How to Claim Tax Refund in Philippines for Income Tax

[@cupheadz1137]

I'm a law student. Grabeh sobrang helpful po nito

[@jonnacilrolida9124]

sir pano po magrefund ng income tax overpayment due to my previous employer's wrong entry sa 2316 form..bale sa form lng po ngkamali, then nong ponasa ko sa new employer ko hinabol nila ung kulang dahil hnd ko namalayan na mali pla ang entry nila...Ngayon po none of them seems want to help na mabawi ko ung over na tax na hindi ko naman po kinita..hope you can answer me po...I will really appreciate ur help.

[@dayanzhanchi6461]

Hello po, medyo late na siguro to pero sana masagot, pano po kapag newly hire ako sa company, nagstart ako October 2022, tapos meron pong kinakaltas sakin na tax kada sahod. Base sa Train Law 250k below annual income have zero tax to pay. Within October - December, below 250k lang yung nasahod ko, meaning to say po yung tax na kinaltas sakin within Oct-Dec dapat maibalik ng buo sakin ? Thank you po

[@gerardcarpizo]

Yes, as your income did not reach P250k thus tax due ia zero, you could be entitled for a tax refund from the withheld taxes.

[@christianasoy]

@@gerardcarpizo Hello po, same situation, question lang po kay BIR na po ba kukunin ito or pwede pong sa employer? TIA po.

[@gerardcarpizo]

Hi Christian. For excess withholding (tax refund), it will be the employer (withholding agent) who will be giving refund to the employees.

[@danicamariesolicito6628]

Question: As per my company I am not eligible for refund I submitted necessary documents got my 2316 already year 2021 it’s the first time I don’t receive any refund for my 10 years of working gross compagnasti on income is 330,000 though I started last April 2021 only.

[@gerardcarpizo]

Hi Danica. It is possible that at year end (i.e. December) companies adjust the withholding taxes of employees so as that total withheld for the year equalizes with the annual income tax due to avoid any tax refund/deficit.

[@wynwayne7670]

Help lang, I overpaid my taxes with my current employer and they keep pushing me to do individual filing of tax refund sa rdo ko. Pero sabi ni bir si employer dapat mafile nun. Uf ayaw pa rin ayusin ni employer ko yung tax refund pwedi ko ba sila ireklamo sa dole?

[@_binkssake]

Paano kung more than 2 year na less that 3 years dipa naasikaso ang income tax refund kahit nasa akin na ang bir form 2316

[@gerardcarpizo]

Hi Mark. Your right to claim for a refund is deemed waived in favor of the govt as the right to claim is for two years from the date the tax was paid.

[@_binkssake]

@@gerardcarpizo pero paaano kung today lang binigay sa akin ng company yung ITR nag email lang ako sakanila kase diko alam yun. Kase sa last company ko nung feb this year kasama nila binigay yung itr sa final pay ko pero yung nauna company bago yun di nila binigay

[@_binkssake]

@@gerardcarpizo may paraan paba ako para makuha yung income tax refund ko kahit na considered na as deemed waived na

[@_binkssake]

@@gerardcarpizo at saka paano kung with in the year bago naman kung nahired ako sa ibang company nung december 2021 kase ang nangyare. Nov 2019 nag resign ako sa 1st tapos na rehired ako dec 2020 same company tapos na hired sa ibang company dec 2021 tapos umalis nung feb 6 2022 pero na hired na naman nung aprill 2022 may right to claim paba ako

[@moniquevillafuerte2322]

sir how to refund withholding tax on payments by pension funds domiciled in switzerland?

[@DanethKathryn]

Where on the Form 2316 can we see how much is out tax refund?

[@gerardcarpizo]

Hi Daneth. Form 2316 show how much is your total withheld taxes for the taxable year then compare it with your supposed annual income tax due from your total taxable income using the graduated income tax rates. Difference is refund or deficit.

[@rennolbes9500]

Hi Mr. Gerard…ask ko lang yung total refund po ba ng 2020 ay pwede I-apply sa 2021 on a monthly basis until such time na mag ZERO na ang balance? Thanks

[@vinzladion]

Hi din po Mr. Gerard, pag inapply na po ba sa following year as credit yung prior year refund of over remittance ng withholding tax, is the employer going to show it in 1601 C or there is another form to use?

[@NicaGallego07]

Hi Po may question ako. I used to work as an international freelance agent with smdc but then they required me to get the OR of my commissions received for yr 2021-2022 in BIR para daw marelease ung remaining commissions ko (other tranche). They have provided me 2307. Anong first step dapat Kong Gawin currently abroad pa Rin Po. Ano Po ung OR na sinasabi and pano ko ipprocess? Salamat Ng marami.

