What Type Of e-Tax Access Do You Need?

Tags: etax, e-tax, e-services, tax, access, access type

I need to access my PERSONAL tax accounts

You will need a ttconnect ID and proof of your BIR number.
Steps:

  1. Register with ttconnect to get your ttconnect ID
  2. Log in to e-Tax
  3. Submit the following documents:
    • Proof of BIR number

I need DELEGATED access to my company’s accounts and the ability to manage its affairs with IRD

You will need a ttconnect ID, authorization from the company, and evidence of the company’s BIR number.
Steps:

  1. Register with ttconnect to get your ttconnect ID
  2. Request delegated access from ttconnect to the company’s BIR number
  3. Submit the following documents:
    • Authorisation Letter
      A letter from the company, on a company letter head, confirming the authorization to access the Company’s e-Tax account(s). The letter must be signed by any two (2) directors and affixed with the Company stamp.
    • Company Documents
      A copy of the Company Registration, Notice of Directors or Notice of Change of Directors and the current registered Annual Return from the Ministry of Legal Affairs. If you don’t have a current registered Annual Return, the Customer Service Representative will check your date of incorporation to verify that the annual return is not required.
    • BIR Company Number Verification
      Get any IRD issued document such as Advice of BIR#, Notice of Assessment or any letter from Board of Inland Revenue.
  4. Log in to e-Tax

I need to grant THIRD-PARTY access to my tax accounts

Both parties must have a ttconnect ID, and must have previously accessed the e-Tax service.
Steps:

  1. Register with ttconnect to get your ttconnect ID
  2. Log in to e-Tax
  3. Grant third party access for the specific accounts
    • Enter the third party’s ttconnect ID.
    • Select the accounts you wish to grant access to.
    • Select the relevant access level e.g. File and Pay, File Only or View Only

I need to request access to a THIRD-PARTY’s accounts

You will need a ttconnect ID, and evidence for validating the third party’s accounts.
Steps:

  1. Register with ttconnect to get your ttconnect ID
  2. Log in to e-Tax.
  3. Request third party access for the specific account
    • Click on the ‘Request Access To Another Account’ link
    • Provide the following:
      1. The taxpayer’s BIR number
      2. Account Type and Account ID
      3. Letter ID, or recent payment amount, or a line item value from a processed return
  4. The relevant taxpayer is advised of the request and must agree to the granting of the third-party access before the access is confirmed.