Tax compliance
Prepare a tax filing package
Build a filing workpaper, check readiness, review source documents, and track submission, payment, or archive status.
When to use it
- Prepare VAT 2550Q or Percentage Tax 2551Q
- Prepare EWT 1601EQ
- Prepare Corporate Quarterly Income Tax 1702Q
Before you begin
- Complete relevant invoice and voucher work
- Confirm the filing type and period
How to use it
- 01
Open Tax filings
Expand Tax and choose Tax filings.
- 02
Create or open a package
Select the form type and filing period, or continue an existing package.
- 03
Review workpaper and readiness
Check calculated values, sources, missing documents, and blocking issues.
- 04
Complete the review states
Record internal review and client confirmation as required by the workflow.
- 05
Track the filing lifecycle
Update submission, payment, archive, or void information using evidence from the actual filing process.
System screenshot
What happens next
The filing package records preparation evidence and current lifecycle status in one place.
Good to know
- IntelligentTax currently records and supports the workflow; it does not directly submit to BIR or automatically make payment.
- Do not mark a filing submitted or paid without external evidence.