How to Use Taxumo

How Expanded Withholding Tax works

Written by Taxumo Customer Care
Updated over a week ago

Taxumo's 1702Q is CREATE-ready

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

Written by Taxumo Customer Care
Updated over a week ago

What TIN should I use when I have clients from abroad?

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

Written by Veronica
Updated over a week ago

What is Taxumo Lifeline and How Do I use it?

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

Written by Melanie
Updated over a week ago

Submission of Attachments via the eAFS Submission Portal

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

Written by Taxumo Customer Care
Updated over a week ago

Taxumo's 2551Q is CREATE-ready

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

Written by Taxumo Customer Care
Updated over a week ago

How to input credit card transactions

Entering credit card transactions in Taxumo

Written by EJ Arboleda
Updated over a week ago

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

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

Written by Taxumo Customer Care
Updated over a week ago

Can I Pay my Government Contributions through Taxumo?

Written by Taxumo Customer Care
Updated over a week ago

[Guided Entry] Auto-create expense entries

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

Written by Taxumo Customer Care
Updated over a week ago

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

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

Written by Melanie
Updated over a week ago

What is Taxumo?

Written by EJ Arboleda
Updated over a week ago

What taxes can I submit through Taxumo?

Written by EJ Arboleda
Updated over a week ago

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

Written by EJ Arboleda
Updated over a week ago

How is Taxumo different from e-BIR forms?

Written by EJ Arboleda
Updated over a week ago

How Secure is Taxumo?

Written by EJ Arboleda
Updated over a week ago

Is Taxumo an accounting software?

Written by EJ Arboleda
Updated over a week ago

How to Avail of a FREE Taxumo Onboarding Call

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.

Written by EJ Arboleda
Updated over a week ago

Subscription Upgrade Terms

Written by Taxumo Customer Care
Updated over a week ago

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

First things first!

Written by EJ Arboleda
Updated over a week ago

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

The Create button is grey!

Written by EJ Arboleda
Updated over a week ago

What documents do I need to sign up for Taxumo?

Written by EJ Arboleda
Updated over a week ago

What do I put in the coupon field?

It's optional!

Written by EJ Arboleda
Updated over a week ago

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

Written by Taxumo Customer Care
Updated over a week ago

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

Written by EJ Arboleda
Updated over a week ago

How to renew my Certificate of Registration?

How to renew my Certificate of Registration via Taxumo

Written by EJ Arboleda
Updated over a week ago

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

To maximize Taxumo, we recommend you still do.

Written by EJ Arboleda
Updated over a week ago

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

Not required but highly recommended!

Written by EJ Arboleda
Updated over a week ago

How do I print out my tax form?

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

Written by EJ Arboleda
Updated over a week ago

Filing options for Attachments

Written by Taxumo Customer Care
Updated over a week ago

How do I file a 1601-C form?

Written by Taxumo Customer Care
Updated over a week ago

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

Written by EJ Arboleda
Updated over a week ago

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

How to withhold taxes in Taxumo

Written by EJ Arboleda
Updated over a week ago

New Filing Options for your Tax Forms

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

Written by Taxumo Customer Care
Updated over a week ago

Can I upload my income/expenses in bulk?

Yes you can!

Written by EJ Arboleda
Updated over a week ago

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

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

Written by EJ Arboleda
Updated over a week ago

How do I file a "zero due" filing?

Just click the arrow!

Written by EJ Arboleda
Updated over a week ago

How can I get a stamped form?

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

Written by EJ Arboleda
Updated over a week ago

What does the submission's status mean?

Unpaid --> In Progress --> Submitted

Written by EJ Arboleda
Updated over a week ago

What Payment Methods can I use to pay my taxes?

Written by EJ Arboleda
Updated over a week ago

1701Q with zero tax due? Is this correct?

Details on how the computation changed with TRAIN

Written by EJ Arboleda
Updated over a week ago

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

Filing a 1701Q thru Taxumo

Written by EJ Arboleda
Updated over a week ago

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

Fields that appear when I file 1701Q

Written by EJ Arboleda
Updated over a week ago

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

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

Written by EJ Arboleda
Updated over a week ago

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

Written by EJ Arboleda
Updated over a week ago

How do I add multiple credit cards to Taxumo?

Written by EJ Arboleda
Updated over a week ago

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

Written by EJ Arboleda
Updated over a week ago

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

Written by EJ Arboleda
Updated over a week ago

Why are Taxumo's deadlines different from the BIR?

Taxumo and BIR submission deadlines

Written by EJ Arboleda
Updated over a week ago

How to File an Amendment

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

Written by EJ Arboleda
Updated over a week ago

How to Reset Your Password

How to reset your password

Written by EJ Arboleda
Updated over a week ago

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

Written by Taxumo Customer Care
Updated over a week ago

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

Annual ITR filing for BMBEs

Written by EJ Arboleda
Updated over a week ago

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

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

Written by EJ Arboleda
Updated over a week ago

Income from Partnership Proceeds

Written by Taxumo Customer Care
Updated over a week ago

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

Filing 1702Q through Taxumo.

Written by Taxumo Customer Care
Updated over a week ago

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

Fields that appear in 1702Q filing.

Written by Taxumo Customer Care
Updated over a week ago

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

Fields that appear in 1702Q.

Written by Taxumo Customer Care
Updated over a week ago

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

How to file BIR VAT forms via TAXUMO.

Written by EJ Arboleda
Updated over a week ago

Where do I enter my 2307's?

Entering your Form 2307's in Taxumo

Written by EJ Arboleda
Updated over a week ago

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

How to determine which form you should be filing

Written by EJ Arboleda
Updated over a week ago

How do I file Quarterly Income Tax?

How to file a 1701Q Form thru Taxumo

Written by EJ Arboleda
Updated over a week ago

How to file BIR Form 1604E via Taxumo.

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

Written by EJ Arboleda
Updated over a week ago

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

How to file forms as a withholding tax agent

Written by EJ Arboleda
Updated over a week ago

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

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

Written by EJ Arboleda
Updated over a week ago

Annual ITR: Portion of Tax Payable Allowed for Installment

Did you know you could pay in two instalments?

Written by EJ Arboleda
Updated over a week ago

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

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

Written by EJ Arboleda
Updated over a week ago

How do I file an Annual Income Tax Return?

Annual ITR Filing

Written by EJ Arboleda
Updated over a week ago

Changing your ATC on 2551Q

How to select a different ATC for your income entries

Written by EJ Arboleda
Updated over a week ago

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

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

Written by EJ Arboleda
Updated over a week ago

Annual ITR: Overpayment Option

Options if you've paid too much

Written by EJ Arboleda
Updated over a week ago

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

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

Written by EJ Arboleda
Updated over a week ago

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

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

Written by EJ Arboleda
Updated over a week ago

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

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

Written by EJ Arboleda
Updated over a week ago

Can I file my Annual Income Tax Return via Taxumo?

Written by EJ Arboleda
Updated over a week ago

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

Taxumo Books as Accredited Loose Leaf

Written by EJ Arboleda
Updated over a week ago

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

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

Written by EJ Arboleda
Updated over a week ago

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

Maximizing the Taxumo Books of Accounts

Written by EJ Arboleda
Updated over a week ago

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

Written by EJ Arboleda
Updated over a week ago