revenue_memorandum_order RMO No. 20-2021RMO No. 20-2021 2021-06-17

RMO No. 20-2021 — Amends RMO No. 31-2020 relative to the giving of points for RDOs' accomplishment on the Taxpayer Awareness Program Digest | Full Text | Annexes | Sample

REPUBLIC OF THE PHILIPPINES hOF ixTEnxru rtEVexue DEPARTMENT OF FINANCE tI B UREAU o F ruTprHg,til EVENUE JITiiNl fiM rl9ffitffiu i.'N ut1 ,r$ rrrOl. Dtl June 10,2021 &0' REVENUE MEMoRANDUM oRDER No. LOa t SUBJECT: Amending RMO No. 31-2020 Relative to the Giving of Points for RI)Os' Accomplishments on the Taxpayer Awareness Program TO: All Revenue District Ofticers, Regional Directors and Other Concerned Revenue Officials and Employees I. BACKGROUNT) Revenue Memorandum Order (RMO) No. 24-2020 was issued on July 22, 2420 to prescribe the guidelines in the reporting of accomplishments and evaluation of performance of Revenue District Offices (RDOs) relative to their implementation of information dissemination activities under the Taxpayer Awareness Program (TAP). The said RMO was amended on September 25,2020 with the issuance of RMO No. 31- 2020 by making the frequency of reporting of accomplishments under the TAP by the RDOs and the Revenue Regions on a semestral and annual basis. The guidelines in the giving of Points per tax information disse*inution activity conducted by the RDOs were likewise reiterated in RMO No. 31-2020. With the increasing use of various social media channels and online platforms by the RDOs in the dissemination of tax information to their taxpayers and other stakeholders, there is a need to make adjustments in the guidelines in the giving of Points for some of the tax information dissemination activities conducted by the district offices. il. OBJECTIVES This Order is being issued to prescribe the amended guidelines in the giving of Points to the RDOs on their conduct of tax information dissemination activities under the TAP as well as reiterate the reminders being given to tire Client Support Section (CSS) Chiefs and Client Support Unit (CSU) Heads relative to the preparation and review of the semestral/annual TAP Accomplishment Reports.

ilI. GUIDELINES l. In the reporting of accomplishments on the TAP. the giving of Points per tax information dissemination activity shall be amended as follows for the three (3) activities specified hereunder. ACTIVITY POINT REQUIRET) DOCUMENTATION Posting of tax information materials 5 Points - per in social media (Facebook, YouTube, Screenshots of tax Instructional Video in forrnati on material s etc.) posted in social media 4 Points - per Audio- Copy of information - Only posted tax information materials posted (for Visual Presentation presentation to CSU materisls PREPARED BY THE (AVP) Head) RDO are sualified to be eiven Points under this activitv, as 3 Points - per flyer or specified in Column 2 powerpoint - Tar, information materials posted in presentation on tax compliance social media that were given requirements/other coruesponding Points under tax-related matters "Distribution qf tax iryforntation materials (either thru manual 2 Points - other tax distribution or e-mail.\" and "Press Releases" shall no longer be given info. materials, such Points under this activitv as socmed cards showing reminders on - Social media (socmed) cards tax deadlines, new BIR Programs, new c o n t ain in g Ann o unc e me nt s compliance promoting special events in the requirements, etc. RDOs are not qualified to be given Points (since special events are given Points separatebtt - Tar i4formation materials prepared by the BIR lVational Q{fice can still be posted in the RDO's social media accounts but shall not be given Points ttnder this activitv Conduct of Tax Quiz and other 7 Points - per Attendance Sheet special events to promote tax conduct of traditional Pictures of event (face-to-face) Tax Publication in BIR awareness Weekender Briefs Quiz and other special events with at least l2 participants BI,,RETII NF ERNAL REVE

ACTIVITY POINT REQUIRET) DOCUMENTATION 5 Points - per conduct of online/virtual Tax Quiz and other special events with at least l2 participants lm plementation of new/in novative l0 Points . Description of idea on tax information dissemination/delivery of taxpayer new/innovative idea service on tax information - AVPs and instructional videos di ssem i nation/de I ivery of taxpayer service prepared are no longer considered as new/innovative ideas and report on when it was implemented and - Qualified new/innovative ideas can its impact (results) in the district operation be qiven l0 points onlv on the semester it was first implemented . Pictures of event . Publication in BIR Weekender Briefs 2. The guidelines in the giving of Points for the following tax information dissemination activities shall remain the same, with some clarifications indicated. ACTIVITY POTNT REQUIRET) DOCUMENTATION Conduct of tax seminars/ 3 Points (if below 100 Attardance Sheet briefings/webinars Pictures of event aftendees) Publication in BIR Weekender Briefs 5 Points (if 100 or (optional) more attendees) Pictures of event Publication in BIR Meetings/dialogues with LGU officials Point Weekender Briefs and other private sector groups (except (optional) zonal valuati on meetin gs, assessment/col lection matter-meetings and non-tax related rneetings) Briefing for New Taxpayer Registrants Point Attendance Sheet Pictures of event vEIeE Publication in BIR Weekender Brief-s (optional) ru

