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Submodules of eFPS External Module

Submodules of eFPS External Module. PART II. Enrollment. CHAPTER 3. The Enrollment submodule provides the taxpayer a Taxpayer Enrollment form for acquiring eFPS services. The taxpayer should accomplish the Enrollment procedure before using the e-Filing and e-Payment Facilities of the eFPS.

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Submodules of eFPS External Module

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  1. Submodules of eFPS External Module PART II

  2. Enrollment CHAPTER 3 The Enrollment submodule provides the taxpayer a Taxpayer Enrollment form for acquiring eFPS services. The taxpayer should accomplish the Enrollment procedure before using the e-Filing and e-Payment Facilities of the eFPS. External users (Taxpayers) use the Enrollment submodule to fill-out an application form and submit it to the Bureau of Internal Revenue (BIR). The taxpayer’s preferred eFPS user account information such as Username, Password and Challenge Question/Answer are also recorded through this form. The eFPS enrollment application is then processed and verified by the BIR for accuracy of information. An automatic email notification is sent to the taxpayer informing him/her on the status of the enrollment application. Only upon activation can the taxpayer successfully login to the eFPS and use its services. For corporate taxpayers, enrollment of a maximum of 3 usernames associated to a single T.I.N. and Branch Code combination is allowed. For individual taxpayers, only 1 username associated to a single T.I.N. and Branch Code combination is allowed. There are three (3) Enrollment Scenarios: • Enrollment for New Individual Accounts • Enrollment for New Corporate Accounts • Enrollment for Existing Corporate Accounts

  3. Scenario 1: Enrollment for New Individual Accounts For individual accounts, only 1 username associated to a single T.I.N. and Branch Code combination is allowed. Task Procedures Access eFPS Login Screen • To access eFPS Login Screen, please refer to Chapter 2 Accessing eFPS Login Screen.

  4. eFPS LOGIN SCREEN • Select <Enroll to eFPS> to proceed to Enrollment Form Screen. Select Enroll to eFPS

  5. eFPS ENROLLMENT FORM SCREEN • Enter the following data in the Enrollment Form. • Typeof Taxpayer (Corporate or Individual) - Choose Individual. • TIN – The first 9 digits in the TIN field is the tax identification number of the taxpayer. The last 3 digits of the TIN field is the Branch Code. • Registered Name – Disabled field. • Last Name - Last name of the TIN owner. Fill out Enrollment Form

  6. First Name - First name of the TIN owner. Middle Name - Middle name of the TIN owner. Date of Incorporation/Birth - Birth date of the TIN owner. House/Building No. - House no. or building no. of the TIN owner. Street - Street address of the TIN owner. City - City address of the TIN owner. Contact No. - Contact telephone no. of the TIN owner. E-mail - E-mail address of the TIN owner. You must supply a valid email since it will be used to provide you your password should you forget it later.Email Notification – Choose Yes if you wish to receive updates on changes in your user account, Filing summary and Payment summary. Username – Username to be used by the TIN owner for login purposes. Password - Password to be used by the TIN owner for login purposes. Confirm Password - Confirmation to the password previously entered by the TIN owner. Challenge Question – Preferred challenge question to be used by the TIN owner for login purposes.

  7. Answer - Answer to the TIN owner’s Challenge Question to be used by the TIN owner for login purposes. Confirm Answer - Confirmation to the answer previously entered by the TIN owner. • Note: Username, Password and answer to Challenge Question are case-sensitive. • After accomplishing the Enrollment Form, click on the Submit Button . • Notes on The Other Command Buttons: • Cancel - Returns the taxpayer to the previous page (Login Page). Clear - Clears all information in the form entered by the taxpayer. • Note: • If you have submitted the Enrollment Form successfully, a subscreen with the following message will pop up “Record accepted. BIR will be processing your enrollment. Please wait for email notification of status.” • Only 1 username associated to a single T.I.N. and Branch Code combination is allowed for an individual taxpayer. You can only submit another Enrollment Form if your previous Enrollment Form has been rejected. Otherwise, it will not be accepted.

  8. Scenario 2: Enrollment for New Corporate Accounts For corporate taxpayers, enrollment of a maximum of 3 usernames associated to a single T.I.N. and Branch Code combination is allowed. Task Procedures Access eFPS Login Screen • To access eFPS Login Screen, please refer to Chapter 2 Accessing eFPS Login Screen.

