Set up your company and BIR details

These details print on every invoice, report and BIR form, so set them first.

Where: Administration › Settings › Company Settings.

Company info

1. Registered Company Name: exactly as on your Certificate of Registration (BIR Form 2303).
2. Business Address, TIN, Business Style, Email and Phone.
3. Proprietor Name (sole proprietors) and Authorized Representative / Cashier, the name printed on the invoice signature line.

VAT Registration Status

Choose VAT Registered or Non-VAT Registered. This controls whether invoices show VAT lines or the non-VAT format.

• VAT Registered: invoices compute 12% VAT, and you file the quarterly 2550Q.
• Non-VAT Registered: invoices show the non-VAT format. Most non-VAT businesses pay 3% percentage tax (2551Q).

Percentage tax and the 8% option

• VAT / Percentage Tax Status: leave it on Not exempt unless a tax professional confirmed you are exempt from both VAT and percentage tax.
• Percentage Tax Rate: 3% (NIRC Sec. 116). Older quarters from July 2020 to June 2023 are computed at 1% automatically.
• 8% Income Tax Option: choose Availed 8% if you are a non-VAT sole proprietor or professional who chose the 8% income tax. You then pay no percentage tax, so the 2551Q is turned off.

BIR Acknowledgment Certificate and invoice series

• BIR Acknowledgment Certificate No. and Date Issued: leave blank until the BIR issues your Acknowledgment Certificate.
• RDO Code: printed on BIR Form 2307 certificates.
• Approved Series Range From / To: the invoice number range approved for you, printed on every invoice.

Government employer IDs

SSS, PhilHealth and Pag-IBIG Employer ID, used on payroll reports such as SSS R-3.

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Important: Change the VAT status only when your registration really changes (for example, you registered for VAT). Ask your accountant about the effective date. Invoices already issued are not changed.