BIR Filing Assistant
Tax Credit Ledger
Track BIR Form 2307 certificates, reconcile quarterly 1701Q payments, and validate refund readiness before printing the annual filing bundle.
Checking print support...
2307 Certificate Entry
Add every certificate received from clients or withholding agents.
Quarterly Credit Aggregation
Credits are automatically grouped by quarter and combined with prior 1701Q taxes paid.
| Quarter | 2307 Ledger Total | 1701Q Taxes Paid | 1701Q Declared 2307 | Total Credits |
|---|---|---|---|---|
| Q1 | ₱0.00 | ₱0.00 | ||
| Q2 | ₱0.00 | ₱0.00 | ||
| Q3 | ₱0.00 | ₱0.00 | ||
| Q4 | ₱0.00 | ₱0.00 |
Annual Return and Section 10
Choose whether overpayment should be refunded or carried over.
| 1701Q Record | TIN | RDO Code | Registered Address |
|---|---|---|---|
| Q1 | |||
| Q2 | |||
| Q3 | |||
| Q4 |
Total 2307 Credits₱0.00
Prior 1701Q Taxes Paid₱0.00
Overpayment₱0.00
Section 10: Amount to be refunded₱0.00
2307 Entries
Keep the physical certificates in the same order as this ledger.
| Date | Quarter | Client | Client TIN | Income Payment | Tax Withheld | |
|---|---|---|---|---|---|---|
| No 2307 certificates have been entered yet. | ||||||
Republic of the Philippines
Department of Finance
Bureau of Internal Revenue
Income Tax Refund Filing BundleTaxable Year: 2026Prepared: April 27, 2026
This bundle is a filing support package. It does not replace official BIR forms generated through eBIRForms, eFPS, or other BIR-prescribed channels.
Taxpayer Information
| TIN | RDO Code | ||
|---|---|---|---|
| Registered Address | |||
Annual Return Reconciliation
| Annual Income Tax Due | ₱0.00 |
|---|---|
| Total BIR Form 2307 Credits | ₱0.00 |
| Prior Taxes Paid from 1701Q Filings | ₱0.00 |
| Total Credits and Payments | ₱0.00 |
| Overpayment | ₱0.00 |
Section 10 Overpayment Disposition
| Refund | ₱0.00 |
|---|---|
| Carry-over as Tax Credit Next Year | Not selected |
Filing Readiness Result
NOT READY: Resolve all blocking validation issues before filing.
Quarterly 1701Q Reconciliation Schedule
| Quarter | 2307 Ledger Total | 1701Q Taxes Paid | 1701Q Declared 2307 | Total Credits |
|---|---|---|---|---|
| Q1 | ₱0.00 | ₱0.00 | ₱0.00 | ₱0.00 |
| Q2 | ₱0.00 | ₱0.00 | ₱0.00 | ₱0.00 |
| Q3 | ₱0.00 | ₱0.00 | ₱0.00 | ₱0.00 |
| Q4 | ₱0.00 | ₱0.00 | ₱0.00 | ₱0.00 |
SAWT Summary Cross-Check
| Total Income Payments Covered by 2307 | ₱0.00 |
|---|---|
| Total Tax Withheld Claimed | ₱0.00 |
| Required Attachment | SAWT file/list matching every Form 2307 certificate claimed in this schedule. |
Required Attachment Checklist
- Annual Income Tax Return with refund or carry-over selection in Section 10
- SAWT: Summary Alphanumeric Tax Table matching all claimed 2307 credits
- Physical BIR Form 2307 certificates from clients
- Copies of quarterly 1701Q filings and payment confirmations
- Taxpayer profile page showing TIN, RDO Code, and Registered Address
- Ledger summary by quarter and by withholding agent/client
BIR Form 2307 Certificate Index
| No. | Date | Quarter | Withholding Agent | Agent TIN | Income Payment | Tax Withheld | Certificate No. |
|---|---|---|---|---|---|---|---|
| No BIR Form 2307 certificates listed. | |||||||
Print Bundle Contents
- Annual Income Tax Return
- Quarterly 1701Q reconciliation summary
- 2307 certificate ledger by client and quarter
- SAWT attachment package
- Physical BIR Form 2307 certificates
- Payment confirmations for prior quarterly taxes
Prepared bySignature over Printed Name
Date PreparedApril 27, 2026
BIR Receiving Copy / Remarks