Creation of Tax Assistance Units in the National, Regional and Revenue District Offices

July 3, 1980 REVENUE ADMINISTRATIVE ORDER NO. 01-80 SUBJECT : Creation of Tax Assistance Units in the National, Regional and Revenue District Offices TO : All Revenue Service Chiefs, Regional Directors, Division Chiefs, Revenue District Officers and All Others Concerned In line with the policy of this Office to raise public tax consciousness and enhance voluntary compliance from taxpayers, a Tax Assistance Unit shall be organized in the National, Regional and Revenue District Officers. There shall be only one Tax Assistance Unit in the National Office Building which shall be organized by the Tax Information and Education Division. Where the Regional and District Officers are in the same building, only one such unit shall be organized in the building by the Regional Director. cdt A. ORGANIZATION 1. The Tax Assistance Unit which shall be headed by a unit chief, shall be under the director supervision of the following: In the National Office Chief, Tax Inf. & Educ. Division In the Revenue Regional Office Regional Director In the Revenue District Office Revenue District Officer 2. In the meantime that positions have not yet been created for this unit, its personnel shall be drawn from the different units or offices in the National, Regional and District Offices, as the case may be, and their assignments may be made on a rotation basis. 3. During periods prior to the deadline for the payment of certain taxes, more people may be assigned to the unit depending upon the number of taxpayers availing of its services. Extension offices may be established in strategic locations in the Revenue Districts. 4. The following factors shall be considered in the selection of personnel for the unit: a) Knowledge of applicable tax laws and regulations; b) Familiarity with the operations and functions of the different working units to insure proper referrals of taxpayers; c) Facility of expression not only in English and Pilipino but also in the dialect prevailing in the locality; and d) Ability to properly interact with the public. 5. Before the personnel assume their respective positions in the Unit, they should be given the necessary briefing and orientation by the Chief of the Office concerned (see letter A & 1 above) with particular emphasis on decorum. 6. This Unit shall be located where it shall be easily accessible to the public. B. FUNCTIONS The Unit shall have the following functions: 1. Liaise between the Bureau and the public; 2. Distribute primers, circulars embodying provisions of new tax laws and other informative materials; 3. Provide assistance to taxpayers in the preparation of tax returns; 4. Answer queries or if unable to do so, refer such queries to the proper official or office; 5. Receive complaints of taxpayers and refer the same to the appropriate officials for proper action. C. REPORTS 1. The Tax Inf. & Educ. Division shall monitor the activities of the Tax Assistance Units in all levels. 2. The Revenue District Officers shall submit a monthly report on the prescribed format (Annex "A") on its tax assistance activities to the Regional Director. cd i 3. The Regional Director shall summarize all reports of the different Tax Assistance Units in the Regional (in the same format) for submission to the Tax Inf. & Educ. Division. 4. The first report shall be submitted within thirty (30) days after the organization of the unit. 5. The Chief, Tax Inf. & Educ. Division shall submit quarterly evaluation reports on tax assistance activities to the Commissioner. D. EFFECTIVITY This Order takes effect immediately. RUBEN B. ANCHETA Acting Commissioner ANNEX A Republika ng Pilipinas Kagawaran ng Pananalapi KAWANIHAN NG RENTAS INTERNAS Regional Region _________ Revenue District Office ___ TAX ASSISTANCE UNIT Accomplishment Report Month of ________ I. DIRECT ASSISTANCE ___________________________________________________ Nature of Assistance | No. of Taxpayers | Served =========================================================== a) In the office | | b) by telephone | | c) By mail | ============================================================ II. INDIRECT ASSISTANCE (Referrals) ============================================================ Nature of Assistance | To Whom | No. of Taxpayers | Referred | Served ============================================================ | | | | | | | | | | | | | | | | | | | | ============================================================ III. PRINTED INFORMATION MATERIALS DISTRIBUTED =========================================================== Kind of Materials | No. of Taxpayers Served =========================================================== | | | | | | | | | | | ========================================================== IV. PROBLEMS/COMPLAINTS RECEIVED ============================================================ Nature | To Whom | Action Taken | Referred | ============================================================ | | | | | | | | | | | | | | | | | | | | ============================================================ REMARKS: Submitted by: ________________________ Chief, Tax Assistance Unit APPROVED: __________________________________ Revenue Director/Revenue District Officer Note: Use additional sheets if necessary.