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Federal payroll forms

BIR 2305 Exemption Cert

1601-C Salary taxes

1604-CF Salary taxes

1603 Fringe benefit

MSRF Pag-ibig contribution

Er2 Employee report

Philhealth RF-1

R-5 SSS summary

R3 SSS Report

SSS Loan Payment ML-1

SSS ML-2

R1-A new hire

MAT-1 maternity notification

MAT-2 benefit reimbursement

BIR 1905 info update

BIR 1902 TIN new reg.

SSS new reg.

Philhealth new reg.

Pagibig Registration

Federal employee forms

BIR 2316 ITR



 

Federal payroll forms

BIR 2305 Exemption Cert
BIR 2305 Exemption Cert Purpose:

For employees who have changes to their tax situation.

Interval: Nhe

Full name: Certificate of Update of Exemption and of Employer’s and Employee’s Information
Submission by mail:
  • The employee must submit this form to the employer with the necessary supporting documents.
  • The employer must submit this form along with the supporting documents to their respective BIR Office on or before the 10th day of the following month.
Submission online:
  • Follow this filename format 999999999_99999_mmddyyyy_2305_username.csv
    • First nine digits = employer's TIN number.
    • Next 5 digits = Withholding Agent's Branch Code.
    • Date = date of information update.
    • 2305 = form number.
    • username = encoder's name.
  • The employer may electronically file the form using any of the formats using the Data Entry Module.
    • Microsoft Excel CSV Format.
    • Taxpayer's own extract program.
  • Employers must validate documentary requirements submitted by employees.
  • Must be sent via e-mail to: birform_2305@bir.gov.ph
Notes - Postal:
  • Exemptions that are believed to be wrongfully claimed and/or submitted with errors will be considered as a non-filing of BIR Form 2305.

Documentary Requirements:

  • 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.
  • Dependents must not be more than 21 years of age, married and employed except if the dependent is incapable of self-support because of mental or physical defect or a person with disability.
Notes - Online:
  • Exemptions that are believed to be wrongfully claimed or submitted with errors will be considered as non-filing.

Documentary Requirements:

  • Change of Civil Status:
    • Marriage Contract.
    • Court Order (for nullity of marriage).
  • Qualified Dependent Children:
    • Photocopy of Birth Certificate.
    • Waiver of husband on his right to claim additional exemption, if wife claims Court Order.
  • Qualified Dependent PWD:
    • Photocopy of PWD ID card.
    • Sworn Declaration/Identification of Qualified PWD-Dependent, Support and Relationship.
    • Birth Certificate of PWD.
    • Barangay Certification stating the PWD is living with the employee.

1601-C Salary taxes
1601-C Salary taxes Purpose:

To file withholding taxes 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.
  • Keep one stamped copy for own records.
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 1 stamped copy back and file.
  7. Go back to Zipier.
    • On "To-Do", find the 1601-C.
    • Click the blue "Tax form waiting..." icon.
    • Lastly, click "Yep, it's sent".

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 by mail:
  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 1 stamped copy back and file.
  7. Go back to Zipier.
    • On "To-Do", find the 1601-C.
    • Click the blue "Tax form waiting..." icon.
    • Lastly, click "Yep, it's sent".

Generate employees summary using Alphalist Data Entry & Validation Module.

  • The following are the different schedules for the Alphalist
    • Employee terminated during the year.
    • Employees hired with no previous employer within the past year.
    • Employees hired with a previous employer within the year.
    • Employees who are minimum wage earners.
  • Submit the Alphalist to esubmission@bir.gov.ph with the following information:
Submission online:

Generate employees summary using Alphalist Data Entry & Validation Module.

  • The following are the different schedules for the Alphalist
    • Employee terminated during the year.
    • Employees hired with no previous employer within the past year.
    • Employees hired with a previous employer within the year.
    • Employees who are minimum wage earners.
  • Submit the Alphalist through the following options:
    • As an attachment in the Electronic Filing and Payment System.
    • Through email submission at dedicated BIR email addresses using the data entry module of the BIR.
    • Through email submission using the BIR's website address at esubmission@bir.gov.ph with the following information:
  • Employers can file and pay through any Authorized Agent Banks of their respective Revenue District Office.
  • 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.
  • Make sure all of the copies of the form are stamped upon payment.
  • Employers must keep one stamped copy of the form for their records.