[@arnellimbaga1180]

Ty for the idea sir. Very useful

[@gerardcarpizo]

Thanks! You may watch other tax videos that could be useful to you. 😊

[@rosfelkatecaramihan6238]

Hi Sir Gerard, I just wanted to clarify on the allowance and overtime pay. Isn't it that the allowance and overtime pay should not be included in the total taxable compensation income because both of them are non-taxable or tax exempt?

[@gerardcarpizo]

Hi Rosfel. If the allowancea and overtime pay is classified as supplimentary compensation and does not fall under the purview of De Minimis and 90k limit, it will be taxable.

[@rosfelkatecaramihan6238]

@@gerardcarpizo I do appreciate this response, Sir Gerard. Thank you for the clarification.

[@masterjheyem8122]

Kailan po ba madalas ngbabayad ang mga employer ng tax? Kung magreresign po ako ano po ang magandang month para magresign para makakuha ng 13th month?

[@ilovejt]

Hi Sir @gerard, im curious why the tax withhed stated in bir 2316 under 25A is 18k lower than the one stated in my Dec 2020 payslip under total taxes (year or date). Should there be a tax refund? I assume that this is for year 2020 january to december right?

[@gerardcarpizo]

The amount shown in item 25A&B (26) in form 2316 is the total amount withheld by the employer(s) as indicated in all payslips for the yr. If the amount withheld is more than your supposed annual income tax you have a refund, vice versa tax deficiency.

[@kjazirru3442]

Sir working po ako sa logisictic start po ako ng july 1, and my monthly salary is above 25k my makukuba ba ako income tax return before the of the yr 2021? TIA

[@gerardcarpizo]

Hi KJ. If in case the employers withholds but total income tax due is less than 250k, perhap there would ne a tax refund. Unless, the finance dept. makes necessary year end adjustments on withholding.

[@mharielperez]

hi sir question for private companies po such us bpo company do they have there own way of computing tax refunds? I would appreciate your answer in regards of this po thanks.

[@jojotangonan5340]

hello Atty Gerard, Happy New Year 2023! I was informed by my employer July 2022 that I have a tax refund that to date they havent released to me yet. what does the law say about tax refund release duration? looking forward to your soonest reply. thank you!

[@gerardcarpizo]

Hi Jojo. The refund is money of the employee that was excessively withheld for taxes. Refund should be given back to employees asap as this may constitute unjust enrichment on the part of the employer.

[@_binkssake]

Sir bpo employee po ako. Way back dec 2018 to nov 2019 the. Unemployed and rehired by the same company dec 2020 and then seperated to the company last march 2021 and then hired by another bpo last dec 2021 and seperated by feb 2022 and rehired again same company different site. I am sure that the company process everything about bir. So posible ba na valid pa run right to claim ang refund ko dahil over all ang mga pagitan nman nila walang humigut sa 2 years at naprocess nila lahat

[@erwindimaisip1916]

sir good day po . paano po pag hindi nkakapag bigay si employer ng certificate of witholding tax ?ibig sabhin po ba nun hindi po nila nreremit sa bir ung kinakaltax po nawitholding tax po saken ? sana po masagot mo po sir . salamat

[@gerardcarpizo]

Hi Erwin. In some instances that could be correct but not all the time. Non-remittance of taxes withheld (i.e. on salary, final taxes, etc.) have high penalty as in a way its supposed to be for the govt and was directly deducted by the withholding agent from taxpayers.

[@erwindimaisip1916]

@@gerardcarpizo maraming salamat pi sir gerard . duda na po kasi ako sa agency ko kapag po hinihinge ko po ung certificate of witholding taxes ko lage po for follow up nalang po lage e.

[@gagacandido2913]

Good evening sir ung tiya ko wala namang business piro nagkaroon cya ng BIR namatay na cya pinadalan cya ng return tax payer Tanong ko lang bat mayron cyang ganun

[@josefgonzaga7047]

Hello Atty. Sana po ay mabigyan pansin ang katanungan na ito. Pwede po bang Ihold ng Employer/kumpanya ang income tax return dahil nakaMaternity leave ang aking asawa. Wala sa kontrata ang nagsabing paghohold ng Income Tax return. At ano pong pwedeng Republic act nakapaloob ang batas na ito?

[@ericmorales5659]

hi sir Gerard..tanong q lang po..dati po kasi nag work aq sa isang private company 8 years din po un from 2002-2010 minimun wage lang po pero kinakaltasan kami ng incom tax..may makukuha pa ba aq sir ng tax return, ang problema sir nag close na po ang company now..salamat po

[@gerardcarpizo]

Hi Eric. Tax refunds should be processed within 2 years from the time the tax was paid. So, you won't be eligible for tax refunds if its 2002-2010.

[@ericmorales5659]

@@gerardcarpizo thanks po..

