How to Bulk-Generate BIR Form 2307 PDFs From Excel

Bulk-generating BIR Form 2307 certificates means uploading one Excel file with many payee rows and producing every certificate in that batch at once, instead of filling in a form per payee. This guide walks through BIR Online Tools’ bulk generator: choosing a template, uploading payee data, validating it, and generating PDFs.

This guide is part of the App Guide series and follows the BIR Certificates overview. If you only need one certificate, see the single generator guide instead — it covers the same certificate from a form with a live preview.

How is the bulk generator organized? #

The bulk generator page has two tabs: Generator, where you download a template, upload payee data, and generate PDFs; and Payor & Print Option, where you set the withholding agent’s details, signatory, and print preferences once for the whole batch — the same payor fields used by the single generator, reused across every certificate.

How do you generate BIR Form 2307 PDFs in bulk? #

The flow is the same three-step shape as the DAT generators (QAP, SAWT, RELIEF): pick a template, download it, upload a completed copy, then act on the validated results — except the output here is a batch of PDF certificates rather than a DAT file.

1. Choose a template type #

Select Monthly or Quarterly under Template type, depending on which period your payee data covers. This choice determines both which template you download and how the uploaded workbook is read.

2. Download the template and fill in payee rows #

Click Monthly template (or Quarterly template) to download an Excel file with example rows already filled in — payor details are deliberately left out of the file, since those come from the Payor & Print Option tab instead. Replace the example rows with your actual payee data, keeping the column structure intact.

3. Upload the completed file #

Click Upload Excel file and select your completed workbook. BIR Online Tools reads every row, then validates them all before anything is generated.

4. Review validation results #

If every row passes, a Validation results card shows a Passed badge and the row count. If any row fails, a table lists each error’s row number, field, and message — fix the workbook and upload it again.

5. Generate PDFs #

Once validation passes, click Generate PDFs. BIR Online Tools builds every certificate using the payor and print settings from the Payor & Print Option tab, with a progress indicator while PDFs render. The finished batch appears in a results list where you can download or email certificates individually, or download the whole batch as a ZIP.

Single vs. bulk generator, side by side #

Frequently asked questions #

When should I use the bulk generator instead of the single generator? #

Use the bulk generator when you have many payees to certify for the same period — a quarter-end run across dozens of vendors — since it reads every row from one Excel file instead of retyping each certificate.

Do I set payor details separately for the bulk generator? #

Yes. Payor and print options live on their own Payor & Print Option tab and apply to every certificate generated in that batch — they aren’t part of the uploaded Excel file.

What happens if some rows in my upload fail validation? #

The bulk generator validates every row before generating anything, and shows a table of row-level errors (row number, field, and message) if any fail. You fix the workbook and upload it again — no certificates are generated until the whole file passes.

Do bulk-generated certificates get saved to the Form 2307 Report automatically? #

Downloading or emailing a certificate from the bulk results list saves it to your Form 2307 report, the same as the single generator. A ZIP download of the whole batch does not save individual records to the report.

Summary #

Bulk-generating BIR Form 2307 certificates takes five steps: choose monthly or quarterly, download the matching template, fill in payee rows, upload the completed file, and generate once validation passes — with payor and print settings applied from a separate tab across the whole batch. For a single certificate instead, see the single generator guide; to review what you’ve already generated, see the Form 2307 Report guide.