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Master Trainer Guide

1. CHALLENGE CORPORATION UNITED STATES OF AMERICA eTIS 1 FUNCTIONAL TRAINING FOR END USERS TAXPAYER REGISTRATION SYSTEM MASTER TRAINER GUIDE A Y D gt on R Yo S 4 XxX x ee S ly NE gt Y Wi Uy gt xXx SS m ee oui CN q 5 4 x P XY YF D M Ab ls ES PATA A h ha APL J 4 Y SLRS za EE oh S A Fi 7 pop A P MM K GLI LLG LE 77 Aa mE Nat Y ia fena deci Les ERWAW 7 7 E F P Pul n r FA 2 A A A A AS Vy lh y ff EP LF EF de 4 B ha AA mE Zz a MA A WR CA E y Par n A 3 gt _ a NS Conde di S IILE SAA my A N YA A p d 4 v y AO f f LL SC ES ES 7 Miss IS GLP LY ll dl ELL PSS TSS N Va H LLLA 4 ff tik ak Ne a UA ee ee A OUr we CA OS We TE LE RIF DO RPP 75 mo iil NNN Y Vin WILT TI B BSEBSSSNNNS hy F P f TL y y N N NN NN 20772 NZ Ly 4 e NM e NN A a Mas A c mmm rf BEBE a a a ZE NN N N v AN lite 9 Ms X Y HITA E xy fo ia X EN v D a 1 MN N i dd Ll N k P DEPT S 3 E ANNA RAR crm S 2 d SAW ET RENE PST d p SALA y y X AE PO gt IDA AARC SS QUA y A INER NNN emm Z XX SS SS Pd ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATIO
2. For Non individual In the Find Taxpayer screen search the taxpayer by filling in at least one of the given fields Next fill in the applicable tabs depending on the taxpayer classification type This follows the same procedure in Register Individual or Non Individual process For Individuals these would be Read through the list of tabs For Non individuals these would be Read through the list of tabs DO P Let the students try the function Give a pre created profile for them to find Find Taxpayer Hands on Activity 10 minutes SLIDE 114 o L Mozo aa ma Group Exercise wf HANDS ON a T SAY Try it in groups Let s have a quick game Please join your group and choose a workstation DO Prepare at least 10 sets of information that participants will have to find for this function Let the groups look for the taxpayer and the first one to find will earn a point Information should be correct and accurate ASK What are the issues that you encounter How did you find accessing the system using this function Copyright 2014 Bureau of Internal Revenue All rights reserved Page 58 INTERNAL Version 0 4 Draft October 2014 c QD ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT SLIDE 115 116 Update Taxpayer 2 minutes FOP Dami a Tai Maw ache By E E oe RS SYSTEM FUNCTIONS SAY After being able to fi
3. SAY Note Refer to the TRS End User Guide Section 3 L a for the E Now try doing this on your own Kindly go to page x of your detailed steps on how to register an individual and 3 1 b for Morini participant guide and follow the instructions provided DO Make sure to go around the room to assist the participants Once the activity is done make sure to ask the participants if they have questions Page 47 Copyright 2014 Bureau of Internal Revenue All rights reserved Version 0 4 Draft October 2014 INTERNAL Pd ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT SLIDE 84 87 Register Branch CS 60 minutes TRS SYSTEM FUNCTIONS SAY Register Pp Were done with TIN issuance for Individuals Registering Non Taxpayer ae Individuals Let us now proceed with the next function for registration Register Branch nano LODO Pe ARA TRS SYSTEM FUNCTIONS ce Register branch function enables the registration and issuance of ETT branch code of a particular Taxpayer It also can capture up to 99 999 branches per Taxpayer Taxpayer This function can capture up to 99 999 branches per Taxpayer v XA CQ eG eder aa Lets go through the interface To access the Register Branch Interface Under the Navigation panel click on Taxpayer e rs idt Registration Register Taxpayer Register Branch The Find Taxpayer screen will appear
4. TIN Issuance for Individual Function Details LOCAL EMPLOYEE SAY The relationship tab enables the Taxpayer s authorized third party representatives for registration may be recorded on this tab There are 2 types under the tab o Non Employee Records of all commission based employee which is being declared by the Business Taxpayer Employee Records of all fix based employees which are being declared by the Business Taxpayer Click on the Add button to add the details A new screen will pop up and it will show NEW Relationship Details screen Click on the flashlight icon to search for the name of the who is a registered individual taxpayer working for the taxpayer s Business The Find Taxpayer window will pop up Enter search parameter and click on the Search button You may also cancel by clicking the Close button All records that match the search information provided will be shown on the table Choose the record of the employee record by ticking the radio button Then click on continue Click on the OK button to add relationship record Otherwise click on the Cancel button Copyright 2014 Bureau of Internal Revenue All rights reserved INTERNAL Page 36 Version 0 4 Draft October 2014 ss ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT F The added record will be seen on the Basic or Employee record SLIDE 58 table You may vievv update and del
5. Demonstrate Always demonstrate first how a particular step task or process is completed before allowing your participants to do it on their own Guided Practice Have participants demonstrate how to complete a particular step task or process while providing feedback and guidance Independent Practice Have participants apply learning through independent practice Checking for Understanding Always check for understanding by asking questions or by allowing them to ask questions An end of course assessment test will be administered at the end of training to check participants understanding Copyright 2014 Bureau of Internal Revenue All rights reserved Page 6 INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM PRE TRAINING GUIDELINES amp PREPARATION Each eTIS Training class shall have a minimum of 15 and maximum of 25 participants Each class shall be facilitated by two 2 Master Trainers for a class size of 15 and an additional facilitator for every 6 10 additional participants t The Functional Training for End Users Taxpayer Registration System training has three 3 different courses based on user groups o Functional Training for End Users Taxpayer Registration System Approvers This is a 3 day course targeted to users who utilize the system to approve or decline tasks This is a full training with focus practice on approvi
6. MAC I SCRIPT Review of Previous Day s Topics CS 30 minutes DO Deliver a review activity of previous days topics e Q Other review activity and energizers can be found in the appendix section CS 5 minutes SAY When you de register tax how do we re register tax This will be the next function Re Register Tax This function enables re registration of a tax type or form type of a taxpayer Re Register Tax CS 10 minutes SAY To access the find the Taxpayer menu go to the navigation panel click on Taxpayer Registration then Manage Taxpayer and Re Register Tax From the same menu function with finding taxpayer follow the same procedure for the Tax Details tab and the Form Details tab Then click Reregister Copyright 2014 Bureau of Internal Revenue All rights reserved INTERNAL Page 66 Version 0 4 Draft October 2014 ss ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT DO h Prepare at least 3 sets of information that participants will encode for this function Let the participants input all the information using the system C Re register Tax CS 30 minutes SLIDE 134 a Hands on Activity SAY ien MRNA P Lets proceed with our hands on activity This time on your own xima a CER Kindly go to page x of your participant guide and follow the instructions provided DO Prepare at least 3 sets of information that parti
7. Enter a parameter to search a record jus Select a Taxpayer Classification Type by clicking on the drop down menu beside the required detail Select either Individual or Non Individual type wwe Le Be O wre a To enable easy registration of a branch to a Taxpayer based on dida Head Office Information Enter Taxpayer s details in Advance industryline o business based on Head Office information and Search The system will display a table list of the chosen data type allows editing through Add Delete function a record Select the appropriate Individual or Business record by clicking on the radio button under Select column of the table list Click on the Continue button to go on with registering a branch For Individual For Non Individual Taxpayer Type Reg steed Namo mao CO EQ Copyright 2014 Bureau of Internal Revenue All rights reserved Page 48 INTERNAL Version 0 4 Draft October 2014 ss ELECTRONIC TAX INFORMATION SYSTEM ef MILLENNIUM 4 INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SLIDE 88 89 REGISTER BRANCH FUNCTION DETAILS t Electron Lux intonation tom u 11 1 Propert REGISTER BRANCH FUNCTION DETAILS Note Follow procedure in Registration of Non Individual naa A LODO SLIDE 90 wf HANDS ON Note Refer to the TRS End User Guide Section 3 l c for the detailed steps on how to register a branch INTERNAL SCRIPT The New Business Summary
8. i the detailed apa on how bz m Fa Prepare at least 3 sets of information that participants will encode for this function Let the participants input all the information using the system Go around the room to help them What are the issues that you encounter Wrap Up amp Closing CS 30 minutes ASK That concludes our Day 3 of eTIS Training How do you find it so far Ask each participant what is their key learning takeaway for today It may be a difference in the functionality benefit of the new system etc DO Once everyone had their turn thank participant for their time k Remind them to be on time 0 Q Other wrap up activities can be found online Copyright 2014 Bureau of Internal Revenue All rights reserved Page 65 INTERNAL Version 0 4 Draft October 2014 AD ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM DAY FOUR eTIS FUNCTIONAL TRAINING FOR END USERS APPROVERS TRAINING INSTRUCTOR GUIDE TRS REFERENCE BUREAU OF INTERNAL REVENUE Electronic Tax Information System eTIS 1 TAXPAYER REGISTRATION SYSTEM USER TRAINING SLIDE 131 132 UM Bumi ala Taie M M RS SYSTEM FUNCTIONS LL m E A SIL Pt RS SYSTEM FUNCTIONS Re Register Tax This unction enables re registration of a tax type or form type cf a texpayer SLIDE 133 R Bartra Tab Ar arte Me nee WTR E Papa RE REGISTER TAX FUNCTION DETAILS Tax Detalls Tab
9. 2014 Bureau of Internal Revenue All rights reserved Page 44 INTERNAL Version 0 4 Draft October 2014 gt ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT SLIDE 74 76 The Relationships tab enables you to encode the taxpayers authorized third party representative Click on the Add button under e DIMUS either Employee or Non employee Records of commission based FUNCTION DETAILS employees are declared by the Business Owner under Non oo ee employee Employees with fix base income are declared by the Business Owner under Employee Go through the New Relationships Details window REGISTER NOW INDIVIDUAL Then the next tab is the Contact Method Details tab You can add bd the various ways to contact the taxpayer It can either be through phone email etc Click on the Add button and the New Contact Method details pop up window will appear Read through the fields Tick on the Preferred Contact type field if a particular contact method is the preferred contact type of the Taxpayer Encode the taxpayer s business contact details in the Contact Method tab The Contact Tab allows a point of contact for that Taxpayer s business To add a record click on the ADD button The NEW Contact Details screen will appear Click on the flashlight icon to search for the name of the person who is a registered individual taxpayer working for the taxpayer s Business The
10. Correspondences cont d Reports First Break Reports cont d al Manage Taxpayer Tag Un Tag al Inactive Taxpayer Lunch Manage Financial Detail Secondary Registration Create Application for Authority to Print Last Break Secondary Registration Create Application for Authority to Print Correspondences Wrap up TOTAL MINUTES Task Manager Lunch Wrap Up Heview Assessment Last Break Review Activity 90 Correspondences contd 30 Rees 39 CEI L Reps conta 78 o y Lunch A wee o Review IE 1 5 Training Satisfaction Survey amp Closing wj E G2 Go O O a al ojo al TOTAL MINUTES For Approvers Training Only Copyright 2014 Bureau of Internal Revenue All rights reserved Page 13 INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM eTIS 1 FUNCTIONAL TRAINING FOR ENDUSERS Taxpayer Registration System TRS COURSE OVERVIEW The eTIS 1 Functional Training for End Users Taxpayer Registration System TRS is a 5 day course for users who utilize the Taxpayer Registration System functionality The course will provide participants with an understanding of the eTIS 1 functionalities modules and sub modules navigational skills in order to register various types of taxpayers It will also allow the users to do modifications on th
11. Functions 01 Overview of eTIS 02 System Guide It is the function that captures manages and monitors taxpayer 03 Returns Filing and Processing Functions reg istratio n info rm atio n It provides users ability to generate reports and correspondences needed in the registration process It aims to increase BIR s efficiency in terms of monitoring taxpayer SLIDE 29 registration behavior in performing their day to day activities as well as in the bureau s reporting requirements EM Electron las information System 1 jellts T report WHAT IS THE TAXPAYER REGISTRATION SYSTEM FUNCTION TRS tis the function that captures manages and monitors taxpayer registration information t provides users ability to generate reports and correspondences needed in the registration process t aims to increase BIR s efficiency in terms of monitoring taxpayer registration behavior in performing their day to day activities as well as in the bureau s reporting requirements indra OO O Copyright 2014 Bureau of Internal Revenue All rights reserved Page 27 INTERNAL Version 0 4 Draft October 2014 gt ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT SLIDE 30 33 Transaction in TRS 10 minutes BIM Eloctrom las information System 1 jeills T pact WHAT TRANSACTIONS CAN I DO IN TRS DO cni Existing Individual Taxpayers Ld Briefly walk them through the things they c
