STEP 1

You will need to first create a folder where you will store all your batches containing the softcopy for future extraction or references.

It is advisable that this folder be created inside your DFDATA folder. If you are on networking environment, create this folder in your server and rename this folder as “BSF” (Batch Submission Folder) or any name that is desireable to you.

STEP 2

Go to BiZZTAX program to proceed with your work as usual. Upon completion of your work, click on the Report button. Like usual, click on the “Compute Tax” button and print the Form BE together with all the other reports that you want.

If your BiZZTAX program has been updated with version 2.0.1.31, you will be able to see a new button “Batch Submission” here in the Report Table.

Do not click this button now.

Continue with your work and print out the rest of your Form BE. You will need time to get your clients to sign the Form BE. Collect these duly signed Form BE and put them aside first. When you are ready to submit these forms, you may have collected quite a lot. Now proceed to Step 3

STEP 3

Retrive a batch of 25 forms (maximum number of form in a single batch) or it can be less from your alreadly signed Form BE. Go to BiZZTAX program and click on the Report button in Personal module. Now, click on the “Batch Submission” button. You will see a IRB Batch Submission table. Click on the “Next” button to continue and you will see the table as below:

Select the year by typing 2006 in the year field.
 

Next, select Form BE. (At this present moment, you can only select for Form BE as the softcopy format for Form B is yet to be obtianed from IRB and once available, you will be able to select for Form B)

Do not select the “Reset submitted Form”. This selection is only meant for cases where IRB has rejected your forms due to input error. Click on the “Next” button and proceed to Step 4.

STEP 4
 

Now, you will see that all the Form BE that you have printed out earlier for your clients’ signature have appear here in this table. Form the batch of 25 forms that you have in Step 3, you may proceed to select the clients here by ticking the box.

Here, you will be able to select your sequence of form arrangement whether you want it in sequence of tax reference number order or alphabetical order. Click on the Tax Ref. No. title for tax reference number order or click on the Name title for alphabetical order. With this selection, the submission letter that will be generated by the program later.

When you have finished your clients and sequence selection, click on the “Next” button and proceed to Step 5.

STEP 5

In this table you will need to address the program where you want to save the softcopy format. Click on the button in file name and browse to locate the Folder that you have earlier created in Step 1. The program will automatically assigned a name in date form. You may want to change this file name as this name will appear as your reference in the submission letter which will be self generated by the program.

To change the name, simply highlight the date but maintain “.TXT”

Example : To change BE20070313.TXT

C:\DFDATA\BSF\BE20070313.TXT

Just highlight like in the above and type any file name you want. Here, we use BZTX0701. In this new file name, you are not allow to use any symbol like “/ , - , @ ,….” And so on.

Click on the “Next” button and porceed to Step 6

STEP 6

Click “Next” button and a confirmation table will appear as below:

Click “Next” button again and the final table will appear as below:

In this table, you will be able to see the batch file has been save into the BSF folder that you have created in Step 1. Click “Finish” button and the program will immediately generate a covering letter to IRB Processing Centre giving a list of all your clients with softcopy contained in this folder. You can now choose to print out this covering letter to be enclosed together with your batch submission.

STEP 7

Finally, go to locate your batch file in BSF folder. Right click to copy this file and paste this file to either you’re A:\ drive (if you decide to save this softcopy format to diskette) or onto your CD drive (if you decide to save this softcopy format to CD).


IMPORTANT !!!

You are not allowed to combine Form BE and Form B in a single batch submission. It has to be in a separate batch submission.


If you have any doubts or question, please do not hesitate to contact us for assistance.