REVENUE MEMORANDUM ORDER NO. 29-2023 issued on August 15, 2023 prescribes the guidelines, policies and procedures in the attainment of Quality Management System (QMS) Certification under ISO 9001:2015 Standards on the processing of One-Time Transaction (ONETT), Tax Returns Processing at the Document Processing Divisions (DPD), processing and issuance of Tax Clearance Certificate (TCC) and retrieval and verification of BCS Reports and Tax
Returns filed with Authorized Agent Banks (AABs).
The ISO Certification shall be secured for the following covered processesby the herein identified office :
| Process | Responsible Office/s |
|---|---|
| OCS and eCAR Issuance Relative to ONETT | All Revenue District Offices (RDOs) |
| Tax Returns Processing-Document Control and Data Capture | Document Processing Divisions |
| Processing and Issuance of TCC | All RDOs and Collection Divisions |
| Retrieval and Verification of BCS Reports and Tax Returns from AABs | All RDOs |
All the necessary preparations, documentations and training shall be done within a period of four (4) months by the concerned offices in the region/district offices, in coordination with the counterpart Quality Management System (QMS) Team created in the National Office per process.
The QMS Team in the National Office shall be responsible in the conduct of preliminary meeting, which can be done virtually or face to face with the existing QMS Team in the Regional Offices. If there is no QMS Team yet in the Regional Office, it shall form a QMS Team composed of personnel from the Office of the Regional Director and/or Assistant Regional Director, Revenue District Offices and Divisions through the issuance of a Regional Revenue Special Order (RRSO), as well as Internal Quality Audit (IQA) Team whose qualifications satisfy the requirement of ISO 9001:2015 Standards.
The Revenue Region shall prepare their respective roadmap identifying the various activities and corresponding timeline towards ISO Certification. Process Owners shall be responsible in the preparation of a separate Operations Memorandum showing detailed procedures and the prescribed quality forms that shall be used across all covered offices.
The conduct of necessary QMS trainings for the Revenue Officers involved or will be involved or be designated as Internal Quality Auditors shall be coordinated by the Regional QMS Team with their respective Finance Division for the necessary budget and financing.
The standard process flow adopted by all concerned shall be included in the specific Operations Memorandum per involved process, including the Key Performance Indicators (KPIs) to measure the effectiveness and efficiency of QMS standards. All covered offices shall adopt the “Qu ality Policy,” which shall be prominently displayed in their respective office premises.
The roles and responsibilities of the mentioned teams/offices pursuant to
RMO No. 17-2021 shall be followed.