The Self Assessment Form is a fundamental component of the Philippine tax system, designed to facilitate voluntary tax compliance and accurate income reporting. This document is required to be filed by individuals with taxable income, whether from employment, business, or professional practice, in accordance with the National Internal Revenue Code of 1997, as amended. The form must be submitted annually or quarterly as applicable, with specific deadlines set by the BIR. It includes comprehensive sections for declaring various types of income, claiming deductions and credits, and computing tax liability. The self-assessment system places the responsibility on taxpayers to correctly declare their income and compute their tax obligations, subject to BIR verification and audit.
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1. Personal Information: Taxpayer's basic details including TIN, name, address, contact information, and filing status
2. Filing Status Declaration: Declaration of whether this is an original filing, amended return, or short period return
3. Employment Information: Current employer details and employment status
4. Primary Income Declaration: Main source of income details including gross receipts/sales and allowable deductions
5. Tax Computation: Calculation of tax due based on declared income and applicable tax rates
6. Tax Credits and Payments: Declaration of tax credits, withholding tax, and previous payments
7. Declaration and Signature: Taxpayer's certification of accuracy and completeness of information provided
1. Business Income: For taxpayers with sole proprietorship or business income, including profit and loss statement
2. Professional Income: For self-employed professionals declaring professional service income
3. Rental Income: For taxpayers earning income from rental properties
4. Capital Gains: For those with income from sale of real property or shares of stock
5. Foreign Income: For taxpayers with income from foreign sources
6. Additional Deductions: For claiming optional standard deduction or itemized deductions
7. Dependent Information: For taxpayers claiming additional exemptions for qualified dependents
1. Schedule A: Detailed computation of taxable business income/loss
2. Schedule B: Detailed computation of professional income
3. Schedule C: Itemized deductions breakdown
4. Schedule D: Breakdown of passive income subject to final tax
5. Schedule E: List of qualified dependents and supporting information
6. Appendix 1: Supporting calculations for tax credits and payments
7. Appendix 2: Summary of withholding tax certificates
8. Appendix 3: Depreciation schedule for business assets
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