[@lynarche5588]

Hi po.. im a JO po...and ask ko po if its ok na kaltasan ako ng tax... i calculated po may salary, o.t plus travels...all in all pinasobrahan ko pa po nasa 216,000 lang for this year...13% po kinakaltas sakin like 10% plus 3% po monthly..sa salary and tev...updated naman po ako sa BIR ng membership fee as j.o since 2017...pero sabi sakin ng hr namin nalate daw po kasi ako mag submit nung tax exemption na pinapanotaryuhan po....can i apply parin po ba for a refund o i cant kasi di po ako naka pag submit for this yr ng tax exemption? Salamat po.

[@gerardcarpizo]

Hi Lyn. If you are a JO you need to be registered as self-employed and could be subject to mandatory tax audit, thus you need atleast books of accounts to properly file a refund claim within 2 yrs. from the date of paying the tax.

[@lynarche5588]

thank you for this po...btw yung pag update po ba yearly ng membership dapat po ba dum self-employed yung nakalagay or ok lang po na Job Order yung nilagay ko? may iba pa po bang way ng pag declare na self-employed di po ba dun na din po sya sa pag update every Feb of the yr?

[@JJ-ki2mw]

Hi do you have a video on tax refund for zero rated sales for companies

[@gerardcarpizo]

Will have that topic in the future.

[@angeloinocentes9989]

HHello po, pwede po mag ask, kung saan pwede makakauha ng copy ng Employer History ko po sa BIR? Ang case ko po nag start ako sa Previous Employer ko po nung September 01, 2021 until April 15, 2022. Yung Lumipat po ako sa Current Employer ko po (from April 25, 2022 hanggang ngaun po) Eto February 2023 po pinag fi-file po ako ng BIR 1700. Kaso ung nag try po ako mag file ng BIR 1700 lumalabas sa line #35 negative amount (Not sure pag ba negative ay un ang excess tax ko po or yun ang need ko bayaran?). Sa pag try ng mag file at validate ng BIR Form 1700, nakita ko po sa Previous employer 2316 for year 2022 (From 01/01 to 04/15) na inissue nila may nakalagay na amount sa Line 22 - Add Taxable from Previous Employer. Eh ang Employer ko po isa lang, ung nag work ako sa previous employer ko po. Ano po kaya pwede gawin para ma resolve ang ganito problem sa 2316 ng previous employer?

[@mysticalrose2578]

Hi Sir. I applied for 8% percentage tax for 2022. However, our client mentioned that there have been some changes with tax and that they needed to deduct 2% of our total income at every cutoff. It was categorized as a refundable tax and the total reached more than 2000 pesos. They said that they could no longer refund it because I have exceeded the 250k threshold. In my last payslip there was a 200 something worth of EWT and included to in the 2307 that they provided to me. So, my question is what will happen to the 2000 pesos that they have deducted. Also, I have already filed my annual ITR I included the 200 EWT present in my 2307 and I still have to pay excess tax dues. I hope you can answer my questions and thank you for answering it.

[@justjaaa_]

hi are you an esl tutor hehe

[@antonettecorporal3869]

Hi Sir asked ko lng, sa dec 1601-C po binabawas or inaadjust yung tax refund ng employees? or need pa mgfile ng form 1914

[@kuletzjhedinocente405]

Sir ask ko lang. if ever nagconduct ako ng service and our client is employees from different companies. Kapag nagcompute po ba ako sa income namin kasali din po ang income tax saka vat po?can you help me po.

[@ma.elenabohol9371]

Hi sir, where can I find my tax refund amount po?

[@ira5674]

Hello po. Si employer po ba ang mag pa file ng 1914 or si employee? Thanks po

[@LeeTy-tu7un]

How if besides employment/job , (meron pa syang stocks sa stocks market, at kumikita ng dividend at may sales tax sa stocks per transaction , pero walang nilabas na pera sa stock market/ broker ) pwede ba ito substitute filling ?

[@gerardcarpizo]

Gains from stocks traded in the local stock exchange and dividends are subject to final taxes, they need not be filed as part of regular income tax.

[@LeeTy-tu7un]

@@gerardcarpizo thank you

[@josephenero2215]

may tax refund po ba sa newly employed? Nahire po ng Aug 2020 may mga kaltas po aq ng withholding tax from Aug to Dec n 6500... May tax refund po b aq? kc wla p din po binibigay skin n 2316 at tax refund. ngyon reg employee n po aq. sana po masagot. salamat po

[@danicamariesolicito6628]

Where can I find the tax refund amount on my 2316

[@gerardcarpizo]

Hi Danica. Its not explicitly mentioned in the 2316 you need to compute if there is a refund/deficit wc is from the total taxes withheld for the year compare it with the annual income tax due using graduated income tax rates.

[@cactusinlove1143]

Question po about tax refund. Example, nagwork ako sa previous employer from jan-oct with a gross annual taxable income of 1,224,589.04 tax due ko is 257,376.71php. Then from nov-dec nagwork ako sa new employer with lesser salary package. May tax refund pa po ba ako or deficit sya?

