How to use the eFPS Offline Form Application
After you install the eFPS Offline Form application, you must add a user before you can use its
features.
To add a user
1. Open the folder where you installed the eFPS Offline Form application.
2. Double click “eFPSOffline” with “.bat”
extension or with file type “Windows Batch
File”. The command prompt window (Figure
1a) and the eFPS User Menu (Figure 1b)
appear on your screen.
Figure 1a. Command Prompt window
3. Supply the TIN and Username that you use
to log on to eFPS online, and then click
“Login”.
Figure 1b. eFPS User Menu
4. The Create New Profile (Figure 2a) window
appears. Click “Yes”.
Figure 2a. Create New Profile window
5. The Password (Figure 2b) window appears.
Supply the password you use to log on to
eFPS online and click “OK”.
Note: Verify that your computer is connected
to the internet. The application connects to
eFPS to verify authenticity of your account.
Figure 2b. Password window
6. The Status window appears.
· If the connection to eFPS server is not
successful (your computer is not Figure 3a.
connected to the internet or eFPS Message
shown when
cannot be accessed), Figure 3a appears. your computer
Refer to the “List of Prompt Screens” on is not
page 5 for more information on what connected to
you must do to resolve the error. Click the internet or
eFPS cannot be
“Back” to return to eFPS User menu.
accessed.
· If the connection to eFPS server is
successful and the login information
(TIN, Username and Password) you Figure 3b.
provided is not valid, Figure 3b appears. Message
Scroll down to read the entire message. shown when
your computer
Refer to the “List of Prompt Screens” on
is connected to
page 5 for more information on what the internet
you must do to resolve the error. Click and login
“Back” to return to eFPS User menu. information is
not valid.
· If the connection is successful and the login information (TIN, Username and Password) you
provided is valid, the application saves your login (except the password) and registration
information on your computer. You can now use the eFPS Offline Form application.
Following are its basic components:
Action Behavior Shortcut Key
Main Menu Redirects user to the eFPS User Menu Press keys “ctrl” and “m”
simultaneously
Save File Saves entered information in the return Press keys “ctrl” and “s”
and lets user work on it later simultaneously
Print Prints return Press keys “ctrl” and “p”
simultaneously
Exit Exits user from/closes the application Press keys “ctrl” and “x”
simultaneously
Login Logs on user to the application
Logout Logs off user from the application
Accomplish Tax Return Allows user to fill out return offline
View Offline Form Allows user to view return (whether or not
submission to eFPS Online was successful)
Update Profile Allows user to update current profile
To accomplish a tax return
1. On the eFPS User Menu, select
the tax form to fill out from
the Form list, and then click
the File Tax Return button.
The tax return form appears
on your screen.
2. Fill up the form as you would do when you are online.
Note: The form can be printed or saved while being completed.
a. To print, scroll to ‘Action’ menu and click ‘Print’ or press keys ‘Ctrl’ and ‘p’ simultaneously.
b. To save and work on it later, scroll to ‘Action’ menu and click ‘Save File’ or press keys ‘Ctrl’ and
‘s’ simultaneously.
3. Click “Validate” button to verify if the form is filled-out correctly, “Edit” to modify entry/ies or
“Submit” to submit the form to eFPS Online.
Notes:
a. Verify that your computer is connected to the internet when submitting the form to eFPS
website.
b. A copy of the form (whether or not submission to eFPS Website was successful) is saved in your
computer for viewing, printing or re-submission later.
To view a form
1. On the eFPS User Menu, select
the tax form you want to view
from the Form list, and then
click the View Offline Form
button. The eFPS View Offline
Form appears.
2. Select the specific filed tax
return, and then click the View
button. The return is displayed
on your screen.
Note: The screen displays a list
of filed returns; latest filed
return is displayed on top.
3. You can print, save or submit the form you are viewing. To print, scroll to ‘Action’ menu and click
‘Print’ or press keys ‘Ctrl’ and ‘p’ simultaneously. To save and work on it later, scroll to ‘Action’ menu
and click ‘Save File’ or press keys ‘Ctrl’ and ‘s’ simultaneously. To submit, click the ‘Submit’ button
located at the bottom of the form.
Note: Verify that your computer is connected to the internet when submitting the form to eFPS
online.
To update a profile
1. On the eFPS User Menu, click the Update
Profile button. The Create New Profile
dialogue box appears.
2. Select ‘Yes’ to update your profile. The
Password window appears on your screen.
3. Supply your password, and then click OK. The Status window appears, indicating the status of your
connection.
Note: Verify that your computer is connected to the internet. The application connects to eFPS to get
your updated registration information.
4. The application notifies you whether or
not updating of your profile is successful.
List of Prompt Screens
Prompt Screen Explanation
Message shown when (a) you are
creating a profile for a new user or (b) the
system cannot find the profile for the TIN,
Branch Code and Username you provided
when logging on to the eFPS Offline Form
application.
Message shown when eFPS online is not
accessible/available or your computer is
not connected to the internet and you are
trying to (a) Create a new profile/user(b)
submitting a tax return (c) Updating
profile.
Verify that eFPS is accessible/available or
your computer is connected to the
internet. Contact your respective BIR
Helpdesk/Contact Center or your service
provider for assistance.
Message shown when you are connected
to the internet and could not log on to
eFPS website. You need to scroll down to
read the entire message.
Verify that the login information you
provided is correct.
Message shown when the system detects
that the profile of the currently logged on
user has been modified.
You must:
(1) delete the affected file (i.e. tin/branch
code/username) in the ‘profile’ folder
and;
(2) create a new profile .
Note: Navigate to the folder where you
installed the eFPS Offline Form
application to locate the ‘Profile’ folder.
Message shown when the system detects
that there is an updated version of the
eFPS Offline application.
Visit the eFPS website to download and
install the latest version of the eFPS
Offline Form application.
