It's the year-end again, and what does that mean? For us - it's tax filing!

Learn how you can easily generate, verify and make final reports in KAMI in just a few steps.

PREVIEW

Once you are all done with Tax Reconciliation, the next thing you will need to is to get the tax reports to review.

Steps

Step 1: View Reports - from the Payroll Dashboard, click the View Reports.

Step 2: Create Report - to select which report you'd like to preview.

Step 3: Tax Reports - find this section then click the Yearly "1604C" report.

You will be directed to another page.

Step 4: Fill in details - filter which Year and Type applicable.

After that, list of all employees will appear in a few seconds.

Step 5: Preview - click the Create Reports again then Preview reports.

It is recommended to tick the "Send In Email" if there is a lot of data to preview.

For Employee List Schedule 1 & 2 and DAT file, it will either be generated for you through your browser or sent via email.

While for Employee Filing (PDF) (BIR 2316), after you click "Preview", it will then appear on View Reports page (Step 1).

From there, find the PREVIEW BIR 2316 file name >open it >then find doc button beside "Upload", you should see a .zip file doc >click it to download.

FINAL REPORT

Final Report should only be created once you have previewed all the files and are completely satisfied with results.

Steps

Step 1: Authorized Signatory - click this to upload your electronic signature.

Step 2: Upload your signature - your name will automatically be included as an Authorized Signatory on each 2316 document.

Make sure to follow the below

1. Write your signature on a blank paper or page
2. Use a bold marker for dark marking
3. Make the background transparent

You can use this platform to make the image transparent.

Step 3: Confirm - once done uploading your e-signature, click the "Yes, I am sure"

That's it. Now just wait for a notification that the report is ready then go back to View Reports page again.

GENERATE REPORT

Now that you have Previewed and made Final Reports, you can now generate the finalized reports for submission to government.

Steps

Step 1: Go to View Reports - make use of the Filter to only see Tax type reports.

Step 2: Open the report - click then find the download buttons to get the report.

Click it one by one to get the final reports. For BIR 2316 forms, you'll get a .zip file containing bulk docs for all employees.

Step 3: Employee Execution - the system will automatically create a Profile Document for the 2316 finalized for them and it will be subject for Document Execution.

Step 4: Finalize Report - complete the details here once all have been submitted and already okay.