[@gerardcarpizo]

Hi Sohee, you can compare the total tax withheld fron both employees with you total tax due from income from both sources run through the income tax table. If what is withheld is greater than the tax due you may have a tax refund.

[@cactusinlove1143]

Thank you po😊

[@gerardcarpizo]

You're welcome 👍

[@spacewarriors5175]

laki, sana all ganyan din sahod ko in the future

[@nolimina9800]

Goodafternoon sir question lang po kung ilan yung makukuha kung tax refund as a employee with tax due of 28,847.08 pesos

[@gerardcarpizo]

Hi Noli. Tax refund/deficit will be computed as from the tax due compare it with the total tax withheld during the taxable year (2316)

[@nolimina9800]

Tax due is tax refund sir right?

[@gerardcarpizo]

Nope, the tax liability to the BIR which kinda being advance paid via withholding taxes. Tax refund is the excess of total withheld taxes vs the tax due.

[@ricopanta1765]

Hi po sir! Paano pag ikaw ung employer tapos bago ka pa man makapagrefund sa employees mo, nasobrahan na ung naremit mo sa BIR. Pde bang irefund mo sa employees mo next yr by offsetting it sa kanilang tax next year?

[@gingergravy]

Kasama po ba sa computation yung tax sa investment sa stock market? Since hinihingi din yung TIN when applying

[@gerardcarpizo]

Hi Joshua, stock transactions traded in the PSE are subject to final tax.

[@noellazona7421]

Sir ask ko lang po if kasama or hindi sa creditable tax ung binabayaran na percentage. Or if deductible po ba siya or hindi sa pagbabayad ng income tax. Thanks po 😊

[@zfarmlife9559]

hello po..pwede paba ma refund ibinayad ko sa tax?akala ko kasi hindi na mahahanap copy ko nung ANNUAL ITR,tas ayon nag file na pala ako dati..panu po yun?nakapag bayad ako with penalty. sana matulungan nyo po ako..salamat

[@gerardcarpizo]

Refund is possible if it is within 2 years from the over payment of the related taxes. You can follow the instructions how to in the video.

[@zfarmlife9559]

thank u so much..

[@margaritomiral5671]

Ask ko lang po. Monthly po kami nag epay sa withholding taxes on compensation. Kung na over withheld po namin ang compensation tapos remitted na iyon sa government, tapos I rerefund din namin ang employee for over withholding. Iyong excess payment ba namin I rerefund sa bir para ma refund namin sa employee? Paano po iyon?

[@Kendg143]

Gaano po katagal bago marelease ang tax refund if nasubmit na ang mga required docs? Thank you po! 😃

[@applealcantara5872]

Ask about how to refund for corporate please walk me

[@clairmarterior8551]

Hi Sir. Good morning. As i read the comment section you mentioned that ITR=total amount withheld annually minus annual income tax due. My question is OT, incentives, hazard pay are taxable? Am I entitled for an ITR if my annual income is around 280, 000? OT, incentives and hazard pay is not included. Thank you. Hope to hear from u.

[@minelaramos8883]

I'm a contractor po sa isang company and they don't apply for our tax refunds. I also don't think that we have 2316, is 1701 enough to file for tax refund?

[@elsiemercado716]

Hi, question po kapag ba binawasan ako ng tax, matik ba na may ITR ba dapat ako non?

[@gerardcarpizo]

Hi Elsie. Yes, If you are qualified for substituted filing wc is for individuals under an employer-employee contract.

[@krizzellemenorca7411]

pwede pa po ba ako mag file ng 1914 kahit wala na ako sa company na pinagtrabahuan ko? nag one year lang po kase ako sa company na yun, pero may pinirmahan po ako itr.

[@vicmarlumbong1460]

hi sir sana po matulungan niyo ako. last year binigay po samin ng company namin copy ng ITR namin then nawala ko po balak ko po sanang gamitin for bank loan sa company po ba ako magrerequest ng another copy o derecho na po ako sa BIR?

[@cherwenzapanta2936]

Hello huh,, Sa income tax huh ba ay 20percent na ba Ang deducted nila,,

[@gerardcarpizo]

Hi Cherwen, those under the CREATE Act are given a retro active implementation from July 2020 onwards. Generally, it is not applicable for individuals.

[@wittywittyful]

HI i am supposed to claim my tax refund for year 2019 but then I moved to Japan before I could claim it. It is already 2022. Do you think it is possible for me to still claim my refund and how do go about it considering I live abroad?

[@GA-ow5im]

Sir, I had 2 employers within the year 2021, Hence, I was advise my current employer that I’m not qualified for substituted filing. We were advise to complete and manually file BIR1700v2018. Post completion of 1700, I arrived at overpayment of tax liability. Given that I submitted to BIR the 1700 through electronic filing, I would like to seek your advise on how will I claim the refund from BIR?

