Taxumo Inc

EJ Arboleda

Taxumo Customer Care

This collection will walk you through the basics of using Taxumo—from getting started to managing your tax filings with confidence. Whether you’re new to tax filing or just need a quick refresher, these guides are here to help. If you ever get stuck or have suggestions, feel free to message us using the chat box on the lower right of this page. We’re happy to help!

How to Use Taxumo

What is Taxumo?

Is Taxumo an accounting software?

Is Taxumo accredited by the BIR? (Bureau of Internal Revenue)

How is Taxumo different from e-BIR forms?

What taxes can I submit through Taxumo?

How Secure is Taxumo?

This article lists down the information about Taxumo's new offering.

What is Taxumo Timeout (formerly Lifeline) and How Do I Use It?

Announcing new changes and features in the Taxumo Platform

What are the latest updates in my Taxumo platform?

For users exploring and understanding the platform

About Taxumo

I want to sign up to Taxumo. What do I do?

I have signed up to Taxumo. What do I do now?

What documents do I need to sign up for Taxumo?

What do I put in the coupon field?

Subscription Upgrade Terms

I need to change my plan - how do I do that?

Once you've availed of Taxumo and want to know more about how to use the system, these are the steps to avail of the onboarding call.

How to Avail of a FREE Taxumo Onboarding Call

How to Reset Your Password

New to taxes? Don't know where to start? Start here!

Resources for a New Self-Employed Individual

Created an account and can't seem to log in?

I'm having some trouble logging in

For new users signing up and setting up their accounts

Getting Started (Account Setup & Subscription)

Filing & Paying Taxes

In the submissions view, select your submission and click on View Form.

How do I print out my tax form?

Why can't I file my tax forms yet?

We've added more options for you to file your tax forms in Taxumo

New Filing Options for your Tax Forms

How do I file a "zero due" filing?

You can bring your documents to the RDO so they can stamp.

How can I get a stamped form?

What does the submission's status mean?

Don't worry, as long as you don't miss our deadline, your filing will be completed on time!

My form is still "In Progress" - how long will it stay in that status?

How can I ensure that my tax payments are being submitted to the BIR (Bureau of Internal Revenue)?

Why are Taxumo's deadlines different from the BIR?

How to "refile" your tax submissions to include some last minute transactions and corrections

How to File an Amendment

Entering credit card transactions in Taxumo

How to input credit card transactions: The Golden Rule

This is an article to guide you through automatically creating expense entries in your Taxumo account.

[Guided Entry] How to Auto-create Expense Entries

Refer to this article to understand the different Income Category in the Cashflow tab.

What Income Category should I use for my Cashflow entries?

Why is the tax due amount on my tax cards different from the tax due amount on the tax forms?

Your go-to guide for general tax filing procedures and frequently asked questions.

General Filing

What do I put in the "Income Tax Payments Paid Since Start of the Year" field?

Details on how the computation changed with TRAIN

1701Q with zero tax due? Is this correct?

What do I put in the "Tax Withheld for Previous Quarters" field?

What do I put in the "Taxable Income From Previous Quarters" field?

What do I put in the "Excess credits from previous year's 1701?"

This is an article on how you can amend your filed Annual ITR within Taxumo.

I need to amend my Annual ITR, how do I do this?

How do I file Quarterly Income Tax?

A quick guide to help you determine why Taxumo thinks you should still file

I've already filed my Quarterly Income Tax (1701Q) in Taxumo but it still tells me to file

Filing your Annual Income Tax Return for Individuals Earning Purely from Business or Profession (and on OSD or 8%)

How to file your Annual Income Tax Return (1701A) via Taxumo

Did you know you could pay in two instalments?

Annual ITR: Portion of Tax Payable Allowed for Installment

Annual ITR: Overpayment Option

A run-through of how to fill out the fields

Steps to Filing your 1701A - Annual Income Tax Return

How to determine which form you should be filing

Should I file 1700, 1701, or 1701A for my Annual Income Tax?

How do I file an Annual Income Tax Return?

Filing your Annual Income Tax Return for Individuals who are Mixed Income Earners or those who are chose the Itemized Deduction Method

How to File Your Annual Income Tax Return (1701) via Taxumo

For those who manually filed their 1701Qs outside Taxumo

How to file your 1701/1701A if you filed your 1701Qs outside of Taxumo

Everything you need to know about filing your Quarterly and Annual Income Tax (AITR).

Income Tax

CREATE: How do I use the 1% Percentage  Tax Rate in Taxumo

With the recently approved CREATE Law, we've effectively reflected those changes for 2551Q in our system

Taxumo's 2551Q is CREATE-ready

How to select a different ATC for your income entries

Changing your ATC on 2551Q

Taxumo can file a 0 tax Quarterly Percentage Tax Form for you as part of opting in to the 8% Income Tax Rate

Re: 0 tax Quarterly Percentage Tax Filing for the 8% Opt In

How to file BIR VAT forms 2550M and 2550Q.

Access guides for specialized tax filings, including Percentage Tax, Value Added Tax (VAT), and other supplementary BIR forms.

Other Tax Forms

How do I file form 1601C in Taxumo?

How do I enter withheld taxes if I am the withholding agent?

How do I file my quarterly expanded withholding tax if I remitted a monthly expanded withholding tax outside of Taxumo?

