ALPHABETICAL LIST OF EMPLOYEES/PAYEES FROM WHOM TAXES WERE WITHHELD (FORMAT ONLY)

Schedule 1 – Alphalist of Employees (Declared and Certified using BIR Form No. 2316)
P R E S E N T E M P L O Y E R
PERIOD OF
NAME OF EMPLOYEES
EMPLOYMENT NON-TAXABLE/EXEMPT TAXABLE
Nationality/ Current Gross
Reason of SSS, GSIS, Total Non- 13th Total
Seq. Resident Employ- Compensation Salaries Basic Salary
(for Separation, th
13 Month PHIC, HDMF Taxable/ Month Salaries and Taxable
No Last First Middle ment Income De (P250,000 & (net of SSS,
From To Contributions Pay & Compen-
foreigners if applicable** (present Pay & Exempt GSIS, PHIC, Other Forms
Name Name Name only) Status* (MM/DD) (MM/DD)
employer) Other
Minimis and Union below) & Other Compensation HDMF Other of Compen- sation
Benefits Dues Forms of Contributions & Benefits Income
Benefits Income sation
(employee share Compensation (In Excess of (present
(present employer) Union Dues)
only) Threshold) employer)
1 2a 2b 2c 3 4 5a 5b 6 7a = (7f + 7j) 7b 7c 7d 7e 7f = (7b+7c+7d+7e) 7g 7h 7i 7j = (7g+7h+7i)

TOTALS P P P P P P P P P P
Schedule 1 (continuation)
P R E V I O U S E M P L O Y E R
Period of Employment NON-TAXABLE TAXABLE
Gross
13th SSS, GSIS, Salaries Total Non- Basic Salary
Reason of Compensation Salaries Total Taxable
TIN Employment Month De PHIC, HDMF (P250,000 and Taxable/Exempt (net of SSS, 13th Month
(Previous From To Separation, Income GSIS, PHIC, and Other Compensation
Status* (previous Pay & Minimis Contributions below) and Compensation Pay & Other Income
Employer) (MM/DD) (MM/DD) if applicable ** employer) Other Benefits & Union Dues Other Forms of Income HDMF
Benefits
Forms of
(previous
(employee (previous employer) Contributions Compensation
Benefits Compensation employer)
share only) & Union Dues)
8 9 10a 10b 11 12a = (12F + 12j) 12b 12c 12d 12e 12f=(12b+12c+12d+12e) 12g 12h 12i 12j = (12g+12h+12i)

TOTALS P P P P P P P P P P
Schedule 1 (continuation)
Total Taxable Tax Withheld Year-End Adjustment (16a or 16b) AMOUNT OF TAX WITHHELD AS
Substituted Filing?
Tax Due (January to November) ADJUSTED
Compensation Income Amount Withheld and Paid for in Over Withheld Tax Refunded to
(Present & Previous Employer)
(January to December)
Previous Employer Present Employer December or Last Salary Employee
(To be reflected in BIR Form No. 2316
issued by the present employer)
Yes/No ***
13 = (7j + 12j) 14 15a 15b 16a = 14 - (15a + 15b) 16b = (15a + 15b) - 14 17=(15b+16a) OR (15b-16b) 18

P P P P P P P

*Current Employment Status: REGULAR (R) CASUAL (C) CONTRACTUAL/PROJECT-BASED (CP) SEASONAL (S) PROBATIONARY (P) APPRENTICES/LEARNERS (AL)
R = Regular -Those hired by the - Workers whose work is not - Workers whose employment has been fixed for - Workers whose - Workers on trial period during - Workers who are covered by
C = Casual establishments on usually necessary and a specific project or undertaking, the completion employment, specifically its which the employer determines written apprenticeship/ learnership
CP = Contractual/Project-Based a permanent desirable to the usual or termination of which has been determined at timing and duration, is their fitness to qualify for regular agreements with individual
S = Seasonal status. business or trade of the the time of engagement. significantly influenced by employment, based on employers or any of the entities with
P = Probationary employer. seasonal factors. reasonable standards made duly recognized programs.
AL = Apprentices/Learners known to them at the time of
engagement.

