Updated List of Reportorial Requirements under the Client Support Service

February 3, 2022 REVENUE MEMORANDUM ORDER NO. 10-2022 SUBJECT : Updated List of Reportorial Requirements under the Client Support Service TO : All Revenue Officials, Employees and Others Concerned I. OBJECTIVES This Order is hereby issued to identify and streamline the reportorial requirements to be submitted regularly to the offices under the Client Support Service (CSS) which shall be the basis in consolidating the data needed/requested by different BIR offices, government agencies and other stakeholders. II. POLICIES AND GUIDELINES 1. The concerned offices in the Revenue District Offices (RDOs)/Revenue Regions (RRs)/National Office shall prepare and submit the reports listed in the attached updated List of Reportorial Requirements under CSS (Annex A). 2. All provisions/policies, including templates, in existing revenue issuances that require the submission of the listed reports shall still be observed and implemented by the concerned offices. III. REPEALING CLAUSE This Order supersedes Revenue Memorandum Order No. 18-2016. IV. EFFECTIVITY This Order shall take effect immediately. (SGD.) CAESAR R. DULAY Commissioner of Internal Revenue ANNEX A List of Reportorial Requirements Client Support Service REPORT NAME REFERENCE ISSUANCE DEADLINE OF SUBMISSION OFFICE/PERSON RESPONSIBLE MANNER OF SUBMISSION TAXPAYER SERVICE PROGRAMS AND MONITORING DIVISION TAS Report No. 005 Quarterly Inventory of Forms (External Forms) RMO No. 44-2003 RMO No. 84-1999 RMO No. 93-1998 On or before the 10th day of the month following the end of the quarter Administrative Section or Client Support Section; Administrative and Human Resource Management Division of the concerned Revenue Region hard copy and/or email ([emailprotected] or [emailprotected]) TAS Report No. 006 Annual Request for Forms Allocations RMO No. 44-2003 OPM-TAS No. 2003-6-01 RMO No. 23-2000 RMO No. 84-1999 Not later than July 15 of every year Administrative Section or Client Support Section hard copy and/or email ([emailprotected] or [emailprotected]) Customer Satisfaction Feedback Reports Annexes C to G of RMO No. 44-2020, as amended On or before the 20th day of the following month Client Support Unit (CSU) Head hard copy and/or email ([emailprotected]) Matrix of Actions Taken Annex B of RMO No. 44-2020, as amended On or before the 5th day following the month of retrieval Client Support Section hard copy and/or email ([emailprotected]) Tax Compliance Verification Drive Reports Annexes H to M of RMO No. 9-2006 On or before the 20th day of the following month Revenue District Office (RDO) to CSU Head; CSU Head to TSPMD hard copy and/or email ([emailprotected]) Consolidated Monthly Report on the Application for Accreditations Received Annex B of RMC No. 49-2019 On or before the 15th of the following month CSU Head/Staff from Office of RD/ARD hard copy and/or email ([emailprotected]) Report on the Inventory of Applications for Registration of CAS, CBA and or its Components including ESS, Middleware and Other Similar Systems Annex H of RMO No. 9-2021 every 5th day of the month Client Support Section hard copy and/or email ([emailprotected]) List of Taxpayers Issued Acknowledgement Certificates Annex I of RMO No. 9-2021 every 5th day of the month Client Support Section hard copy and/or email ([emailprotected]) List of Taxpayers Issued Notice/Letter of Denial Annex J of RMO No. 9-2021 every 5th day of the month Client Support Section hard copy and/or email ([emailprotected]) Processing of Taxpayer's Registration Report Annex A of OM No. 81-2021 On or before the 15th day of the following month Client Support Section hard copy and/or email ([emailprotected]) Inactive Taxpayers Report Annex C and D of RMO No. 18-2017 on or before the 10th day of the following month Client Support Section hard copy and/or email ([emailprotected]) TAS Report #007 Report on Registration by "Taxpayer Type" RMO 2-2014 Annex 'A' of RMO No. 11-2004; RMO No. 44-2003 on or before the 10th day of the following month RDO to TSPMD email: [emailprotected] Status Report on Multiple and Identical TINs (Individual/Non-Individual) RMO 11-2000; RMO No. 44-2003 on or before the 25th day of the following month DWSOD to TSPMD email: [emailprotected] PUBLIC INFORMATION AND EDUCATION DIVISION eLounge Utilization Report RMO 33-2021 10th day of the month following the end of each quarter Client Support Section hard copy or email [emailprotected]/ [emailprotected] Tax Filing Centers OG-CSS Memorandum On or before the last working day of February RDO email at [emailprotected]/ [emailprotected] INTERNAL COMMUNICATIONS DIVISION Consolidated Taxpayer Awareness Program (TAP) Accomplishment Report (Annex B2), together with the following attachments: Revenue Memorandum Order No. 24-2020, as amended by RMO No. 31-2020 and RMO No. 20-2021 On or before July 20 (for 1st Semester TAP Report)/January 20 (for TAP Annual Report) Regional Director (thru CSU Head)-Annex B2, together with validated and signed Annex A and Annex B1 of RDOs for submission to Chief, Internal Communications Division email to: [emailprotected] and [emailprotected] i) RDO's TAP Accomplishment Report (Annex B1) On or before July 10 (for 1st Semester TAP Report)/January 10 (for TAP Annual Report) Revenue District Officer (thru CSS Chief)-Annex A and Annex B1 for submission to Regional Director (thru CSU Head) Signed hard copy and soft copy at Annex A and Annex B1 ii) RDO's Report on Number of Information Materials Distributed (Annex A)