[@lourelainebautista3396]

Hello sir Gerard, just curious if I can avail an ITR for 2020. I am a contractual employee in the govt with a monthly salary of 25k and they have been deducting 2k monthly since I started working last June to December 2020. What forms do I have to fill out online and what other requirements do I need to bring?

[@jml5926]

Anu po ginawa nyo dito

[@dianamaydelacruz3366]

Hello. Can i still claim my ITR for thr year 2017 from my previous company? I left the philippines po for yr 2017 and currently working as OFW pero since di ko pa naayos papers ko including my cleatances from the previous company. Thanks in advance.

[@gerardcarpizo]

Hi Diana. Normally business records are retain around 5 years or mainly depends on company policy. You may contact you former employer for your clearances.

[@edenclotario3770]

Can i request a list of tax refund from the year i started to work or have my job?

[@nivenmonteclaro8271]

Gd noon sir,,ngayun na month my kaltas ako na 1,252.27 sa tax.. if palagi to kaltas sa akin every month? May refund po ba ako pagdating ng whole yr? Tnx

[@gerardcarpizo]

Hi Niven. You cam check if you have a refund by comparing the total amount withheld and the supposed annual income tax due.

[@johndavemawili8596]

Sir pag nagresign po ako nang month of June tapos yong net ko po from January to June ay less than 250k ,marerefund ko po ba yong withholding tax ko from January to June?

[@gerardcarpizo]

Yes, pero sa previous employer na ang mag rerefund ng tax.

[@johnflores9644]

Hi po sir pwd pa help compute ng tax ko. meron na po ako 2316 at salary history

[@ailalia]

pls talk about mix income earner what should we file? how do we file? what are the pros and cons. I totally have 0 knowledge about it

[@gerardcarpizo]

You may watch my mixed income earner video to learn more about it.

[@itstimetoshinevlogfun.jdv3515]

Sir minimum wage aku dati then naalala ku my refund daw ngaun kulang naalala maibibalik pba sakin ung pera

[@gerardcarpizo]

Hi Johant, the tad refund is the responsibility of the employer to give to the employees. You may follow up from your previous work place.

[@murieldacula661]

Yung employee po namin ay nagkaron ng over tax withheld because of no work no pay during pandemic automatic po ba yun ma crecredit sa january or kailangan pa po mag apply for tax refund

[@gerardcarpizo]

Hi Muriel, for tax refunds for pure compensation income earners, no need to file tax refunds. It is the employer's responsibility to give back the over withheld tax.

[@murieldacula661]

@@gerardcarpizo will it affect 1601c for January po?

[@cel-arco1468]

Good day po, pano po ifile ang refund sa 1601-C?

[@gagacandido2913]

Bali lupa lang ung binabayaran nya piro d naman cya ung may ari

[@backstagechannel177]

Hi sir. I am an individual tax payer practicing my profession and opted to be taxed at 8% based on my gross income. My earnings for the whole taxable year is below 250,000. Am I eligible for tax refund? I do not have an accountant, I submit my tax reports on my own. Thank you sir.

[@wittywittyful]

yes you are i was able to get my refund for year 2018 coz my income did not exceed 250,000 php

[@queenienicoleevangelista5886]

@Jeramie Quijano Bariquit, How did you process it po? What were the requirements? Thank you in advance po. I was a contractual employee for 9 months (1 year contract supposedly but got absorbed) and they deducted 10% on my monthly salary. My total income from July 2020 - April 2021 also did not exceed 250,000Php.

[@johnroitan9915]

Hi, Sir. I resigned from my previous company last September 2023. I worked there for 8 months. Before leaving, I rendered one month. But upon receiving my last pay, I only received the amount equivalent to the days I rendered and not included is the 13th month pay. My previous employer sent me BIR 2316. Should I expect a tax return? If yes, what should I do to have it. Or when do you think can I receive the 13th month pay that was not given by my previous employer? Stated in my BIR 2316 is the amount of 30,000 for 13th month pay but I did not receive any. I am now currently working at a new company.

[@gerardcarpizo]

Hello John. For your 13th month pay, you may clarify with your previous employer, also verify the applicable taxable year of the 2316 from your employer. For tax refund purposes, you may talk with your current employer as they will do year end adjustments for total withheld vs annual tax due.

[@arnellimbaga1180]

Another question Sir. Pwede rin ba ma refund yung tax ng Lupa?

[@gerardcarpizo]

Hi Arnel. Yes, if it still resulted from an overpayment of the assessed tax.