Print: 3 copies on Folio paper

Notes - Postal:
  • Download Alphalist Data Entry and Validation Module.
  • Create a username and password.
  • After successfully creating a username and password, select and open the icon for the appropriate BIR Forms to be accomplished.
  • Fill up all of the applicable fields and boxes for each of the different schedules of the alphalist.
  • Click the "Generate File" button. The "SAVE AS" screen shall be displayed on top of the menu.
  • Click the "Save" button to convert the data contained in the accomplished schedules into a CSV data file format("DAT" file) and to store the same in the "eAlpha" folder.
  • Check the information in the accomplished alphalist using the Alphalist Validation Module.
  • If there is no error detected, a "Validation Successful" message will appear.
Notes - Online:
  • These are the steps for generating the Alphalist:

  • Download Alphalist Data Entry and Validation Module.
  • Create a username and password.
  • After successfully creating a username and password, select and open the icon for the appropriate BIR Forms to be accomplished.
  • Fill up all of the applicable fields and boxes for each of the different schedules of the alphalist.
  • Click the "Generate File" button. The "SAVE AS" screen shall be displayed on top of the menu.
  • Click the "Save" button to convert the data contained in the accomplished schedules into a CSV data file format("DAT" file) and to store the same in the "eAlpha" folder.
  • Check the information in the accomplished alphalist using the Alphalist Validation Module.
  • If there is no error detected, a "Validation Successful" message will appear.

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

  • 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.

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.
    • 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 1 stamped copy back and file.
  7. Go back to Zipier.
    • On "To-Do", find the 1603.
    • Click the blue "Tax form waiting..." icon.
    • Lastly, click "Yep, it's sent".

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:
  1. On Zipier:
    • Check the details on the form. (see form ➔)
    • Click "Submit" and check "Download E-file".
  2. Save the .xls 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.
    • Lastly, click "Yep, it's sent".

If submitting by BancNet:

  1. Use your bank's eGov converter to generate an updated MCL file.
    • Copy in the amounts (see form ➔).
  2. Go back to Zipier
    • Click "Submit".
  3. Login to e-Gov as Maker.
  4. Go to "Payments".
    • Under "Payment Service" select "Pagibig".
    • Select the profile to be used.
    • Under "File Format" select the latest MCL file.
    • Click "Upload".
  5. Log out.
  6. Proceed to payment. (see "Payment")

Print: 2 copies on Folio paper

Notes - Postal:
  • File name format is already set to "EMPLOYERID + DATE OF CONTRIBUTION(YYYYMM).xls".

Schedule of Payments 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:
  • File name format is already set to "EMPLOYERID + DATE OF CONTRIBUTION(YYYYMM).xls".

Schedule of Payments 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

Er2 Employee report
Er2 Employee report Purpose:

To report new hires 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, submit a formal letter with a list of separated employees and attach to this form.
  4. Submit two copies to Philhealth.
    • Get both copies stamped.
    • Leave one stamped copy with Philhealth.
    • Take one stamped copy back for your records.
  5. Go back to Zipier.
    • On "To-Do", find the ER-2.
    • Click the blue "Tax form waiting..." icon.
    • Lastly, click "Yep, it's sent".

Print: 2 copies on Letter paper

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

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. 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.
  2. Log out.
  3. Go back to Zipier.
    • On "To-Do", find the RF-1.
    • Click the blue "Tax form waiting..." icon.
    • Lastly, click "Yep, it's sent".

Print: 2 copies on Folio paper

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.

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: Employer Contributions Payment Form
Submission by mail:
  1. In Zipier,
    • Check the total amount due. (see form ➔)
    • Input the amount in words in the space above the signature.
    • 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 for your records.
  5. Go back to Zipier.
    • On "To-Do", find the R-5.
    • Click the blue "Tax form waiting..." icon.
    • Lastly, click "Yep, it's sent".
Submission online:

If submitting by BancNet:

  1. Use your bank's eGov converter to generate an updated MCL file.
    • Copy in the amounts from SSS R-3 in Zipier.
  2. Go back to Zipier
    • Open the SSS R-5.
    • Click "Sign" on the form (see form ➔).
    • Click "Submit".
  3. Login to e-Gov as Maker.
  4. 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 MCL file you generated.
    • Click "Upload".
  5. Log out.
  6. Pay. (see "Payment" below)
  7. Go back to Zipier.
    • On "To-Do", find the R-5.
    • Click the blue "Tax form waiting..." icon.
    • Lastly, click "Yep, it's sent".