  9. eFPS LOGIN SCREEN • Select <Enroll to eFPS> to proceed to Enrollment Form Screen. Select Enroll to eFPS

  10. eFPS ENROLLMENT FORM SCREEN • Enter the following data in the Enrollment Form. • Typeof Taxpayer (Corporate or Individual) - Choose Corporate. • TIN – The first 9 digits in the TIN field is the tax identification number of the taxpayer. The last 3 digits of the TIN field is the Branch Code. • Registered Name – Disabled field. Registered name of the TIN owner is preloaded from the BIR database. • Last Name - Last name of the authorized representative of the company. Fill out Enrollment Form

  11. First Name - First name of the authorized representative of the company. Middle Name - Middle name of the authorized representative of the company. Date of Incorporation/Birth – Incorporation date of the TIN owner. House/Building No. - House no. or building no. of the TIN owner. Street - Street address of the TIN owner. City - City address of the TIN owner. Contact No. - Contact telephone no. of the TIN owner. E-mail - E-mail address of the TIN owner. You must supply a valid email since it will be used to provide you your password should you forget it later.Email Notification – Choose Yes if you wish to receive updates on changes in your user account, Filing summary and Payment summary. Username – Username to be used by the TIN owner for login purposes. Password - Password to be used by the TIN owner for login purposes. Confirm Password - Confirmation to the password previously entered by the TIN owner. Challenge Question – Preferred challenge question to be used by the TIN owner for login purposes.

  12. Answer - Answer to the TIN owner’s Challenge Question to be used by the TIN owner for login purposes. Confirm Answer - Confirmation to the answer previously entered by the TIN owner. • Note: Username, Password and answer to Challenge Question are case-sensitive. • After accomplishing the Enrollment Form, click on the Submit Button . • Notes on The Other Command Buttons: • Cancel - Returns the taxpayer to the previous page (Login Page). Clear - Clears all information in the form entered by the taxpayer. • Note: For corporate taxpayers, enrollment of a maximum of 3 usernames associated to a single T.I.N. and Branch Code combination is allowed. • If you have submitted the Enrollment Form successfully, this subscreen will pop up. • a) Click <Ok> if you want to enroll more users for this TIN no. • b) Click <Cancel> if you don’t want to enroll more users or if you want to enroll more users at a later time.

  13. Scenario 3: Enrollment for Existing Corporate Accounts For corporate taxpayers, enrollment of a maximum of 3 usernames associated to a single T.I.N. and Branch Code combination is allowed. Task Procedures Access eFPS Login Screen • To access eFPS Login Screen, please refer to Chapter 2 Accessing eFPS Login Screen.

  14. eFPS LOGIN SCREEN • Enter the following data in the <TIN>, <Username> and <Password> fields. • TIN - Tax Identification Number is the first 9 digits under the TIN field (numeric characters). The last 3 digits of the TIN is the Branch Code. The Branch code can be left blank and will be defaulted to 000. • Username - Username defined by the taxpayer during his enrollment. • Password - Password defined by the taxpayer during his enrollment. • Click on the Login Button . Login to eFPS

  15. eFPS CHALLENGE QUESTION SCREEN • Enter the answer to the preferred challenge question specified during enrollment in the <Answer> field. • Click on the Submit Button . Answer Challenge Question

  16. eFPS USER MENU SCREEN • Click on the Enroll More Users Button . Select Enroll More Users

  17. eFPS ENROLLMENT FORM SCREEN • Enter the following data in the Enrollment Form. • Typeof Taxpayer (Corporate or Individual) - Choose Corporate. • TIN – The first 9 digits in the TIN field is the tax identification number of the taxpayer. The last 3 digits of the TIN field is the Branch Code. • Registered Name – Disabled field. Registered name of the TIN owner is preloaded from the BIR database. • Last Name - Last name of the authorized representative of the company. Fill out Enrollment Form

  18. First Name - First name of the authorized representative of the company. Middle Name - Middle name of the authorized representative of the company. Date of Incorporation/Birth – Incorporation date of the TIN owner. House/Building No. - House no. or building no. of the TIN owner. Street - Street address of the TIN owner. City - City address of the TIN owner. Contact No. - Contact telephone no. of the TIN owner. E-mail - E-mail address of the TIN owner. You must supply a valid email since it will be used to provide you your password should you forget it later.Email Notification – Choose Yes if you wish to receive updates on changes in your user account, Filing summary and Payment summary. Username – Username to be used by the TIN owner for login purposes. Password - Password to be used by the TIN owner for login purposes. Confirm Password - Confirmation to the password previously entered by the TIN owner. Challenge Question – Preferred challenge question to be used by the TIN owner for login purposes.

  19. Answer - Answer to the TIN owner’s Challenge Question to be used by the TIN owner for login purposes. Confirm Answer - Confirmation to the answer previously entered by the TIN owner. • Note: Username, Password and answer to Challenge Question are case-sensitive. • After accomplishing the Enrollment Form, click on the Submit Button . • Notes on The Other Command Buttons: • Cancel - Returns the taxpayer to the previous page (Login Page). Clear - Clears all information in the form entered by the taxpayer. • Note: • If you have reached the maximum number of enrollees after successfully submitting the last Enrollment Form, a subscreen with the following message will pop up “Record accepted. BIR will be processing your enrollment. Please wait for email notification of status.Maximum number of enrollees reached.” • If you have NOT reached the maximum number of enrollees after successfully submitting the last Enrollment Form, a subscreen with the following message will pop up “Record accepted. BIR will be processing your enrollment. Please wait for email notification of status.” User is then returned to the user menu upon clicking the <OK> Button. • If you have already reached the maximum number of enrollees, the Enrollment Form will not be accepted.

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