[@okra8176]

Hello, hope i could get an answer to my query. I made an error during the submission of BIR1700 which it had resulted to overpayment and i amended it the next day. I got to aware based on somebody's experience about asking refund from bir that it'll be difficult or complicated. My question: i decided to have it as tax credit the next year. Will my employer get to aware that there's an overpayment from the previous year without me letting them know the circumstance since they advised us to submit it on our own? Just want to know lang po before i take the next step. TIA

[@makiehiro6930]

How can i compute my tax refund using the infos from my form 2316 sir?

[@gerardcarpizo]

Hi Makie, from the total tax withheld from your 2316 compare it with your annual income tax due. If there's difference it would be either rufund or deficiency.

[@jerabilla3827]

I just wanted to know if I have not completed my 1 whole year in a company can i get my full withheld tax currently i have 250k

[@gerardcarpizo]

Hi Jer, yes provided you're total compensation is below 250k. Get a copy of BIR Form 2316 as proof of tax withheld from your previous company.

[@ggsoriano2096]

i was employed from a bpo last 2020 for almost 6 monhts,. and was resigned. Am i eligible to get refund or where should i file this?

[@gerardcarpizo]

Hi GG. In case you were withheld taxes from your BPO salary, you may process the refund in your RDO. Make sure to have a copy of your 2316 from your previous employer as proof of withholding.

[@jonathansuclan3108]

pwede magtanong? meron po kc kmeng tinatawag na leaving allowance. tapos dahil sa pandemic tinanggal ng companya ang leaving allowance namen. pero babayaran nila ng 15month tapos wala kna makukuhang leaving allowance monthly. eto po ung tanong ko my tax po ba o wala ung pagbayad nila samen ng 15 month leaving allowance. thank you.

[@gerardcarpizo]

Hi Jonathan, any amount in excess of the 90k limit for 13th month pay shall be taxable.

[@jonathansuclan3108]

@@gerardcarpizo ang leaving allowance po namen is 5k monthly. 5k x 15 month =75k taxable po ba? salamat po ng marami.

[@gerardcarpizo]

@@jonathansuclan3108 any allowance considered as de minimis the of the limit shall be compared to the 90k 13th month pay limit. You can watch my income tax or deminis for more info.

[@itstimetoshinevlogfun.jdv3515]

Sir tagalog diko mainiintidihan

[@kristine.samonte]

Sir. My relative is working abroad, and his tax deducted is cost so much every month, we says that 3/4 of his earning lost and put it on his tax, sir is there a refund here in the philippines? 1 month to go and he will have his 1 year there. Hope you can help us. Thank you

[@gerardcarpizo]

Hi Kristine. Your relative may claim tax credit for taxes he pays abroad for taxes paid in the PH provided it is a similar tax type. Refund in the PH may not be an option as it is collected abroad.

[@Elvee-vv9oh]

Ibig sabihin po kahit hawak po kami agency ,kapag mag mag resign kami may Tax refund na mattanggap

[@gerardcarpizo]

Kung mas malaki ang withholding tax niyo compared sa annual income tax due, yes may refund kayo na dapat ibalik ng agency nio.

[@lvdialykenfontanilla7002]

ang pagcompute po ba ay based sa regular pay or kasama ang bonuses na nakukuha monthly?

[@gerardcarpizo]

It depends on management practice, but generally it is based on regular/basic pay.

[@ronzkie6240]

Good morning sir Tanong kolang po sana kung pano malalaman kung nappunta ba sa gobyerno ang tax na binabawas samin ng employer namin..salamat po

[@lottedeguzman1711]

Request Ka Ng Tax Certificate sa Employer mo

[@malakaibonsucan8331]

Hello po sir. Tanong ko lang po. How about in my case. Na hire po ako sa private company last July 2020 tas, nakapag resign ako nung July 2021 din. Yung anual income ko po is around 150k. In this case po ba, am I eligible for ITR?

[@gerardcarpizo]

If your employer withheld taxes during your employment but your total compensation for the year amounted to below 250k, you may be eligible for an IT refund.

[@malakaibonsucan8331]

@@gerardcarpizo thank u po sir. Nalinawan na po ako. 😊

[@Cyke789]

Sir question, I'm confused, let say example your annual income is 280k, and the WH tax around 30k can you still the whole 30k on the WH tax on your payslip? Sorry guys. Respect question. Thanks hhi

[@dariobautista5736]

How to refund tax from adsense

[@ayeend6635]

tysm po for this

[@bobpelingon9940]

Very informative. Question po, my friend early retired from our company last June. Upon checking her final pay the company deducted her whole year tax from her retirement pay. Is she eligible to get a refund for the said tax?

[@marishgenson2933]

good day sir, how about on corporations how to compute their tax refund ?

[@macuajanel2496]

Sir good day yong delevery recipe may tax parin yon?

[@gerardcarpizo]

Hi Macua, generally all income could be subject to tax. You can watch some of my videos to learn more about what maybe the the applicable tax on your transactions.

