EXAMINATION OF BOOK OF ACCOUNTS AND OTHER PERTINENT BUSINESS RECORDS OF BUSINESSMEN

At a glance

Before you begin

Service classification

Simple

Service sector

Financial Administration and Sustainability

Prepare your documents

Checklist of requirements

Bring the listed documents and secure them from the indicated office or source.

CHECKLIST OF REQUIREMENTS	WHERE TO SECURE
Mayor’s Permit for Current Year (1 Original)	BPLO
Business License Official Receipt for Current Year (1 Original)	BIR
Books of Accounts Such as Sales/General Journals, General/ subsidiary Ledgers (1 Original)	BIR
Audited Financial Statement (Income Statement, Balance Sheet Statement and Cash Flow Statement) (1 Original/Photocopy)	Accountant
Community Certificate (1 Original)	City/Barangay Treasurer
Official Receipts & Invoices	Client
Articles of Incorporation and or amendments, if any; (1 Original/Photocopy)	SEC
Monthly/Quarterly VAT and nonVAT returns (1 Original)	BIR

What happens next

Process, fees, and timeline

Follow the citizen and agency steps in order. Processing time may depend on complete submissions.

CLIENT STEPS	DEPARTMENT ACTIONS	FEES TO BE PAID	PROCESSING TIME	PERSON RESPONSIBLE
1. Forward Documents to authorized City Treasurer personnel	1.1 Review and examine the documents to determine the amount of tax to be paid	City Tax Ordinance No. 23-001	1 day	Jerson B. Palambiano Local Revenue Collection Officer II Office of the City Treasurer
	1.2 Prepare 2 copies of Tax Data Sheet, Tax Data and Assessment Form, & Letter of Assessment	None	15 minutes	Roy A. Suministrado Senior Administrative Assistant II Office of the City Treasurer
	1.3 Delivery of 2copies of Tax Data Sheet, Tax Data and Assessment Form, & Letter of Assessment	None	1 day	Norman E. Calabano Administrative Assistant I/Bookbinder III Office of the City Treasurer
2. Payment of Tax Deficient
2.1 Present the Tax Data Sheet and Assessment, and Letter of Assessment	2.1 Receive payments and Issue Official Receipt	City Tax Ordinance No. 23-001	2 minutes	Roy A. Suministrado Senior Administrative Assistant II Office of the City Treasurer
	2.2 Prepare 2 copies each of Letter of Confirmation, Certificate of Confirmation and Certificate of Examination	None	10 minutes	Jerson B. Palambiano Local Revenue Collection Officer II Office of the City Treasurer
	2.3 Signing of 2 copies each of Letter of Confirmation, Certificate of Confirmation and Certificate of Examination	None	5 minutes	Benilda O. De Guzman Acting City Treasurer Office of the City Treasurer
	2.4 Release of 1 copy of each Letter of Confirmation, Certificate of Confirmation and Certificate of Examination to client	None	1 minute	Jerson B. Palambiano Local Revenue Collection Officer II Office of the City Treasurer
	TOTAL	City Tax Ordinance 23-001 As amended, that can be accessed at CTO	2 days and 33 minutes
		END OF TRANSACTION

This digital guide reflects the Citizen’s Charter records published by the City Government of Tayabas. Offices may request additional supporting documents when required by law or by the particulars of a transaction.