What to prepare before you file
Reviewed by Mar Angelo N. Revelo, founder of PhilForms.
54 forms have a "Before you file" checklist taken from the issuing agency's own guidelines. Each line on the form page links the document it came from and the date it was checked.
Not affiliated with BIR, SSS, PhilHealth, Pag-IBIG or any government agency.
BIR (43)
- BIR 1701Q: Quarterly Income Tax Return for Individuals, Estates and Trusts — who files: Resident citizens, resident aliens, non-resident citizens and non-resident aliens engaged in trade, business or practice of profession file…
- BIR 1701A: Annual Income Tax Return for Individuals Earning Income Purely from Business/Profession
- BIR 1700: Annual Income Tax Return for Individuals Earning Purely Compensation Income
- BIR 1701: Annual Income Tax Return for Individuals, Estates and Trusts
- BIR 2551Q: Quarterly Percentage Tax Return
- BIR 2550Q: Quarterly Value-Added Tax (VAT) Return — who files: VAT-registered persons, and persons required to register for VAT who failed to, file this return each quarter until the VAT registration is…
- BIR 1601C: Monthly Remittance Return — who files: Every withholding agent or payor required to withhold taxes on compensation paid to employees files this monthly remittance return.
- BIR 0619-E: Monthly Remittance Form of Creditable Income Taxes Withheld (Expanded) — who files: Every withholding agent or payor required to withhold taxes on income payments subject to expanded or creditable withholding tax files this…
- BIR 0619-F: Monthly Remittance Form of Final Income Taxes Withheld — who files: Every withholding agent or payor required to withhold taxes on income payments subject to final withholding tax files this remittance form.
- BIR 1601-EQ: Quarterly Remittance Return of Creditable Income Taxes Withheld (Expanded) — who files: Every withholding agent or payor required to withhold taxes on income payments subject to creditable withholding tax files this quarterly…
- BIR 1604-C: Annual Information Return of Income Taxes Withheld on Compensation — who files: Every employer or withholding agent, whether an individual, estate, trust, partnership, corporation, government agency, GOCC or LGU,…
- BIR 1604-E: Annual Information Return of Creditable Income Taxes Withheld (Expanded)/ — who files: Every withholding agent or payor required to withhold expanded withholding tax, or making payments not subject to withholding but subject…
- BIR 1901: Application for Registration
- BIR 1902: Application for Registration
- BIR 1903: Application for Registration
- BIR 1905: Application for Registration Information Update/Correction/Cancellation
- BIR 0605: Payment Form — who files: Every taxpayer uses this form to pay taxes and fees that need no tax return, such as a second income tax installment, deficiency or…
- BIR 1702Q: Quarterly Income Tax Return for Corporations and Partnerships — who files: Every corporation, partnership, joint stock company, joint account, association and government-owned or controlled corporation files this…
- BIR 1600-PT: Monthly Remittance Return of Other Percentage Taxes Withheld — who files: Government offices, LGUs and GOCCs paying private persons and firms, and payors to persons subject to percentage tax who opted to have that…
- BIR 1600-VT: Monthly Remittance Return of Value-Added Tax Withheld — who files: Government offices, LGUs and GOCCs paying private persons and firms, and private withholding agents paying non-residents subject to VAT,…
- BIR 1600-WP: Remittance Return of Percentage Tax on Winnings and Prizes Withheld by Race Track — who files: Operators of race tracks file this return to remit the percentage tax withheld on race horse prizes and winnings on horse racing bets.
- BIR 1601-FQ: Quarterly Remittance Return of Final Income Taxes Withheld — who files: Every withholding agent or payor required to withhold taxes on income payments subject to final withholding tax files this quarterly return.