[@zarahbarnachea4051]

Hello, I am an employee who started working in my current company in June 2023. Before that, I was employed in a different company until May 2023. I have given my BIR 2316 to my current employer. Will my current employer file for tax refund or am i the one who need to file on my own? Thank you.

[@gerardcarpizo]

Hi Zarah. If your current company makes year end adjustment they will be able to compute your annual tax due from your current and previous employer. If you have a refund, its the employer who will be return the over withheld taxes. kzbin.info/www/bejne/a4nIcmeeZbBsq5osi=d_a56gApiX40HzaS

[@christianbacay2512]

Ask ko lang po pag small franchise business owner ano-ano po yung mga taxes na babayaran at ilang percent?

[@gerardcarpizo]

Hi Christian, generally, minimum taxes you are liable to pay is income tax and business tax (percentage tax or vat). You can can watch my playlist on business taxes to learn more.

[@edricedz8062]

Sir question po, kung lagpas 250k yung income tax mo, automatic po bang wala nang tax refund? Example 350k yung annual tax income mo for the year 2020, wala na po bang tax refund yun?

[@gerardcarpizo]

Hi Edric, the prescriptive period (deadline) for claiming income tax refund is 1 year from the date of payment of such tax.

[@joideegeronimo7783]

Hi po hindi po ako nakabuo ng 1 yr sa bagong position ko makakakuha pa din ba ko ng tax refund? 5 months palng po ako nappromote

[@gerardcarpizo]

Hi Joidee, you can check by comparing the total tax withheld from your payslips with your tax due based fr taxable income from the BIR form 2316 given by your employer.

[@joideegeronimo7783]

thank you po

[@gerardcarpizo]

Happy to help. 👍

[@joideegeronimo7783]

@@gerardcarpizo wait if sobra po example ang annual salary ko is 264k so ang tax ko dapat for the whole year ay 20% of excess ng 250k tama po ba?

[@gerardcarpizo]

Yes, based from the updated tax table you are correct.

[@jho0913]

May tax refund ba kapag 10 months lang sa company?

[@gerardcarpizo]

Tax refund depends on the amount of taxes withheld by the employer. If taxes withheld is more than the supposed income tax due there would be a refund.

[@cassandramartinez1748]

Hi. Tanong ko lang po. Dapat po ba annualized ang computation ng tax refund? This January po kasi napasobra po yung na-withheld namin na tax sa employees namin. Pero nung nagfile po kami ng 1601C, inadjust namin yung computation kaya iba yung na-withheld sa employee at tax due na binayaran namin. Mas mababa po yung binayaran namin. Balak po sana namin na ibalik na agad yung sobrang nakaltas sa sahod ng employee this February o kailangan pa po namin hintayin ang year-end para sa ganung adjustment. Thank you po

[@gerardcarpizo]

Hi Cassandra, what's important is the amount computed, withheld and remitted for BIR purposes is correct. You may give back to the employee any withheld tax or credit it to tax for the succeeding months.

[@arciilicious]

Hello po! Totoo po ba na may para mag declare na breadwinner pra ma exclude sa tax? Thank you! :)

[@gerardcarpizo]

Hi Arcii, under the TRAIN Law, there no more personal deductions, what is given is a P250,000 income tax exemption.

[@jayarrnicasio7405]

ang isang empleyado ba ay makakatanggap ng ITR

[@gerardcarpizo]

Yes, the BIR Form 2316 could the proof of the ITR for employees.

[@algregorosello8184]

qualified po b ako sa tax refund 9yrs sa work the june 2021 nagresign po ako

[@gerardcarpizo]

Hi Algrego. If the tax was paid within two years you may still refund the overpaid tax.

[@liezeldelaroca5007]

How to refund tax excess payment

[@gerardcarpizo]

Hello. Ang quick tip ko ay pa assist sa officer of the day sa RDO kung saan nag file ng return. Try niyo din makipag usap sa collection division.

[@MariaMaria-sj3ov]

Sir , paano po pag ofw? Meron po bang income tax refund? Salamat

[@gerardcarpizo]

Hi Maria. For OFW with over payerment of taxes which could be from over withholding certain taxes, it is possible there would be a tax refund.

[@jojojojo2630]

Hi Sir. I was a contractual employee under a government hospital from May to December 2020 and resigned mid-December. They deduct around 3k withholding tax per month. Am I eligible to get a tax refund? Will I process it myself or should I wait for the institution to give me my tax refund? My income for year 2020 does not exceed 200,000.

[@gerardcarpizo]

Hi Jojo, yes you could be eligible for tax refund. But take note, if you are considered as a service contractor you may need to present business registration/books of accounts as you are subject to 3% percentage tax.

[@christineg1711]

@@gerardcarpizo Hi Sir. I was also a COS of a govt agency. I have the same concerns po. Regarding the proof of payment you mentioned in the video, does it need to be both forms 2316 and 2307? Or can I submit only form 2307? And do I need to present books of accounts as you mentioned? We were not issued with it. Thanks!