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 ALPHABETICAL LIST OF EMPLOYEES/PAYEES FROM WHOM TAXES WERE WITHHELD (FORMAT ONLY)
Schedule 2 – Alphalist of Minimum Wage Earners (Declared and Certified using BIR Form No. 2316)
P R E S E N T E M P L O Y E R
NAME OF PERIOD OF
NON - TAXABLE TAXABLE
EMPLOYEES EMPLOYMENT
Basic/ SSS,
SMW
Current Reason Gross (actual)
GSIS, Total 13th Total
Employ Region of Sepa- Compen (net of 13th PHIC, Salaries Non- Month Salaries Taxable
Seq. No. Factor
ment ration, if sation Basic/ Basic/ Basic/ Night HDMF and Taxable/ Pay & and
No. Last First Middle Status Where From To applicable Income SMW SMW SMW
Used SSS, Holi Over Shift Hazard Month De
Contri- Other Exempt Other Compen-
GSIS, day time Pay & Minimis Other sation
Name Name Name Assigned (MM/DD) (MM/DD) (present per per per (No. of
PHIC, Diffe- Pay Forms of Compen- Benefits Forms of
* ** employer) Days/ Pay Pay Other Benefits butions Income
Day Month Year Year HDMF rential & Union Compen- sation (In Excess Compen-
Contri- Benefits (present
Dues sation (present of sation employer)
butions employer) Threshold)
& Union (employee
Dues) share only)
7o = (sum of
1 2a 2b 2c 3 4 5a 5b 6 7a=(7o+7r) 7b 7c 7d 7e 7f 7g 7h 7i 7j 7k 7l 7m 7n 7p 7q 7r = (7p+7q)
7f to 7n)

TOTALS P P P P P P P P P P P P P P P P P
Schedule 2 (continuation)
P R E V I O U S E M P L O Y E R
Period of NON - TAXABLE TAXABLE
Employment Gross Basic/SMW 13th
Reason of Compensation Total Non-
TIN Employment (actual) Month De
SSS, GSIS, PHIC,
Salaries and Taxable/ 13th Month Salaries and Total Taxable
(previous Separation, Income (net of SSS, GSIS, Holiday Overtime Night Shift Hazard HDMF Contributions
employer) Status* From To Pay & Minimis Other Forms of Exempt Pay & Other Other Forms of Compensation
if applicable** (previous PHIC, HDMF Pay Pay Differential Pay & Union Dues
(MM/DD) (MM/DD) Other Benefits Compensation Compensation Benefits Compensation (previous employer)
employer) Contributions (employee share only)
& Union Dues) Benefits (previous employer)
12k = (sum of 12b to
8 9 10a 10b 11 12a=(12k + 12n) 12b 12c 12d 12e 12f 12g 12h 12i 12j 12l 12m 12n = (12l + 12m)
12j)

TOTALS P P P P P P P P P P P P P P
Schedule 2 (continuation)
Tax Withheld Year-End Adjustment (16a or 16b) AMOUNT OF TAX WITHHELD AS
Total Taxable (January to November)
Tax Due ADJUSTED
Compensation Income (January to December) Amount Withheld and Paid for in (To be reflected in BIR Form No. 2316 issued by
(Present & Previous Employer) Previous Employer Present Employer Over Withheld Tax Refunded to Employee
December or Last Salary the present employer)
13 14 15a 15b 16a 16b 17

P P P P P P P
**Reason of Separation: ***Requisites of Substituted Filing:
1.) Receiving purely compensation income regardless of amount;
T = Terminated/Resigned 2.) Working for only one employer in the Philippines for the calendar year;
TR = Transferred 3.) Income tax has been withheld correctly by the employer (tax due equals tax withheld);
R = Retirement 4.) The employee’s spouse also complies with all the three conditions stated above;
D = Death 5.) Employer filed to BIR Form No. 1604-C with Alphalists of Employees on or before January 31 of the following year;
6.) Employer issues to each employee BIR Form No. 2316 (January 2018 (ENCS) or any later version) on or before January 31 of the following year or upon last payment of wage; and
7.)Employer to file/submit duplicate hard copy of BIR Form No. 2316 to the BIR not later than February 28 of the following year.

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