12. HOW IS eTIS 1 DIFFERENT FROM ITS Reduced Error The enhancements in the system aims to greatly reduce the risk of error Real time Updates There is a real time updating of records in a consolidated database and it will reduce the effort and time needed to perform daily operational tasks such as auto generated reports and online approvals Improved efficiency Reduces the error and time needed to perform daily operational tasks such as auto generated reports and online approvals Improved customer experience Mainly it will improve customer experience making us serving them better SAY As we go through the training we will learn more differences between ITS and eTIS Copyright 2014 Bureau of Internal Revenue All rights reserved Page 22 INTERNAL Version 0 4 Draft October 2014 AD ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT SLIDE 17 Et Etectras Las morati patam 1 jot Imqect ETIS 1 AT A GLANCE ETIS at a Glance CS 2 minutes SAY ge 1 Here is chart that shows the different sub functionalities in eTIS 1 eTIS 1 is composed of 5 major modules Each of the 5 major modules contain functionalities that support the processes of BIR i i iili Pd TRS is composed of 2 functions these are Registering and managing taxpayer SLIDE 19 System Requirements CS 3 minutes EM Ejectraeac las information System 1 jeiis 1 l emect
13. INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT SLIDE 118 Update Taxpayer Hands on Activity CS 30 minutes Ims ms umana Lemon runi mpm u wf HANDS ON Pe Rolas Behar ES the IRS End Dus Goede Secbon 3 01 dor the VE nd vid u al Activity detailed spa on how be manapa baika SAY P It s time to try it on your own Please go to page x of your workbook DO h Prepare at least 3 sets of information that participants will encode for this function Let the participants input all the information using the system F Go around the room to help them ASK What are the issues that you encounter How did you find accessing the system using this function ha O Copyright 2014 Bureau of Internal Revenue All rights reserved Page 60 AARC INTERNAL Version 0 4 Draft October 2014 Pd ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT SLIDE 119 120 Suspend Tax C 3 minutes o SAY Tae cn Let us continue with another function for Manage Taxpayer irem k Update Re register pay Taxpayer Tax A S K a r x Man 5 n How do we suspend tax F What does the Suspend Tax functionality do SAY P Suspend tax function enables the suspension of a tax type or form type Let s do the steps in this function ESE EE XEM RS SYSTEM FUNCTIONS b Suspend Tax SLIDE 121 Suspend Tax 10 minutes E SAY runcmon DETAN To
14. SYSTEM SYMBOLS Duration of section gt Participant Workbook Powerpoint Presentation Important Paired Exercise Group Exercise Play Video Individual Activity Copyright 2014 Bureau of Internal Revenue All rights reserved INTERNAL Page 16 Version 0 4 Draft October 2014 Pd ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM DAY ONE eTIS FUNCTIONAL TRAINING FOR END USERS FULL APPROVERS TRAINING INSTRUCTOR GUIDE TRS REFERENCE SCRIPT e y SLIDE 1 Welcome amp Introduction CS 30 minutes DO P Show Cover Slide SAY puneau or WEM A Welcome to the eTIS Training Electronic Tax Information System TARE SER SETA TION i Taxpayer Registration System TRS Training am Your Name bises will be your facilitator throughout the training mM Before we start with the training let s get to know each other Share with the class the following information Your name Division Office Section WELCOME MASTER TRAINERS Tagline and Why Your Name Expectations of the course p Section Favorite Quotation Expectations of the course Before you ask someone to introduce be the first one to share your division office section tagline and reason and your expectations m2 LORO of the participants DO Write expectations on a flipchart paper Thank the participants after they have all introduced themselves appendix section to get more ice br
15. SYSTEM REQUIREMENTS m SAY Y Browser v Your browser Internet Explorer Internet Explorer 7 or higher O Make gure you are connected to the BIR intranet to access the aystem Venis4URL E Before we go to the specific task of this training let us have a na quick discussion of the system requirements and a functional O Make sure you have a username and password to access the system V Software guide to familiarize ourselves with the system Download link T adone Reacer aowniosa roe get adobe comreaderi System requirements are the minimal computer specifications that LOQO we need in order to run the system smoothly These are browser eTIS URL or web address software needed The recommended browser is Internet Explorer 7 or higher The system is tested in this platform and it will perform properly its functions using the said browser You must also make sure that you are connected to the BIR Intranet to access the system You must launch the eTIS URL or web address to get into the system This will require a username and password These details will be available once eTIS is launched There are additional software needed to supplement the access You will need Microsoft Excel in 2003 to 2010 versions and an Adobe Reader that reads PDF files in version 10 You can download the reader using this link Copyright 2014 Bureau of Internal Revenue All rights reserved Page 23 INTERNAL Version 0 4 Draft Octobe
16. TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT ne 62 P For the Incentives Tab you may add the information or record by clicking on the Add button The NEW Incentive Details window will PT pop up and you must input all the details in the mandatory fields FUNGON DETAILS Click the OK button to add the incentive details and the Cancel ee button to undo transaction The View button and delete button are also available with same steps as the other tab The VIEW Incentive Details window will appear and display the information of the Business incentive details SAY We ve just completed registrations for single proprietorship Now let s register Professionals Page 39 Copyright 2014 Bureau of Internal Revenue All rights reserved Version 0 4 Draft October 2014 INTERNAL ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT TIN Issuance for Individual C3 2 minutes Function Details PROFESSIONAL SAY t Follow same procedure in Single Proprietor process only this time the Occupation Tab will appear for provision of the Taxpayer s primary and secondary if applicable occupation SLIDE 63 TIN Issuance for Individual C3 15 minutes Function Details PROFESSIONAL TIN ISSUANCE FOR INDIVIDUAL FUNCTION DETAILS Encode the occupation details of the taxpayer in the Occupation tab S AY n a The Professional Taxpayer registration
17. amariano etischange com and ddemoral etischange com Total of staff present Total of staff scheduled Attendance Total of staff present vs Total of staff scheduled Names of those absent with division and reason for absence YT F F F t Roles amp Responsibilities Make sure that you have discussed with your co facilitator roles responsibilities to ensure smooth training flow Below are the responsibilities assigned to each role o Lead Facilitator Owns the training session Delivers majority of the training session At least 60 of the course Navigate the presentation slides main projector o Co Facilitator Serves as back up to the lead facilitator Deliver at least 25 of the course Navigate the training system second projector Encode attendance in Quia Document questions and answers from the participants Provide post training reports and escalate issues as necessary Assessments All assessments shall be administered through Quia The links are included in the main Instructor Guide Reporting of Issues Should you encounter any issues during the training you may email the following contacts e Nora Tembrevilla TDD BIR nora tembrevilla bir gov ph e Ma Luisa Perez TDD BIR maria luisa perez bir gov ph e Carmencita Che De Mesa TDD BIR carmencita demesa bir gov oh e Alma Mariano CMT AARC WYG amariano etischange com e Dexter Demoral CMT AARC WYG ddemoral etischange
18. com e You may also call the following numbers 981 7496 Change Management Team or 928 0058 926 5598 local 7406 to 07 Training Delivery Division Copyright 2014 Bureau of Internal Revenue All rights reserved Page 9 INTERNAL Version 0 4 Draft October 2014 c QD P t d ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM AFTER THE TRAINING Submit all attendance sheet roster to TDD P Submit documented questions and answers to nora tembrevilla bir gov ph maria luisa perez bir gov ph carmencita demesa bir gov ph amariano etischange com and ddemoral etischange com If there are any unresolved issues or concerns email such to the contacts above he O Copyright 2014 Bureau of Internal Revenue All rights reserved Page 10 AARC INTERNAL Version 0 4 Draft October 2014 CHALLENGE CORPORATION INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM FULL amp APPROVERS TRAINING TA Sn OS At Vga gt 4 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM COURSE OUTLINE Functional Training for End Users Taxpayer Registration System Transaction Processors Full Training ACTIVITY ACTIVITY DAY ONE Registration Opening Activity Getting to Know Activity ADKAR Assessment House Rules Course Requirements Objectives Setting Course Agenda First Break What is eTIS eTIS vs ITS ETIS at a Gla
19. minutes of the scheduled training Anyone who comes in after CODO 8 30am shall be considered late 100 attendance is required Any non attendance and late shall be documented and reported to your immediate supervisor for action Kindly put your cell phones on silent mode when inside the training room If you need to take an urgent call please step outside the training room quietly O Copyright 2014 Bureau of Internal Revenue All rights reserved Page 18 INTERNAL Version 0 4 Draft October 2014 ss ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT There will be a one 1 lunch break and two 2 15 minute breaks throughout the day Those who exceed the allotted break schedules shall be considered late If you need to use the restroom during training hours please step out of the training room quietly You are issued two 2 materials End User Guide This contains the step by step process to complete system tasks Participant Guide You will see that your participant guides have some blank spaces Make sure to complete those and other exercises to help you retain concepts and topics better o Most importantly make sure to participate and ask questions ASK Is there any item that you would like me to clarify 0 Q Always deliver house rules positively Make discussions brief gre puo 5 Course Requirements 5 minutes COURSE REQUIREMENTS SAY
20. on the specific correspondence that you wish to view or print Finally in the Report Details screen fill out all mandatory fields Then click on the Run Report button to generate the report Copyright 2014 Bureau of Internal Revenue All rights reserved Page 76 INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT DO Prepare at least 3 sets of information that participants will encode for this function Let the participants input all the information using the system ASK F Do you have any questions or are all the steps clear SLIDE 162 Generate Reports Activity CS 60 minutes SAY P Letus have a hands on activity Kindly go to page x of your dioe participant guide and follow the instructions provided 1 Bote Bete bo the DIES End Uawr Gure Sec bon 3 01 foe the Detailed tapa on how bz manage aka DO Prepare at least 3 sets of information that participants will encode for this function Let the participants input all the information using the system Wrap Up CS 120 minutes SAY P That concludes our eTIS 1 Functional Training for the Tax Registration System l II be giving you 1 5 hours to review and practice utilizing the system After which we will have an assessment In order to pass the assessment you have to get a score of 80 If you fail the first take you are allowed to take it 2 more times The ex
21. specify a date of reactivation and a reason The reason selection will depend on the selected tax type or form type ASK What makes this new system step different from the current System DO P Prepare at least 3 sets of information that participants will encode for this function Reactivate Tax C 30 minutes SLIDE 126 Hands on Activity A LER VR gear ee PUR PERPE SAY inen MRNA Wewillbe providing you an exercise sheet to be used for this Hands detailed atapa on how bz manapa tara hoa On Activity Prepare at least 5 sets of information that participants will encode for this function Let the participants input all the information using the system Go around the room to provide help and answer questions on the steps ASK What are the issues that you encounter How did you find accessing the system using this function Copyright 2014 Bureau of Internal Revenue All rights reserved Page 63 INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT SLIDE 127 128 De Register Tax 5 minutes SAY Another function under the Manage Taxpayer is de register tax FOP Puelo Da Anethe By nee STR E Papas TRS SYSTEM FUNCTIONS Manage Taxpayer ASK t What does the De Register Tax functionality do SAY This function enables de registration of a taxpayer record including the taxes reg
22. the detailed steps on how to transfer a taxpayer c QD INTERNAL Copyright 2014 Bureau of Internal Revenue All rights reserved SCRIPT Transfer Taxpayer J vien A CS 10 minutes SAY To access the find the Taxpayer menu go to the navigation panel click on Taxpayer Registration then Manage Taxpayer and Transfer Taxpayer In Transfer Details tab input details on mandatory fields Again the fields with a red asterisk mean that they are mandatory fields and the transaction cannot proceed without these information In the Attachment tab follow the previous procedure for attachments Then click Transfer Prepare at least 3 sets of information that participants will encode for this function Let the participants input all the information using the system Entertain questions to help participants in the walk through CS 30 minutes SAY P It s time to try it on your own Kindly go to page x of your participant guide and follow the instructions provided Transfer Taxpayer Hands on Activity DO Prepare at least 5 sets of information that participants will encode for this function Let the participants input all the information using the system F Go around the room to help them ASK What are the issues that you encounter How did you find accessing the system using this function Page 68 Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYE
