8box Solutions Inc.

4_20230710_150500_0001

Contact Number: 09369340340
Email: sales@8box.solutions

REVENUE MEMORANDUM ORDER NO. 20-2021 issued on June 17, 2021 amends RMO No. 31-2020 relative to the giving of points to the Revenue District Offices (RDOs) on their conduct of tax information dissemination activities under the Taxpayer Awareness Program. In the reporting of accomplishments on the TAP, the giving of Points per tax information dissemination activity shall be amended as follows for the three (3) activities specified hereunder: ACTIVITY POINT REQUIRED DOCUMENTATION Posting of tax information materials in social media (Facebook, YouTube, etc.) – Only posted tax information materials PREPARED BY THE RDO are qualified to be given Points under this activity, as specified in Column 2 – Tax information materials posted in social media that were given corresponding Points under “Distribution of tax information materials (either thru manual distribution or e-mail)” and “Press Releases” shall no longer be given Points under this activity – Social media (socmed) cards containing Announcements promoting special events in the RDOs are not qualified to be given Points (since special events are given Points separately) – Tax information materials prepared by the BIR National Office can still be posted in the RDO’s social media accounts but shall not be given Points under this activity 5 Points – per Instructional Video 4 Points – per AudioVisual Presentation (AVP) 3 Points – per flyer or powerpoint presentation on tax compliance requirements/other tax-related matters 2 Points – other tax information materials, such as socmed cards showing reminders on tax deadlines, new BIR Programs, new compliance requirements, etc. • Screenshots of tax information materials posted in social media • Copy of information materials posted (for presentation to CSU Head) Conduct of Tax Quiz and other special events to promote tax awareness 7 Points – per conduct of traditional (face-toface) Tax Quiz and other special events with at least 12 • Attendance Sheet • Pictures of event • Publication in BIR Weekender Briefs ACTIVITY POINT REQUIRED DOCUMENTATION participants 5 Points – per conduct of online/virtual Tax Quiz and other special events with at least 12 participants Implementation of new/innovative idea on tax information dissemination/ delivery of taxpayer service – AVPs and instructional videos prepared are no longer considered as new/innovative ideas – Qualified new/innovative ideas can be given 10 Points only on the semester it was first implemented 10 Points • Description of new/ innovative idea on tax information dissemination/ delivery of taxpayer service and report on when it was implemented and its impact (results) in the district operation • Pictures of event • Publication in BIR Weekender Briefs The guidelines in the giving of Points for the following tax information dissemination activities shall remain the same, with some clarifications indicated: ACTIVITY POINTS REQUIRED DOCUMENTATION Conduct of tax seminars/ briefings/webinars 3 Points (if below 100 attendees) 5 Points (if 100 or more attendees) • Attendance Sheet • Pictures of event • Publication in BIR Weekender Briefs (optional) Meetings/dialogues with LGU officials and other private sector groups (except zonal valuation meetings, assessment/collection matter-meetings and non-tax related meetings) 1 Point • Pictures of event • Publication in BIR Weekender Briefs (optional) Briefing for New Taxpayer Registrants 1 Point • Attendance Sheet • Pictures of event • Publication in BIR Weekender Briefs (optional) TV/radio guesting/interview 3 Points (per actual guesting/ interview) • Pictures of event • Publication in BIR Weekender Briefs (optional) Sending of speakers on BIR/taxrelated matters to other government/private sectorinitiated events 2 Points • Pictures of event • Publication in BIR Weekender Briefs (optional) Distribution of tax information materials (either thru manual distribution or e-mail) – BIR Forms are not considered as tax information materials since they are “tax compliance” materials. Thus, they are not qualified to be given Points under this activity. 3 Points (per type of tax information material distributed) • Report on Number of Tax Information Materials Distributed (use format in Annex A) • Picture (or sample) of information material/s distributed • Pictures of event Press Release – Press Release should be prepared by the RDO 2 Points (per type of Press Release published in newspaper) • Copy of Press Release • Picture of news article clipping Radio/TV announcements – Script of announcement should be prepared by the RDO 2 Points (per content and not per announcement) • Copy of Announcement • Certification from radio/TV stations Display of streamers on BIR taxrelated matters (including LED billboards) 2 Points (per type of streamer) • Picture of streamer(s) on display Motorcade/Recoreda 2 Points • Pictures of event • Publication in BIR Weekender Briefs (optional) In relation to the preparation of the semestral/annual TAP Accomplishment Reports, the Client Support Section (CSS) Chiefs and Client Support Unit (CSU) Heads should pay attention to the following: a. Presentation of Accomplishments The RDOs should report their information dissemination activities PER TYPE OF ACTIVITY, as presented in the attached Sample Reports provided. b. Content of the Accomplishment Report RDOs should indicate in their TAP Accomplishment Report (Annex B1) the necessary details that would determine if Points given are correct, such as the no. of attendees in seminars, name of information materials distributed/emailed, type of streamers displayed, name/type of information materials posted in FB, etc. c. Accuracy of Information Reported The CSU Heads should thoroughly review the TAP Accomplishment Reports and documentations submitted by the RDOs to ensure their strict compliance to the guidelines/reiterations specified in RMO No. 31-2020, especially on the giving of Points (as amended in III.1 of this Order) and determination of qualified tax information dissemination activities. The accuracy of all information reported in the TAP Accomplishment Reports that will be submitted to the Client Support Service (thru the Internal Communications Division) will be certified by the Regional Director, after validation by the CSU Head. The provisions reiterated in Section III of RMO No. 31-2020, with the exception of the amended portions in Section III.3 thereof (pertaining to posting of tax information materials in social media; conduct of Tax Quiz and other special events; and implementation of other new/innovative idea on tax information dissemination/delivery of taxpayer service) still remain the same and shall be strictly observed in the preparation and submission of the TAP Accomplishment Reports. The Summary of Reports to be prepared for the TAP is reiterated below. Report Submitted By Submitted To Due Date Report on Number of Information Materials Distributed, if applicable (Annex A) Revenue District Officers Regional Director On or before July 10 / January 10 (part of Accomplishment Report – Annex B1) TAP Accomplishment Report (Annex B1), including documentations Revenue District Officers Regional Director On or before July 10 / January 10 Consolidated TAP Accomplishment Report (Annex B2), including Annex B1 of RDOs – Prepared by CSU Head Regional Director ACIR, Client Support Service (thru Chief, Internal Communicatio ns Division) On or before July 20 / January 20 Evaluation Report on TAP (Annex C1 and Annex C2) – Prepared by Internal Communications Division ACIR, Client Support Service ACIR, Planning & Management Service Semestral Report: On or before August 25 Annual Report: On or before February 25 of the following year The semestral and annual Accomplishment Reports/Consolidated Accomplishment Reports on the Taxpayer Awareness Program (TAP) specified in RMO No. 5-2020, as superseded by RMO No. 18-2021, are no longer required to be prepared/submitted by the RDOs and the Regional Directors. The semestral/annual TAP Accomplishment Reports/Consolidated Accomplishment Reports specified in the Order are already sufficient for monitoring and evaluation purposes.