Print: 1 copies on Letter paper

Notes - Postal:

The 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:

The 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 summary of the total amount paid and employee contribution list.

Interval: M

Full name: R3 Employee 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 Contribution Collection List".
  3. Choose "Create Collection List Online".
    • Enter the date on receipt and receipt number.
    • Enter amount paid on receipt.
    • Choose applicable month for payment.
  4. Update the employees list.
    • Copy these amounts into the SSS website. (see form ➔)
  5. Click "Submit".
  6. Log out.
  7. Go back to Zipier.
    • Click "Submit" (below), then "Yes".
    • On "To-Do", find the R-3.
    • Click the blue "Tax form waiting..." icon.
    • Lastly, click "Yep, it's sent".

Print: 2 copies on Letter 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 applicable month.
    • To check payment posting:
      1. Login to the online portal as Employer:
      2. Go to "E-services" then choose "Inquiry".
      3. Click "Payment History" then "R5 Payments".
        • Enter the tax month covered by the payment.

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:
    • 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 of "ML-1" and receipt stamped.
    • Staple one "ML-1" to one copy of the receipt.
  4. Bring stamped "ML-1" and receipt to SSS.
    • Get all copies of "ML-1" and receipt received and stamped by SSS.
    • Take one stamped copy back for your records.
  5. Go back to Zipier.
    • On "To-Do", find the ML-1.
    • Click the blue "Tax form waiting..." icon.
    • Lastly, click "Yep, it's sent".
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.
    • Lastly, click "Yep, it's sent".

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.
Notes - Online:
  • This form may be submitted online through BancNet.
  • If the Reference Receipt Number is not uploaded in the SSS records, the SSS website will not accept the form."

SSS ML-2
SSS ML-2 Purpose:

To submit employees list with loan payments to SSS.

Interval: M

Full name: SSS ML-2
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 Collection List Online".
    • Enter the date on receipt and receipt number.
    • Enter amount paid on receipt.
    • Choose applicable month for payment.
  4. Update the employees list.
    • Copy these amounts into the SSS website. (see form ➔)
    • Indicate "Total Number of Employees" and "Total Amount Paid".
  5. Click "Submit".
  6. Log out.
  7. Go back to Zipier.
    • Click "Submit" (below), then "Yes".
    • On "To-Do", find the ML-2.
    • Click the blue "Tax form waiting..." icon.
    • Lastly, click "Yep, it's sent".

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 applicable 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.

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 "R1-A". (see form ➔)
    • Newly hired and separated employees must be reported.
    • Click "Sign" on the form.
    • Click "Submit" (below), then "Yes".
  2. If employees left during the period, submit a formal letter with a list of separated employees and attach to this form.
  3. Print two copies of the "R1-A" and letter.
  4. Submit to SSS.
    • Get all copies of the "R1-A" and letter stamped upon submission.
    • Leave one copy of the "R1-A" and letter with the SSS.
    • Take remaining stamped copies for your records.
  5. Go back to Zipier.
    • On "To-Do", find the R1-A.
    • Click the blue "Tax form waiting..." icon.
    • Lastly, click "Yep, it's sent".
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'.
    • Enter the details of the newly hired employee and click 'Add'. Do this for the rest of the employees.
  2. Go back to Zipier.
    • Click "Sign" on the form (see form ➔).
    • Click "Submit" (below), then "Yes".
    • On "To-Do", find the R1-A.
    • Click the blue "Tax form waiting..." icon.
    • Lastly, click "Yep, it's sent".

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.

MAT-1 maternity notification
MAT-1 maternity notification Purpose:

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

Interval: Nhe

Full name: Maternity Notification
Submission by mail:

Employee:

  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".

Employer:

  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 one stamped copy back for your records.
  4. Go back to Zipier.
    • On "To-Do", find the MAT-1.
    • Click the blue "Tax form waiting..." icon.
    • Lastly, click "Yep, it's sent".
Submission online:
  • Online submission of this form can only be done by the employer. Employee:
  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".

Employer:

  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'. Do this for the rest of the employees.
  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.
    • Lastly, click "Yep, it's sent".

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.
  • Submission of this form doesn't guarantee payment of maternity benefit.
  • The SSS will assess the form submitted by the employee.
  • Processing of this form is at least 1 month.
  • Employees claiming the benefit must have at least 3 posted monthly contributions within the 12-month period before the semester of expected delivery.
  • 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.

