Annex A.

[NAME OF REGISTERED BUSINESS ENTITY]

ANNUAL TAX INCENTIVES REPORT- INCOME-BASED TAX INCENTIVES FOR CALENDAR/FISCAL YEAR ________

Registered Address: ________________________________________________________________________________________

Taxpayer Identification No. _______________________________________________________________________________
Revenue District Office No. ________________________________________________________________________________

Entitlement period of tax

CETI Tax incentives claimed (as declared by RBE in the ITR)
incentives
ITH Extension
(Y or N) If Y Credits or Income tax otherwise due
whether areas exclusions Special Rate Total tax
Registered Phil. Standard recovering from Total assets Net taxable Other income tax
Industry (Excluding land on Net sales Cost of sales Gross income from the Tax rate (For Export Income tax paid Net tax relief incentives
activities/ armed income ITH incentives
IPA Classification Type of enterprise which the income tax enterprise claimed
actual conflict/disaster base only)
activities (PSIC) Code (2years); & (Export / Domestic) particular business
No. Date (5 Digits) Start End
complete *Export enterprise entity's office,
relocation from are qualified for SCIT plant, and f= (d*CIT Rate)
g= (d*CIT Rate)
equipment are or (c*MCIT or (c*MCIT
NCR (3years) a b c=(a-b) d e Rate); h=(c*e) or (d*e) i= g or (f-h) j k=i+j
situated) Rate); whichever
is higher whichever is
higher

(A) (B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V)

TOTAL

Certified by:
 Annex A.2

[NAME OF REGISTERED BUSINESS ENTITY]

ANNUAL TAX INCENTIVES REPORT-VAT, EXCISE TAX and DUTY-BASED INCENTIVES FOR CALENDAR YEAR_________
Registered Address: ________________________________________________________________________________________
Taxpayer Identification No. _______________________________________________________________________________
Revenue District Office No. ________________________________________________________________________________

C. VAT ZERO
CETI A. VAT, EXCISE TAX and DUTY EXEMPTION B. VAT and DUTY CREDIT RATED

Net tax and duty waived (Tax

Phil. Standard Value of import Value of import Tax and duty waived from and duty waived from direct
Volume of imports Duty and tax payments on local sales Claimed Granted
Registered Industry (In US$) (In Php) direct import import -duty and tax payments
IPA activities/ actual Classification (PSIC) District Value of on local sales)
ports & no. sales to Value of Value of VAT
activities Code purchases
No. Date (5 Digits) Description* of import/ domestic zero rated
from domestic VAT VAT
admission market (In market (In PhP) exports (In Php)
entry Inter Duties VAT Excise PhP) Duties payment payment Excise Duties VAT Excise
Unit of Direct Inter zone to BIR to BOC
Quantity measure import CBW transfer Direct import CBW zone VAT Duty VAT Duty
transfer
a b c d e f g h = a-d i = b-e-f j=c-g
(A) (B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X) (Y) (Z) (AA) (BB) (CC) (DD) (EE) (FF)

TOTAL

NOTES:
Volume of Imports- refers to the volume of cargo in kgs reflected in Box 38 of Transhipment Single Administrative Documents (SAD)
Value of Imports in US$ - refers to the FOB (Free on Board) value in dollars, commonly used in shipping documents or arrived at by deducting other factos such as freight and/or insurance
Value of Imports in Php- refers to the Total Dutiable Value in Peso which is the basis for the computation of Duties and Taxes
Direct Import- Directly sourced from foreign suppliers
Tax and Duty Waived-Amount of Duties and Taxes that should have been collected

*Capital Inputs: Raw materials/ inputs, Capital equipment, Motor vehicle, Consumer goods, others

Certified by:
 Annex A.3

[NAME OF REGISTERED BUSINESS ENTITY]

ANNUAL TAX INCENTIVES REPORT- ENHANCED DEDUCTIONS-BASED INCENTIVES FOR CALENDAR/FISCAL YEAR ________

Registered Address: ________________________________________________________________________________________

Taxpayer Identification No. _______________________________________________________________________________
Revenue District Office No. ________________________________________________________________________________

Entitlement period of enhance

CETI deductions-based incentives Enhanced Deductions
Other
Total assets Credits or
deductions
(Excluding land Depreciation allowance of exclusions
(Under Total Net taxable Income tax Other income Total tax incentives
Phil. Standard on which the Net sales Cost of sales Gross income the assets acquired for the from the Tax rate Net tax relief
Registered Reinvestment Section 34 of deductions income paid tax incentives claimed
Industry particular entity's production of Labor expense Research and income tax
activities/ Training Domestic allowance to Enhanced NIRC of 1997,
goods and services development base
IPA actual Classification business expenses input expense Power expense manufacturing NOLCO as amended)
(PSIC) Code entity's office, (qualified capital expenses
activities industry
No. Date (5 Digits) Start End plant, and expenditure)
equipment are
situated)
p=(c*o) or
(n*o);
a b c=(a-b) d e f g h i j k l m = sum(d:l) n=c-m o whichever is q r s
higher
(A) (B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X) (Y) (Z) (AA) (BB)

TOTAL

Certified by:
 Annex B.1

[NAME OF REGISTERED BUSINESS ENTITY]

GENERAL INFORMATION - PART 1 (As of_____________)

Effectivity date of tax relief/

RDO Code CETI exemption ITH extension
Phil. Standard Industry
Taxpayer (where the Domestic/ Export Registered Classification (PSIC) Type of tax Date of start of (Y or N) If Y pls
IPA Registrered address Zone location Identification business activities/ actual commercial specify whether REMARKS
No. entity is oriented activities Code incentives operations expansion or
No. Date (5 Digits) Start End
registered) bonus

(A) (B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P)

Note:
Column (J) Type of Tax Incentives refers to tax incentives granted by the IPAs as provided by the CREATE law.

