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Tips and Tricks for Downloading and Submitting the 1701A BIR Form



How to Download and Fill Out the BIR Form 1701A




If you are an individual earning income purely from business or profession, you need to file and pay your annual income tax return (ITR) using the BIR Form 1701A. This form is designed to simplify and streamline your tax compliance process. In this article, we will guide you on how to download and fill out the BIR Form 1701A step by step.


What is the BIR Form 1701A?




The BIR Form 1701A is an annual income tax return for individuals earning income purely from business or profession. This includes self-employed individuals, sole proprietors, freelancers, professionals, and mixed-income earners who opted for the 8% flat income tax rate or the optional standard deduction (OSD) method.




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Who needs to file the BIR Form 1701A?




You need to file the BIR Form 1701A if you meet both of the following criteria:


  • You are earning purely from business or profession, which means you are not employed or earning from employment; and



You are availing either of the following:


  • 8% flat income tax rate (only for non-VAT registered); or



  • Graduated income tax rate with OSD as method of deduction (both for VAT and non-VAT registered).




What are the benefits of filing the BIR Form 1701A?




Filing the BIR Form 1701A has several benefits, such as:


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  • It is easier and faster to fill out compared to the old BIR Form 1701;



  • It allows you to choose between two tax rate options that may suit your income level and preference;



  • It reduces your tax computation errors and discrepancies;



  • It helps you comply with your tax obligations and avoid penalties.



How to download the BIR Form 1701A?




There are two ways to download the BIR Form 1701A:


Option 1: Download from the BIR website




You can download the BIR Form 1701A from the . Here are the steps:


  • Go to



  • Scroll down to find the BIR Form No. 1701A under Income Tax Return;



  • Click on Download (PDF) to download a fillable PDF version of the form; or



  • Click on Download (Excel) to download an Excel version of the form.



Option 2: Download from the eBIRForms package




You can also download the BIR Form 1701A from the eBIRForms package. The eBIRForms is an offline software that allows you to fill out, save, print, and submit tax returns electronically. Here are the steps:


  • Go to



  • Click on Download Offline eBIRForms Package v7.9;



  • Install the eBIRForms package on your computer;



  • Open the eBIRForms package and select the BIR Form No. 1701A from the list of forms;



  • Click on Fill Up to open the form.



How to fill out the BIR Form 1701A?




After downloading the BIR Form 1701A, you need to fill it out with the required information and computations. Here are the steps:


Step 1: Fill out the basic information




The first part of the BIR Form 1701A asks for your basic information, such as:


  • Taxpayer Identification Number (TIN);



  • Registered Name;



  • Registered Address;



  • Contact Number;



  • Email Address;



  • Tax Filer's Type (choose Individual);



  • Classification (choose Self-Employed or Mixed Income Earner);



  • ATC (choose II012 or II014 depending on your tax rate option);



  • Taxable Year (choose 2020 or the year you are filing for);



  • Date of Birth;



  • Civil Status;



  • Citizenship;



  • Gender.



Step 2: Choose your tax rate option




The second part of the BIR Form 1701A asks you to choose between two tax rate options:


  • 8% flat income tax rate (only for non-VAT registered); or



  • Graduated income tax rate with OSD as method of deduction (both for VAT and non-VAT registered).



The 8% flat income tax rate is a simplified option that applies an 8% tax on your gross sales or receipts and other non-operating income. This option is only available for non-VAT registered taxpayers whose gross sales or receipts do not exceed P3 million in a taxable year.


The graduated income tax rate with OSD as method of deduction is a regular option that applies a progressive tax rate from 0% to 35% on your taxable income. This option allows you to deduct 40% of your gross sales or receipts and other non-operating income as OSD, without the need to substantiate your expenses.


You can choose either option depending on your income level and preference. However, once you choose an option, you cannot change it within the same taxable year. You also need to indicate your choice in the first quarterly income tax return (BIR Form 1701Q) that you file for the year.


Step 3: Compute your taxable income




The third part of the BIR Form 1701A asks you to compute your taxable income based on your chosen tax rate option. Here are the steps:



Tax Rate OptionSteps


  • 8% flat income tax rateAdd your gross sales or receipts from business or profession and other non-operating income;

  • Deduct P250,000 as personal exemption;

  • The result is your taxable income subject to 8% flat income tax rate.



  • Graduated income tax rate with OSD as method of deductionAdd your gross sales or receipts from business or profession and other non-operating income;

  • Multiply by 40% to get your OSD;

  • Deduct your OSD from your gross sales or receipts and other non-operating income;

  • Deduct P250,000 as personal exemption;

  • The result is your taxable income subject to graduated income tax rate.



Step 4: Compute your tax due or excess tax credits




The fourth part of the BIR Form 1701A asks you to compute your tax due or excess tax credits based on your chosen tax rate option. Here are the steps:



Tax Rate OptionSteps


  • 8% flat income tax rateMultiply your taxable income by 8% to get your tax due;

  • Add any penalties, if applicable;

Deduct your tax credits, if any, such as:


  • Tax withheld by your clients or customers;



  • Tax paid in a foreign country, if any;



  • Prior year's excess tax credits, if any.




  • The result is your net tax payable or excess tax credits.