23. you to encode a valid proof of identity peret provided by the Taxpayer such as an SSS ID or any government issued ID Click on the Add button and a pop up window will appear The details that you need to fill in are Go through the New Identification Details field on LODO Sa E Make sure to enter information for the Country of Issue field if the TW ISSUANCE FOR INDIVIDUAL ID presented by the Taxpayer is issued outside the Philippines or FUNCTION DETAILS m 1 mE g record two or more identification ID details of the Taxpayer if information of the Taxpayer s presented Identification detalls deemed necessary IDs that are not listed under the Identification Type drop down menu will not be honored Click OK button once done You may view the identification record by clicking the radio button of the desired record then View A pop up containing the information of the Taxpayer s details based upon the presented identification You may also delete the identification record using the same radio button and click on Delete Copyright 2014 Bureau of Internal Revenue All rights reserved Page 31 INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SLIDE 45 48 TIN ISSUANCE FOR INDIVIDUAL FUNCTION DETAILS To encode mandatory fields under the Addresses tab the registered addresses given by the Taxpayer needs to be reco
24. 0 minutes Function Details SINGLE PROPRIETOR SAY A Single Proprietor follow the same procedure in ONETT process only that there is an added tabs These are Business Summary Details Tab Book of Accounts Tab and Incentives Tab Let us go through the Business Summary Details Tab Business summary Details Tab allows you to add a trade business name To add a trade business name click on the Add button Type in all the details in the mandatory fields then click the Add button in the Industry details The NEW Industry Details pop up screen will be displayed Fill the fields with the information needed Please note that you should click on the Primary Indicator box if the industry detail being recorded is the primary source of income of the Taxpayer or else leave it unmarked Once done click on OK and the update will be shown on the table Then we have the Book of Accounts Tab This enables you to add function description To add book of account details click on the Add button The NEW Book of Account Details window will appear Fill the fields with information needed Click the OK button to add the book of accounts details Otherwise click on the Cancel button You may also view and delete record by choosing the radio button and selecting the appropriate action Copyright 2014 Bureau of Internal Revenue All rights reserved Page 38 Version 0 4 Draft October 2014 ss ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE
25. C PSOC List of Accredited Printers List of Issued ATPs List of Taxpayers by Incentive sorted by Legal Basis List of Frequently Transferring Taxpayers Correspondence Inventory Report Thr irois rad piring a cem DOE Bhce Aic por cn girar ber Tica Tics Has Loree ETA TE Kr Y F F F F um F F F F F F F F Let us now discuss the user reports Copyright 2014 Bureau of Internal Revenue All rights reserved Page 75 INTERNAL Version 0 4 Draft October 2014 c QD ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT SLIDE 158 User Reports CS 2 minutes PGn T User reports is a function enables searching viewing and printing of document reports Let us go through the steps in performing the function SLIDE 159 161 User Reports Function Details CS 10 minutes Ici SAY h To access the Task Manager Function go to the Navigation Panel and click on Tasks then Task Manager Mazim Pro dia sg UR ss he Log in Pages In the Reports screen type in your password This is the same password as the one you use for logging in Then click Connect to Report Server button In the Reports screen click on Expand All to show all the sub reports correspondence Otherwise click Collapse all to hide all the sub reports correspondence Then click on the arrow facing to the right to request for COR and TIN card Here you may select
26. CS 210 minutes Function Details SAY ip eet So far we ve gone through the following Overview of eTIS System User Tax Payer Registration Introduction Primary Registration Tin Issuance for Individual dea O 4 DANS acere togna hya ORI Desa i2 EH Ejectroesc las irformaton System jelis T l emeet TRS SYSTEM FUNCTIONS Register Non ene rece mos na Today let us continue with the register taxpayer function Joint Venture S AY Limited Partnership Li Local Government Unit ame roan Corton P Now we ll go through the Registering Non Individuals function facem doy Homeowners Assoc Business d et ai S Regional Operating Headquarters Resi i n ident Foreign Corporstio Unlimited Partnership LORO Bees This function enables registration and TIN issuance of organizations or non individual taxpayers include the following taxpayer types such as Go through the list one by one ec Lux intormatios System i iE To access the function under the Navigation Panel click on Taxpayer Registration Register Taxpayer Register Non Individual You will be redirected to New Business Summary Details indra o ae o Copyright 2014 Bureau of Internal Revenue All rights reserved Page 42 INTERNAL Version 0 4 Draft October 2014 ss ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM EE o REFERENCE SCRIPT Now just like TIN Issuance for Individu
27. Details screen will appear To Add View or Delete Taxpayer s Non Individual Branch information details click on the appropriate tab headings The following the available Information Tabs for the Taxpayers Non Individual Branch reference details Additional Details Business Summary Details Taxes Addresses Potential Duplicates Contact Method Relationships Contact Stockholders Members Partners Attachment Incentives Book of Accounts O O O O O O O O 7500 Please note that this follows the same steps in registering Non Individual Process Once all necessary information are encoded click on the Save button to register the Non Individual branch Otherwise click on the Cancel button A confirmation message will appear on the screen informing that registration of branch has been saved Also registered tax will need an approval Hands on Activity CS 60 minutes Lj Ve individual Activity SAY Now try doing this on your own Kindly go to page x of your participant guide and follow the instructions provided DO Make sure to go around the room to assist the participants Once the activity is done make sure to ask the participants if they have questions Copyright 2014 Bureau of Internal Revenue All rights reserved Page 49 Version 0 4 Draft October 2014 ss ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT Wrap Up amp Closing CS 30
28. E FOR INDIVIDUAL FUNCTION DETAILS Select an ATC Alphanumeric Tax Code by clicking the drop down arrow and choose from the option provided NEW ATC Detads P You may view update and delete by clicking on the radio button of the record and clicking on the designated button SAY That completes registration for persons subject to taxes under the One Time Transactions ONETT Let us now go to the registration for Local Employees Copyright 2014 Bureau of Internal Revenue All rights reserved Page 35 INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SLIDE 55 57 TIN ISSUANCE FOR INDIVIDUAL FUNCTION DETAILS The Relationship Tab is where the taxpayer s authorized third party representatives for registration may be recorded on this tab ilt Elecarome tu tomaron Stem 1 el Pete TIN ISSUANCE FOR INDIVIDUAL FUNCTION DETAILS A new screen will pop up and it will show NEW Relationship Details TIN ISSUANCE FOR INDIVIDUAL FUNCTION DETAILS All records that match the search information provided will be shown on the table SCRIPT TIN Issuance for Individual C3 2 minutes Function Details LOCAL EMPLOYEE SAY For Local employees registration follow same procedure in ONETT process only this time the Relationships Tab will appear for provision of Taxpayer s third party representative C3 20 minutes
29. Find Taxpayer window will pop up Enter search parameter s Click on the Search button You may also click on the Export button to save the results in Microsoft Excel Otherwise click Close to terminate All records that match the search information provided will be shown on the table Select the record of the employee record by ticking the radio button Click on Continue button Click on the OK button to add contact record Otherwise click on the Cancel button The added record will be seen on the contact record table You may view and delete the record the same way that we always do for the other tabs eo The next tab is the Stockholder Member Partner tab Click on the DIT Add button and a pop up window will appear Go through the New StokoterMemberParerab is Stockholder Member Partner Details field Use the Flashlight a icon to search for the name of the Stockholder Member Partner who is a registered individual taxpayer working for the taxpayer s Business Select the taxpayer and click Continue Then click OK button once done O Copyright 2014 Bureau of Internal Revenue All rights reserved Page 45 INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SLIDE 77 80 REGISTER NON INDIVIDUAL FUNCTION DETAILS Record the documents submitted by the taxpayer to complete the requirements needed for registration in the Att
30. IC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT e Qi SLIDE 24 26 Changing Password CS 10 minutes CHANGE PASSWORD SAY Once you login for the first time you will be asked to change your password automatically Once you re issued a username and password you may opt to change it using the Change Password function You can change your password from time to time for Qu eae additional security then choose the Change Password lin left side of the screen You can change your password anytime by clicking on the My Account then choose the Change Password link on the Navigation Panel at the left side of the screen Once you ve accessed this function you ll be required to enter your old password or the default password that your Systems Administration team has provided and then you have to assign QD cove terr Crea do wn in eae your new password ill be Password link Fill out the mandatory fields then click th et electrons las imonvaben Salm 1 jit CHANGE PASSWORD If BIR Internal User typed in a mismatched password in the Enter OE EES EEES Password and Re enter Password field an error message will is RR REA NEED appear OGE 3 Make sure that the password that you are assigning complies with CHANGE PASSWORD the password requirement of the system You should provide a minimum of 8 character password which must include number s lower case and upper case letter s D If BIR Inte
31. Industry details which describe the nature of the Taxpayer s business The Industry type is further broken down by PSIC codes Click Ok button once done Under the Taxes tab you can be able to register all the applicable tax types per taxpayer Click on the Register Tax button and the New Tax Details will appear Select the applicable tax type and Click on the Go button You will also be required to enter the Date of Registration Select an ATC Alphanumeric Tax Code for every Taxtype you register for the Taxpayer You also can input additional ATC details Click the OK button once done These details will then appear on the Tax Type panel Tick TCVD Visit Interview and Advisory Visit if applicable The Addresses tab enables you to encode the address of the Taxpayers place of business for all of their registered businesses Click on the Add button and the New Address details window will appear Go through the fields of the New Address details window Tick the Primary Indicator if this is the primary address of the Taxpayer s business Click the OK button once done The Potential duplicates tab ensures that the Taxpayer is unique within the RDO If in case there are records that have the same details as the new Taxpayer the system will still save it but it is subject for the approval of the Revenue District Officer or Assistant Revenue District Officer The approval rejection process will be discussed in the Tasks function Copyright
32. N SYSTEM Document History 0 2 Draft September 25 2014 Aimee Salo AARC WYG CMT Initial enhancement Dexter Demoral AARC WYG CMT 0 4 Draft October 08 2014 Review Note This section is just for reference purposes only and should not be printed as part of the final document Copyright 2014 Bureau of Internal Revenue All rights reserved Page 2 INTERNAL Version 0 4 Draft October 2014 S gt A El We 4 MILLENNIUM A ELECTRONIC TAX INFORMATION SYSTEM CHALLENGE CORPORATION INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM Table of Contents dgltgerolBTeri o o cuernos tion eee 3 Training Administration Guide ooccccoccncoccnccoccnconcncnoncnonnnononnnnonnnnnnnnnnnnnnnnnnncnnnnrnnnnnnnss 6 Instructor Guide Full and Approvers Training ccoocccccccnccoccnconcncconcnonacncnnoncnoncnnnos 12 Presentation SII dS cosmic EM MEME eee 79 hisdem E O E 162 Page 3 Copyright 2014 Bureau of Internal Revenue All rights reserved Version 0 4 Draft October 2014 INTERNAL d I gt e 4 MILLENNIUM X A Ay ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM Introduction The eTIS 1 Electronic Tax Information System Instructor Guide provides you will all the tools processes and information that you ll need in order to deliver a successful eTIS Functional Training for End Users This documen
33. P In order to pass this course we have three 3 requirements 100 attendance throughout the training No more than 30 minutes of tardiness late instances throughout the training Attendance 100 attendance throughout the training 80 score on final assessment Tardiness Lates No more than 30 minutes throughout the training Assessment 80 Passing Rate P If you do not pass the assessment you will be allowed to take the assessment two more times Copyright 2014 Bureau of Internal Revenue All rights reserved Page 19 INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT T 6 9 Objectives CS 10 minutes SAY At the end of this training you will be able to have a hands on At the end of training you will be able to experience of the Taxpayer Registration System of eTIS You Will Describe what is eTIS 1 and its benefits be able to use the system first hand to apply the functionality Explain the functionalities of eTIS 1 1 jeiis r l empect OBJECTIVES dentify parts of the user interface DO A Describe the Taxpayer Registration System Read and explain each of the objectives briefly and ask participants if there are any questions ves X LODO Ens SAY P Some additional things to remember o This training is NOT the venue to discuss policies and procedural issues W