Certified by:
 Annex B.2

[NAME OF REGISTERED BUSINESS ENTITY]

GENERAL INFORMATION - PART 2 (As of_____________)

Compensation and benefits for

Amount of investment Exemptions from local taxes Taxes paid by type of tax
Royalties, Local employment Non-resident (foreign) employment Direct employment direct employments Indirect employment Retained earnings (RE) Dividends
(In PhP) (In PhP) (In PhP)
management (In PhP)
fees, and
Credits or
Domestic payments for
CETI Taxpayer Identification Infrastructure exclusions from
IPA purchases of technical know-
No. No. spending Number of Compensation Compensation Total number of Number of Total Hired Total number Number of the income tax Taxes, fees Taxes, fees
Approved amount Actual amount raw materials how, cost- Number of non- Unappropriated Cash dividends base
recharges, and Filipino and benefits and benefits employees for employees hired employees for employees for employees for employees hired Appropriated-RE Dividends paid Income tax VAT Excise and Income tax VAT Excise and
of investment of investment resident employees -RE declared
headquarter employees (In PhP) (In PhP) the year for the year the year the year the year for the year licenses licenses
costs

(A) (B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X) (Y) (Z) (AA) (BB) (CC) (DD) (EE)

Certified by:
 Annex C.1

[NAME OF INCENTIVES PROMOTION AGENCY]

CONSOLIDATED ANNUAL TAX INCENTIVES REPORT- INCOME-BASED TAX INCENTIVES FOR CALENDAR/FISCAL YEAR ________

Entitlement period of tax

CETI Tax Incentives Claimed (As declared by RBE in the ITR)
incentives
ITH extension
(Y or N) If Y Credits or Income tax otherwise due
Registered whether areas exclusions Special rate Total tax
Phil. Standard Total assets Net taxable Other income tax
name RDO Code Registered recovering from Net sales Cost of sales Gross income from the Tax rate (For export Income tax paid Net tax relief incentives
Taxpayer Industry (Excluding land on income ITH incentives
Registered Identification (where the activities/ Classification armed income tax enterprise claimed
ID No. (Registered Address business entity actual conflict/disaster Type of enterprise which the
No. (PSIC) Code (Export / Domestic) particular business base only)
business is registered) No. Date activities (5 Digits) (2years); & Start End
entity) complete *Export enterprises entity's office,
relocation from are qualified for SCIT plant, and f= (d*CIT Rate)
g= (d*CIT Rate)
equipment are or (c*MCIT
NCR (3years) or (c*MCIT
situated) a b c=(a-b) d e Rate); whichever
Rate); h=(c*e) or (d*e) i= g or (f-h) j k=i+j
whichever is
is higher higher

(A) (B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X) (Y) (Z)

TOTAL

Certified by:
 Annex C.2

[NAME OF INCENTIVES PROMOTION AGENCY]

CONSOLIDATED ANNUAL TAX INCENTIVES REPORT-VAT, EXCISE TAX and DUTY-BASED INCENTIVES FOR CALENDAR YEAR_________

C. VAT ZERO
CETI A. VAT, EXCISE TAX and DUTY EXEMPTION B. VAT and DUTY CREDIT
RATED

Net tax and duty waived (Tax

Value of import Value of import Tax and duty waived from and duty waived from direct
Volume of imports Duty and Tax Payments on Local Sales Claimed Granted
(In US$) (In PhP) direct import import -duty and tax payments
Phil. Standard Description on local sales)
Registered name
RDO Code (where Registered Industry (Capital Inputs:
Taxpayer the business entity activities/ actual Classification (PSIC) raw materials/ District Value of
ID No. ( Registered Registered address Identification No. Value of VAT VAT
is registered) activities Code ports & no. sales to Value of VAT
business entity) inputs, capital Duties VAT Excise purchases Duties Payment Payment Excise Duties VAT Excise
No. Date (5 Digits) of import/ domestic zero rated
equipment, from domestic to BIR to BOC
admission market (In exports (In PhP)
motor vehicle, market (In PhP)
entry Unit of Direct Inter zone Inter zone PhP)
consumer Quantity CBW Direct import CBW VAT Duty VAT Duty
goods, others) measure import transfer transfer
a b c d e f g h = a-d i = b-e-f j=c-g

(A) (B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X) (Y) (Z) (AA) (BB) (CC) (DD) (EE) (FF) (GG) (HH) (II) (JJ)