MAT-2 benefit reimbursement
MAT-2 benefit reimbursement Purpose:

To reimburse maternity benefit paid to employee from the SSS.

Interval: Nhe

Full name: Maternity Benefit Reimbursement Application
Submission by mail:
  • The SS number and name of the employee claiming the benefit must be written in all the supporting documents submitted.
  • This form must be submitted with any one of the Employer's primary documents or any two of the secondary documents both with signature and at least one with photo:

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

Print: 2 copies on Letter paper

Notes - Postal:

This form must be submitted with the following documents:

  • Maternity Notification duly received by SSS prior to the procedure
  • And the following documents depending on the situation:
    • For normal delivery, child's birth or fetal death certificate duly 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

The full amount of the maternity benefit shall be given in advance by the employer, within thirty days from the date of filing maternity leave.


BIR 1905 info update
BIR 1905 info update Purpose:

To report an update on the taxpayer's information to the BIR.

Interval: Nhe

Full name: Application for Registration Information Update
Submission by mail:
  • New hires must fill up and submit to their employer.
Submission online:
  • Employers must use eREG to register a TIN number for employees online.
    1. Enter the employees details in the eREG system.
    2. A downloadable xls file will be available to the employer.
    3. Print two copies. Give one to the employee and another to the BIR attached with a copy of the birth certificate of the employee.

Print: 3 copies on Folio paper

Notes - Postal:
  • Document requirement for employees registering for a Taxpayer Identification Number:
    • Birth certificate or any valid identification card of applicant showing complete name, address, date of birth and signature (Driver's license, PRC ID or passport)
    • Marriage contract, if applicable
    • Waiver of husband to claim additional exemption, if applicable.
    • Birth certificate/s of dependent/s, if applicable.
    • Employment certificate or valid company ID with picture and signature, if available.
  • Possession of more than one Taxpayer Identification Number is punishable by law.
Notes - Online:
  • Employers must be enrolled with eTIN if registering employees online.
  • Employers must register employees that do not have a TIN number.

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: TIN number request
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 ER-2.
    • Click the blue "Tax form waiting..." icon.
    • Lastly, click "Yep, it's sent".
Submission online:
  • New hires with a TIN number don't need to register.
  • Employers must be enrolled with eTIN if registering online.

Employee:

  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)

Employer:

  1. You'll receive a Zipier email notification to sign the "1902".
    • Click "See form" in the email notification.
  2. Go 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 the form.
  4. Go back to Zipier.
    • Click "Sign" on the "1902" (see form ➔).
    • Click "Submit" (below), then "Yes".
  5. Get copy of required documents from new hire.
  6. Submit to the BIR.
    • Have all copies stamped.
    • Leave one to the BIR.
    • Give one to the employee.
    • Keep one for own records.
  7. Go back to Zipier.
    • On "To-Do", find the 1902.
    • Click the blue "Tax form waiting..." icon.
    • Lastly, click "Yep, it's sent".

Print: 3 copies on Folio paper

Notes - Postal:
  • Required documents from employee:
    • Birth certificate or any valid ID card of employee showing complete name, address, date of birth and signature.
    • Marriage contract, if applicable.
    • Waiver of husband to claim additional exemption, if applicable.
    • Birth certificate/s of dependent/s, if applicable.
    • Employment certificate or valid company ID with picture and signature, if available.
Notes - Online:
  • Required documents from employee:
    • Birth certificate or any valid ID card of employee showing complete name, address, date of birth and signature.
    • Marriage contract, if applicable.
    • Waiver of husband to claim additional exemption, if applicable.
    • Birth certificate/s of dependent/s, if applicable.
    • Employment certificate or valid company ID with picture and signature, if available.
  • No one should have more than one TIN number.

SSS new reg.
SSS new reg. Purpose:

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

Interval: Nhe

Full name: SSS number request
Submission by mail:
  • New hires with an SSS number don't need to complete this form.

For new hires without an SSS number:

Employee:

  1. Complete the form and submit a copy of the required document, to the SSS. (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 SSS with a copy of the required document.
    • Get all copies of "E-1" received by the SSS.
    • Leave one to the SSS.
    • Keep one for own record.

Employer:

  1. Once the employee provides their SSS number:
    • In Zipier:
      • On "To-Do", find the E-1.
      • Click the blue "Tax form waiting..." icon.
      • Lastly, click "Yep, it's sent".
  2. Update the employee's SSS number.
Submission online:
  • New hires with an SSS number don't need to register.