34. R REGISTRATION SYSTEM REFERENCE SLIDE 140 RA a ria Las Aere Me am PRE Papas TRS SYSTEM FUNCTIONS is Section enables modification of scccunting als cluding eccounting period and type Sor a r cu ar taxpeyer FUNCTION DETAIL This section demonstrates the different functionailties in managing taxpayer and tax type registration SLIDE 142 wf HANDS ON 1 Rota aftur bo the DIES End Lue Guri Zachan 1 0 foe the detailed atapa on how bo mans qe iaka SCRIPT Manage Financial Detail CS 5 minutes ASK How do you perform this function Please enumerate the steps in your current system SAY Manage Financial Detail enables modification of accounting details including accounting period and type for a particular taxpayer CS 10 minutes h To access the find the Taxpayer menu go to the navigation panel click on Taxpayer Registration then Manage Taxpayer Manage Financial Detail Manage Financial Detail In New Financial Details section input details on mandatory fields Then click Save to process the changes of taxpayer record DO Prepare information that participants will encode for this function walk through Manage Financial Details Hands on Activity CS 30 minutes 9 9 Paired Exercise SAY P ltstime to try it with a partner Kindly go to page x of your participant guide and follow the instructions provided Prepare at least 5 sets of information that participants will encode for th
35. RATION GUIDE TAXPAYER REGISTRATION SYSTEM 7 ZO A VV VU 4 Vy NA Em wmm Oo ow A H cm e e o c c c cc cem c c9 c s AR A o o gt d ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM Training Administration Guide Before you begin with you training session there are a few important reminders that you have to remember to ensure smooth delivery of training This section outlines the activities that you need to prepare and complete before and after the training OVERALL TRAINING APPROACH The eTIS 1 Training Delivery approach is Instructor Led Training ILT This means that training shall be delivered by a facilitator throughout the session Training administration and assessments shall be done online through a class management tool called Quia TRAINING DELIVERY PRINCIPLE The design of the training and materials is anchored on adult learning principles Activities are embedded throughout the training to allow participants to engage and reflect about the new system Hands on exercises are also critical in this training so make sure to follow the general guidelines below d c QD Present and discuss the topic Before engaging in any hands on activity make sure to discuss the topic functionality its purpose and what it can do
36. RUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT Authorizations Management CS 5 minutes SAY Part of the TRS is the Authorization Management ASK P What is Authorization Management What involves this process Systems Administration Reports wae X 2000 SAY SRA TERT are Authorization Management is a function that enables the generation of Permit and Authorization application It basically supports a Registration process which is the Generation of ATP This function enables the generation cf Permit and Authorization appicatica It ceskaly supports a Registreticn process which Is the Generation of AT Under Authorizations Management there are 3 sub functions To start with we need to go the Create Application function Take A note that the update application and view application functions are Management UB Patria To b uoa ile By nem LIT Es AUTHORITY TO PRINT ATP not yet included in this version eTIS 1 RO Paice Ta h hr at Rm PR Tapes AUTHORITY TO PRINT ATP Part of authorizations management is to create applications This E function enables the creation of applications that can either be for Authorizations or Permit This function ensbies the creation cf applications mat can either te for Authorizations cr Permit For ATPS we need tc create a Permit application oo D D CO BA OE O ONY PEN To create application on the Navigation panel click on the Authorization Management g
37. TE E Sapas REGISTER FACILITY FUNCTION DETAIL Record the documents submitted by the taxpayer to complete ne requirements needed for reg stration In the Attachment tab o The system only accepts JPG PNG BMP and POF files It accepts Mies NOT more than one 1 Megabyte The maximum number of attachment ls up to 15 files wes sere eee 9 ose P Register Facility Function details SCRIPT CS 30 minutes SAY d Copyright 2014 Bureau of Internal Revenue All rights reserved In the Find Taxpayer screen search the taxpayer to which the Facility will be registered under Registration details of the Taxpayer gets auto populated You just need to select the Facility type that is applicable Next fill in the applicable tabs These would be P Additional Details Tab Addresses Tab P Contact Method Tab Attachment Tab Fill in all the necessary fields Go through each field in the tab You will be required to specify a date of submission and an RDO In the Addresses tab encode the addresses provided by the Taxpayer Click Add and the New Address details window will appear Go through each field of the New Address Window Tick the Primary Indicator field if the Address will be the primary business location of the Taxpayer Click OK button after Encode the business contact method details in the Contact Method tab The Attachments tab is also pretty much the same as the one when you ar
38. a facility code for a Taxpayer Famy AS Branch Facilities are assigned an F code to differentiate them from normal branches transactions Sc a tex type can be assigned This function enables registration end generation of a facility code for a Taxpeyer Branch Facilities are assigned an F code to O ferentate them tram normal branches To access the function go to the Navigation panel click on Taxpayer Registration gt Register Taxpayer gt Register Facility The Find Taxpayer screen will appear Copyright 2014 Bureau of Internal Revenue All rights reserved Page 51 INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SLIDE 94 98 RU Punico Ta h hr ah By nee TR TR as REGISTER FACILITY Additional Detalle Tab Addresses Tab Contact Method Tab Attachment Tab nora D PP ts Ta baie My nee TR E pas REGISTER FACILITY FUNCTION DETAIL Encode the addtional information about the taxpayer s registration under the Aciattional Details 130 KI Pentre Ta fa ile By nee PR Papas REGISTER FACILITY FUNCTION DETAIL Encode me registered addresses given by the taxpayer In ne Aodresses tab nes D RO Pto as La b furere Ryu STR Eagas REGISTER FACILITY FUNCTION DETAIL Encode me business contact method detalle In the Contact Method 13D mm imss sen RO Part cds La b aile ym LI
39. access the find the Taxpayer menu go to the navigation panel click on Taxpayer Registration then Manage Taxpayer and Suspend Tax Follow the same procedure in finding a taxpayer The Tax Details tab is used to suspend a tax type Do this by ticking on the radio button and supplying the mandatory fields Reason selection will depend on the tax type selected Then click Suspend Do the same for the Form Details tab to suspend a form type A confirmation message notifying that the Tax Type has been suspended and the status will be pending upon approval by RDO and ARDO DO Prepare a list of information for the walkthrough Let the participants navigate and do the function Copyright 2014 Bureau of Internal Revenue All rights reserved Page 61 INTERNAL Version 0 4 Draft October 2014 c QD ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT Suspend Tax Hands on Activity 30 minutes yv Ve individual Activity wf HANDS ON a Note Refer to the TRS End User Guide Section 3 ll c for the SAY detailed steps on how to suspend a tax P It s time to try it on your own Please go to page x of your workbook Prepare at least 3 sets of information that participants will encode for this function Let the participants input all the information using the system Go around the room to help them naa A LOBO ASK What are the issues that you
40. achment tab jeter Cane Becomes cune qe me tome NEW Attachment Details The system only accepts JPG PNG BMP and PDF files It accepts files NOT more than one 1 Megabyte The maximum number of attachment is up to 15 files It Electron fue mtormatos System 1 wiis T Mropect REGISTER NON INDIVIDUAL FUNCTION DETAILS Encode the applicable incentives of the taxpayer business in the Incentives tab REGISTER NON INDIVIDUAL FUNCTION DETAILS Encode the Taxpayer s applicable accounting documents in the Book of Accounts tab x Lamar ats ee cet sinies smen nee mante Bosh ol dccomts EIN Electores iux information yaten 1 iis T REGISTER NON INDIVIDUAL FUNCTION DETAILS Entering a Pre generated TIN SCRIPT The Attachments tab enables you to record and upload soft copies of the supporting documents submitted by the Taxpayer Click on the Add button and the New Attachment Details pop up window will appear Go through the fields read the note beside the Light bulb icon Under Incentives tab you can encode all applicable incentives to the Taxpayer Click on the Add button and the New Incentive details window will appear Go through fields of the New Incentives window Click OK Under the Book of Accounts tab you can enter all applicable accounting documents in the Book of Accounts tab Click on the Add button and the New Book of Account details window will appear Go through the fields of the Book of Ac
41. als for a new registration SLIDE 68 i s NI l you will need to fill in the details in the New Summary details mention each field Again the fields with a red asterisk mean FUNCTION DETAILS that they are mandatory fields and the transaction cannot be saved without filling out these fields This is different with registering an individual which changes per ECTS ale type all of these tabs are applicable to the Business Taxpayer type Business Summary Details Tab Partners Tab Tavs Tab tachment Tab These are the tabs that you will see in this function eh Sola Ta o Additional Details Tab erii Business Summary Details Tab m ZORO Taxes Tab Addresses Tab Potential Duplicates Tab Contact Method Tab Relationship Tab Contact Tab Stockholders Members Partners Tab Attachment Tab Incentives Tab Books of Accounts Tab O O O O O O O O Q oO To Add View or Update Taxpayer s information details click on the appropriate tab headings The following are the available information tabs for the Taxpayer s Non individual reference details DO h Ask students to access the system and mention the tabs by calling participants one by one This will also verify that they are in the same page that you are discussing P PR 69 2 uu S Let s go through each of the tabs for non individual taxpayer The FUNCTION DETAILS first tab is the Additional details tab The Additional details tab A Eoad ine iion pasci ori cat
42. am would be open book o Assessment amp Closin 120 minutes g SLIDE 163 SAY That concludes our eTIS 1 Functional Training for the Tax Te Registration System ll be giving you 1 5 hours to review and practice utilizing the system After which we will have an assessment In order to pass the assessment you have to get a score of 80 If you fail the first take you are allowed to take it 2 more times The exam would be open book http www quia com quiz 4986569 html Assessment link http www quia com quiz 4986569 html Copyright 2014 Bureau of Internal Revenue All rights reserved Page 77 INTERNAL Version 0 4 Draft October 2014 gt d ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT SLIDE 164 Training Satisfaction Survey CS 30 minutes p DO DD Ask participants to complete the training satisfaction survey I ie Thank the customer for their time and remind them e http www quia com sv 680590 html Copyright 2014 Bureau of Internal Revenue All rights reserved Page 78 INTERNAL Version 0 4 Draft October 2014 MILLENNIUM 4 CHALLENGE CORPORATION PRESENTATION SLIDES TAXPAYER REGISTRATION SYSTEM
43. an do in the system Register New and Existing Non Individual Taxpayers Register a Taxpayer s New Branch Register a Taxpayer s New Facility S AY I Depending on your role and system access you may not have access to certain functionalities For example if you are not responsible for resolving suspended returns in the system you will ZORO not be using the Task Manager functionality hence we will not be discussing it lII show you how it looks like but will not provide WHAT TRANSACTIONS CAN I DO IN TRS you with the details Manage Taxpayer Information Here are the different functions that is under TRS Read each Update Taxpayer Information Search for a particular Taxpayer fu nctions In the slides Suspend Taxpayers and all of their tax types or just a particular tax type Re activate a Taxpayer and all of their tax types or just a particular tax type indra ODO BE Electronic laz interrater Syatwn 1 wr IS 1 Proyect WHAT TRANSACTIONS CAN I DO IN TRS Manage Taxpayer Information De register a Taxpayer and all of their tax types or just a particular tax type Re register a Taxpayer and all of their tax types or just a particular tax type Transfer a Taxpayer from one RDO to another RDO Change the Accounting type of a Taxpayer Mark or unmark an Inactive Taxpayer ISHCEjectromc lar 1 ut 5 1 Pragect WHAT ARE THE FUNCTIONS OUTSIDE TRS THAT SUPPORT ITS MAIN FUNCTIONS Approval Rejectio
44. boa d which requires you to fill in additional personal information about the Taxpayer Take note that you should Tick the VIP Indicator box if the business being registered is VIP Otherwise leave it unchecked Copyright 2014 Bureau of Internal Revenue All rights reserved Page 43 INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SLIDE 70 73 REGISTER NON INDIVIDUAL FUNCTION DETAILS Encode the details of the taxpayer s business in the Business Summary Details tab l ret REGISTER NON INDIVIDUAL FUNCTION DETAILS Register the different kinds of tax that is applicable to the taxpayer s business in the Taxes tab BI Electrome fur ntormetios System 1 wifs T Proyect REGISTER NON INDIVIDUAL FUNCTION DETAILS Encode the registered addresses given by the taxpayer business in the Addresses tab indra o 4 REGISTER NON INDIVIDUAL FUNCTION DETAILS Check or verify if the taxpayer has an existing record or has a similar identical information within the RDO in the Potential Duplicates tab SCRIPT Next is the Business Summary Details Tab Encoding the details of the business can be done in the Business Summary Details tab Click on the Add button and the New Trade Business Summary Details window will appear Go through the New Trade Business Name Details You can also add the