[@patricialuzuriaga6136]

Hello po, contratual employee po ako sa govt, since july 2020 d po ako nakatanggap ng tax refund ,aside sa kaltas ng tax sa sahod , nagbabayad po kme every jan. Ng 500 via gcash for tax. 1. Paano po kumuha ng tax refund? 2. Makikita po ba online or sa bir ang tax na binayaran mo? Pls. Po pakitulungan ako 3. Pag po nagresign ng feb. May makukuha po bang tax refund?

[@gerardcarpizo]

Hi Patricia. If your total income is less than P250k, you may have a tax refund. You can compare your copy of 2316/2317 for the amount withheld vs your income tax due (250k below, will have no tax due).

[@patricialuzuriaga6136]

Saan po ako kukuha ng kopya ng 2316/2317?

[@gerardcarpizo]

I mean , 2316 or 2307. You can get a copy from the company you are working for.

[@billybizbee]

Good day Sir Gerard! Just a quick question, but first I would like to thank you for a very professional and informative video on Tax Refund. So, do I address BIR letter to the Regional Manager? I filed my 1701A using eBIR. Do I bring a printed copy of the 2-page Tax Return with copies of the quarterly Tax Returns which states the 2307 credits. I am an online teacher and the company I work for did not accept my declaration of earning less than P250,000 because it was late 1-day, thus they deducted tax. I also have had a couple of unpleasant experiences when I go to the RDO. The tax return in question is for year 2020 and you made your video after, which I only found now, thank God. Anyways I did fill out a BIR Form 1914 after filing online and when I went to RDO they seem to not know what it is for, and I remember one of the persons there saying they no longer refund!!! Help me please! Thanks. I am looking forward to your reply. :D

[@gerardcarpizo]

Hi Billybbee. The letter of address to the regional director stating the clear intention of refund with the appropriate form. Take note, we can only refund overpaid taxes within 2 years from the date of payment.

[@billybizbee]

​@@gerardcarpizo Thanks for your reply. The tax return with refund for tax year 2020 was filed in Feb 2021, may I still file for a refund? In the form is entry for Tax Type, what is that? Thanks.

[@taratemilloso3063]

Hi Sir, the Tax Due refund for 2021, is it taxable as well?

[@taratemilloso3063]

And another question, isn’t it the amount of non taxable income per year is 119k somethin’, not 250k? Just wanna ask. Coz if you’re right, then I need to file a dispute. 🥺 Hope to hear from you soon.

[@erwindimaisip1916]

sir good afternoon po . tanung lang po ulet . talaga po bang umaabot po ang tax po ng 3000 sa 1 buwan po ? under agency lang po ako sir at 550 lang po ang per day ko .

[@erwindimaisip1916]

sana po mapansin nio po sir .maraming salamat po .

[@nolimina9800]

Question lang po as a regular employee anong month po ng taon nakukuha ang ITR?

[@nolimina9800]

Sana po mabigyan nyo po ng sagot 😢

[@gerardcarpizo]

Hi Noli, if the employee is qualified for substituted filing around January. For manual filers, deadline of ITR is normally on April.

[@nolimina9800]

@@gerardcarpizo thanks po sir 😊

[@gerardcarpizo]

@@nolimina9800 Happy to help 👍

[@nolimina9800]

@@gerardcarpizo may dagdag pa po pala akong tanong last 2020 po kasi August na naibigay samin sir yung ITR dahil po pa sa pandemic kaya na delay ang pagbigay nito?

[@lynsantiago4225]

pano po pag halos 4 month ka sick leave

[@gerardcarpizo]

Hi lyn. Pag na recieve niyo na Form 2316, verify niyo kung may tax due kayo. Kung more than yung na withhold versus sa tax due, may refund.

[@vincentpaolocapuno3089]

Sir Gerard pa help naman ako gusto malaman magkano Tax Refund na makukuha ko? 25,500 basic salary ko sir sa isang BPO company May 2019 ako na hire and August 5 ako nag resigned

[@gerardcarpizo]

Hi Vincent. You can compare the total tax withheld from you salary versus the amount of tax based on the graduated tax table.

[@lusaliecortez1390]

Hi sir..good day..my question lng po ako.. is there a tax return here in the Philippines? F yes how to claim it? If not WHY po wla? Sna po mapansin . Maraming salamat po and Godbless 🙏

[@gerardcarpizo]

Hi Lusalie. For employees it could be 2316, while for self employed with overpayment it could be the filed return like 1701. These could be used for claiming a tax refund.

[@paredeswinnn]

Hello, new subcriber here. Is tax refund taxable?

[@gerardcarpizo]

Hi Winnwin. Generally, no as the source of the refund is the overpayment.