BIR Ready Accounting Software in Philippines | CAS BIR
BIR Ready Accounting Software (CAS BIR) is a requirement for Philippine Taxpayers, particularly Large Taxpayers, to maintain electronic systems for record keeping and maintenance of records and books of accounts, based on BIR Revenue Regulations No. 09-2009.
The Compliant Solution: QNE Software Philippines, Inc.
Not all Accounting Software available in the Philippines is BIR Ready Accounting Software. There are many BIR Ready Computerized Accounting Software (BIR CAS) providers in the Philippines, and QNE Software Philippines, Inc. is one of them. QNE developed an Accounting Software that is complete with features that adapt to the rules and regulations of the BIR regarding Computerized Accounting System CAS BIR accreditation. The company is continuously enhancing their BIR Ready Accounting Software to comply with the changes mandated by BIR
REGULATORY UPDATE: Shifting from Permit to Registration
Historically, to determine whether software was compliant, the BIR usually scheduled visits to the company seeking accreditation for BIR CAS and required a demo of the system. The company applying for accreditation and the software vendor had to be present during this demo.
This process has been officially superseded by Revenue Memorandum Circular (RMC) No. 5-2021, which was issued on January 8, 2021, and provides simplified policies on the application for registration of Computerized Accounting System (CAS), Computerized Books of Accounts (CBA), and/or its components (collectively known as the “System”). RMC No. 5-2021 supersedes previous circulars and portions of Revenue Memorandum Order (RMO) No. 29-2002 that are inconsistent with its provisions.
The New Registration Policies
All taxpayers intending to use CAS, CBA, and/or its components, including Electronic Storage System (ESS) and middleware, shall not be required to secure a Permit to Use (PTU). Instead, the system must be registered:
- Registration Requirement: Taxpayers must register the “System” by submitting the required documentary requirements stated on the “Checklist of Documentary Requirements” (CDR) to the Revenue District Office (RDO) where they are registered.
- No BIR Form 1900 or Pre-Evaluation: BIR Form No. 1900 is no longer required for the submission of the application for registration of the “System”. Crucially, System demonstration or pre-evaluation shall not be required prior to the use of the “System”.
- Acknowledgement Certificate: Upon submitting the complete documentary requirements, an Acknowledgement Certificate shall be issued within three (3) working days from receipt by the RDO. Therefore, a PTU for CAS, CBA, and/or components shall no longer be required for the use and registration of the “System”.
Compliance and Validation
While the initial process is simplified, compliance remains critical and is enforced through auditing:
- Post-Evaluation: The “System” must comply with the standards set forth under Annex “B” of the Circular. A post-evaluation shall be conducted by the concerned RDO to determine if the registered “System” complies with these standards.
- Penalties: If violations of the set standards are discovered during post-evaluation or audit, the taxpayer-user shall be subject to penalties provided under RMO No. 7-2015 and other existing revenue issuances.
- Existing PTUs Remain Valid: Taxpayers who already have an existing approved PTU for their CAS, CBA, and/or its components shall NOT be required to apply for registration. However, the approved PTU is invalid if it was revoked due to non-compliance found during audit/post-evaluation or if a major system enhancement or upgrade exists.
Maintaining Registration for Enhanced Systems
Due to continuous software improvement, taxpayers must understand the guidelines regarding system upgrades:
- Major System Enhancement: In case of a major system enhancement or upgrade, the taxpayer must submit a new application for registration of the “System”. Examples of major enhancement include a change in system functionalities that directly affect the financial aspect (e.g., modified computations), the addition or removal of modules or submodules impacting the financial aspect, or a change in the system/software Version or Release Number that includes enhancements on the financial aspect. If a taxpayer uses an enhanced/upgraded system without prior registration, the originally issued PTU shall be automatically revoked or the registration shall have no effect, and the taxpayer may be subjected to applicable penalty.
- Minor System Enhancement: In case of any minor system enhancement (e.g., user interface modification, bug fixes, performance improvements), the taxpayer must only submit a written notification to their RDO/Large Taxpayers Office stating the specific minor enhancements on the system.
QNE Accounting Software (CAS BIR) is equipped with necessary reports to ensure compliance:
There are many BIR Ready Computerized Accounting Software ( BIR CAS ) providers in the Philippines, one of them is QNE Software Philippines, Inc. QNE developed an Accounting Software that is complete with the features that adapts to the rules and regulations of BIR with regards to Computerized Accounting System CAS BIR accreditation. The company is continuously enhancing their BIR Ready Accounting Software to comply with the changes mandated by BIR.
These are some of the available forms and reports in QNE Accounting Software (CAS BIR):
- Financial Reports such as, General Journal, Cash Receipt Journal, Cash Disbursement Journal, Sales Journal, Purchase Journal, General Ledger, Subsidiary Ledger of Debtor, Subsidiary Ledger of Creditor, Trial Balance, Statement of Financial Position and Statement of Comprehensive Income.
- BIR Report Summary which includes Summary List of Sales (SLS), Summary List of Purchases (SLP) and Semestral List of Regular Suppliers (SRS).
- BIR Data Files like Relief Sales Data File, Relief Purchases Data File, QAP Data File, Annual Witholding Tax Data File (1604E) and SAWT Data File.
- BIR Forms and Certificates that comprise BIR Form 2550M, BIR Form 2550Q, BIR Form 1601-EQ, BIR Form 0619-E and BIR Form 1604-E and BIR Form 2307.
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Frequently Asked Questions (FAQs)
What are the best BIR-ready accounting software options for small businesses?
For SMEs in the Philippines, QNE AI Cloud Accounting is a strong choice. It is BIR CAS-ready and E-Invoice ready, helping businesses centralize financial data, automate processes, and stay fully compliant.
What features should I look for in BIR-ready accounting software?
A BIR-compliant Computerized Accounting System (CAS) should help your business stay accurate, organized, and audit-ready. Look for:
Core Accounting Modules
Accounts Receivable, Accounts Payable, Sales, Purchases, Inventory, and General Ledger.Real-Time Recording
Ensures all transactions are updated instantly.Financial Reports
General Journal, Trial Balance, Statement of Financial Position, and Statement of Comprehensive Income.Tax Tracking & Automation
Auto-calculates taxes and supports local tax rules.Required BIR Reports & Data Files
SLS, SLP, SRS, Relief Data Files, SAWT, and forms like BIR Form 2550Q and 2307.Electronic Document Capability
Should support e-invoicing for EIS readiness.
What accounting software do accountants in the Philippines recommend?
Many professionals recommend QNE Software Philippines, Inc. because their system is consistently updated according to BIR rules. QNE also runs the Certified QNE Accountant Partner Program, giving accountants additional training and credibility.
How long does it take to set up BIR-ready accounting software?
Setup is much faster today because of RMC 5-2021. There is no more PTU and no system demo required.
Process:
Discuss requirements with a CAS Specialist
Submit the needed documents
Receive your Acknowledgement Certificate within 3 working days (once the RDO receives complete requirements)
What are the top-rated BIR-ready accounting software providers?
QNE Software Philippines, Inc. is recognized as a leading provider, with a proven 100% BIR CAS approval rate.
24 out of 24 Large Taxpayer clients approved
Over 133 total clients certified
This track record demonstrates strong compliance performance.
