Running a PH Business: BIR filing, payroll and DTI renewals

01

Your compliance calendar

In simple words

A school has a bell that rings at the same times every day, so nobody forgets. A business has "bells" too: dates when the government expects a form or a payment. If you write all the bells on one calendar, none of them surprises you.

Key facts

When	What	Source rule
Every month, by the 10th (December withholding: January 15)	BIR Form 1601-C, withholding tax on employees' pay	BIR eFPS guidance
Every month	SSS, PhilHealth and Pag-IBIG contributions for employees	Agency rules (Lessons 5 and 6)
May 15, August 15, November 15	Quarterly income tax return (BIR Form 1701Q)	RR 8-2018
25 days after each quarter ends	Quarterly percentage tax return (BIR Form 2551Q), if you pay percentage tax	BIR eFPS guidance
January 20 (usually)	Mayor's permit and local business tax renewal	RA 7160
January 31	BIR Form 1604-C and BIR Form 2316 for employees	BIR guidance
April 15	Annual income tax return	RR 8-2018
By December 24	13th month pay to rank-and-file employees	PD 851, DOLE
Every 5 years (windows open 180 days before)	DTI business name renewal	DTI BNRS FAQ

The EOPT Act lets you file and pay anywhere: with any authorized agent bank, Revenue District Office or authorized tax software provider, so you cannot be penalized for filing at the "wrong venue".
If your income tax due for the year is more than PHP 2,000, an individual may pay it in two equal installments: the first when the annual return is filed and the second by October 15 (RR 8-2018). If an installment is missed, the whole unpaid amount becomes due with penalties.
The BIR sometimes extends a deadline for a region or a situation (for example, bad weather). Watch the BIR announcements, but never plan around an extension that has not been announced.

Step by step

Open a calendar app on your phone (names of menus can differ by version).
Create repeating events for each row of the table that applies to you: monthly, quarterly, yearly and every five years.
Set two reminders for each: 7 days before and 2 days before.
Write the form name in the event title, for example "1701Q - due May 15".
In the event notes, write who prepares it, where you file it (online or bank) and where you keep the proof of payment.
Delete rows that do not apply, for example 1601-C if you have no employees yet.
Check: you can name the next three dates that apply to your business without looking.

LESSON 01Your compliance calendar

LESSON 01 / ANIMATED LESSON / AI VOICE00:00 / 01:00

Voice

Read the video script

[Host] "Opening a business is one day. Running it is every month."
[Text on screen: Monthly / Quarterly / Yearly] "The government has dates that repeat: some monthly, some quarterly, some once a year."
[Text on screen: May 15, Aug 15, Nov 15, Apr 15] "Income tax: three quarterly returns, then the annual return on April 15."
[Text on screen: January: permit renewal, 1604-C, 2316] "January is busy: Mayor's permit renewal and your employee forms."
[Host] "Put every date on one calendar with two reminders. A late form costs more than a reminder ever will."

Try it now

Build your compliance calendar for the next 12 months with every date that applies to you. Print or screenshot it and keep it with your business papers.

ClaudeStuck? Copy a ready-made prompt for Claude

Copy this, open Claude, paste it, and Claude will walk you through the lesson step by step.

For a grown-up: Claude is for adults (18+). Copy this, paste it into Claude, and use the answer to explain the lesson to your child.

I'm learning "Running a PH Business: BIR filing, payroll and DTI renewals" on The Future Market. Lesson 1: "Your compliance calendar".

What the lesson teaches:
- When - What - Source rule
- Every month, by the 10th (December withholding: January 15) - BIR Form 1601-C, withholding tax on employees' pay - BIR eFPS guidance
- Every month - SSS, PhilHealth and Pag-IBIG contributions for employees - Agency rules (Lessons 5 and 6)
- May 15, August 15, November 15 - Quarterly income tax return (BIR Form 1701Q) - RR 8-2018
- 25 days after each quarter ends - Quarterly percentage tax return (BIR Form 2551Q), if you pay percentage tax - BIR eFPS guidance
- January 20 (usually) - Mayor's permit and local business tax renewal - RA 7160
- January 31 - BIR Form 1604-C and BIR Form 2316 for employees - BIR guidance

The exercise I'm working on:
Build your compliance calendar for the next 12 months with every date that applies to you. Print or screenshot it and keep it with your business papers.

I'm stuck. Please:
1. Explain the main idea in plain, simple words with one everyday example.
2. Walk me through the exercise one small step at a time. Ask me what I've done so far before giving the next step.
3. Don't just give me the final answer. Help me do it myself, and check my work when I share it.

I'm a parent helping my child (about 8 years old) with a lesson called "Your compliance calendar" from the course "Running a PH Business: BIR filing, payroll and DTI renewals".

Here's what the lesson says:
A school has a bell that rings at the same times every day, so nobody forgets. A business has "bells" too: dates when the government expects a form or a payment. If you write all the bells on one calendar, none of them surprises you.

The activity:
Build your compliance calendar for the next 12 months with every date that applies to you. Print or screenshot it and keep it with your business papers.

Please explain this so an 8-year-old understands: short sentences, a fun everyday example, and no hard words.
Then give me 3 simple questions I can ask my child to check they understood, and a way to do the activity together, one tiny step at a time.

Open Claude

Sources

BIR, RR 8-2018 digest (return deadlines, installment rule): bir-cdn.bir.gov.ph/local/pdf/Digest%20RR%208-2018_copy.pdf
BIR eFPS, BIR Form 1601-C guidelines: efps.bir.gov.ph/efps-war/EFPSWeb_war/help/help1601c_v2.html
BIR eFPS, BIR Form 2551Q guidelines: efps.bir.gov.ph/efps-war/EFPSWeb_war/forms2018Version/2551Q/2551q_guid
BIR, Salient Features of the EOPT Act (file and pay anywhere): bir-cdn.bir.gov.ph/BIR/pdf/flyer-eopt.pdf
Local Government Code, RA 7160, Sections 165 to 167: lawphil.net/statutes/repacts/ra1991/ra_7160_1991.html
DOLE, 13th month pay deadline: bwc.dole.gov.ph/dole-bwc-urges-employers-to-release-13th-month-pay-not

My notes

I learned this

02