ACTIVITY POINT REQUIRED DOCUMENTATIOI{ TV/rad io guesting/i nterview 3 Points a Pictures of event Sending of speakers on BIR/tax-related (per actual guestingi a Publication in BIR matters to other governmentlprivate sector-in itiated events interview) Weekender Briefs (optional) Distribution of tax information materials (either thru manual 2 Points o Pictures of event distribution or e-mail) 3 Points a Publication in BIR - BIR Forms are not considered as (per type of tax Weekender Briefs information material (optional) tqx informstion materials since they are "tax compliance" materials. distributed) . Report on Number of Thus, they are not qualified to be given Points under this activiy. Tax Information Materials Distributed (use.forntat in Annex A1 . Picture (or sample) of infonnation materi alls distributed . Pictures of event Press Release 2 Points a Copy of Press Release (per type of Press a Picture of news article - Press Release should be prepared Release published in clipping by the RDO newspaper) o Copy of Announcement Radio/TV announcements 2 Points . Certification frorn (per content and not - Script of announcement should be per announcement) radio/TV stations prepared by the RDO Display of streamers on BIR/tax-related 2 Points . Picture of streamer(s) matters (including LED billboards) (per type of streamer) on display Motorcade/Recoreda 2 Points a Picture of event O Publication in BIR Weekender Briefs (optional) 3. In relation to the preparation of the semestral/annual TAP Accomplishment Reports, the CSS chiefs and csU Heads should pay attention to the following: a. Presentatiorc o(Accomn \hmenti ACTMTY, as presented in the attached Sample Reports provided. This will make ffiALREVENUE 4;4" ISIOH JUN 1?, {/ iTV-IWI EC (-txUS UOI

review and validation of Points easier on the part of the CSU Heads and the Reviewers from the Internal Communications Division. b. Content of the Accomplishment Report RDOs should indicate in their TAP Accomplishment Report (Annex B1) the necessary details that would determine if Points given are correct, such as the no. of attendees in seminars, name of information materials distributed/e-mailed, type of streamers displayed, name/type of information materials posted in FB, etc. c. Accuracy of Information Reported The CSU Heads should thoroughly review the TAP Accomplishment Reports and documentations submitted by the RDOs to ensure their strict compliance to the guidelines/reiterations specified in RMO No. 3l-2020, especially on the giving of Points (as amended in III.1 of this Order) and determination of qualified tax information dissemination activities. The accuracy of all information reported in the TAP Accomplishment Reports that will be submitted to the Client Support Service (thru the Internal Communications Division) will be certitied by the Regional Director, after validation by the CSU Head. 4. The provisions reiterated in Section III of RMO No. 3l-2020, with the exception of the amended portions in Section III.3 thereof (pertaining to posting of tax information materials in social media; conduct of Tax Quiz and other special events; and implementation of new/innovative idea on tax information dissemination/delivery of taxpayer service) still remain the same and shall be strictly observed in the preparation and submission of the TAP Accomplishment Reports. 5. The Summary of Reports to be prepared forthe TAP is reiterated below. Report Submitted By Submitted To Due Date Report on Number of Revenue District Regional Director On or before Infonnation Materials Officers Regional Director July l0 / January 10 Di stributed, if appl icable (part o.f Ac c o ntpl i s hm e n t (Annex A) Revenue District Officers Report - Annex Bl) TAP Accornplishment On or before Report (Annex Bl), July 10 / January l0 in c lud in g d ocum entation s Consolidated TAP Regional Director ACIR, Client On or before Accornpl ishment Report Support Service (Annex B2), including July 20 I January 20 (thru Chief, Annex BI of RDOs Internal - Prepared by CSU Head Communications Division) Evaluation Report on TAP ACIR, Client ACIR, Planning Sernestral Report: On or before August 25 (Annex C1 and Annex C2) Support Service & Management 5 t rn vG l:Tf^{U\E I Service I rKl rN fx] rTrr I TD p,u , il 7 ffiI U ['

Report Submitted By Submitted To Due Date Prepared by Internal Annual Report: Comnttmications On or before February 25 Division of the following year 6. The semestral and annual Accomplishment Reports/Consolidated Accomplishment Reports on the Taxpayer Awareness Program (TAP) specified in RMO No. 5-2020, as superseded by RMO No. 1 8-2021, are no longer required to be prepared/submitted by the RDOs and the Regional Directors. The semestral/annual TAP Accomplishment Reports/Consolidated Accomplishment Reports specified in this Order are already sufficient for monitoring and evaluation purposes. ry. REPEALING CLAUSE This Order revises the provisions in RMO Nos. 24-2A20 and 3l-2020 and provisions in other revenue issuances inconsistent herewith. V. EFFECTIVITY This Order takes effect immediately. -ffi*^4*1 CAESAR R. DULAY EUREAU OF INTERNAL NUE Ii; Commissioner of Internal Revenue H-3 043 T 6 s D MG T. rsroN

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