- BIR 1604-F: Annual Information Return of Income Payments Subjected to Final Withholding Taxes — who files: Every withholding agent or payor required to withhold taxes on income payments subject to final withholding tax files this annual…
- BIR 1606: Withholding Tax Remittance Return — who files: Every withholding agent or buyer on the sale, transfer or exchange of real property classified as an ordinary asset files this return, one…
- BIR 1706: Capital Gains Tax Return for Onerous Transfer of Real Property Classified as Capital Asset — who files: The buyer and the seller, resident or not (including estates and trusts), file this jointly when selling, exchanging or disposing of…
- BIR 1707: Capital Gains Tax Return — who files: Every person, natural or juridical, resident or not, who sells or otherwise disposes of shares of a domestic corporation held as capital…
- BIR 1707-A: Annual Capital Gains Tax Return — who files: Sellers of shares of a domestic corporation held as capital assets and not traded on the stock exchange file this annual return covering…
- BIR 1800: Donor’s Tax Return — who files: Any person, natural or juridical, resident or not, who transfers property by gift, real or personal, direct or indirect, files this donor's…
- BIR 2000-DST: Monthly Documentary Stamp Tax Declaration/Return — who files: Persons who make, sign, issue, accept or transfer taxable documents (constructive affixture of stamps) and eDST System users file this…
- BIR 2118-EA: Estate Tax Amnesty Return — who files: The executor, administrator or authorized representative of an estate availing of the Estate Tax Amnesty under R.A. 11213, as amended by…
- BIR 1904: Application for Registration
- BIR 1906: Application for Authority to Print Invoices
- BIR 2200-M: Excise Tax Return for Mineral Products — who files: The owner, lessee, concessionaire or operator of a mining claim, the first buyer of indigenous petroleum or natural gas, and holders of…
- BIR 1702-RT: Annual Income Tax Return — who files: Corporations, partnerships and other non-individual taxpayers subject only to the regular income tax rate file this return; the president…
- BIR 1702-EX: Annual Income Tax Return for Exempt Corporations and Partnerships — who files: Corporations, partnerships and other non-individual taxpayers exempt under the Tax Code or special laws with no other taxable income, such…
- BIR 1702-MX: Annual Income Tax Return — who files: Every corporation, partnership and other non-individual taxpayer with mixed income subject to multiple income tax rates files this return;…
- BIR 2552: Percentage Tax Return — who files: Stock brokers selling shares listed and traded through the local stock exchange, and corporate issuers or stock brokers in initial or…
- BIR 1603Q: Quarterly Remittance Return of Final Income Taxes Withheld on Fringe Benefits — who files: Every withholding agent required to withhold final tax on fringe benefits given to employees other than rank and file employees files this…
- BIR 1602Q: Quarterly Remittance Return — who files: Banks, non-bank financial intermediaries, finance corporations, investment and trust companies that withhold final tax on interest on…
- BIR 1621: Quarterly Remittance of Tax Withheld from a Decedent's Deposit — who files: Banks required to withhold tax from a decedent's deposit account file this quarterly return, signed by the president, vice-president or…
- BIR 2553: Return of Percentage Tax Payable Under Special Laws — who files: All taxpayers liable to pay percentage tax under special laws file this return.
- BIR 1801: Estate Tax Return — who files: The executor, administrator or any legal heir of the decedent files this return; if none is acting in the Philippines, any person in…
- BIR 2000-OT: Documentary Stamp Tax Declaration / Return (One-Time Transactions)
SSS (5)
- SSS Personal Record for Issuance of SS Number — who files: Filled out by anyone applying for an SS number, either as a pre-employment requirement or for self-employed, OFW or non-working spouse…
- SSS Employer Contributions Payment Return — who files: Filed by business employers and household employers, using the employer number, name, address and TIN registered with SSS on Form R-1, when…
- SSS Retirement Claim Application
- SSS Death Claim Application
- SSS Member Data Change Request — who files: Filed by the member, or on the member's behalf by the employer, a company representative or a household employer, each presenting the IDs…
PhilHealth (2)
- PhilHealth PMRF: PhilHealth Member Registration Form — who files: Used by first-time registrants to register with PhilHealth and by members updating or amending their records. Dependents with disability…
- PhilHealth CF-1: Claim Form 1 — who files: Signed by the member, or by a representative such as a spouse, child, parent or sibling when the member cannot sign. For employed members,…