Bir Form 2000Ot PDF Details

In the dynamic landscape of financial documentation in the Philippines, the BIR Form No. 2000-OT emerges as a pivotal instrument for transactions requiring the declaration and payment of Documentary Stamp Tax for one-time transactions. Issued in January 2018 by the Bureau of Internal Revenue, part of the Department of Finance, this form caters to a myriad of dealings, from the transfer of shares not traded through the local stock exchange to the conveyance of real property, whether it's classified as a capital asset or otherwise. Demonstrating the government's commitment to streamline tax compliance, the form mandates comprehensive detail, urging filers to use CAPITAL LETTERS and black ink for clarity. With sections dedicated to background information, computation of tax, and details of payment—coupled with strict instructions on submitting two copies to the BIR and retaining one for personal records—this form embodies the intricate blend of precision and formality in tax documentation. The inclusion of a declaration under the penalties of perjury underscores the seriousness with which this document is to be approached, affirming its role in the broader discourse on tax accountability and governance. Moreover, acknowledgment of the Data Privacy Act of 2012 within its instructions aligns with current concerns over data protection and privacy, marking the form as not just a tax document but also a testament to evolving legal and ethical standards in financial transactions.

QuestionAnswer
Form NameBir Form 2000Ot
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesbir form 2000, 2000 ot, 2000 ot bir form, form bir 2000

Form Preview Example

 

 

Republic of the Philippines

 

BCS/

Department of Finance

For BIR

Use Only

Item:

Bureau of Internal Revenue

 

 

 

BIR Form No.

Documentary Stamp Tax Declaration/

 

 

 

 

 

 

 

 

 

 

2000-OT

 

 

 

 

 

 

 

 

 

 

 

Return (One-Time Transactions)

 

 

 

 

 

 

 

 

 

 

January 2018 (ENCS)

Enter all required information in CAPITAL LETTERS using BLACK ink. Mark all applicable

 

 

 

 

 

 

 

 

 

 

 

 

Page 1

boxes with an “X”. Two copies MUST be filed with the BIR and one held by the Taxpayer.

 

 

 

 

2000-OT 01/18ENCS P1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1 Date of Transaction (MM/DD/YYYY)

2 Amended Return?

 

3 Alphanumeric Tax Code (ATC)

 

 

 

4 Number of Sheet/s Attached

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes

 

 

No

 

 

 

DO 102

 

 

 

DO 122

 

 

 

DO 125

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part I – Background Information

5 Taxpayer Identification Number (TIN)

6 RDO Code of Location of the Property

7Taxpayer’s Name (Last Name, First Name, Middle Name for Individuals OR Registered Name for Non-Individuals)

8Registered Address (Indicate complete address. If branch, indicate the branch address. If registered address is different from the current address, go to the RDO to update registered address by using BIR Form No. 1905)

8A ZIP Code

9 Contact Number

10 Email Address

11 Other Party to the transaction

Seller/Transferor/Donor

Buyer/Transferee/Donee

11A Name (Last Name, First Name, Middle Name for Individual)/(Registered Name for Non-Individual)

11B TIN

12 Nature of Transaction

Transfer of Shares of Stock Not Traded Through the Local Stock Exchange

(Does not include original issue of shares of stock by the issuing corporation)

 

 

Transfer of Real Property Classified as Capital Asset

 

 

 

Transfer of Real Property Other Than Capital Asset

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

13 Location of Real Property (if sale/transfer/donation of real property)

Part II – Computation of Tax

 

14

Taxable Base-Shares of Stock [From Part IV Schedule 1.B column (d) or (e), whichever is applicable]

 

 

 

 

 

 

 

 

 

 

 

 

●

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

15

Taxable Base – Real Property (From Part IV Schedule 2 Item 2)

 

 

 

 

 

 

 

 

 

 

 

 

●

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

16 Tax Rate

17 Tax Due (Item 14 or 15 x Item 16)

18 Less: Tax Paid in Return previously filed, if this is an amended return

19 Tax Still Due/(Overpayment) (Item 17 less Item 18)

20 Add: Penalties

●

●

●

 

 

20A Surcharge

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

●

 

 

 

 

 

20B Interest

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

●

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

20C Compromise

●

20D Total Penalties (Sum of Items 20A to 20C)

●

21 Total Amount Payable/(Overpayment) (Sum of Items 19 and 20D)

●

In case of overpayment, apply for tax refund using BIR Form No. 1914 (Application for Tax Credits / Refunds)

I/We declare under the penalties of perjury that this return, and all its attachments, have been made in good faith, verified by me/us, and to the best of my/our knowledge and belief, is true and correct pursuant to the provisions of the National Internal Revenue Code, as amended, and the regulations issued under authority thereof. Further, I/we give my/our consent to the processing of my/our information as contemplated under the *Data Privacy Act of 2012 (R.A. No. 10173) for legitimate and lawful purposes. (If Authorized Representative, attach Special Power of Attorney)

For Individual:

For Non-Individual:

Signature over Printed Name of Taxpayer/Authorized Representative/Tax Agent Signature over Printed Name of President/Vice President/Authorized Officer or Representative/Tax Agent

(Indicate title/designation and TIN)

 

(Indicate title/designation and TIN)

Tax Agent Accreditation No./

Attorney’s Roll No. (if applicable)

Date of Issue

(MM/DD/YYYY)

Date of Expiry

(MM/DD/YYYY)

 

 

 

Part III – Details of Payment

 

 

Particulars

Drawee Bank/Agency

Number

Date (MM/DD/YYYY)

Amount

22

Cash/Bank Debit Memo

 

 

/

/

●

 

 

 

 

 

 

23 Check

 

 

/

/

●

 

 

 

 

 

 

24

Tax Debit Memo

 

 

/

/

●

 

 

 

 

 

 

25Others (specify)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

/

 

 

 

 

/

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

●

 

 

 

Machine Validation

 

 

 

 

 

 

 

 

 

Stamp of Authorized Agent Bank and Date of Receipt

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Bank Teller’s Initial)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*Note: The BIR Data Privacy Policy is in the BIR website (www.bir.gov.ph)

BIR Form No.

