Title
Amendment on Accounting Period Change Rules
Law
Bir Revenue Regulations No. 9-2011
Decision Date
Jun 28, 2011
Amending Revenue Regulations No. 3-2011, this regulation outlines the updated policies and procedures for large taxpayers to apply for a change in their accounting period, including specific documentary requirements and processing protocols.

Documentary Requirements for Application

  • Letter request must be submitted to the Revenue District Officer (RDO) or appropriate Large Taxpayers (LT) Office.
  • Letter must specify:
    • The original accounting period and the proposed new accounting period.
    • Justification for the change in accounting period.

Processing of Application

  • Pre-evaluation of completeness by Officer of the Day using Checklist of Requirements (Annex B).
  • Complete applications forwarded to RDO or LT Division Chief for thorough evaluation.
  • Incomplete applications receive a Notice to Comply (Annex C).
  • Failure to comply leads to Notice of Archiving (Annex D).
  • For Large Taxpayers, evaluation and certificate preparation done by the concerned LT Office.

Approval and Issuance of Certificate

  • Certificate approval authority:
    • Regional Director or Assistant Commissioner of Internal Revenue (ACIR) for regular taxpayers.
    • ACIR, Large Taxpayers Service, for large taxpayers.
  • Disapproval results in return to LT Office with review memorandum.
  • Legal Division or Large Taxpayers Service prepares the Certificates in triplicate:
    • Original copy to the taxpayer.
    • Duplicate copy attached to the docket.
    • Triplicate copy to ACIR, Legal Service.
  • Certificates must bear the official dry seal of the Bureau to avoid invalidation.
  • Permanent record book maintained for issuance tracking including certificate number, applicant corporation, and date of issue.

Repealing Clause

  • All inconsistent revenue issuances or parts thereof are revoked, repealed, or modified accordingly.

Effectivity

  • Regulations take effect fifteen (15) days after publication in a newspaper of general circulation.

Authorities Involved

  • Secretary of Finance adopts the regulations.
  • Commissioner of Internal Revenue recommends approval.

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