TOTAL

NOTES:
Volume of Imports- refers to the volume of cargo in kgs reflected in Box 38 of Transhipment Single Administrative Documents (SAD)
Value of Imports in US$ - refers to the FOB (Free on Board) value in dollars, commonly used in shipping documents or arrived at by deducting other factos such as freight and/or insurance reflected in Box 22 of TSAD
Value of Imports in Php- refers to the Total Dutiable Value in Peso which is the basis for the computation of Duties and Taxes reflected in Box 46 of TSAD
Direct Import- Directly sourced from foreign suppliers
Customs Bonded Warehouse-sourced form bonded warehouse duly licensed by the Commissioner of Customs.
Interzone Transfer-sourced from another locators or registered business entity
Tax and Duty Waived-Amount of Duties and Taxes that should have been collected

Certified by:
 Annex C.3

[NAME OF INCENTIVES PROMOTION AGENCY]

CONSOLIDATED ANNUAL TAX INCENTIVES REPORT- ENHANCED DEDUCTIONS-BASED INCENTIVES FOR CALENDAR/FISCAL YEAR ________

Entitlement period of enhance

CETI deductions-based incentives Enhanced Deductions

Other
deductions Credits or
Registered Depreciation (Under Total exclusions from Net taxable Other income tax Total tax incentives
Phil. Standard Total assets Net sales Cost of sales Gross income Reinvestment Section 34 of deductions the income tax income Tax rate Income tax paid Net tax relief incentives claimed
name RDO Code (where allowance of Labor expense Research and
Registered Taxpayer the business Registered Industry (Excluding land on which Training Domestic Power allowance to Enhanced NIRC of 1997, base
ID No. activities/ Classification the particular business the assets development expenses input expense expense manufacturing NOLCO
(Registered address Identification No. entity is as amended)
actual activities (PSIC) Code entity's office, plant, and acquired* expenses industry
business registered)
No. Date (5 Digits) Start End equipment are situated)
entity)

p=(c*o) or (n*o);
a b c=(a-b) d e f g h i j k l m = sum(d:l) n=c-m o
whichever is higher
q r s

(A) (B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X) (Y) (Z) (AA) (BB) (Y) (Z) (AA) (BB)

TOTAL

*for the entity's production of goods and services (qualified capital expenditure)
Certified by:
 Annex D.1

[NAME OF INCENTIVES PROMOTION AGENCY]

CONSOLIDATED GENERAL INFORMATION - PART 1 (As of_____________)

Effectivity date of tax relief/

RDO Code CETI exemption ITH extension
Registered name Registered Taxpayer (where the Domestic/ Export Registered Phil. Standard Industry Type of tax Date of start of (Y or N) If Y pls
ID No. (Registered Identification business activities/ actual Classification (PSIC) commercial specify whether Remarks
business entity) address No. entity is oriented activities Code (5 digits) incentives operations expansion or
registered) No. Date Start End bonus

(A) (B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P)

Note:
Column (J) Type of Tax Incentives refers to tax incentives granted by the IPAs as provided by the CREATE law.

Certified by:
 Annex D.2

[NAME OF INCENTIVES PROMOTION AGENCY]

CONSOLIDATED GENERAL INFORMATION - PART 2 (As of_____________)

Compensation and benefits for

Amount of investment Exemptions from local taxes Taxes paid by type of tax
Royalties, Local employment Non-resident (foreign) employment Direct employment direct employments Indirect employment Retained earnings (RE) Dividends
(In PhP) (In PhP) (In PhP)
management (In PhP)
fees, and
Registered name Credits or
Domestic payments for
Taxpayer Infrastructure purchases of technical know- exclusions from
ID No. ( Registered Identification No. spending the income tax
raw materials how, cost- Number of Compensation Compensation Total number of Number of Total Hired Total number Number of Taxes, fees Taxes, fees
business entity) Approved amount Actual amount Number of non- Unappropriated Cash dividends base
recharges, and Filipino and benefits and benefits employees for employees hired employees for employees for employees for employees hired Appropriated-RE Dividends paid Income tax VAT Excise and Income tax VAT Excise and
of investment of investment resident employees -RE declared
headquarter employees (In PhP) (In PhP) the year for the year the year the year the year for the year licenses licenses
costs

(A) (B) (C) (D) (E) (F) (G) (H) (I) (J) (K) (L) (M) (N) (O) (P) (Q) (R) (S) (T) (U) (V) (W) (X) (Y) (Z) (AA) (BB) (CC) (DD) (EE)

Certified by:
 <NAME O
Master list of all Registered Business Enterprises

Nationality /
ID # Enterprise name Ownership Type of enterprise
 Annex E
<NAME OF INVESTMENT PROMOTION AGENCY>
d Business Enterprises (RBEs) and Other Registered Business Enterprises (O
As of <Month Day Year>

Investment capital Type of project Registered activity / project description

AGENCY>
usiness Enterprises (OREs) availing tax incentives

Certificate of Date of registration

Project location Registration No. (DD-MM-YY)
es

Start of commercial
operation
(MM-YY)