purpose

For employees who have changes to their tax situation.

Interval: O

Full name: Certificate of Update of Exemption and of Employer and Employee’s Information
Submission by mail
 
  1. Complete form and submit a copy of the required document, to the employer. (see "Notes" section below)
    • Click "Sign" on the "2305". (see form ➔)
    • Click "Submit" (below) to forward "2305" to the employer, then "Yes".
 
  1. You will receive a Zipier email notification to sign the "2305".
    • Click "See form" on the email notification.
    • Click "Sign" on the "2305" (see form ➔).
    • Click "Submit" (below), then "Yes".
  2. Print 3 copies of the "2305".
  3. Submit the "2305" to BIR with a copy of the required document.
    • Get all copies of "2305" stamped.
    • Leave one copy to the BIR.
    • Take one stamped copy back and store in your filing.
    • Give one copy to the employee.
  4. Go back to Zipier.
    • On "To-Do", find the 2305.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG photo of the stamped 2305.
Notes - Postal
  • Submit this form to the BIR within 10 days of change.
  • Exemptions that are believed to be wrongfully claimed and/or submitted with errors will be considered a non-filing of form 2305.

Required documents from employee:

  • Change of Civil Status:
    • Marriage Contract.
    • Court Order (for declaration of nullity of marriage).
  • Qualified Dependent Children:
    • Photocopy of Birth Certificate of Dependent Children.
    • Waiver of husband on his right to claim additional exemption, if wife claims Court Order.
  • Qualified Dependent PWD:
    • Photocopy of PWD ID card issued by the Person's With Disability Affairs Office or the City/Municipal Social Welfare and Development Office where the PWD resides or the National Council on Disability Affairs.
    • Sworn Declaration/Identification of Qualified PWD-Dependent, Support and Relationship.
    • Birth Certificate of the PWD.
    • Medical Certificate attesting to dosability issued by in accordance with the implementing Rules and Regulations of Republic Act No. 10754.
    • Barangay Certification certifying that the PWD is living with the benefactor.

BIR 2316 ITR
BIR 2316 ITR Purpose

A certificate given to employees annually showing income, benefits and withholding taxes paid by the employee for the previous year.

Interval: A

Full name: Certificate of Compensation Payment / Tax Withheld
Submission by mail
 
  1. In Zipier.
    • Click "Sign" on the 2316 (see form ➔).
    • Click "Submit" (below) to forward "2316" to the employee, then "Yes".
  2. The employee will receive a Zipier email notification to sign the "2316".
 
  1. Click "See form" in the email notification.
    • Click "Sign" on the "2316" (see form ➔).
    • Click "Submit" (below), then "Yes", to complete the "2316".
 
  1. Print 3 copies of the "2316".
  2. Submit the "2316" to BIR.
    • Get all copies stamped.
    • Leave two copies to the BIR.
    • Take one stamped copy back and store in your filing.
  3. Go back to Zipier.
    • On "To-Do", find the "2316".
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG photo of the stamped 2316.

Print: 3 copies on Folio paper

Notes - Postal
  • Employers must issue the form to each employee on or before the 31st of January of the succeeding year in which payment was made.
  • Submit to BIR a copy by February 28 following the close of the calendar year.
  • Employers of (Minimum Wage Earner) MWEs are still required to issue the 2316 to the MWEs on or before January 31 of the following year.

MAT-1 maternity notification
MAT-1 maternity notification Purpose

To determine whether an employee is eligible for a maternity benefit from the SSS.

Interval: O

Full name: Maternity Notification
Submission by mail
 
  1. Complete form and submit a copy of the required document, to the employer. (see "Notes" section below)
    • Click "Sign" on the "MAT-1". (see form ➔)
    • Click "Submit" (below) to forward "MAT-1" to the employer, then "Yes".
 
  1. You will receive a Zipier email notification to sign the "MAT-1".
    • Click "See form" on the email notification.
    • Click "Sign" on the "MAT-1" (see form ➔).
    • Click "Submit" (below), then "Yes".
  2. Print 2 copies of the "MAT-1".
  3. Submit the "MAT-1" to SSS with a copy of the required document.
    • Get all copies of "MAT-1" stamped.
    • Leave one copy to the SSS.
    • Take the remaining stamped copy and store in your filing.
  4. Go back to Zipier.
    • On "To-Do", find the MAT-1.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG photo of the stamped MAT-1.
Submission online
  • Online submission of this form can only be done by the employer.
 
  1. Complete form and submit to the employer.
    • Click "Sign" on the "MAT-1". (see form ➔)
    • Click "Submit" (below) to forward "MAT-1" to the employer, then "Yes".
 
