3 Enrollment

Electronic Filing and Payment System Job Aid

Enrollment

Submodules of eFPS External Module

PART

II

Bureau of Internal Revenue Version 1 – October 2003

Training Management Division JA PT

External ModuleII


Enrollment

The Enrollment submodule provides the taxpayer a Taxpayer Enrollment form for

acquiring eFPS services. The taxpayer should accomplish the Enrollment

procedure before using the e-Filing and e-Payment Facilities of the eFPS.

External users (Taxpayers) use the Enrollment submodule to fill-out an application

form and submit it to the Bureau of Internal Revenue (BIR). The taxpayer’s

preferred eFPS user account information such as Username, Password and

Challenge Question/Answer are also recorded through this form. The eFPS

enrollment application is then processed and verified by the BIR for accuracy of

information. An automatic email notification is sent to the taxpayer informing

him/her on the status of the enrollment application. Only upon activation can the

taxpayer successfully login to the eFPS and use its services.

For corporate taxpayers, enrollment of a maximum of 3 usernames associated to

a single T.I.N. and Branch Code combination is allowed. For individual taxpayers,

EnrollmentCHAPTER

3



a single T.I.N. and Branch Code combination is allowed. For individual taxpayers,

only 1 username associated to a single T.I.N. and Branch Code combination is

allowed.

There are three (3) Enrollment Scenarios:

a. Enrollment for New Individual Accounts

b. Enrollment for New Corporate Accounts

c. Enrollment for Existing Corporate Accounts


Enrollment

For individual accounts, only 1 username associated to a single T.I.N. and Branch Code

combination is allowed.

Scenario 1: Enrollment for New Individual Accounts

Task Procedures

Access eFPS

Login Screen

1) To access eFPS Login Screen, please refer to Chapter 2

Accessing eFPS Login Screen.




Enrollment

eFPS LOGIN SCREEN

Select Enroll to

eFPS

2) Select <Enroll to eFPS> to proceed to Enrollment Form

Screen.



eFPS Screen.


Enrollment

eFPS ENROLLMENT FORM SCREEN



Fill out

Enrollment Form

3) Enter the following data in the Enrollment Form.

Type of Taxpayer (Corporate or Individual) - Choose

Individual.

TIN – The first 9 digits in the TIN field is the tax identification

number of the taxpayer. The last 3 digits of the TIN field is the

Branch Code.


Enrollment

Registered Name – Disabled field.

Last Name - Last name of the TIN owner.

First Name - First name of the TIN owner.

Middle Name - Middle name of the TIN owner.

Date of Incorporation/Birth - Birth date of the TIN owner.

Region - Region of the TIN owner.

Province - Province of the TIN owner.

City/Municipality – City or Municipality of the TIN owner.

House/Building No. - House no. or building no. of the TIN




owner.

Street - Street address of the TIN owner.

City - City address of the TIN owner.

Contact No. - Contact telephone no. of the TIN owner.


Enrollment

E-mail - E-mail address of the TIN owner. You must supply a

valid email since it will be used to provide you your password

should you forget it later.

Email Notification – Choose Yes if you wish to receive updates

on changes in your user account, Filing summary and Payment

summary.

Username – Username to be used by the TIN owner for login purposes.

P��P��P��P�� P�� TIN ��

Confirm Password - Confirmation to the password previously

entered by the TIN owner.

Challenge Question – Preferred challenge question to be used




by the TIN owner for login purposes.

Answer - Answer to the TIN owner’s Challenge Question to be

used by the TIN owner for login purposes.

Confirm Answer - Confirmation to the answer previously


Reason for eFiling - Reason for eFiling by the TIN owner.

Note: Username, Password and answer to Challenge Question

are case-sensitive and the use of special characters are not

allowed.


Enrollment

4) After accomplishing the Enrollment Form, click on the Submit

Button .

Notes on The Other Command Buttons:

Cancel - Returns the taxpayer to the previous page (Login

Page).

Clear - Clears all information in the form entered by the

taxpayer.

Note:

If you have submitted the Enrollment Form successfully, a

subscreen with the following message will pop up “Record

accepted. BIR will be processing your enrollment. Please wait




for email notification of status.”