A clear FAQ guide for Taxumo users on filing Form 1600VT, covering who files, how to input data, and submission steps.

How to File Form 1600VT in Taxumo: Frequently Asked Questions

How Expanded Withholding Tax (EWT) Works

How to file forms as a withholding tax agent

How to file a 0619E and a 1601EQ for taxes withheld

Filing your Annual Information Return of Creditable Income Taxes Withheld (Expanded)/ Income Payments Exempt from Withholding Taxes.

How to file BIR Form 1604E via Taxumo.

Manage and remit taxes withheld from compensation and payments to suppliers, including forms like 1601-C, 1601-EQ, and the issuance of BIR Form 2307.

Withholding Taxes

With the recently approved CREATE Law, we've effectively reflected those changes for 1702Q in our system.

Taxumo's 1702Q is CREATE-ready

[Upcoming] Why can't I file for 1702RT?

Everything you need to know about NOLCO and how to apply it to your Annual ITR.

[Upcoming] What is NOLCO?

What do I put in the "Taxable Income From Previous Quarter/s" field in 1702Q?

What do I put in the "Tax Withheld for Previous Quarters" field in 1702Q?

What do I put in the "Excess credits from previous year's 1702"?

Release of 1702Q in Taxumo

Guidelines for corporations on how to accurately compute, file, and remit Quarterly and Annual Income Tax Returns (Forms 1702Q and 1702RT).

Corporate Income Tax

How to indicate that you're opting in to the 8% in Taxumo

How do I submit 2551Q and 1701Q if I'm opting in to the 8% Income Tax Rate?

This article describes what forms you should be filing if you want to opt for the 8% Income Tax Rate on Gross Sales/Receipts

What forms do I file for the 8% Income Tax Rate on Gross Sales/Receipts?

Guides for non-VAT taxpayers who opted for the 8% preferential tax rate on gross sales or receipts in excess of ₱250,000.

8% Income Tax Rate

You can now earn credits by simply completing your Taxumo profile

Earn credits in Taxumo!

Everything you need to know about Taxumo Credits

If you've already paid for the form and Taxumo asks you to pay again, these are the possible reasons.

I've already paid for this form, why is Taxumo asking me to pay again?

What Payment Methods can I use to pay my taxes?

Why does the payment confirmation record have a different amount from what I paid?

How do I add multiple credit cards to Taxumo?

Taxumo now accepts cryptocurrency for payments!

Explore the ins and outs of this flexible payment option, whether you're looking to subscribe to Taxumo's plans or settle your tax filings.

Bill Pay Delay via BillEase

Which banks can Taxumo transfer excess passthrough amounts to?

For ongoing users managing payments and platform credits.

Payments, Credits & Billing

How to renew my Certificate of Registration via Taxumo

How to renew my Certificate of Registration?

To maximize Taxumo, we recommend you still do.

Do I need to enter my expenses if I'm using OSD?

Do I need to enter my expenses if I'm opting for the 8% Gross Receipts Tax?

I'm registered as a BMBE. How do I file my Form 1701?

Best Practices in Taxumo to make sure you're filing properly

How do I indicate in Taxumo that I'm opting in to 8% GRT for 2020?

I'm registered as a BMBE. Am I required to file my Form 1701Q?

What you need to know about how this affects your Taxumo profile

Switching from Non-VAT to VAT (and vice versa) in Taxumo

This article is to determine what TIN you should input when adding Cashflow entries from international clients.

What TIN should I use for clients based abroad?

Penalty Computation Changes due to EOPT Law

Understanding Taxpayer Classification under EOPT Law

I switched from VAT to Non-VAT. Why is my Cashflow still using VAT Settings?

For users configuring their tax setup before filing.

Account & Tax Settings

Can I upload my income/expenses in bulk?

Refer to this article to understand the different income and expense entry types for a VAT-paying entity.

What Entry Type should I use for my Cash Flow entries?

Where do I enter my 2307's?

Basic instructions on how to write an Official Receipt if you're a Non-VAT Tax filer

How to fill up a Non-VAT Official Receipt

Income from Partnership Proceeds

Withheld Tax Types

For users maintaining books and tax records.

Managing Income, Expenses & CashFlow

Can I file my Annual Income Tax Return via Taxumo?

I'm interested in the Loose Leaf Accreditation. Could you give me more details?

Why looseleaf is a lot easier now that you're a Taxumo user

How is the Looseleaf Books of Accounts different from a "Normal" Books of Accounts

How to have your Taxumo Books of Accounts accredited as your Looseleaf Books of Accounts

Does the Taxumo Books of Accounts replace the manual books of accounts?

Books of Accounts & Accreditation

What attachments are submitted by Taxumo?

This is a user guide in relation to your submission of attachments through the eAFS portal, either using Windows or Mac OS.

How to merge your attachments to a single file (Windows or Mac)

[Upcoming] Filing options for Attachments

This article aims to help users in downloading, compiling, and submitting their Quarterly ITR attachments to the BIR via eAFS.

How to submit quarterly ITR attachments via BIR eAFS webpage

This article aims to help users in dowloading, compiling, and submitting their Annual ITR attachments to the BIR via eAFS.

Submission of Attachments via the eAFS Submission Portal

Step-by-step instructions for managing and uploading your mandatory tax attachments and alphalists (SAWT, SLSP, QAP).

Attachments

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