Income Tax Return (ITR) Preparations and Disclosures

Do you want to know how Income Tax Return (ITR) Preparations and Disclosures works? This course is for you

Instructor: Atty Ma. Judy Regalario, CPA Date Created: Aug 23, 2020

Coming Soon

Description

Know how BIR examines your Income Tax Returns.

 This event is for business owners, board of directors, and management to educate them what are the guidelines used by the BIR in examining their Income Tax Returns in order to avoid penalties and tax troubles. Accountants, lawyers and bookkeepers can gain actual industry knowledge that they can use to guide and advice their clients or employers.

Know how BIR examines your Income Tax Returns.

This event is for business owners, board of directors, and management to educate them what are the guidelines used by the BIR in examining their Income Tax Returns in order to avoid penalties and tax troubles. Accountants, lawyers and bookkeepers can gain actual industry knowledge that they can use to guide and advice their clients or employers.


What you'll learn

You'll learn how your Income Tax Returns
You'll be informed of the deductions in the ITR

Course Content

Part 1
  • Individuals, estates and trust
  • Corporations
  • Partnerships, GPPS and joint ventures
  • Individual taxpayers
Part 2
  • Gross income
  • Exclusions from gross income
  • Itemized deductions
  • Optional standard deductions
Part 3
  • Improperly accumulated earnings tax (IAET)
  • Net operating loss carry over (NOICO)

Instructor

Atty Ma. Judy Regalario, CPA

Former BIR OIC- Head Revenue Executive Assistant, Former BIR Collection Division Chief, Former BIR Examiner

PROFILE A meticulous and result-oriented professional with strong financial and legal background.Specializes in Philippine Taxation and studied the Japanese Tax System. Team player with multi-tasking skills and adept at working independently with minimal supervision, even under time constraints. Self-motivated and adaptable to change. Articulate communicator in English and Filipino, both written and oral, and Visayan dialect. Technically proficient in Microsoft Word, Excel, and Mac OS. Good listener and can identify problem areas and suggest innovative solutions.   PROFESSIONAL EXPERIENCE IN THE PRIVATE SECTOR MJCR Tax Consultancy (2014 - to date) Accounting Instructor V (School Year 2011-2012, 1st and 2nd Semester) School of Business Management, Department of Accountancy Xavier University, Ateneo de Cagayan Cagayan de Oro City Legal Researcher (1995-1996) CRC Law Firm Greenhills, San Juan, Metro Manila IN THE GOVERNMENT SECTOR OIC-Head Revenue Executive Assistant {HREA} (September 2, 2009 to December 28, 2009)Collection ServiceBureau of Internal Revenue Division Chief (July 23, 2007 to September 2, 2009)Collection Programs DivisionBureau of Internal Revenue Assistant Division Chief (May 8, 2006 to July 23, 2007)Large Taxpayers Field Operations DivisionBureau of Internal Revenue Officer In Charge/Assistant Division Chief (June 13, 2005 to May 8, 2006) Large Taxpayers District Office - CebuBureau of Internal Revenue Assistant Division Chief (December 12, 2003 to June 13, 2005) Large Taxpayers Assistance Division II - Excise Bureau of Internal Revenue Technical Assistant (June 1, 2003 to December 12, 2003) Office of the Deputy Commissioner Large Taxpayers Service Bureau of Internal Revenue Technical Assistant (April 1, 1998 to June 1, 2003) Office of the Deputy Commissioner Bureau of Internal Revenue Revenue Officer I (Examiner) (June 19, 1996 to April 1, 1998)Revenue District Office No. 33 – Ermita-Intramuros-MalateBureau of Internal Revenue     EDUCATION Master of Economics (in the field of International Economics – Public Policy and Taxation), Yokohama National University, Yokohama, Japan, March 2002 under a 2-year Full Scholarship under the Joint Japan/World Bank Graduate Scholarship Program (JJ/WGSP), 2000-2002.  Bachelor of Laws, Xavier University, Ateneo de Cagayan, Cagayan de Oro, Philippines, March 1994. Bachelor of Science in Business Administration (BSBA) major in Accounting, University of the East, Manila, Philippines, May 1987. PROFESSIONAL QUALIFICATIONS Philippine Bar Examination, Manila, Philippines, September 1998, License Number 44165. Certified Public Accountants (CPA) Licensure Examination, Manila, Philippines, May, 1988, License Number 0078261. PROFESSIONAL MEMBERSHIP Integrated Bar of the Philippines (IBP), Lifetime Member No. 010037 Philippine Institute of Certified Public Accountants (PICPA), Member Federacion International de Abogadas (FIDA), Member Institute of Public Accountants (IPA), Australia, Former Member

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