45. cipants will encode for this function ASK What are the issues that you encounter How did you find accessing the system using this function SLIDE 136 Transfer Taxpayer CS 5 minutes EE ASK a A taxpayer goes to the RDO asking for a transfer what do we do ee What form are you using ime How do you complete the task This function enables the transfer of a taxpayer to another Revenue District Office RDO it aiso enables the transfer to LT and vice versa S AY h In the event that a taxpayer may need to be transferred to another RDO This is the function that we do This function enables the transfer of a taxpayer to another Revenue District Office RDO It also enables the transfer to LT and vice versa Page 67 Copyright 2014 Bureau of Internal Revenue All rights reserved Version 0 4 Draft October 2014 INTERNAL c QD ELECTRONIC TAX INFORMATION SYSTEM AGR qo X 5 gt 2 N E 3 3 8 9 y A TRIES INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SLIDE 137 RO Patria La b Aral Be mem TR TR pnr TRANSFER TAXPAYER FUNCTION DETAIL Transfer Detalls Attachments wee Note A transaction number wil be generated after Mis The transfer will 2 W be subject for approval A task will be auto generated by tha system e nes 4 Gu sare te rs rn wf HANDS ON a Note Refer to the TRS End User Guide Section 3 ll g for
46. counts window When entering the Pre generated TIN you must click the Enter TIN button You may choose any of the two 2 Enter TIN buttons to enter a pre existing TIN A new window will pop up and will show the New Manual TIN screen Key in the pre generated TIN on the TIN field Please not that this is 9 digit number only not including the dash symbols Once you ve encoded all necessary information click on the Save button For new Taxpayers without a TIN number the TIN number will be generated after clicking the Save button Click on the OK button to save TIN To discontinue saving the TIN click on the Cancel button The TIN of the taxpayer will automatically generate on the TIN field found in the New Individual Summary Details Copyright 2014 Bureau of Internal Revenue All rights reserved Page 46 INTERNAL Version 0 4 Draft October 2014 ss ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT The system will refresh the screen and a confirmation message will SLIDE 81 82 l ae be seen on the screen informing user that Taxpayer has been FUNCTION DETAILS reg iste red REGISTER NON INDIVIDUAL FUNCTION DETAILS Save Taxpayers Summary details after all required information has been filled up NEW iedeevtual Summary Dotata cm or ms ER romanga DUI A CH Hands on Activity CS 60 minutes y Ve individual Activity wf HANDS ON
47. e Enter data on the Country of Issue field if the ID presented by the Taxpayer is issued outside the Philippines or record two or more identification ID details of the Taxpayer if deemed necessary IDs that are not listed under the dentification Type drop down will not be honoured To view address record click the radio button of the desired record and click View A Municipality Code is required to be selected first else it will not allow navigation of the other tabs You may also delete the record by clicking on the radio button of the desired record and Delete A message prompt will be displayed to ask the certainty of deleting the taxpayer s address record If you are sure of the action click OK to delete the record Otherwise click Cancel The Potential Duplicates Tab is the next tab The Potential Duplicate tab is used to check or verify if the Taxpayer has an existing record or has similar identical information within the RDO Click on the Refresh button for the system to check through the database The details on duplicate records will be shown on the table If in case that there are records that has the same information with the taxpayer s given information registration will still be saved but it will need an approval from the RDO Revenue District Officer or ARDO Assistant Revenue District Officer to complete the registration Then you have the Contact Method Tab The Contact Method tab will help in recording the Taxpa
48. e a difference in the functionality benefit of the new system etc DO Once everyone had their turn thank participant for their time k Remind them to be on time 0 Q Other wrap up activities can be found online Copyright 2014 Bureau of Internal Revenue All rights reserved Page 71 INTERNAL Version 0 4 Draft October 2014 AD P d ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM DAY FIVE eTIS FUNCTIONAL TRAINING FOR END USERS APPROVERS FULL TRAINING INSTRUCTOR GUIDE TRS REFERENCE SCRIPT Review of Previous Day s Topics CS 30 minutes A A D O BUREAU OF INTERNAL REVENUE E ma PEE Welcome back participants We have discussed Manage taxpayer TAPAVE BNGHONATION yesterday Let us recap the processes we have gone through We USER TRAINING 7 AY have discussed the following pm O SO Y Find Taxpayer Update Taxpayer Suspend Tax Re activate Tax De register Tax Re register Tax Transfer Taxpayer Manage Financial Detail Tag Un tag Inactive Taxpayer Kr can F F F F F F F Today we will cover Task Management and Reports Generation Under this module we will discuss the following Tasks h Correspondences Reports DO Allow a representative to tick the process they have listed from the first activity on day 1 ASK t Do you have any questions on our past topics ON Other review activity and energizers can be found in the appe
49. e are here for the purpose of learning TRS and its functions in the system This training will NOT provide a refresher on the Return Filing and Processing business process This training will be about how we use the system for the process rse Agen min SLIDE 10 13 Course Agenda CS 5 minutes COURGE AGENDA SAY DAY 1 GETTING STARTED ntroduction Overview of eTIS System User This is a 4 day training We will get to know the following Tax Payer Registration Introduction dia topics day after day Tin Issuance for Individual DAY 2 TAXPAYER REGISTRATION SYSTEM Day 1 Primary Registration 1 Register Non Individual Register Branch o Introduction Overview of eTIS m L0 m 9 Bon o System User Tax Payer Registration Introduction COURSE AGENDA Primary Registration E Tin Issuance for Individual Register Facility NM Day 2 Primary Registration 2 Bee o Register Non Individual Dojo Tat o Register Branch Re register Tax Transfer Taxpayer Tag Un tag Inactive Taxpayer vas ALOE O Copyright 2014 Bureau of Internal Revenue All rights reserved Page 20 INTERNAL Version 0 4 Draft October 2014 gt ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT COURGE AGENDA AGENDA E DAY 4 TAXPAYER REGISTRATION SYSTEM Re register Tax Transfer Taxpayer Tag Un tag Inactive Taxpayer eina He east Cod MERCATI Register Facilit
50. e registering an Individual or Non individual Taxpayer Follow the same process Remember that the system only accepts JPG PNG BMP and PDF files It accepts files NOT more than one 1 Megabyte The maximum number of attachment is up to 15 filesTake note that the history and sites tab are not yet included in this version eTIS 1 Page 52 Version 0 4 Draft October 2014 INTERNAL Pd ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT Allow participants to access the system while you discuss the function This will provide better understanding and real time experience Provide a sample profile to fill in information Give participants time to do each step SLIDE 99 Register Facility Hands on Activity CS 15 minutes ui Vel individual Activity wf HANDS ON els SAY DD It s time to try it on your own Please go to page x of your workbook for the details of your exercise DO Prepare at least 3 sets of information that participants will encode for this function Let the participants input all the information using the system Go around the room to help them What are the issues that you encounter How did you find accessing the system using this function Copyright 2014 Bureau of Internal Revenue All rights reserved Page 53 INTERNAL Version 0 4 Draft October 2014 c QD Pd ELECTRONIC TAX INFORMATION SYSTEM INST
51. e taxpayer records when the need arises Moreover it will discuss on how to manage tasks within the Electronic Tax Information System 1 eTIS 1 and how to print reports and correspondences The different forms that are used in the TRS module are 1900 Authority to Use Computerized Accounting System or Components thereof Loose Leaf Books of Accounts 1901 Application for Registration For Self Employed and Mixed Income Individuals Estates and Trusts 1902 Application of Registration For Individuals Earning Purely Compensation Income and Non Residence 1903 Application for Registration For Corporations Partnerships Taxable Non Taxable including GAls 1904 Application of Registration For One time Taxpayer and Person Registering under EO98 1904T For One Time Transaction Taxpayer only 1905 Application for Registration Information Update 1906 Application for Authority to Print Receipts and Invoices and 2305 Certificate of Update of Exemption and of Employer s or Employee s Information TERMINAL OBJECTIVES At the end of the training participants will be able to perform functions using the new system under the Taxpayer Registration System TRS function based on their roles utilizing the Electronic Tax Information System LEARNING OUTCOMES P Describe what eTIS 1 is and its benefits Explain the functionalities of eTIS 1 P Identify parts of the eTIS user interface P Identify the different functions under TRS ha O Copyright 2014 Bureau of In
52. eaker and energizer ideas 0 Q You may use this activity or refer to the activity bank on the ha O Copyright 2014 Bureau of Internal Revenue All rights reserved Page 17 AARC INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT SLIDE 3 ADKAR Employee Feedback CS 15 minutes DO ADKAR SURVEY F Show ADKAR Employee Feedback SAY a mat t We all have heard about eTIS during the briefing sessions and other communication channels like brochures emails etc We all know that this is a big change to how we do our work Now we want to know how you feel and what you think about this change Kindly go to the link projected on the screen and complete the questionnaire It will just take you 10 minutes to complete the survey Your responses will be confidential and will be used to further improve components of the project DO F Thank the participants after completing the survey 0 Q ADKAR Link http www quia com sv 680330 html gre pue 4 House Rules CS 5 minutes SAY HOUSERULES T Before we start our training let us go through some reminders to ensure that our training is fun engaging and achieves the Gre Bf rers objectives These are NEN au o Attendance checked in the morning before the start of each 8 Te 2 day and in the afternoon after lunch break Registration is Breaks between 8 00am 8 30am or the first 30
53. ee the login page enter your username and password Show the class how to login Ask the class to login Guide participants by asking who were able to successfully login and those who were not Provide guidance to those who were not able to login SAY When you enter an incorrect username and or password the system will display a warning incorrect username and password SLIDE 23 be blocked for 2 hours before you can re try accessing the system again This is a security feature that is incorporated into the LOGGING OUT system to safeguard the information from unauthorized users t You are provided 2 invalid attempts and after that your account will If in cases like this contact your Systems Administrators to request for a password reset SAY Let us now log out of the system After being able to fulfil all your transactions in the system never forget to log out This is important so that we can protect the system from unauthorized users On the upper right hand corner of your screen you will see a logout button To log out click on the Logout button on the upper right hand corner and a pop up notification will ask you to verify your choice Click on Yes to the system confirmation to logout of the system Ask participants to login again to test understanding Copyright 2014 Bureau of Internal Revenue All rights reserved Page 25 INTERNAL Version 0 4 Draft October 2014 AD ELECTRON
54. em Tag Un Tag Inactive Taxpayer Hands on Activity CS 30 minutes SAY P Let s now proceed to the Hands On activity Kindly go to page x of your participant guide and follow the instructions provided DO t Prepare at least 3 sets of information that participants will encode for this function Let the participants input all the information using the system ASK What are the issues that you encounter How did you find accessing the system using this function Copyright 2014 Bureau of Internal Revenue All rights reserved INTERNAL Page 70 Version 0 4 Draft October 2014 gt ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT uii CS 30 minutes SAY Let us have a group activity wherein we will have a chance to evaluate the process Group Activity ASK What are the different function in Manage Taxpayer process What are views and comments in the steps in the new system Group participants into 3 groups Make sure that they have different members than the last group activity Ask them to create a visual representation of the different functions and steps Let them assign a representative to present the visuals This will serve as a recap Wrap Up amp Closing CS 30 minutes ASK That concludes our Day 3 of eTIS Training How do you find it so far Ask each participant what is their key learning takeaway for today It may b
55. encounter How did you find accessing the system using this function o GS SLIDE 123 124 Reactivate Tax CS 5 minutes TRES ORC TOR SAY hk We now move to the fourth function which is Re activate Tax m on Update Re register pay Taxpayer Tax Find Taxpayer iod ASK What does the Re activate Tax functionality do Re activate Tax ae eee SAY This function enables re activation of a tax type or form type of a taxpayer d hm DIN Ren TRS SYSTEM FUNCTIONS Re activate Tax This function enables re activation of a tax type cr form type cf a taxpayer Copyright 2014 Bureau of Internal Revenue All rights reserved Page 62 INTERNAL Version 0 4 Draft October 2014 Pd ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT RB Punico La b ril By am LISTE EP RE ACTIVATE TAX FUNCTION DETAIL S AY x EN h To access the find the Taxpayer menu go to the navigation panel m click on Taxpayer Registration then Manage Taxpayer and ice Reactivate Tax M There are 2 tabs that you should consider when performing this function The tax details and Form details Follow the same procedure in finding a taxpayer The Tax Details tab is used to re activate a tax type Do this by ticking on the radio button and supplying the mandatory fields Then click Reactivate Do the same for the Form Details tab to re activate a form type You will be required to