Graduated income tax rate with OSD as method of deductionApply the graduated income tax rate table to your taxable income to get your tax due;


If Taxable Income is:The Tax Due is:


Not over P250,0000%


Over P250,000 but not over P400,00015% of the excess over P250,000


Over P400,000 but not over P800,000P22,500 + 20% of the excess over P400,000


Over P800,000 but not over P2,000,000P102,500 + 25% of the excess over P800,000


Over P2,000,000 but not over P8,000,000P402,500 + 30% of the excess over P2,000,000


Over P8,000,000P2,202,500 + 35% of the excess over P8,000,000



  • Add any penalties, if applicable;

Deduct your tax credits, if any, such as:


  • Tax withheld by your clients or customers;



  • Tax paid in a foreign country, if any;



  • Prior year's excess tax credits, if any.




  • The result is your net tax payable or excess tax credits.



Step 5: Fill out the summary and declaration




The fifth part of the BIR Form 1701A asks you to fill out the summary and declaration of your annual income tax return. Here are the steps:



  • Fill out the summary of your tax due or excess tax credits;



  • Indicate the mode and place of payment or refund;



  • Sign and date the declaration under penalties of perjury;



  • If you have an authorized representative or accredited tax agent who prepared or filed the return for you, fill out their information and signature as well.



How to file and pay the BIR Form 1701A?




After filling out the BIR Form 1701A, you need to file and pay it on or before the deadline. There are two ways to file and pay the BIR Form 1701A:


Option 1: File and pay online




You can file and pay the BIR Form 1701A online using the eBIRForms system or the eFPS system. The eBIRForms system is an online platform that allows you to submit your tax returns electronically. The eFPS system is an online platform that allows you to file and pay your taxes electronically. Here are the steps:



Online PlatformSteps


  • eBIRForms systemOpen the eBIRForms package and select the BIR Form No. 1701A from the list of forms;

  • Click on Validate to check for errors;

  • Click on Submit to generate an email confirmation with an attachment of your return;

  • Email your return to esubmission@bir.gov.ph using your registered email address;

  • You will receive an email confirmation with a link to pay online using GCash or PayMaya;

  • Click on the link and follow the instructions to pay online.



  • eFPS systemLogin to using your username and password;

  • Select the BIR Form No. 1701A from the list of forms;

  • Fill out the form online and click on Submit;

  • You will receive an email confirmation with a link to pay online using your bank account or credit card;

  • Click on the link and follow the instructions to pay online.



Option 2: File and pay manually




You can also file and pay the BIR Form 1701A manually at the nearest authorized agent bank (AAB) or revenue district office (RDO) of the BIR. Here are the steps:


  • Print three copies of the BIR Form 1701A that you filled out using the eBIRForms package or the eFPS system;



  • Go to the nearest AAB or RDO of the BIR and present your tax return and payment;



  • Receive your stamped and validated copy of the tax return as proof of filing and payment.



What is the deadline for filing and paying the BIR Form 1701A?




The deadline for filing and paying the BIR Form 1701A is on or before April 15 of the following year. For example, if you are filing for the taxable year 2020, you need to file and pay on or before April 15, 2021. However, if the deadline falls on a weekend or a holiday, you can file and pay on the next working day.


Conclusion




Filing and paying your annual income tax return using the BIR Form 1701A is an important obligation that you need to fulfill as an individual earning income purely from business or profession. By following this guide, you can download and fill out the BIR Form 1701A easily and correctly. You can also choose between online or manual filing and payment options depending on your convenience. Remember to file and pay on or before the deadline to avoid penalties and interest.


FAQs




What is the difference between the BIR Form 1701A and the BIR Form 1701?




The BIR Form 1701A is an annual income tax return for individuals earning income purely from business or profession who are availing either of the 8% flat income tax rate or the graduated income tax rate with OSD as method of deduction. The BIR Form 1701 is an annual income tax return for individuals earning income from mixed sources (business, profession, and employment) or individuals earning income purely from business or profession who are availing either of the graduated income tax rate with itemized deduction as method of deduction or special tax rates.


Can I change my tax rate option after filing the BIR Form 1701A?




No, you cannot change your tax rate option after filing the BIR Form 1701A within the same taxable year. You can only change your tax rate option at the beginning of each taxable year by indicating your choice in the first quarterly income tax return (BIR Form 1701Q) that you file for that year.


Can I amend my filed BIR Form 1701A?




Yes, you can amend your filed BIR Form 1701A within three years from the date of filing, if you made any errors or omissions in your original return. You need to mark the "Amended Return" box on the top of the form and indicate the reason for amendment. You also need to pay any additional tax due or claim any excess tax credits resulting from the amendment.


How can I get a copy of my filed BIR Form 1701A?




If you filed online, you can get a copy of your filed BIR Form 1701A from your email confirmation or from your eBIRForms or eFPS account. If you filed manually, you can get a copy of your filed BIR Form 1701A from your stamped and validated copy that you received from the AAB or RDO.


Where can I get more information about filing and paying the BIR Form 1701A?




You can get more information about filing and paying the BIR Form 1701A from the following sources:


  • The BIR website at ;



  • The BIR hotline at 8981-7000 or 8981-8888;



  • The BIR email at contact_us@cctr.bir.gov.ph;



  • The BIR Facebook page at ;



  • The BIR RDOs or AABs near you.



I hope this article has helped you understand how to download and fill out the BIR Form 1701A. If you have any questions or feedback, please feel free to leave a comment below. Thank you for reading! 44f88ac181


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