  1. You will receive a Zipier email notification to sign the "MAT-1".
    • Click "See form" on the email notification.
  2. Log-in to the online portal.
    • Click 'e-Services'.
    • Click 'Submit Maternity Notification'.
    • Copy in the details of the employee into the online portal. (see form ➔)
    • Click 'Add'.
  3. Go back to Zipier.
    • Click "Sign" on the form (see form ➔).
    • Click "Submit" (below), then "Yes".
    • On "To-Do", find the MAT-1.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG screenshot that confirms submission from the SSS website.

Print: 2 copies on Letter paper

Notes - Postal
  • One of the following documents must also be submitted:
    • Social Security card
    • Two valid IDs both with signature and at least one with photo.
  • This form must be submitted at least 60 days from the date of conception but not later than the date of delivery.
  • The benefit is only applicable for the first 4 pregnancies of the employee, including miscarriages.
  • Submission of this form doesn't guarantee payment of maternity benefit.
  • Employees claiming the benefit must have at least 3 monthly contributions within the 12-month period before the semester of expected delivery.
Notes - Online
  • One of the following documents must also be submitted:
    • Social Security card
    • Two valid IDs both with signature and at least one with photo.
  • This form must be submitted at least 60 days from the date of conception but not later than the date of delivery.
  • The benefit is only applicable for the first 4 pregnancies of the employee, including miscarriages.
  • Submission of this form doesn't guarantee payment of maternity benefit.
  • Employees claiming the benefit must have at least 3 posted monthly contributions within the 12-month period before the semester of expected delivery.

MAT-2 benefit reimbursement
MAT-2 benefit reimbursement Purpose

For the employer to apply for SSS reimbursement of maternity benefit, that the employer previously paid directly to the employee.

Interval: O

Full name: Maternity Benefit Reimbursement Application
Submission by mail
  • Must be completed after delivery, miscarriage or procedure.
 
  1. Complete form and submit a copy of the required document, to the employer. (see "Notes" section below)
    • Click "Sign" on the "MAT-2". (see form ➔)
    • Click "Submit" (below) to forward "MAT-2" to the employer, then "Yes".
 
  1. You will receive a Zipier email notification to sign the "MAT-2".
    • Click "See form" on the email notification.
    • Click "Sign" on the "MAT-2" (see form ➔).
    • Click "Submit" (below), then "Yes".
  2. Print 2 copies of the "MAT-2".
  3. Submit the "MAT-2" to SSS with a copy of the required documents. (see "Notes" section below)
    • Get all copies of "MAT-2" stamped.
    • Leave one copy to the SSS.
    • Take the remaining stamped copy and store in your filing.
  4. Go back to Zipier.
    • On "To-Do", find the MAT-2.
    • Click the blue "Tax form waiting..." icon.
    • Click "Yep, it's sent".
      • When asked for proof of submission, upload a JPG photo of the stamped MAT-2.

Print: 2 copies on Letter paper

Notes - Postal
  • Documents required from the employee:

    • Maternity Notification(MAT-1) stamped by SSS previously.
    • And the following documents depending on the situation:
      • For normal delivery, child's birth or fetal death certificate registered with the Local Civil Registrar.
      • For caesarean delivery, child's birth or fetal death certificate and any document issued by the hospital indicating the type of delivery.(Operating Room Record, Delivery Report, Detailed invoice showing delivery charges).
      • See guidebook for additional requirements for miscarriage, ectopic and hydatidiform mole.
  • Employers must submit the form with a copy of ONE of the primary or any TWO of the secondary documents::

    Primary documents:

    • Social Security card
    • Unified Multi-Purpose ID card
    • Passport
    • Professional Regulation Commission card

    Secondary documents:

    • Company ID card
    • ATM card (with cardholder's name)
    • Driver's license
    • Postal ID card
    • TIN card
    • Pag-IBIG card
    • Voter's ID

BIR 1905 info update
BIR 1905 info update Purpose

To report an update on the taxpayer's information to the BIR. Also used for transfer of RDO.

Interval: O

Full name: Application for Registration Information Update
Submission by mail
  • New hires with an RDO different from their current employer, must fill up and submit this form to their current RDO.
 
  1. Complete form and submit to BIR.
    • Click "Sign" on the "1905". (see form ➔)
    • Click "Submit" (below), then "Yes".
  2. Print 3 copies of the "1905".
  3. Submit the "1905" to BIR.
    • Get all copies of "1905" stamped.
    • Leave one to the BIR.
    • Give one to your employer.
    • Keep one for own filing.
 
  1. Once the employee provides the stamped 1905:
    • In Zipier:
      • On "To-Do", find the 1905.
      • Click the blue "Tax form waiting..." icon.
      • Click "Yep, it's sent".
        • When asked for proof of submission, upload a JPG photo of the stamped 1905.

Print: 3 copies on Folio paper

Notes - Postal
  • Must only be completed by employees who don't have the same BIR Revenue District Office as the employer.

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