56. ete the record by selecting the radio button of the recordn and choose the approriate action A The added record will be seen on the Basic or Employee record table new Screen Will pop up and Will Show the View Relationship Details screen It Etactrome ex normalis Sem 1 1is 1 rect TIN ISSUANCE FOR INDIVIDUAL FUNCTION DETAILS ASK t Any questions regarding registration for Local Employees SAY If there is none then let us go through registering Sole Proprietors Copyright 2014 Bureau of Internal Revenue All rights reserved Page 37 INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SLIDE 59 61 TIN ISSUANCE FOR INDIVIDUAL FUNCTION DETAILS Business Summary Details Tab allows you to add a trade business name nt Elec et termi Ste 1 151 Propet TIN ISSUANCE FOR INDIVIDUAL FUNCTION DETAILS Click on the Primary Indicator box if the industry detail being recorded is the primary source of income of the Taxpayer or else leave it unmarked i ism d Fond TIN ISSUANCE FOR INDIVIDUAL FUNCTION DETAILS Encode the details of book of accounts INTERNAL SCRIPT TIN Issuance for Individual Function Details SINGLE PROPRIETOR SAY t Follow same procedure in ONETT process except the added Business Summary Details Tab Book of Accounts Tab and Incentives Tab TIN Issuance for Individual C3 2
57. exercise t runs on a newer more modern IT platform The modern platform will make it easier to Introduce functional enhancements Overime ETS 1 wil be further enhanced and additional Ask 2 participants to share their definition of eTIS and its importance indra OO O Copyright 2014 Bureau of Internal Revenue All rights reserved Page 21 INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT hk Show slide by pressing B again SAY Pp eTlS is a web based technology designed to be the core system of BIR It is compliant with the internationally accepted standard of having a single tax data repository It contains enhancements that have been identified from ITS This is intended to replace ITS in the long run SLIDE 16 eTIS vs ITS C 5 minutes SAY am cates es P eTIS is a completely new system that will support your daily n a nutsnell these are what you would expect to pe a a different from ITS operational tasks to make it easier It has some key differences Better user experience from ITS Reduced errors Real time updates Improved efficiency simproved customer experience Better User Experience The graphic user interface is made for better user experience It is web based similar to how you access and navigate social networking sites and search engines ie Facebook Google Yahoo etc
58. follows the same procedure with the Single Proprietor A new tab is introduced in this function The Occupation tab is where you encode all the provided Occupations of the Taxpayer Click on Add and the New Occupation Details window will appear Select the Occupation Code applicable to the Taxpayer You may add details in the Occupation field Tick primary indicator if the Occupation you will add is the primary source of income of the Taxpayer Click OK You may also view and update the record using the same procedure as presented in the other tabs TIN Issuance for Individual Boo minutes Function Details MARGINAL INCOME EARNER MIXED INCOME EARNER AND NON RESIDENT ALIEN ENGAGED IN TRADE BUSINESS There are 3 more other types of taxpayer These are the Marginal Income Earner Mixed Income Earner and Non Resident Alien Engaged in Trade Business Please refer to the end user guide for the tabs that are available in each type Please refer to page 56 59 of your end user guide N ARC Copyright 2014 Bureau of Internal Revenue All rights reserved Page 40 INTERNAL Version 0 4 Draft October 2014 ss ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT SLIDE 64 Hands on Activity i om System 1 mil Ly wf HANDS ON VE Individual Activity Note Refer to the TRS End User Guide Section 3 l a for the detailed steps on how to register an individual and 3 1 b fo
59. ion can only be accessed by the ISG team Let s take a look at the modules within TRS CS 2 minutes SAY d Under the Taxpayer Registration System there are 2 main sub functionalities that you can perform First is registering a taxpayer and second is managing taxpayer information We ll go through each one of those as we go through the training Let us start first with Registering a Taxpayer SAY d TIN Issuance for Individuals The Register Taxpayer sub function allows you to do the following TIN Issuance for Individuals Register Non Individual Register Branch Register Facility CS 5 minutes SAY b Let us now start with the first task TIN Issuance for Individuals This function enables you to register a new or existing Individual taxpayer into the system It also generates a TIN for new Individual taxpayers ASK d What are the types of taxpayers that can be registered Page 29 Version 0 4 Draft October 2014 Copyright 2014 Bureau of Internal Revenue All rights reserved INTERNAL 2j z j a MILLENNIUM 3 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT DO Write answers on the board P Verify participants answer using the presentation Accessing the TIN Issuance for CS 2 minutes n Individuals Entry Sub Function ACCESSING THE TIN ISSUANCE FOR INDIVIDUALS ENTRY SUB FUNCTION SAY a To access
60. is function Let the participants input all the information using the system Go around the room to help them Talk among your partner and share views on the procedure Use the guide questions o Whatare the issues that you encounter o How did you find accessing the system using this function Page 69 Version 0 4 Draft October 2014 Copyright 2014 Bureau of Internal Revenue All rights reserved INTERNAL ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SLIDE 144 Lip LE ERE aq on SLIDE 145 EE CIE ir TAS TAXPAYER FUNCTION DETAN 3 SLIDE 146 wf HANDS ON 1 Bote lbstsr Ec the DIES End Uawr Gure Zachnn 3 01 tor the detailed abwpa on how bz manage bak SCRIPT Tag Un Tag Inactive Taxpayer CS 10 minutes P The last function for Manage taxpayer is Tag Un Tag Inactive Taxpayer This function enables tagging un tagging inactive taxpayers which results to suspension of tax type s and form type s of the inactive taxpayer It disallows generation of correspondences for the inactive taxpayer 10 minutes SAY P t works the same with all the other functions using the In Tag Un tag Inactive Taxpayer screen input details on mandatory fields Then click Save to process the changes SAY Tag Un Tag Inactive Taxpayer DO Prepare information that participants will encode for this function walk through F Go around the room to help th
61. istered Au Panne ab der ates yee LET E gs TRS SYSTEM FUNCTIONS De Register Tax This tumction enables de registation of a taxpeyer record including the taxes registerec SAY rumora To access the find the Taxpayer menu go to the navigation panel A click on Taxpayer Registration then Manage Taxpayer and De Register Tax diga This has the same procedure in finding a taxpayer The Deregistration Details tab is used to deregister tax details Do this by ticking on the checkbox of the tax type to deregister Should you wish to deregister the taxpayer record including the taxes registered tick the Deregister Taxpayer and all Tax check box Then click Deregister Follow the previous procedure for the Form Details tab DO Prepare at least 3 sets of information that participants will encode for this function This will allow them to experience the function first hand for better understanding Copyright 2014 Bureau of Internal Revenue All rights reserved Page 64 INTERNAL Version 0 4 Draft October 2014 AD ss ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT SLIDE 130 De Register Tax Hands on Activity CS 30 minutes a LER ra gear ee npn nna SAY P Let s now proceed to the Hands On activity We will be providing ree you an exercise sheet to be used for this Hands on Activity 1 Rate Rafer bo the 1125 End User Gunis Schon 1 0
62. m while you discuss the function t Provide a sample profile to fill in information Give participants time to do each step ASK Any clarification on the steps Copyright 2014 Bureau of Internal Revenue All rights reserved Page 55 INTERNAL Version 0 4 Draft October 2014 AD gt ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT e Authority to Print Hands on Activity CS 15 minutes y Vel individual Activity SAY SLIDE 109 Ims a em o RT mpm wf HANDS ON 1 Rot lteter Es the IRS End Uawr Gunis Secbon 1 01 foe the detailed spa on how be manapa baika Let s try it out Please go to page x of your workbook DO Prepare at least 3 sets of information that participants will encode for this function Let the participants input all the information using the system Circulate and help students with issues and answer questions What are the issues that you encounter How did you find accessing the system using this function ha O Copyright 2014 Bureau of Internal Revenue All rights reserved Page 56 AARC INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT Review of Previous Topics CS 10 minutes SAY P Thank you for being here participants We had fruitful session yesterday Let us review what we have discussed We covered the follo
63. mation needed under Tax Periodic Details Form Type Details table will be displayed including Forms associated to the selected Tax Type Filing Frequency and Form Status fields will also populate automatically Select a form type by ticking the radio button Then tick on the boxes BIR Initiated Registration TCVD Visit Interview and Advisory Visit check box if applicable Otherwise leave it unmarked Copyright 2014 Bureau of Internal Revenue All rights reserved Page 34 INTERNAL Version 0 4 Draft October 2014 c QD A 7 MILLENNIUM 4 ss ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT k Th i i i SLIDE 52 54 en another detail option on the same tab needs to be filled eee The ATC Alphanumeric Tax Code Select an ATC Alphanumeric FUNCTION DETAL Tax Code by clicking the drop down arrow and choose from the A O AAN option provided Take note that ATC selections will depend on the chosen tax type To add ATC click on the Add button A new window will appear and it will show the NEW ATC Details Select an additional ATC Alphanumeric Tax Code by clicking the drop down arrow and choose from the option provided On the ATC Description field the system will auto populate the description of the chosen ATC Click on the OK button to add the additional ATC details The record will be shown on the table Then click OK Electrorec fur antormabos System 1 w ES TIN ISSUANC
64. minutes ASK That concludes our Day 2 of eTIS Training How do you find it so far Ask each participant what is their key learning takeaway for today It may be a difference in the functionality benefit of the new system etc DO F Once everyone had their turn thank participant for their time Remind them to be on time 0 Q Other wrap up activities can be found online Copyright 2014 Bureau of Internal Revenue All rights reserved Page 50 INTERNAL Version 0 4 Draft October 2014 AD ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM DAY THREE eTIS FUNCTIONAL TRAINING FOR END USERS APPROVERS TRAINING INSTRUCTOR GUIDE TRS REFERENCE SCRIPT Review of Previous Day s Topics CS 30 minutes DO punen OF TERNAL RE P Deliver a review activity of previous days topics TAXPAYER REGISTRATION SYSTEM USER TRAINING e 9 Q Other review activity and energizers can be found in the appendix section SLIDE 91 93 Register Facility 5 minutes NM SAY a Our next function is the Register Facility Function Register age ASK P What do you do for this function What challenges or issues do you usually encounter performing this function SAY This function enables you to register a branch facility that does not TRESYSTE FUNCTIONS conduct sales transactions so a tax type can be assigned It also me enables registration and generation of
65. n of transactions in TRS Generate Reports Copyright 2014 Bureau of Internal Revenue All rights reserved Page 28 INTERNAL Version 0 4 Draft October 2014 he AARC ELECTRONIC TAX INFORMATION SYSTEM A E El val Y MILLENNIUM X A INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SLIDE 34 EM Ejectrocsc las information System 1 jelis T l rcpect ETIS 1 SYSTEM FUNCTIONS D y SLIDE 35 36 TRS SYSTEM FUNCTIONS Tax Registration System Register Taxpayer Manage Taxpayer TRS SYSTEM FUNCTIONS Register Taxpayer TIN Issuance for Individual SLIDE 37 Sit Ejectrosas las information System 1 jelis 1 l emect TRS SYSTEM FUNCTIONS TIN Issuance This function enables you to register a new or existing for Individuals Individual taxpayer into the system This functions generates a TIN for new Individual taxpayers Among the Taxpayer types that can be registered are EO 88 Filipino Alien ONETT One Time Taxpayer Local Employee Compensation Income on eTIS 1 System functions SCRIPT 5 minutes SAY k The 5 functional modules TRS RFP CRR Audit and CMS have The Tax Registration System their own separate transactions There are 3 modules or functions that support these 5 modules I ve mentioned earlier that there are 2 functions that can be performed in TRS since you can only have access to Tasks and Reports The Systems Administration funct
66. nce System Requirements Input Hardware Logging in Out of the System Changing Passwords DAY TWO Registration Review Activity Register Non Individual First Break Register Non Individual Lunch Register Non Individual Register Branch Last Break Register Branch Wrap up TOTAL MINUTES e e C2 0 O eo aio al ojo ACTIVITY DAY THREE Registration User Interface Familiarization Taxpayer Registration Introduction Review Activity Primary Registration Register Register Branch Taxpayer TIN Issuance for Individual e Register Facility First Break Register Facility Lunch Primary Registration Register Taxpayer TIN Issuance for Individual Last Break Primary Registration Register Taxpayer TIN Issuance for Individual Wrap up TOTAL MINUTES Manage Taxpayer Find Taxpayer Manage Taxpayer Update Taxpayer Manage Taxpayer Suspend Tax al al Lunch Re Activate Tax Manage Taxpayer De Register Tax Last Break Wrap up TOTAL MINUTES O AR Q JOI JQ O 0Ol al Oc1 O oj o o Copyright 2014 Bureau of Internal Revenue All rights reserved Page 12 INTERNAL Version 0 4 Draft October 2014 d ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM ACTIVITY ACTIVITY DAY FOUR Registration Review Activit Manage Taxpayer Re Register Tax First Break Manage Taxpayer Transfer Taxpayer DAY FIVE Registration Review Activity
