Introduction 

BIR (Bureau of Internal Revenue) in the Philippines is the statutory body that certifies retail POS applications that can be used in the country. This government agency not only certifies POS applications but is also responsible for collecting internal revenue taxes and enforcing fines and penalties associated with them. You will be able to carry out your retail operations in the Philippines, only when your POS solution is BIR accredited. See: www.bir.gov.ph 

Store Settings Page

Navigate to Home > Setup > Store Management to open the Store Management Settings page. 

Click on the Stores button to open the Store List View Screen. This screen displays a list of stores already defined in the application.

Perform End of Day

BIR (Bureau of Internal Revenue) accreditation requires you to close the day by generating a Z-Report. 

When you flip the Enable BIR switch ON, a new Perform End Of Day button is displayed along with the Edit and Delete buttons in the Actions column. Clicking on the Perform End Of Day button will open a pop up screen. The Current Business Date is pre-filled. 

You need to specify the Next Business Date using the calendar button and click the OK button to generate a Z-Report. 

A notification prompt comes up indicating that Z-Reports for the last business day are generated and can be viewed from the Z-Report menu. 

TIN Number

When you flip the Enable BIR switch ON, an additional TIN Number field appears on the Store’s setting page. This is a text field where you can specify the TIN Number. 

Click on the Edit button on the Store List View Screen to open the settings page for the corresponding Store. You should see an additional text field where you can specify the TIN Number.

Point of Sale (POS) Settings Page

Navigate to Home > Setup > Store Management to open the Store Management Settings page. 

Click on the POS button to open the POS List View Screen. This screen displays a list of POS already defined in the application.

Click on the Edit button on the POS List View Screen to open the settings page for the corresponding POS. You should see some additional text fields.

Additional Fields on the POS Screen

When you flip the Enable BIR switch ON, additional text fields appear on the POS settings page.  These are:

MIN Number

Specify the Machine Identification Number (MIN) assigned to the POS terminal. 

Serial Number

Specify the Serial Number (MIN) assigned to the POS terminal. 

PTU Number

Specify the Permit To Use Number allotted to the POS terminal. This must be pasted on the POS terminal it was allotted to.

PTU Issue Date

Use the calendar icon to select/update the date the Permit To Use was issued.

PTU Valid Until

Use the calendar icon to select/update the date the Permit To Use is valid until.

POS Number Series

BIR (Bureau of Internal Revenue) accreditation requires you to define and follow a POS Document Number Series for your POS (Point of Sale) terminals. 

Defining a POS Numbering Series allows you to set up multiple POS at the same store. 

The POS number series accordion cannot be left blank. If you click the Save button, without defining the number series for the POS, you should see the following notification pop up reminding you to define one. 

Conclusion

In this article we have explained how to manage and configure the BIR specific settings pertaining to your Store and POS in the application. You will be able to carry out your retail operations in the Philippines, only when you implement these settings in your POS solution after it is BIR accredited.

Suggested Readings

Tagrain - BIR (Bureau of Internal Revenue) Accreditation for The Philippines

BIR Accreditation - Global Settings

BIR Accreditation - Customer Groups

BIR Accreditation - Promotions

BIR Accreditation - Receipt Format