Electronic Filing and Payment System Job Aid IR Form No. 1701 (Annual Income Tax Return) Withholding Tax Bureau of Internal Revenue Version 1 – November 2003 A. FORM DOWNLOAD 1) Enter the tax return year for filing in the <For The Year> field. Note: The <TIN> and <Name> field entries are preloaded from the BIR database. 2) Click on the OK Button. 3) Click on the link 1701_(TIN).zip that appears on top of the BIR Main | Help menu to download the form. You may opt to save the file or open it in its current location. Note: The link name is the form number and the 9-digit TIN of the user separated by an underscore [form#_TIN].
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Electronic Filing and Payment System Job Aid
BIR Form No. 1701 (Annual Income Tax Return) Withholding Tax
Bureau of Internal Revenue Version 1 – November 2003
A. FORM DOWNLOAD
1) Enter the tax return year for filing in the <For The Year> field.
Note:
The <TIN> and <Name> field entries are preloaded from the BIR
database.
2) Click on the OK Button.
3) Click on the link 1701_(TIN).zip that appears on top of the BIR Main | Help menu to
download the form. You may opt to save the file or open it in its current location.
Note:
The link name is the form number and the 9-digit TIN of the user
separated by an underscore [form#_TIN].
Electronic Filing and Payment System Job Aid
BIR Form No. 1701 (Annual Income Tax Return) Withholding Tax
Bureau of Internal Revenue Version 1 – November 2003
Electronic Filing and Payment System Job Aid
BIR Form No. 1701 (Annual Income Tax Return) Withholding Tax
Bureau of Internal Revenue Version 1 – November 2003
IMPORTANT:
Form 1701 is composed of 2 Excel worksheets/tabs: (1) [1701] and (2) [Schedules].
To shift between the two worksheets, click on the tabs at the bottom of the file.
[1701]
[Schedules]
Electronic Filing and Payment System Job Aid
BIR Form No. 1701 (Annual Income Tax Return) Withholding Tax
Bureau of Internal Revenue Version 1 – November 2003
B. FILLING UP THE FORM
[1701] In Item no. 1 <For the Month (MM/YYYY)> field, the month and the year
selected at the form download page is automatically populated. This field is not
editable.
Item no. 2 <Amended Return?> is automatically uploaded based on whether or not
the taxpayer has filed a return for the same return period. This field is not modifiable.
In Item no. 1 <For the Year> field, enter the year.
1) In Item no. 19 <ATC> (of Taxpayer), use the dropdown list icon to select “Business”
or “Mixed Income”.
Note:
If Item no. 24 <Exemption Status> is set to “Married”, select
“Compensation” , “Business” or “Mixed Income” in Item no. 21 <ATC> (of
Spouse).
Electronic Filing and Payment System Job Aid
BIR Form No. 1701 (Annual Income Tax Return) Withholding Tax
Bureau of Internal Revenue Version 1 – November 2003
2) In Item no. 22 <Method of Deduction> (of Taxpayer), select “Itemized Deduction” or
“Optional Standard Deduction”.
Note:
If Item no. 24 <Exemption Status> is set to “Married”, select “Itemized
Deduction” or “Optional Standard Deduction” in Item no. 23 <Method
of Deduction> (of Spouse).
Selecting “Itemized Deduction” will disable Schedule 6 of Section B.
Selecting “Optional Standard Deduction” will disable Schedule 7 of
Section B.
Electronic Filing and Payment System Job Aid
BIR Form No. 1701 (Annual Income Tax Return) Withholding Tax
Bureau of Internal Revenue Version 1 – November 2003
3) If Item no. 24 <Exemption Status> is set to “Married”, supply values in Item no.
24A <Number of Qualified Dependent Children>.
4) If Item no. 24 <Exemption Status> is set to “Married”, select “Yes” or “No” in
Item no. 24B <Is the wife claiming the additional exemption for qualified
dependent children?>.
5) In Item no. 25 <Are you availing of tax relief under Special Law /
International Tax Treaty?> field, select “Yes” or “No” to indicate if you are availing
of tax relief or not.
Note:
If the selected option is “Yes”, the specify portion is enabled. Select “Special
Rate” or “International Tax Treaty” from the dropdown list.
If the selected option is “No”, the specify portion is disabled with no selected
value.
Electronic Filing and Payment System Job Aid
BIR Form No. 1701 (Annual Income Tax Return) Withholding Tax
Bureau of Internal Revenue Version 1 – November 2003
6) In Part II Computation of Tax click on the blue link Schedule 1 to fill up Gross
Taxable Compensation Income details.
Note:
The fields of Items 26A and 26B are disabled since these fields need to
be filled up in Schedule 1.
Electronic Filing and Payment System Job Aid
BIR Form No. 1701 (Annual Income Tax Return) Withholding Tax
Bureau of Internal Revenue Version 1 – November 2003
7) In [Schedules] Schedule 1 of the tax form, supply the values for Name of Employer,