Prescribed Formats of the Quarterly Accomplishment Reports for the Newly Created Divisions/Unit of the Specific Tax Office and Sector Operations Office

December 17, 1984 REVENUE MEMORANDUM ORDER NO. 44-84 SUBJECT : Prescribed Formats of the Quarterly Accomplishment Reports for the Newly Created Divisions/Unit of the Specific Tax Office and Sector Operations Office TO : Revenue Service/Division Chief, Specific Tax Office, Revenue Service/Division Chief, Sector Operations Office, Others Concerned In view of the recent reorganization of the Specific Tax Office (STO) and the Sector Operations Office (SOO) under RAO Nos. 2-84 and 4-84, respectively, the prescribed formats of the Quarterly Accomplishment Reports (QAR), copy of which is attached, have been prepared to be used by the following new divisions: Field Operations Division, Tobacco Tax Division and BIR Laboratory Unit of STO and Real Estate and Transfer Taxes Division, Banks, Financing and Insurance Division, Construction and Service Industries Division and Franchise and Miscellaneous Taxes Division of SOO. Pursuant to Revenue Memorandum Order No. 18-83, accurate preparation and timely submission of these reports are required. Basically, the overall guidelines in the implementation of the QAR still remains, However, the specific instructions were made to facilitate reporting. This Order shall take effect immediately. aisa dc RUBEN B. ANCHETA Acting Commissioner ACCOMPLISHMENT REPORT BIR LABORATORY UNIT For the Quarter Ending ______________, 19_____ : : : : TOTAL FOR : : (Month : (Month) : (Month) : THE QUARTER : I. Total laboratory testing/ : : : : : analysis conducted : : : : : II. Total verifications made : : : : : on the compliance of set-up : : : : : standards and required : : : : : specifications of products : : : : : subject to tax : : : : : III. Total researches conducted : : : : : IV. Total seminars conducted : : : : : V. Other activities (Specify) : : : : : : : : : : SPECIFIC INSTRUCTIONS AND GUIDELINES 1. The actual number of laboratory testing and analysis conducted during the quarter shall be reflected in the report. 2. The frequency of verifying compliance of set up standards and required specifications of products for taxation purposes shall likewise be reflected in the report. 3. Researches and seminars that were conducted shall be reflected correspondingly. QUARTERLY STATUS REPORT On Work Plan Submitted For the Quarter Ending ___________, 19____ ----------P438 (Name of Office) --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- SPECIFIC PROGRAMS/ : : : PROPOSED ACTIVITIES : STATUS REPORT : PROBLEMS/CONSTRAINT : SOLUTION REMARKS --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- GENERAL INSTRUCTIONS 1. The Division Chief shall attest to the veracity and accuracy of the Accomplishment Report submitted. 2. The preparation, certification, and timely submission of the report is the responsibility of the Assistant Chief of Division. 3. All blank spaces in this form shall be properly filled up. Indicate "NONE" if there are no cases or amounts corresponding to the data called for. 4. The quarterly status on the work plan submitted shall be presented in the format provided in this report. "Problems/Constraints" and "Proposed Solutions" shall be stated in clear and concise statements. Offices with assigned goals shall state in quantifiable terms the status of their accomplishments for the given quarter. 5. Use additional sheets whenever the spaces in the forms are not adequate. C E R T I F I C A T I O N TO WHOM IT MAY CONCERN: I hereby certify that the foregoing is a true and accurate report on the accomplishment and pertinent activities of this division/unit for the Quarter ending ______________, 19_____. ________________________ Chief, ___________________ ATTESTED: _________________________ (Revenue Service Chief) ACCOMPLISHMENT REPORT TOBACCO TAX DIVISION For the Quarter Ending ______________, 19_____ ----------------------------------------------------------------------------------- : ---- : ---- : ---- : : : (Month) : (Month) : (Month) : TOTAL FOR THE : : : : : QUARTER : ------------------------------------------------------------------------------------ COLLECTION : : : : : (Cumulative per year) : : : : : : : : : : Carried forward from : : : : : preceding month/quarter : : : : : : P_______ : P_______ : P_______ : P____________ : Add: : : : : : 1. Tobacco Products : : : : : a) Cigarettes (Local) : ________ : ________ : ________ : _______________ : b) Cigarettes (Imported) : ________ : ________ : ________ : _______________ : c) Cigars : ________ : ________ : ________ : _______________ : d) Manufactured Tobacco : ________ : ________ : ________ : _______________ : : : : : : 2. Inspection Fees : : : : : a) Finished Products : ________ : ________ : ________ : _______________ : b) Leaf Tobacco : ________ : ________ : ________ : _______________ : c) Partially Manufactured : : : : : products of tobacco : ________ : ________ : ________ : _______________ : d) Others : ________ : ________ : ________ : _______________ : : : : : : Total Collection : P_______ : P_______ : P_______ : P ______________ : : : : : : TOTAL PERMITS PROCESSED : : : : : AND RELEASED : ________ : ________ : ________ : _______________ : : : : : : ASSESSMENTS : ________ : ________ : ________ : _______________ : -------------------- REMARKS: (State briefly other information to be used for evaluation purposes, i.e. reason for increase/decrease in gross collection) ____________________________________________________________________ ____________________________________________________________________ ____________________________________________________________________ ____________________________________________________________________ SPECIFIC INSTRUCTIONS AND GUIDELINES 1. No figure shall be reflected under "Carried forward from preceding month/quarter" for both January and TOTAL FOR THE QUARTER COLUMN if it is the beginning of the year. 2. The monthly accomplishments shall be added and the sum extended in the total for the quarter column. 3. Only permits processed and released during the month/quarter shall be reported in the same month/quarter. 4. Assessments shall include the number of protested cases involving specific taxes prior to action by Appellate Division. ACCOMPLISHMENT REPORT FIELD OPERATIONS DIVISION For the Quarter Ending ______________, 19_____ ----------------------------------------------------------------------------------- : ---- : ---- : ---- : : : (Month) : (Month) : (Month) : TOTAL FOR THE : : : : : QUARTER : ------------------------------------------------------------------------------------ COLLECTION : : : : : (Cumulative per year) : : : : : : : : : : Carried forward from : : : : : preceding month/quarter : : : : : : P_______ : P_______ : P_______ : P____________ : Add: : : : : : 1. Tobacco Products : : : : a) Cigarettes (Local) : ________ : ________ : ________ : _______________ : b) Cigarettes (Imported) : ________ : ________ : ________ : _______________ : c) Cigars : ________ : ________ : ________ : _______________ : d) Manufactured Tobacco : ________ : ________ : ________ : _______________ : : : : : : 2. Inspection Fees : : : : : a) Finished Products : ________ : ________ : ________ : _______________ : b) Leaf Tobacco : ________ : ________ : ________ : _______________ : c) Partially Manufactured : : : : : products of tobacco : ________ : ________ : ________ : _______________ : d) Others : ________ : ________ : ________ : _______________ : : : : : : Total Collection : P_______ : P_______ : P_______ : P _____________ : : : : : : TOTAL PERMITS PROCESSED : : : : : AND RELEASED : ________ : ________ : ________ : _______________ : : : : : : ASSESSMENTS : ________ : ________ : ________ : _______________ : -------------------- REMARKS: (State briefly other information to be used for evaluation purposes, i.e. reason for increase/decrease in gross collection) ____________________________________________________________________ ____________________________________________________________________ ____________________________________________________________________ ____________________________________________________________________ GENERAL INSTRUCTIONS 1. The Service/Office Chief shall attest to the veracity and accuracy of the Accomplishment Report submitted. 2. The collation, review and timely submission of all portions of the report is the responsibility of the Assistant Service/Office Chief. 3. The Chief of Division or the Official responsible for the preparation of the report shall certify to the correctness of his portion of the report and shall initial all pages thereof. 4. All blank spaces in this form shall be properly filled up. Indicate "NONE" if there are no cases or amounts corresponding to the data called for. 5. The quarterly status on the work plan submitted shall be presented in the format provided in this report. "Problems/Constraints" and "Proposed Solutions" shall be stated in clear and concise statements. Offices with assigned goals shall state in quantifiable terms the status of their accomplishments for the given quarter. 6. Use additional sheets whenever the spaces in the forms are not adequate. C E R T I F I C A T I O N TO WHOM IT MAY CONCERN: I hereby certify that the foregoing is a true and accurate report on the accomplishment and pertinent activities of this division/unit for the Quarter ending ______________, 19_____. ________________________ Chief, ___________________ ATTESTED: _________________________ (Revenue Service Chief) ------------------------------------------------------------------------------------------------------------------------------------------ : ________ 19___ : ______ 19 ___ : ______ 19 ___ : TOTAL FOR : : (Month) : (Month) : (Month) : THE QUARTER : ------------------------------------------------------------------------------------------------------------------------------------------- : No. of Amount : No. of Amount : No. of : Amount : No. of : Amount : : Cases : Cases : Cases : : Cases : : ------------------------------------------------------------------------------------------------------------------------------------------- : : : : : : : : : I. ASSESSMENT AND : : : : : : : : : COLLECTION PER : : : : : : : : : INVESTIGATION : : : : : : : : : (Cumulative per year) : : : : : : : : : : : : : : : : : : A. Assessments: : : : : : : : : : : : : : : : : : : Carried