67. nce for Individual Function Details for EO 98 Filipino Citizen Foreign National taxpayers Copyright 2014 Bureau of Internal Revenue All rights reserved Page 33 INTERNAL Version 0 4 Draft October 2014 c QD ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT TIN Issuance for Individual Function Details ONETT SAY Now that you have already completed registration for EO 98 Filipino Citizen and Foreign Nationals let us now go through registration of ONETT or persons subject to taxes under the One Time Transactions ONETT TIN Issuance for Individual 20 minutes SLIDE 50 51 Function Details TIN ISSUANCE FOR INDIVIDUAL FUNCTION DETAILS ONETT Taxes Tab is the registration of different kinds of tax that is applicable to the Taxpayer SAY When you register persons under the One Time Transactions ONETT follow same procedure in EO 98 Filipino Citizen Foreign National process only this time the Taxes tab will appear for assignment of tax type to the Taxpayer The taxes tab registers different kinds of tax that is applicable to TN ISSUANCE FOR INDIVIDUAL the Taxpayer To add information click the Register Tax button Then a pop up window will show the New Tax Details screen ao papua a it Select the additional tax on the drop down menu then click the Go A button Additional details will be seen on the screen Encode all the infor
68. nd the taxpayer what we usually do is update the domi en for each ey P ASK How do we do this function in the present system SAY TAP RHR Micon Update taxpayer enables the modification of registration information V of a taxpayer In this sub module the registration information of a Tapai taxpayer may be updated or modified This function enabies the modification of registration information of a taxpayer Let us go through the steps on this function SAY Lal R Pasta Ta temas A UPDATE TAXPAYER FUNCTION DETAIL b To access the update taxpayer menu go to the navigation panel click on Taxpayer Registration then Manage Taxpayer and Update Taxpayer For Individual For Non individual In the Find Taxpayer screen search the taxpayer whose information you wish to update Next fill in the applicable tabs depending on the taxpayer classification type This follows the same procedure in Register Individual or Non Individual process For Individuals these would be Read through the list of tabs For Non individuals these would be Read through the list of tabs ASK t Do you have any questions and clarifications DO P Let one of the participant explore the process on their own Give them information that will perform the function Copyright 2014 Bureau of Internal Revenue All rights reserved Page 59 INTERNAL Version 0 4 Draft October 2014 gt ELECTRONIC TAX INFORMATION SYSTEM
69. ndix section Copyright 2014 Bureau of Internal Revenue All rights reserved Page 72 INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT SLIDE 148 149 Tas Manager 3 minutes DO Task manager is a function that enables the approval or rejection of pending tasks It also allows reassignment of previously acquired tasks t Let us go through each step in performing the task NOTE The Task Manager will only be discussed for Approvers xg Training a gum or tea a ya Tere Tha unchn amatis he peor or mieca of pecing imagen r haz phos rege Cl Ey EE cs SLIDE 150 153 Task Manager Function Details CS 30 minutes SAY hk To access the Task Manager Function go to the Navigation Panel and click on Tasks then Task Manager Let us go the first step The Approve Reject Task obtain Pan Pa a maasaa T pending task s which needs approval or rejection by choosing SUN from the spool area To do this go to the Assignment table find and select a pending transaction by clicking on the Task Number link Then click on the Acquire link to accept the task and enable approval rejection action option Then a message will appear to inform you that the task has been acquired An information message will appear to inform that the task has been acquired Hence additional links will also be a viable option
70. ng of tasks o Functional Training for End Users Taxpayer Registration System Full Training This is a 3 day course targeted to users who utilize the system for day to day transactions Make sure to confirm class details from TDD Training Delivery Division Get schedule information training to be delivered inquiry approval or full training location number of participants training attendance roster and your role lead facilitator vs co facilitator at least one week before the scheduled class J Review the instructor guide course outlines and presentation slides For changes you will be notified via email of any changes in the documents t You will be using the training environment to demonstrate how to use the system Make sure that you have the eTIS 1 RFP Training URL and training logins with you Though this will be provided to you before your training make sure to contact TDD if you do not have this information P Confirm with TDD if all materials have been delivered to the venue P You will be using an online tool to administer all surveys and assessments Make sure that you have all the URL available prior to your training The URLs for all surveys and assessments are indicated on the main instructor guide Prepare all the materials that you ll need All training materials will be provided by TDD A checklist is provided in this section for your reference Make sure to take enough rest before the day of the t
71. orget to have everyone sign the attendance roster Capture the time in Keep the attendance roster as you will need to encode the attendance sheet on the last day of training Take note of late instances post breaks and lunch On the last day of training you have to encode the attendance into Quia Please follow the instructions follow below o Step 1 Access the online attendance sheet using this link http www quia com sv 680587 html o Step 2 Select the Course Title and Batch Step 3 Enter start and end day of training Make sure to follow the format Example 10 20 2014 otep 4 Enter the name of the training venue This will be provided to you ahead of time otep 5 Enter the course start and end date of training otep 6 Enter name of participant following the format Last Name First Name Step 7 Select the division of the participant Step 8 Select whether participant was present on Day 1 to Day 4 otep 9 If the participant was absent kindly put reason for absence Step 10 Repeat Step 6 until all participants have been encoded O O O O O O O Copyright 2014 Bureau of Internal Revenue All rights reserved Page 8 INTERNAL Version 0 4 Draft October 2014 c QD gt ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM e Before the first break kindly send the following information to nora tembrevilla bir gov ph carmencita demesa bir gov ph maria luisa perez Obir gov ph
72. r Non Individuals S AY Now try doing this on your own Kindly go to page x of your participant guide and follow the instructions provided DO Make sure to go around the room to assist the participants P Once the activity is done make sure to ask the participants if they have questions Wrap Up amp Closing C 40 minutes ASK That concludes our Day 1 of eTIS Training How do you find it so far Ask each participant what is their key learning takeaway for today It may be a difference in the functionality benefit of the new system etc DO F Once everyone had their turn thank participant for their time Hemind them to be on time N T Other wrap up activities can be found online or in the appendix section of the this guide Copyright 2014 Bureau of Internal Revenue All rights reserved Page 41 INTERNAL Version 0 4 Draft October 2014 AD ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM DAY TWO eTIS FUNCTIONAL TRAINING FOR END USERS FULL APPROVERS TRAINING INSTRUCTOR GUIDE TRS REFERENCE SCRIPT Review of Previous Day s Topics oo minutes BUREAU OF INTERNAL REVENUE DO Electronic Tax Information System eTIS 1 TAXPAYER REGISTRATION 1 H AL SYSTEM j Deliver a review activity USER TRAINING indra Z QADA 4 e Other review activity and energizers can be found in the appendix section SLIDE H 65 67 Register Non Individuals
73. r 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT SLIDE 20 Input Hardware 2 minutes Iit electrons Las Information System 1 oils ique INPUT HARDWARE For Keyboard SAY a Keyboard operation is standard The lt TAB gt lt Shift TAB gt keys are used to move from one field to another The keyboard can also be used to enter characters numbers and symbols in dra These are needed input hardware for you to navigate the system buttons Hyperlinks dropdown sis and icons ll can also De First is the keyboard There are keys that are essential in order to poc navigate the system Examples are TAB Shift TAB keys These are used to move from one field to another The keyboard 14000 sica can also be used to enter characters numbers and symbols in text boxes Another hardware is the mouse The mouse can be used to click buttons hyperlinks dropdown lists and icons It can also be used to select a text box to be able to input data We will practice using these later Logging in Logging Off the System CS 20 minutes SLIDE 21 DO a Show the URL webpage to access eTIS SAY We ll now learn how to navigate the system But first let us go to where you ll access the system When you start using the system you will not be using the training environment You will be given a O hype tna vati aero md een Lg new URL to access the live system Fo
74. r now we will be using the training environment You will also have a desktop shortcut on your desktop pc so you do not have to remember the URL The URL Uniform Resource Locator is like your address It is unique and points to a specific location in the world wide web SLIDE 22 Once you are already in the homepage you will be asked to login LOGGING INTO THE SYSTEM with a user id and password You will be given a username and password before you use the system but for today we will be E using a training login Lus Cares O If the Username or Password is incorrect this error message will appear on the screen DO Distribute the training logins to participants attempts After the third attempt with incorrect dats the account will automatically be blocked An error message will be displayed stating that the account will be blocked for 120 minutes Request for led assistance from the System Administrator is need Remind participants that you will all be doing it together indra zo 4 O Copyright 2014 Bureau of Internal Revenue All rights reserved Page 24 INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT SAY hk As mentioned earlier we will be doing this together Before you start navigating the system will show you first how to do it then l Il give you time to do it yourself F Once you s
75. raining Copyright 2014 Bureau of Internal Revenue All rights reserved Page 7 INTERNAL Version 0 4 Draft October 2014 c QD d IS Im 4 MILLENNIUM A Ay ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM DURING THE TRAINING Arrive at the venue at least 30 minutes before the scheduled training This allows you to relax and at the same time check the equipment and venue layout Check the following items P Desktop or Laptop Computers with access to the internet The total of units should be equal or more than the expected number of participants to attend Training Manuals End users shall be provided an End User Guide and Participant Guide This should also be equal to the number of participants to attend the class P Two Projectors and Screen Each class will have two projectors One will be used to project the presentation slides while the other one will be used to project the eTIS Training environment This makes it less confusing for you and your participants rather than toggling between your presentation and training system t Food Food shall be provided during the training There will be two 2 snacks and 1 lunch Personnel from the facility may confirm with you when the food shall be brought to the assigned place Markers and Flipchart Paper Make sure that you have enough flipchart papers and markers throughout the day Attendance Roster Do not f
76. rded TIN ISSUANCE FOR INDIVIDUAL FUNCTION DETAILS The VIEW Adaress Details window will pop up and will show the information of the Taxpayer s address details A Municipality Code is required to be selected first else it will not allow navigation ofthe other tabs Adson Deisis identification Addresses Potentia Dup cses Contact Method Attachment MuniipsMy Code DUMMY MUNIOPALITY Y 7 Mess Zw Select Type Address Barangay CiyMenicipslity Province Code Primary Status C germ C gm D C om D indra o 4 o TIN ISSUANCE FOR INDIVIDUAL FUNCTION DETAILS The Potential Duplicate tab is used to check or verify if the Taxpayer has an existing record or has similar identical information within the p eee WO y Mire Mtem TIN ISSUANCE FOR INDIVIDUAL FUNCTION DETAILS The Contact Method tab will help in recording the Taxpayer s contact details SCRIPT The next tab is the Addresses Tab This enables you to encode the registered address given by the taxpayer To add information select the Municipality Code then click Add The new address details window will appear The Primary Indicator box needs to be ticked if the address being recorded is the primary address of the Taxpayer If not leave it unmarked Encode all details in the mandatory field then click OK to add the address details You may also click on Cancel if you want to do otherwise The added record will be shown on the address tabl
