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Return Proforma Invoice for Philippines

Return Proforma Invoice Template for Philippines

A Return Proforma Invoice is a formal document used in the Philippines to initiate and process the return of goods previously purchased. This document serves as a preliminary invoice that details the items being returned, their condition, original purchase information, and the expected credit or refund amount. It must comply with Philippine tax regulations, particularly the National Internal Revenue Code and BIR requirements, and includes essential elements such as VAT calculations, tax identification numbers, and authorized signatures. The document is crucial for both domestic and international returns, helping businesses maintain accurate records while ensuring compliance with local commercial and tax laws.

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What is a Return Proforma Invoice?

The Return Proforma Invoice is a critical document in Philippine business operations, used when customers need to return previously purchased goods to a supplier or vendor. This document type is essential for maintaining accurate records of returned merchandise and ensuring compliance with Philippine tax and commercial regulations. The Return Proforma Invoice includes detailed information about the original purchase, the items being returned, condition assessment, and expected credit or refund amounts. It serves multiple purposes: documenting the return transaction, facilitating customs clearance for international returns, supporting tax compliance, and maintaining accurate inventory records. The document must adhere to specific requirements set forth by the Bureau of Internal Revenue (BIR) and other relevant Philippine authorities, particularly regarding VAT documentation and invoice formatting.

What sections should be included in a Return Proforma Invoice?

1. Company Information: Header section containing the company's complete legal name, address, tax identification number, and contact details as required by Philippine regulations

2. Customer Information: Complete details of the customer including name, shipping address, billing address, and contact information

3. Original Invoice Reference: Details of the original purchase including invoice number, date of purchase, and transaction reference

4. Return Details: Specific information about the items being returned including quantity, product codes, descriptions, and condition

5. Return Reason: Clear indication of the reason for return as required for processing

6. Pricing Information: Original price, applicable credits, and any adjustments or restocking fees

7. VAT Information: VAT calculations and tax information as required by Philippine tax regulations

8. Terms and Conditions: Standard terms regarding the return process and any specific conditions that apply

What sections are optional to include in a Return Proforma Invoice?

1. Shipping Instructions: Include when return shipping arrangements need to be specified

2. Quality Assessment: Add when returned items require condition inspection or quality check

3. Warranty Information: Include when return is related to warranty claims

4. Customs Declaration: Required for international returns

5. Special Handling Instructions: Include for items requiring specific handling or storage conditions

What schedules should be included in a Return Proforma Invoice?

1. Original Purchase Documentation: Copy of original invoice or receipt

2. Return Authorization Form: Official form authorizing the return if required by company policy

3. Product Inspection Report: Detailed assessment of returned item condition if applicable

4. Photographic Evidence: Images of returned items if required for documentation

5. Return Shipping Label: Pre-printed shipping label if provided by the company

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Philippines

Publisher

Ƶ

Document Type

Invoice Form

Sector

Sales

Cost

Free to use
Relevant legal definitions



































Clauses

























Relevant Industries

Retail

E-commerce

Manufacturing

Wholesale Trade

Electronics

Fashion and Apparel

Consumer Goods

Industrial Equipment

Automotive Parts

Medical Supplies

Technology

Telecommunications

Food and Beverage

Relevant Teams

Finance

Accounts Receivable

Customer Service

Logistics

Warehouse Operations

Quality Control

Tax Compliance

Supply Chain

Operations

Returns Processing

Commercial Operations

E-commerce

Relevant Roles

Returns Processing Manager

Accounts Receivable Specialist

Customer Service Representative

Logistics Coordinator

Inventory Manager

Tax Compliance Officer

Finance Manager

Operations Manager

Supply Chain Manager

Warehouse Supervisor

Quality Control Inspector

Credit Controller

Commercial Operations Director

E-commerce Manager

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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