How to Fill Out BIR Form 2307: A Simple Step-by-Step Guide
🧾 How to Fill Out BIR Form 2307: A Simple Step-by-Step Guide
If you’re a business owner, accountant, or freelancer in the Philippines, chances are you’ve encountered BIR Form 2307 — the Certificate of Creditable Tax Withheld at Source. This document is important as it serves as proof that Expanded Withholding Tax (EWT) has been withheld from income payments made to you or your vendors.
In this blog, we’ll walk you through the simple and efficient way to prepare and generate BIR Form 2307 using app.bir-online-tools.com — no complicated forms or manual calculations needed.
📌 What is BIR Form 2307?
BIR Form 2307 is a tax certificate issued by the withholding agent (usually the payer) to the payee. It shows the amount of income paid and the corresponding Expanded Withholding Tax (EWT) withheld. This form is commonly required for filing Quarterly Income Tax Returns and Annual Income Tax Returns as evidence of tax credits.
🛠️ Steps to Fill Out BIR Form 2307 Using the Tool
Here’s how you can generate the form easily using the automated tool:
1. Download the Excel Template
Go to https://app.bir-online-tools.com and download the Excel template for Form 2307. This template standardizes the data entry format and ensures compatibility with the system.
2. Fill in the Required Data Fields
Open the Excel file and input the following fields for each transaction:
| Column | Description |
|---|---|
Reporting_Month | The month covered by the report (e.g., 2025-07) |
Vendor_TIN | TIN of the payee or vendor |
branchCode | 000 if not applicable |
companyName / surName, firstName, middleName | Name of the payee (individual or company) |
address, zip_code | Vendor’s registered address |
nature_of_income_payment | E.g., Professional Fees, Rent, etc. |
ATC | Alphanumeric Tax Code (e.g., WI010 for professional fees) |
income_payment | Gross amount paid to the vendor |
ewt_rate | Withholding tax rate (e.g., 10%) |
tax_amount | The amount withheld (income_payment x ewt_rate) |
tax_type | Usually "ewt" |
✅ Tip: Make sure all entries are accurate to avoid rejection during validation.
3. Save Your File
Once complete, save the Excel file in .xlsx format.
4. Upload the File to Generate BIR Form 2307
Go back to the app and upload your filled-out file. The system will process your entries and auto-generate the official BIR Form 2307 PDFs for each payee.
5. Choose Your Output Format
You can choose whether you want:
- A single PDF file containing all your BIR Form 2307 PDFs in one document, or
- Individual files per vendor, ideal for emailing or printing separately.
✉️ Bonus Tip: Send BIR Form 2307 Directly to Vendors
You can send the generated BIR Form 2307 directly to your vendors via email using the same tool:
- Go to Reports inside the app.
- Select the specific BIR Form 2307 you wish to send.
- Click Send.
- A pop-up window will appear asking for the recipient’s email address — enter it, and you’re done!
🧠 Why Use This Tool?
✅ Saves time from manual PDF editing
✅ Avoids form rejections due to format errors
✅ Makes batch processing easy
✅ Enables direct email delivery to vendors
✅ Compliant with BIR’s requirements
Ready to simplify your tax compliance?
👉 Visit app.bir-online-tools.com today and make your BIR Form 2307 filings faster and easier than ever.