Users Guide

BIR Electronic Filing and Payment

System
UCPB CM.biz
Ver.1.0

Prepared by:
E-Commerce Team, ITD-CDSD2
Aug. 2, 2011

Users Guide_BIReFPS

1. Document Control
1.1 Change History
Name

Dept

Date

Doc Version

Description
of Change

LRA

ITD

08.02.2011

1.0

Initial Version

Users Guide_BIReFPS

TABLE OF CONTENTS

Page
No.
I.

BIR Website .....

.
4
Login
File Tax Return
Secure Filing Reference No.
Proceed to Payment

II.

UCPB Corporate Website (CM.Biz)..

.
11
Login
Create Tax Payment
Approve Tax Payment

III.

BIR Website

15
Payment Confirmation
Tax Return Inquiry

IV.

UCPB Corporate Website (CM.biz)

.
View Tax Payment
Audit Trail

Users Guide_BIReFPS

17

I.

BIR Website
Step 1. Access BIR Website using the Mozilla Firefox internet browser
and type the URL https://efps.bir.gov.ph/index.html .

Step 2. Log-in using a valid TIN, Username and Password. Provide the
correct Answer to challenge question. Then, click Submit.

Users Guide_BIReFPS

Step 3. Select the Form to be filed and Click File Tax Return.

Users Guide_BIReFPS

Step 4. On-line/Off-line option page will be displayed. Click on-line.

Users Guide_BIReFPS

Step 5. Fill-out the form and Click Validate.

Users Guide_BIReFPS

Users Guide_BIReFPS

Step 6. After successful validation, click Submit. System will display that
Form has been submitted. Please wait for the Filing Reference Number
Page then, click OK.

Users Guide_BIReFPS

Step 7. Filing Reference No page shall be displayed with the details of the
payment. Click Proceed to Payment.

10

Users Guide_BIReFPS

Step 8. In the EFPS Payment Form, select Bank Transfer as eFPS Mode of
Payment, select 010000-UCPB(HEAD OFFICE) as Transacting Bank
(Authorized Agent Bank) and encode the amount. Click Submit, then
OK to be re-directed to UCPB CM.Biz.

11

Users Guide_BIReFPS

II.

UCPB Corporate Website (CM.biz)

Step 9. Login to CM.biz using a valid User Name, Password and Company ID.

12

Users Guide_BIReFPS

Step 10. Go to UCPB BIR eFPS menu and click Create Tax Payment,
details of the payment filed in BIReFPS shall be displayed. Select the
Debit Account. Then, click Submit.

13

Users Guide_BIReFPS

Step 11. Confirmation Page shall be displayed with all the details, click
Confirm to process the payment. A message Tax payment created
successfully shall be displayed.
14

Users Guide_BIReFPS

Step 12. Approve the created Tax Payment.

Tick the radio button pertaining to the created tax payment and click Create Batch.
A message Batch successfully created shall be displayed.

Click OK. Go to Batch Authorize tab and click Authorize

Details and No. of transactions shall be displayed, click Authorize

15

Users Guide_BIReFPS

A message Batch authorized successfully shall be displayed. Click Notify BIR to

re-direct to BIR Website.

III.

BIR Website

NOTE: To check the status of payment, go to Tax Return Inquiry. Provide

the Return Period and click Get Tax Filed. Status shall be displayed at the
bottom of the page.

16

Users Guide_BIReFPS

IV.

UCPB Corporate Website (CM.biz)

To check the status of payment in UCPB CM.biz, log in to CM.biz

17

Users Guide_BIReFPS

Go to UCPB BIR eFPS menu and click View Tax Payment, check the status
in the tabs, select transaction type EFPS Transactions and click Search.
Pan right to view other information of the screen, click View to display the
details.

18

Users Guide_BIReFPS

Click Audit Trail to check the activity of Tax Payment.

19

Users Guide_BIReFPS

20

Users Guide_BIReFPS