forward from : : : : : : : : : preceding quarter : ______ :P_______ : ______ :P_______ : ______ : P_____ : _______ :P______ : Add: Assessments made : : : : : : : : : during month/quarter : ______ : ________ : ______ : ________ : ______ : ______ : _______ : _______ : Total Assessments to : : : : : : : : : date : :P : :P : :P : :P : : : : : : : : : : B. Collections: : : : : : : : : : : : : : : : : : : Carried forward from : : : : : : : : : preceding quarter : ______ :P_______ : ______ :P_______ : ______ : P_____ : _______ :P______ : Add: Collections made : : : : : : : : : during month/quarter : ______ : ________ : ______ : ________ : ______ : ______ : _______ : _______ : Total Collections to date : :P : :P : :P : :P : : : : : : : : : : II. COLLECTIONS : : : : : : : : : FROM : : : : : : : : : VOLUNTARY : : : : : : : : : COMPLIANCE : : : : : : : : : (Specify) : ______ :P_______ : ______ :P_______ : ______ : P_____ : _______ :P______ : : : : : : : : : : III. INVENTORY OF TAX : : : : : : : : : CASES AND : : : : : : : : : DOCKETS : : : : : : : : : : : : : : : : : : Carried forward from : : : : : : : : : preceding quarter : ______ : ________ : ______ : ________ : ______ : ______ : _______ : _______ : Add: Received during : : : : : : : : : the month : ______ : ________ : ______ : ________ : ______ : ______ : _______ : _______ : Total for action : ______ : ________ : ______ : ________ : ______ : ______ : _______ : _______ : Less: Terminated/acted : : : : : : : : : upon : ______ : ________ : ______ : ________ : ______ : ______ : _______ : _______ : Balance and of the quarter : ______ : ________ : ______ : ________ : ______ : ______ : _______ : _______ : : : : : : : : : : ----------------------------------- IV. REMARKS (State briefly other information you may deem important for inclusion in the Bureau's Annual Report) _____________________________________________________________________________________________________________________ _____________________________________________________________________________________________________________________ _____________________________________________________________________________________________________________________ SPECIFIC INSTRUCTIONS AND GUIDELINES 1. This form shall be accomplished by the following divisions : a. Banks, Financing and Insurance Division b. Real Estate and Transfer Taxes Division c. Construction and Service Industry Division d. Franchise and Miscellaneous Taxes Division e. Manufacturing Division I f. Manufacturing Division II g. Agriculture and Natural Resources Division 2. No figures shall be reflected under total of the previous months/quarter, for both January and total for the quarter columns if it is the beginning of the year. 3. The monthly accomplishments shall be added and the sum extended in the total for the quarter column. 4. Total pending at the end of the month/quarter shall be entered as the beginning balance in the following month/quarter unless adjustments have been made. However, the adjustments shall be explained. QUARTERLY STATUS REPORT ON WORK PLANS SUBMITTED For the Quarter Ending ___________, 19_____ ------------------------------------------------------------------------------------------------------------------------------------ SPECIFIC : PROGRESS/STATUS REPORT : : PROGRAMS/ : ------------------ : : : GOAL ACTUAL : % INCREASE : PROBLEMS MET : ACTIVITIES : PROPOSED IMPLEMENTED : : (DECREASE) : ON IMPLEMEN- : ADDITIONAL : : : : TATION : ACTION TO : : : : : TAKEN : : : : : PENALTIES : ------------------------------------------------------------------------------------------------------------------------------------ : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : ------------------------------------------------------------------------------------------------------------------------------------ GENERAL INSTRUCTIONS 1. The Service/Office Chief shall attest to the veracity and accuracy of the Accomplishment Report submitted. 2. The collation, review and timely submission of all portions of the report is the responsibility of the Assistant Service/Office Chief. 3. The Chief of Division or the Official responsible for the preparation of the report shall certify to the correctness of his portion of the report and shall initial all pages thereof. 4. All blank spaces in this form shall be properly filled up. Indicate "NONE" if there are no cases or amounts corresponding to the data called for. 5. The quarterly status on the work plan submitted shall be presented in the format provided in this report. "Problems/Constraints" and "Proposed Solutions" shall be stated in clear and concise statements. Offices with assigned goals shall state in quantifiable terms the status of their accomplishments for the given quarter. 6. Use additional sheets whenever the spaces in the forms are not adequate. C E R T I F I C A T I O N TO WHOM IT MAY CONCERN: I hereby certify that the foregoing is a true and accurate report on the accomplishment and pertinent activities of this division/unit for the Quarter ending ______________, 19_____. ________________________ Chief, ___________________ ATTESTED: _________________________ (Revenue Service Chief)