2000-OT

January 2018 (ENCS)

Page 2

Documentary Stamp Tax Declaration/

Return (One-Time Transactions)

2000-OT 01/18ENCS P2

TIN

Taxpayer’s Name

PART IV - Schedules

Schedule 1– Brief Description of Property/Shares of Stock Sold (Attach additional sheet/s if necessary)

1.A - Real Property

OCT/TCT/CCT No.

Tax Declaration No. (TD)

Location

1

2

 

 

 

 

 

3

 

 

 

 

 

4

 

 

 

 

 

5

 

 

 

 

 

CONTINUATION OF SCHEDULE 1.A

 

 

 

 

 

 

Area

Fair Market Value (FMV)

FMV per BIR (Zonal Value)

Fair Market Value

Lot / Improvement

*Classification

(whichever is higher

(sq.m.)

per TD (Column 1)

(Column 2)

 

 

between Columns 1 & 2)

 

 

 

 

 

1

2

3

4

5

TOTAL (To Schedule 2 Item B)

1.B - Shares of Stock

Name of Corporate Stock

(a)

Number of

Shares Sold

(b)

Stock

Certificate

Number

(c)

Par Value of Shares

(for shares of stock with

par value)

(d)

DST Paid Upon Original Issue

of Shares of Stock Sold

(for shares of stock without par value)

(e)

Schedule 2– Determination of Taxable Base for Real Property Sold/Transferred/Donated

1A Gross Selling Price / Bid Price for foreclosure sale / Net Gift

B Total Fair Market Value of Land and Improvement per Schedule 1.A

COthers (Specify)

2 Taxable Base (For cash/foreclosure sale/net gift Item A or B whichever is higher; or, For other transaction Item C,

whichever is applicable) (To Part II, Item 15)

●

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Documentary Stamp Tax (DST)/Alphanumeric Tax Code (ATC) Table

 

 

 

 

 

Documents/Transactions

 

 

 

Tax Rate

 

ATC

 

Sales, Agreements to Sell, Memoranda of Sales, Deliveries or Transfer of Shares or Certificates of Stock with Par value

 

P 1.50 / P 200

 

DO 102

 

In case of Stock without par value

 

 

 

50% of DST paid on original issue

 

DO 125

 

Deeds of Sale, Conveyances, and Donation of Real Property

 

 

 

 

P 15 / P 1,000

 

DO 122

* RR-Residential Regular

CR-Condominium Regular

CL-Cemetery Lot

GL-Government Lot

A-Agricultural

X-Institutional

 

 

 

RC-Residential Condominium

CC-Commercial Condominium

PS-Parking Slot

GP-General Purpose

I-Industrial

APD-Area for Priority Development

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This form will require you to type in specific information; in order to ensure correctness, please be sure to pay attention to the guidelines hereunder:

1. When completing the 2000 ot, make certain to complete all essential blanks within the corresponding part. It will help speed up the work, which allows your details to be handled swiftly and properly.

Tips to prepare bir form 2000 ot excel stage 1

2. Once your current task is complete, take the next step – fill out all of these fields - Location of Real Property if, Part II Computation of Tax, Taxable BaseShares of Stock From, Tax Rate, Tax Due Item or x Item , Less Tax Paid in Return, Tax Still DueOverpayment Item , Add Penalties, A Surcharge, B Interest, C Compromise, D Total Penalties Sum of Items A, Total Amount PayableOverpayment, In case of overpayment apply for, and IWe declare under the penalties of with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

bir form 2000 ot excel completion process outlined (stage 2)

3. Completing Indicate titledesignation and TIN, Indicate titledesignation and TIN, Tax Agent Accreditation No, Date of Issue MMDDYYYY, Date of Expiry MMDDYYYY, Particulars, Drawee BankAgency, Number, Date MMDDYYYY, CashBank Debit Memo, Check Tax Debit Memo Others, Machine Validation, Note The BIR Data Privacy Policy, NOTE Please read the BIR Data, and Amount is essential for the next step, make sure to fill them out in their entirety. Don't miss any details!

Stage number 3 in filling out bir form 2000 ot excel

4. To move forward, this fourth stage will require typing in a handful of blanks. Examples of these are TIN, Taxpayers Name, PART IV Schedules, Schedule Brief Description of, Tax Declaration No TD, Continuation of Schedule A, Location, Lot Improvement, Classification, Area sqm, Fair Market Value FMV, FMV per BIR Zonal Value, per TD Column , Column , and OT ENCS P, which you'll find crucial to continuing with this process.

Filling in segment 4 of bir form 2000 ot excel

Always be very careful when completing Area sqm and Schedule Brief Description of, as this is where most people make a few mistakes.

5. This last step to finish this form is critical. Ensure to fill in the mandatory form fields, including TOTAL To Schedule Item B, B Shares of Stock, Name of Corporate Stock, Number of Shares Sold, Stock, Certificate Number, Par Value of Shares for shares of, par value, Schedule Determination of Taxable, B Total Fair Market Value of Land, C Others Specify, Taxable Base For cashforeclosure, between Columns , DST Paid Upon Original Issue, and of Shares of Stock Sold, before using the form. Failing to do it might generate an unfinished and possibly unacceptable document!

Stage number 5 in filling in bir form 2000 ot excel

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