Keep every filing's documents with the return

Each row on a company's Tax filings page now has a Documents button. It opens every document on file for that return and period, kept in Mendiola whatever later happens in Juan.

What is kept

Mendiola copies the files Juan holds for each filing: the return and the summary lists or data files filed with it. Earlier and cancelled versions stay listed, so an amended return never replaces the original in your record.

Add what Juan does not have

Juan does not hold BIR confirmations, so add them yourself. In the Documents dialog, choose what you are uploading: the return as filed through eFPS or eBIRForms, a payment confirmation, a BIR confirmation or email, or another document. Files can be PDF, JPG or PNG, up to 10 MB. If a return is already on file for the period, Mendiola asks whether the new one is an amended return. Removing an upload asks for a reason; the file is hidden from the list but kept on record.

Filed figures reach Exposure

The figures on filed returns are now read for the exposure reports. The EWT report adds Withheld and remitted, comparing tax withheld on bills with what the 0619-E and 1601-EQ remitted, and Payees on the QAP, matching suppliers to the QAP lines by TIN. Audit risk adds Books and filed returns, using the 2550Qs' own lines. Assess again to bring filed returns into an older assessment.

See Track filings and payment confirmations and Screen purchase withholding exposure.