Employee:

  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. Print the Personal Record, SS Number Slip and email confirmation from SSS.
  3. On Zipier:
    • Click "Sign".
    • Click "Submit" (below), then "Yes".
  4. Submit the SS Number Slip with a copy of the required document. (See "Notes" section below)

Employer:

  1. Once the employee provides their SSS number:
    • Go back to Zipier.
      • On "To-Do", find the E-1.
      • Click the blue "Tax form waiting..." icon.
      • Lastly, click "Yep, it's sent".
  2. Update the employee's SSS number.

Print: 2 copies on Letter paper

Notes - Postal:
  • 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, 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 furnish a PhilHealth number for employees who don't have one. Also for updating or correcting member information.

Interval: Nhe

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

For new hires without a Philhealth number:

Employee:

  1. Check the details on the form (see form ➔).
    • Click "Sign" on the form (see form ➔).
    • Click "Submit" (below), then "Yes".
  2. Print two copies of the PMRF.
  3. Provide a copy of your birth certificate or any valid ID.
  4. Submit to your employer.

Employer:

  1. Submit the "PMRF" to Philhealth.
  2. Go back to Zipier.
    • On "To-Do", find the PMRF.
    • Click the blue "Tax form waiting..." icon.
    • Lastly, click "Yep, it's sent".
  3. Update the employee's Philhealth number.
Submission online:
  • New hires with a Philhealth number don't need to register.
  • Register online. Employee:
  1. New hire must enter their details.
    • Upload a scanned copy of your birth certificate or any valid ID.
  2. Go back to Zipier.
    • Click "Sign" on the form (see form ➔).
    • Click "Submit" (below), then "Yes".
  3. A transaction number will be given by email.
  4. You will receive an email containing your permanent Philhealth number after 1 month.

Employer:

  1. Once the employee provides their Philhealth number:
  2. Go back to Zipier.
    • On "To-Do", find the PMRF.
    • Click the blue "Tax form waiting..." icon.
    • Lastly, click "Yep, it's sent".
  3. Update the employee's Philhealth number.

Print: 1 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: Pag-IBIG number request
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:

Employee:

  1. Check the details on the form (see form ➔).
    • Click "Sign" on the form (see form ➔).
    • Click "Submit" (below), then "Yes".
  2. Provide a copy of your birth certificate or any valid ID.
  3. Submit to Pag-ibig.

Employer:

  1. Once the employee provides their Pag-ibig number:
    • In Zipier:
      • On "To-Do", find the MDF.
      • Click the blue "Tax form waiting..." icon.
      • Lastly, click "Yep, it's sent".
  2. Update the employee's Pag-ibig number.
Submission online:

Employee:

  1. Enter your details in 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. Contact Pag-ibig 3 days after registration.
    • Provide your tracking number.
    • Get your permanent MID number.

Employer:

  1. Once the employee provides their Pag-ibig number:
    • In Zipier:
      • On "To-Do", find the MDF.
      • Click the blue "Tax form waiting..." icon.
      • Lastly, click "Yep, it's sent".
  2. Update the employee's Pag-ibig number.

Print: 2 copies on Letter paper

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

 

Federal employee forms

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 For Compensation Payment With or Without Tax Withheld
Submission by mail:
  • Employers must issue the form to each employee on or before the 31st of January of the succeeding year in which payment was made.
  • File/submit to the BIR the duplicate copy, duly signed by both the employer and employee, not later than February 28 following the close of the calendar year.
  • Keep one copy for your own records.

Print: 2 copies on Folio paper

Notes - Postal:

Substituted Filing: when the employer's annual return (Form 1604CF) may be considered as the “substitute” Income Tax Return (ITR, Form 1700) of employee if the employee signs the substitution filing.

Qualifications for Substituted Filing:

  • Employee receives purely compensation income (regardless of amount) during the taxable year.
  • Employee receives income from a single employer in the Philippines during the taxable year.
  • The amount of tax due from the employee at the end of the year equals the amount of tax withheld by the employer.
  • If married, the employee's spouse also complies with all three (3) aforementioned conditions, or otherwise no income.
  • The employer files BIR Form No. 1604-CF.
  • Employee has BIR Form 2316 or BIR Form 2306 issued by his employer.

Employers of (Minimum Wage Earner) MWEs are still required to issue BIR Form No. 2316 to the MWEs on or before January 31 of the following year.


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