Title
Tax Exemption Procedure for Sale of Principal Residence
Law
Revenue Memorandum Circular No. 45-2002, October 14, 2002
Decision Date
Oct 14, 2002
Revenue Memorandum Circular No. 45-2002 streamlines the tax exemption process for the sale of principal residences by eliminating the need for prior tax exemption rulings and establishing new guidelines for the issuance of Certificates Authorizing Registration and Tax Clearance Certificates.

Elimination of Requirement for Tax Exemption Ruling

  • Revenue Regulations No. 14-2000 mandates an Escrow Agreement involving the Revenue District Officer (RDO), Authorized Agent Bank (AAB), and the seller/transferor.
  • The Escrow Agreement secures the amount covering the capital gains tax from the sale.
  • Consequently, previous tax exemption rulings referenced in Revenue Memorandum Circulars Nos. 3-2001 and 14-2001 are no longer required for issuing the CAR or TCL.

Responsibility of the Revenue District Officer (RDO)

  • After 18 months from the construction or acquisition period, the RDO monitors if the seller has used the sale proceeds to purchase or construct a new principal residence.
  • If there is no evidence of utilization within 30 days following the 18-month period, the RDO must immediately initiate the assessment for deficiency capital gains tax.
  • The RDO shall then apply the amount held in the escrowed bank deposit account to cover the deficiency tax, pursuant to Section 3(7) of Revenue Regulations 13-99 as amended by RR 14-2000.

Repeal and Amendment of Inconsistent Issuances

  • Any previous internal revenue issuances that conflict with this Circular are repealed, modified, or amended accordingly to conform with the updated rules.

Effectivity

  • This Circular took effect immediately upon approval on October 14, 2002.
  • Signed and promulgated by Guillermo L. Parayno, Jr., Commissioner of Internal Revenue.

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