Voting trust agreement philippines sample

5 Number of sheets attached

Taxpayer's Name (For Individual)Last Name, First Name, Middle Name/(For Non-individual) Registered Name

8 Line of Business/

11 Registered Address

13 Are you availing of tax relief under Special Law

or International Tax Treaty?

Computation of Tax

19 Total Tax Due

Less: Tax Credits/Payments

Creditable Percentage Tax Withheld Per BIR Form No. 2307 (See Schedule 1)

Tax Paid in Return Previously Filed, if this is an Amended Return

Total Tax Credits/Payments (Sum of Items 20A & 20B)

22 Tax Payable (Overpayment) (Item 19 less Item 21)

24 Total Amount Payable/(Overpayment) (Sum of Items 22 and 23D)

If overpayment, mark one box only:

To be issued a Tax Credit Certificate

I declare, under the penalties of perjury, that this return has been made in good faith, verified by me, and to the best of my knowledge, and belief,

is true and correct, pursuant to the provisions of the National Internal Revenue Code, as amended, and the regulations issued under authority thereof.

President/Vice President/Principal Officer/Accredited Tax Agent/

(Signature Over Printed Name)

Title/Position of Signatory

TIN of Signatory

Tax Agent Acc. No./Atty's Roll No.(if applicable)

(Signature Over Printed Name)

Date of Issuance

Title/Position of Signatory

TIN of Signatory

Details of Payment

27 Cash/Bank 27A

Machine Validation/Revenue Official Receipt Details (If not filed with an Authorized Agent Bank)

and Date of Receipt

Bank Teller's Initial)

BIR FORM 2551M (ENCS)-PAGE 2

Tax Withheld Claimed as Tax Credit

Name of Withholding Agent

Total (To Item 20A)

Percentage Tax On:

ALPHANUMERIC TAX CODE (ATC)

Persons exempt from VAT under Sec. 109v (Sec. 116)

Domestic carriers and keepers of garages

Franchises on gas and water utilities

Franchises on radio/TV broadcasting companies whose

annual gross receipts do not exceed P 10 M

Tax on banks and non-bank financial intermediaries performing quasi

1) On interest, commissions and discounts from lending

activities as well as income from financial leasing, on

the basis of remaining maturities of instruments from

which such receipts are derived

Maturity period is five (5) years or less

Maturity period is more than five (5) years

2) On dividends and equity shares and net income of

Percentage Tax On:

On royalties, rentals of property, real or personal, profits

from exchange and all other gross income

On net trading gains within the taxable year on foreign currency,

debt securities, derivatives, and other financial instruments

Tax on Other Non-Bank Financial Intermediaries not performing quasi-banking functions

On interest, commissions and discounts from lending activities

as well as income from financial leasing, on the basis of remaining

maturities of instruments from which such receipts are derived

Maturity period is five (5) years or less

Maturity period is more than five (5) years

PT 115 2) From all other items treated as gross income under the code

PT 120 Life Insurance premium

Agents of Foreign Insurance Companies

a) Insurance Agents

b) Owners of property obtaining insurance directly

with foreign insurance companies

BIR Form No. 2551M Percentage Tax Return

Guidelines and Instructions

This return shall be filed in triplicate by the following:

Persons whose gross annual sales and/or receipts do not exceed P1,500,000

and who are not VAT-registered persons.

Domestic carriers and keepers of garages, except owners of bancas and

owners of animal-drawn two wheeled vehicle.

Operators of international air and shipping carriers doing business in the

Franchise grantees of gas or water utilities.

grantees of radio

companies whose gross annual receipts of the preceding year do not exceed

Ten Million Pesos (P10,000,000.00) and did not opt to register as VAT

Banks, non-bank financial intermediaries and finance companies.

Life insurance companies.

Agents of foreign insurance companies.

