Republic of the Philippines

POLYTECHNIC UNIVERSITY OF THE PHILIPPINES

Office of the Vice President for Academic Affairs
COLLEGE OF ACCOUNTANCY AND FINANCE

WEEKLY ACCOMPLISHMENT REPORT

WEEK 3

Name of Student Trainee Ysabel Martina B. Magsanoc

Course/Year & Section BSA 4-8
Name of Company/Institution Upcloud Accounting
Unit Assigned Tax Accounting
Name of Trainor/Supervisor Ms. Aivon Gondra
Position of Trainor/Supervisor Senior Accountant
Inclusive Dates of Training Oct. 18 to Oct. 22
Total No. of Training Hours 41 hours and 15 minutes
Date Assigned Tasks Related/Required Problems
Skills Encountered and
Resolution (if any)
➢ Backup tax files in gdrive and • Overview on No problems
Oct. 18, 2021 Suitedash filing income encountered
➢ Drafted income tax return of tax return
Upcloud Accounting
➢ Imported CSV purchases and
sales in JuanTax
➢ Message vat filing to clients in
Suitedash
➢ Reconciling JuanTax and Xero • Overview on No problems
balances of Kinovett Scientific the remove encountered
Oct. 19, 2021 Solutions Co. for VAT filing and redo
function in
Xero
➢ Import csv sales in JuanTax • Learned how No problems
Oct. 20, 2021 ➢ Upload percentage tax returns, to import bank encountered
email confirmations and 2307 in transactions in
Suitedash Xero
➢ Send message to clients
regarding percentage tax returns • Able to know
➢ Shadowed Ate Aivon in eBIR how to properly
filing record 2307
➢ Import bank transactions of
that can be
Strive Excellence in Xero
applied as
➢ Add creditable certificates in
creditable
JuanTax
certificates in
JuanTax
➢ Shadowed Ate Aivon in tax filing • Overview on Problem:
➢ Upload confirmation email and how to Overlooked the tax
send message to clients in generate credit in the
Oct. 21, 2021 Suitedash comparative returns.
➢ Encode receipts and expenses reports in Xero
in ledger Resolution:
➢ Backup tax payments Ate Aivon helped
me identify the
correct tax due
amount in the

5th Floor, Dome, PUP A. Mabini Campus, Anonas Street, Sta. Mesa, Manila 1016
Direct Line: 335-1752 | Trunk Line: 335-1787 or 335-1777 local 365 or 263 Website: www.pup.edu.ph

THE COUNTRY’S 1st POLYTECHNICU

 Republic of the Philippines
POLYTECHNIC UNIVERSITY OF THE PHILIPPINES
Office of the Vice President for Academic Affairs
COLLEGE OF ACCOUNTANCY AND FINANCE

return and assured

the clients that the
overpayment this
quarter could be
applied as a tax
credit in the next
quarters to come.

➢ Update client details (2307 • Learned how No problems

password) to use the pivot encountered
Oct. 22, 2021 ➢ Add creditable certificates in function in
JuanTax of 123 Excel
➢ Backup and send PT returns to
clients in Suitedash
➢ Encode sep sales of Jazz
➢ Update ledger of 2307
computation of 151

I certify that the above is a true and correct report of the hours and tasks performed for the indicated week

_____________________________ AIVON GONDRA-NABUA

_____________________________
Student Trainee’s Signature Supervisor’s Signature

_____________________________
Adviser’s Signature

5th Floor, Dome, PUP A. Mabini Campus, Anonas Street, Sta. Mesa, Manila 1016
Direct Line: 335-1752 | Trunk Line: 335-1787 or 335-1777 local 365 or 263 Website: www.pup.edu.ph

THE COUNTRY’S 1st POLYTECHNICU