Only 1 username associated to a single T.I.N. and Branch Code

combination is allowed for an individual taxpayer. You can only

submit another Enrollment Form if your previous Enrollment

Form has been rejected. Otherwise, it will not be accepted.


Enrollment

For corporate taxpayers, enrollment of a maximum of 3 usernames associated to a

single T.I.N. and Branch Code combination is allowed.

Scenario 2: Enrollment for New Corporate Accounts

Task Procedures

Access eFPS

Login Screen






Enrollment

eFPS LOGIN SCREEN

Select Enroll to

eFPS

2) Select <Enroll to eFPS> to proceed to Enrollment Form

Screen.



eFPS Screen.


Enrollment




Fill out

Enrollment Form



Corporate.



Branch Code.


Enrollment

R�� N��R�� N��R�� N��R�� N�� – D�� R��

�� TIN �� BIR ��

L�� N��L�� N��L�� N��L�� N�� L��

��

First Name - First name of the authorized representative of the

company.

Middle Name - Middle name of the authorized representative of

the company.

Date of Incorporation/Birth – Incorporation date of the TIN

owner.







owner.





Enrollment

E-mail - E-mail address of the TIN owner. You must supply a

valid email since it will be used to provide you your password

should you forget it later.



summary.

Username – Username to be used by the TIN owner for login

purposes.

Password - Password to be used by the TIN owner for login

purposes.















allowed.


Enrollment


Button .



Page).


taxpayer.

Note:

For corporate taxpayers, enrollment of a maximum of 3

usernames associated to a single T.I.N. and Branch Code

combination is allowed.



If you have submitted the Enrollment Form successfully, this

subscreen will pop up.

a) Click <Ok> if you want to enroll more users for this

TIN no.

b) Click <Cancel> if you don’t want to enroll more users

or if you want to enroll more users at a later time.


Enrollment

For corporate taxpayers, enrollment of a maximum of 3 usernames associated to a

single T.I.N. and Branch Code combination is allowed.

Scenario 3: Enrollment for Existing Corporate Accounts

Task Procedures

Access eFPS

Login Screen






Enrollment

eFPS LOGIN SCREEN

Login to eFPS 2) Enter the following data in the <TIN>, <Username> and

<Password> fields.



<Password> fields.

TIN - Tax Identification Number is the first 9 digits under the

TIN field (numeric characters). The last 3 digits of the

TIN is the Branch Code. The Branch code can be left

blank and will be defaulted to 000.

Username - Username defined by the taxpayer during his

enrollment.

Password - Password defined by the taxpayer during his

enrollment.

3) Click on the Login Button .


Enrollment

eFPS CHALLENGE QUESTION SCREEN

Answer Challenge

Question

4) Enter the answer to the preferred challenge question specified

during enrollment in the <Answer> field.



Question during enrollment in the <Answer> field.

5) Click on the Submit Button .


Enrollment

eFPS USER MENU SCREEN

Select Enroll More

Users

6) Click on the Enroll More Users Button .



Users


Enrollment




Fill out

Enrollment Form



Corporate.



Branch Code.


Enrollment

Registered Name – Disabled field. Registered name of the TIN

owner is preloaded from the BIR database.

Last Name - Last name of the authorized representative of the

company.

F�� N��F�� N��F�� N��F�� N�� F��

��

Middle Name - Middle name of the authorized representative of

the company.

Date of Incorporation/Birth – Incorporation date of the TIN

owner.







owner.





Enrollment



summary.

Username – Username to be used by the TIN owner for login

purposes.

Password - Password to be used by the TIN owner for login

purposes.















allowed.


Enrollment


Button .



Page).


taxpayer.

Note:

If you have reached the maximum number of enrollees after

successfully submitting the last Enrollment Form, a subscreen

with the following message will pop up “Record accepted. BIR

will be processing your enrollment. Please wait for email



will be processing your enrollment. Please wait for email

notification of status.Maximum number of enrollees reached.”

If you have NOT reached the maximum number of enrollees

after successfully submitting the last Enrollment Form, a

subscreen with the following message will pop up “Record


for email notification of status.” User is then returned to the user

menu upon clicking the <OK> Button.

If you have already reached the maximum number of enrollees,

the Enrollment Form will not be accepted.

Documents

3 Enrollment