77. rnal user did not follow the correct password format a pop u message will appear Click OK button and encode a valid p Take note that confirming password change will automatically log the user out of the system User will then be required to login again using the new password If BIR Internal user did not follow the correct password format a pop up message will appear Click OK button and encode a valid password Show class how to change password Ask them to change their password Go around the room to check for participants who are having difficulties changing the password Copyright 2014 Bureau of Internal Revenue All rights reserved Page 26 INTERNAL Version 0 4 Draft October 2014 ss ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM MP MILLENNIUM 3 REFERENCE SCRIPT SLIDE 27 User Interface Familiarization 5 minutes Sit Electronic las information System jelis T l emect FAMILIARIZING WITH THE USER INTERFACE SAY The headers menu refers to the Home and Logout link This is where you can get back to the main page of eTIS While some of the functions are dependent on your access level The side menu is the Navigation Panel that shows the functions i OME EES that IS assigned to your function indra O de O Yasar Taxpayer Registration C 5 minutes PEDES System TRS Functions SAY P Let us now go through the Taxpayer Registration System
78. s on activity Kindly go to page x of your ducats participant guide and follovv the instructions provided oo Mia Behar ES the 1125 End lus Gunis Secbon 1 0 bz the detailed atapa on how bz m ake DO Prepare at least 3 sets of information that participants will encode for this function Let the participants input all the information using the system ASK What are the issues that you encounter How did you find accessing the system using this function Copyright 2014 Bureau of Internal Revenue All rights reserved Page 74 INTERNAL Version 0 4 Draft October 2014 ss ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT Reports CS 30 minutes SAY Now that we have control on our tasks at the end of the day what we usually do is to generate reports a DR R 4 hi ara pl a far What is the scope of the reports generation function SAY t This function enables printing of correspondences such as F Report on Registrant by Taxpayer Type Monthly New Business Registrants Master Alpha list of Registered Taxpayers Alpha list of New Registered Taxpayers List of Issued TCL 1 TIN Card Inventory Iu List of New Registered Taxpayers with Pre Generated TIN e Order by Taxpayer Type bre leen Ee Report on Registration by Business Taxpayer Type Registration by Tax Type Summary Statistics on Business Registrants List of Taxpayers by PSI
79. t October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT RO SLIDE 41 ASK There are different sets of tabs that can be accessed depending on R the type of registration For EO 98 Filipino Citizen Foreign National taxpayers access the following tabs S AY Examples of the tabs that can be seen for a certain Individual Taxpayer type are o For EO 98 Filipino Citizen Foreign National taxpayers o For One Time Transactions ONETT taxpayers o For Local Employee taxpayers SLIDE 42 44 Tin Issuance for Individual C3 40 minutes ae Function Details nter TIN ISSUANCE FOR INDIVIDUAL FUNCTION DETAILS EO 98 Filipino Citizen Foreign National taxpayers Under Additional Details tab more information may be placed about the taxpayer s registration S AY a a Lets go through the tabs that are applicable to Individual Taxpayers The default tab is the Additional Details tab This enables you to input more information about the taxpayer It includes gender civil status date and place of birth mothers maiden name father s name citizenship and other citizenship if dual It also includes the date of submission and purpose of TIN application Make sure to encode all mandatory fields LITT ae The first tab that is unique for Individual Taxpayers is the Encode he roof of deny given by the taxpayer in he denticaon Identification tab It enables
80. t Create Application Copyright 2014 Bureau of Internal Revenue All rights reserved Page 54 INTERNAL Version 0 4 Draft October 2014 A We MILLENNIUM 4 Pd ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT SLIDE 105 108 For ATPs we need to create a Permit application AS Let s do a step by step walk through of the process ruNcron perais C To generate an ATP you need to create a Permit Application so select Permit under Authorization type and click on the Next button Select Permit Application You ll find 3 tabs Application details Attachments and Footer Joe details On the Application details search for the TIN of the rata EE Taxpayer who requested the ATP Click on the Search TIN button Once the Taxpayer is found select the Taxpayer from the Panel and click on Continue inse ici epa lena Then select Authority to Print under Type of Authorization For the Attachments Tab follow the same procedure as you would in TRS Just like the Attachments tab in TRS this tab allows you to upload supporting documents from the Taxpayer Then click on Next ida In the Permit Application screen enter the printer TIN You can use the Flashlight icon to search for the printer TIN Click Save button when done Fil in Permit Application detalls M De Tyee Remi mee Dim amy Pec Re ey m me a DO P Allow participants to access the syste
81. t contains the following sections P Training Administration Guide Provides you with the necessary information processes and tools that you will need to prepare before the training and complete post training administration Work Facilitator Guide Instructor Guide Your one stop ultimate reference guide to deliver a successful training The instructor guide contains presentation slide references scripts links to make your delivery smooth and easy This guide is created to ensure that key messages and salient points are delivered consistently across different classes taking into consideration adult learning principles P Facilitator Guide Instructor Guide Full Training Facilitator Guide Instructor Guide Approvers Training h Presentation Slides This guide also contains the presentation slides so that you can easily review your PowerPoint Slides even without access to a computer t Appendix The appendix section provides you with supplementary materials that you can use to deliver some sections of the training i e energizers ice breakers wrap up activity etc You may hold this guide while you are facilitating your first few sessions and as you gain more confidence with regard to the structure and flow of training the facilitator guide may then serve as a reference O Copyright 2014 Bureau of Internal Revenue All rights reserved Page 4 INTERNAL Version 0 4 Draft October 2014 c QD A TRAINING ADMINIST
82. ternal Revenue All rights reserved Page 14 AARC INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM LEARNING OUTCOMES Cont d Navigate through eTIS 1 and perform the following Login and logout of the system Change login password in the system Register Individual and Non Individual Taxpayers Register a branch and issue a branch code Register a facility and generate a facility code Create an application for ATP Update modify the registration information of a certain taxpayer Search for a given taxpayer Suspend a tax type or form type that is no longer applicable to the taxpayer Reactivate a tax type or form type that is applicable to the taxpayer De register the taxpayer record including the taxes registered Re register a tax type or form type of a taxpayer Transfer a taxpayer to a different RDO Transfer a taxpayer as LT and vice versa Change the accounting type of a business or non individual taxpayer Be able to mark taxpayers who have not filed taxes for 2 or more years or unmark those who have re continued to file taxes Approve or reject auto generated tasks initiated by the modules within eTIS 1 View and or print reports Copyright 2014 Bureau of Internal Revenue All rights reserved Page 15 INTERNAL Version 0 4 Draft October 2014 c QD ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION
83. the TIN Issuance for Individuals Entry Sub Function Go to the Navigation panel Click Taxpayer Registration gt Register Taxpayer gt TIN Issuance for Individual A new screen will show This is the New Individual Summary details screen SLIDE 39 TIN Issuance for Individual 15 minutes Function Details FUNCTION DETAILS S AY TX Before filling in the Tabs for Taxpayers with existing TIN Number you need to enter their TIN Number Click on the Enter TIN button and the New Manual pop up window will appear Enter the Taxpayers TIN number The TIN number is a nine digit code automatically separated by a dash when you encode it in the TIN field Then select the Source Click Ok SLIDE 40 For a new registration you will need to fill in the details in the New Individual Summary details mention each field The fields with a TIN ISSUANCE FOR INDIVIDUAL red asterisk mean that they are mandatory fields and the transaction cannot be saved without filling out these fields You can expect to see all or just some of the following tabs depending on the Individual Taxpayer type Additional Details Tab Business Summary Details Tab Identification Tab Books of Accounts Tab Addresses Tab Incentives Tab Potential Duplicates Tab Occupation Tab Contact Method Tab Attachment Tab Taxes Tab Relationship Tab ZOO O Copyright 2014 Bureau of Internal Revenue All rights reserved Page 30 INTERNAL Version 0 4 Draf
84. to utilize Afterwards indicate comments inside the New Remarks box which should contain the reason for the appropriate action to be taken Then click on the appropriate action link approve reject or release If you wish to return to the Assignment table click View Task List Copyright 2014 Bureau of Internal Revenue All rights reserved Page 73 INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT FUNCTION DETAR 3 P To reassign a task type in the log in name of the person that the ara ae mates TUO NU T Roa ee task is being assigned to inside the Assign to box Again if you y wish to return to the Assignment table click View Task List In this screen view that the Status is again Assigned but with a definite Assigned User and a Sub State Delegated To place additional information on a specific task select the task from the list Then task details screen will appear Type the additional details on the New Remark box and click on the Add Remarks link DO Prepare a sample profile for the participants to test out Make this discussion as a walk through for them to have first hand experience navigating the system ASK P Can you follow the steps Are there difficulties that you prevents you to do the task smoothly SLIDE 154 Task Manager Hand on Activity CS 60 minutes SAY F Letus have a hand
85. wing Register Non Individual Register Branch Register Facility Introduction to Manage Taxpayer Authorizations Management Today we discuss the Manage Taxpayer functions Let us start SLIDE st 110 112 Manage Taxpayer 10 minutes SAY i al b Now that we are done with the discussion on Register Taxpayer We proceed to Manage Taxpayer Again please note that these functions and the corresponding transactions they enable you to perform can be found in the Navigation Guide section of the End User Manual m 9 NE ai ASK TRE SYSTEM FUNCTIONS What are the functions that you perform under the Manage Taxpayer em SAY We will discuss the following functions gt Find Taxpayer Update Taxpayer CORO suspend Tax Re activate Tax De register Tax Re register Tax Aie Transfer Taxpayer Tag Un tag Inactive Taxpayer ax Registration System FP Painan La b Par i My am LISTER Papas TRS SYSTEM FUNCTIONS This function enables finding inquiring searching of a taxpayer Copyright 2014 Bureau of Internal Revenue All rights reserved Page 57 INTERNAL Version 0 4 Draft October 2014 ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT Gar Ta tama tha My mam ree eis SAY M A b To access the find the Taxpayer menu go to the navigation panel click on Taxpayer Registration then Manage Taxpayer and Find For yA Taxpayer
86. y ric ap Introduction to Manage Taxpayer Find Taxpayer Update Taxpayer Suspend Tax Re activate Tax De register Tax Day 3 Register and Manage Taxpayer ES Day 4 Manage Taxpayer and Secondary Registration DAY 5 TAXPAYER REGISTRATION SYSTEM Correspondences Cont d Reports Task Manager Re register Tax Transfer Taxpayer Tag Un tag Inactive Taxpayer Manage Financial Detail Secondary Registration Create Application for Authority to Print Correspondences t Day 5 Reports o Reports o Task Manager As we discuss each topic there will be hands on application that will allow you to test each process lt Electron laz information System w113 1 WHAT IS eTIS 1 DO Itis a web based technology designed to be the core Do NOT show this slide yet You can do this by pressing the letter system of BIR This is a system that is compliant with the internationally accepted standard of having a single tax de B to tu rn the screen black data repository eTIS 1 contains enhancements that have been identified pum IUSSUM UE Ask participants to go to page x of their participant guide and ask them to complete the exercise by answering m ZOO ice o In their own understanding ask participants to write what is jyatern 1 jeiis T l emect mers eTIS on their participant guide a IR j pah similar to ITS It will be able to do everything O Why IS eTIS important we do today O Give them 5 minutes to complete the
87. yer s contact details Click on the Add button to add details The NEW Contact Method Details pop up window will appear Yu may now start encoding all the mandatory details then click OK to record the information The added contact details will be seen on the table You may view the record by clicking the radio button and click on View You may also delete the record by clicking Delete Copyright 2014 Bureau of Internal Revenue All rights reserved INTERNAL Page 32 Version 0 4 Draft October 2014 ss ELECTRONIC TAX INFORMATION SYSTEM INSTRUCTOR GUIDE TAXPAYER REGISTRATION SYSTEM REFERENCE SCRIPT k Th i SLIDE 49 e Attachment tab allows you to add documents submitted by the ae Saya taxpayer to complete the requirements needed for registration will FUNCTION DETAILS be recorded Click the Add button to upload the document The p seupan pue ames tenir ira NEW Attachment Details pop up window will appear Encode all the E details and click on OK button to add the record The maximum number of attachment is up to 15 files and each file must not be more than one 1 megabyte The VIEW Attachment Details window will pop up and it will show the information of the document that Taxpayer submitted This follows the same steps with the other tabs when you want to view or delete the record DO Let the participants verify the information you have given by accessing the tabs in their workstation SAY That concludes TIN issua

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