Application Wizard — Compliance Portal

Summary of the software/system, modules, branches, accountable documents, records and reports. Items pre-marked as complied are certified for this software package and cannot be modified. Fill in the taxpayer, branch, and old-system fields where applicable.

Taxpayer's Registered Name*

Registered Address*

TIN and Branch Code*

Registered RDO*

Old Software Name (if applicable)

Old Software Version Number

Old Software Release Number and/or Date

Main Software Name*

Version Number*

Release Number and/or Date*

Type of Software*

Database Platform and Version No.*

Software Provider's Name*

Software Provider's Address*

Software Provider's TIN and Branch Code*

Components / Middleware / Interfacing Software (if applicable)

Provide name, version, provider, TIN, and whether linked to the core system. Indicate "N/A" if none.

List of Branches that will Use the System*

Provide Branch Name, Branch Code, Registered Address, and Modules used. Indicate "N/A" if no branch will use the same system.

Module: General LedgerComplied

Module: Customer ModuleComplied

Module: Supplier ModuleComplied

Module: Sales ModuleComplied

Module: Purchase ModuleComplied

Module: BIRComplied

Old System — List of Modules / Description (if applicable)

Indicate "N/A" if none.

System-generated: Sales Invoice (SI) — Sales Module / General LedgerComplied

System-generated: Official Receipt (OR) — Customer Module / General LedgerComplied

System-generated: Collection Receipt (CR) — Customer Module / General LedgerComplied

System-generated: Acknowledgement Receipt (ADR) — Customer Module / General LedgerComplied

System-generated: Customer Debit Note (CDN) — Customer ModuleComplied

System-generated: Customer Credit Note (CCN) — Customer ModuleComplied

System-generated: Supplier Debit Note (SDN) — Supplier ModuleComplied

System-generated: Stock Adjustment (SA) — Stock ModuleComplied

System-generated: Stock Transfer (ST) — Stock ModuleComplied

Document Series Ranges (per document type)*

Provide series prefix and running number range for each accountable document (e.g. SI-2026-000001 to SI-2026-999999).

Manually Issued Forms / Documents (if any)

List any manually issued forms/documents. Indicate "N/A" if all documents are system-generated.

System generates BIR Forms: 2550Q, 2307, SAWT/DAT, QAP DAT, 1601-EQ, 1604-E/DAT, 0619-E, Wtax Detail Listing, and Summary List of Purchases/DAT.Complied

Additional Reports Generated (if any)

Indicate "N/A" if none.

Backup Method — QNE Azure Cloud Point-in-Time Restore (PITR); automatic backups every 3–5 minutes, geo-redundant storage (RAGRS).Complied

Retention Period*

Physical Location of Back-up Media*

I declare under the penalties of perjury that the above system description together with the documents/records/reports specification and technical infrastructure has been verified by me and is true and correct pursuant to the provisions of the NIRC and existing BIR issuances.Complied

Summary of System Description