Taxation, Bookkeeping & Payroll Masterclass

A practical, Philippines-focused course for freelancers, sole proprietors, MSMEs, startup teams, and growing companies. Learn how to set up clean books, track income/expenses, and read simple reports; compute and file the right BIR taxes (VAT or Percentage Tax, withholding, year-end) using eBIRForms/eFPS; and run compliant payroll with SSS, PhilHealth, and Pag-IBIG contributions plus withholding on compensation. Hands-on, step-by-step lessons with downloadable templates (chart of accounts, expense tracker, invoicing, payroll sheet, and tax calendar) so you can stay compliant, avoid penalties, and make confident financial decisions.

Enroll per day or complete the full course. Designed for freelancers, sole proprietors, partnerships/corporations, and startup teams who want practical, step-by-step compliance.

How enrollment works

• Per-Day Enrollment: Join any single day/module.

• Full Course: Take all modules for an end-to-end setup (best value).

Day 1 — Registration Processing (Start & Set Up)

Primary Registration: DTI • SEC • BIR
BIR e-Services: ORUS • e-Appointment • eBIRForms • eFPS
Secondary Registration: Authority to Print (ATP) • Books of Accounts
Forms & IDs: 1901 • 1902 • 1903 • 1905 / S-1905
Docs & Samples: Sample invoices/receipts • EOPT (encoding/portal) • NIRI

You’ll complete: Personal/entity checklist, account setups (as applicable), registration flow map.
Templates: Registration tracker, document checklist, sample invoice/receipt pack.

Day 2 — Business Taxes (Percentage Tax & VAT)

Coverage:

• Percentage Tax (2551Q)

• Value-Added Tax (2550Q)

• VAT Relief / EOPT (encoding/portal)

• e-Submission / eBIRForms filing flow

You’ll complete: Tax type mapping (PT/ VAT), quarterly filing practice run, EOPT/VAT Relief encoding demo.
Templates: Quarterly calendar, PT/VAT worksheet, filing checklist.

Day 3 — Withholding Taxes (Payees & Payroll)

Topics:

• Expanded/Creditable Withholding (suppliers/professionals)

• Withholding on Professionals

• Withholding on Compensation (basic payroll compliance)

• Alphalist of Employees & Alphalist of Payees

• e-Submission / eBIRForms filing

You’ll complete: Set up simple withholding workflows and alphalist prep.
Templates: Withholding rate guide, SAWT/alphalist prep sheets, supplier & payroll checklists.

Day 4 — Income Tax (Individuals)

Topics:

• Individual Income Tax: Graduated rates vs 8% option

• Choosing the right regime (decision tree)

• eBIR filing steps & e-submission (SAWT)

You’ll complete: Draft your annual/quarterly computation under your chosen regime and file mock forms.
Templates: 8% vs Graduated calculator, proof-of-withholding organizer, filing checklist.

Day 5 — Corporate Income Tax & Other Matters

Topics:

• Corporate/Partnership/Cooperative Income Tax

• eBIRForms filing flow

• Graduated rates & common schedules

• Business updates (info changes) & closure process

• Overview: requirements to become an accredited practitioner

You’ll complete: Corporate return mapping and compliance timeline; change/closure workflow map.
Templates: Corporate tax calendar, board/partner resolution samples (for changes), closure checklist.

What you’ll get (every module)

• Hands-on demos in eBIRForms/e-submission flows

• Downloadable templates: trackers, checklists, calculators, sample forms

• Live Q&A and practical scenarios for PH compliance