"Gross receipts" means all amounts received by the prime or principal

contractor, undiminished by any amount paid to any subcontractor under a

When and Where to File

The return shall be filed not later than the 20th day following the end of each

month. Any person retiring from a business subject to percentage taxes shall

notify the nearest Revenue District Office, file his return and pay the tax due

thereon within twenty (20) days after closing his business.

The return shall be filed with any Authorized Agent Bank (AAB) within the

territorial jurisdiction of the Revenue District Office where the taxpayer is

required to register/conducting business. In places where there are no AABs, the

return shall be filed with the Revenue Collection Officer or duly Authorized City

or Municipal Treasurer within the Revenue District Office where the taxpayer is

required to register/conducting business.

A taxpayer may, at his option, file a separate return for the head office and

for each branch or place of business or a consolidated return for the head office

and all the branches except in the case of large taxpayers where only one

consolidated return is required.

There shall be imposed and collected as part of the tax:

A surcharge of twenty five percent (25%) for each of the following

Failure to file any return and pay the amount of tax or installment due

on or before the due date;

Unless otherwise authorized by the Commissioner, filing a return with

a person or office other than those with whom it is required to be filed;

Failure to pay the full or part of the amount of tax shown on the return,

or the full amount of tax due for which no return is required to be filed

on or before the due date;

Failure to pay the deficiency tax within the time prescribed for its

payment in the notice of assessment.

A surcharge of fifty percent (50%) of the tax or of the deficiency tax, in case

any payment has been made on the basis of such return before the discovery

of the falsity or fraud, for each of the following violations:

Willful neglect to file the return within the period prescribed by the

Code or by rules and regulations; or

In case a false or fraudulent return is willfully made.

Interest at the rate of twenty percent (20%) per annum, or such higher rate as

may be prescribed by rules and regulations, on any unpaid amount of tax

from the date prescribed for the payment until the amount is fully paid.

Certificate of Creditable Tax Withheld at Source, if applicable;

Duly approved Tax Debit Memo, if applicable;

For amended return, proof of the payment and the return previously filed;

All returns filed by an authorized representative must attach authorization

When and Where to Pay

Upon filing this return, the total amount payable shall be paid to the

Authorized Agent Bank (AAB) where the return is filed. In places where there

are no AABs, payment shall be made directly to the Revenue Collection Officer or

duly Authorized City or Municipal Treasurer who shall issue a Revenue Official

Receipt BIR Form No. 2524) therefor.

Where the return is filed with an AAB, taxpayer must accomplish and submit

BIR-prescribed deposit slip, which the bank teller shall machine validate as

evidence that payment was received by the AAB. The AAB receiving the tax

return shall stamp mark the word “Received” on the return and also machine

validate the return as proof of filing the return and payment of the tax by the

taxpayer, respectively. The machine validation shall reflect the date of payment,

amount paid and transactions code, the name of the bank, branch code, teller’s

code and teller’s initial. Bank debit memo number and date should be indicated in

the return for taxpayers paying under the bank debit system.

For Electronic Filing and Payment System (EFPS) Taxpayer

The deadline for electronically filing and paying the taxes due thereon shall

be in accordance with the provisions of existing applicable revenue issuances.

The tax is based on gross sales, receipts or earnings except on insurance

companies where the basis of tax is the total premium collected/paid.

Note: All background information must be properly filled up.

All returns filed by an accredited tax representative on behalf of a taxpayer

shall bear the following information:

A. For CPAs and others (individual practitioners and members of GPPs);

a.1 Taxpayer Identification Number (TIN); and

a.2 Certificate of Accreditation Number, Date of Issuance,

and Date of Expiry.

B. For members of the Philippine Bar (individual practitioners, members

b.1 Taxpayer Identification Number (TIN); and

b.2 Attorney’s Roll Number or Accreditation Number, if any.

Nos. 1, 2 and 3 of this form refer to transaction period and not the date of

filing this return.

The last 3 digits of the 12-digit TIN refers to the branch code.

TIN = Taxpayer Identification Number

Other Documentary Requirements:

1. Voting Trust Agreements

2. Certification on number of shares of trustees certified by corporate secretary