Simplified System Registration for Computerized Accounting System (CAS) Users
Permit To Use (PTU) for CAS
Permit To Use (PTU) is issued by the Bureau of Internal Revenue (BIR) to businesses that use Computerized Accounting System (CAS). PTU details such as date issued and PTU number must be indicated on printed VAT invoices and VAT official receipts.
Based on RR No. 6-2022, the five-year validity period of receipts or invoices is removed unless revoked on the following grounds:
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Tampering of sales data, software specifications, or features to avoid recording of sale transaction.
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Any major upgrade, integration or modification without prior notification and approval by the BIR.
For NetSuite OneWorld users, PTU details are specified on subsidiary records. You can enter PTU details for subsidiaries authorized to issue invoices and receipts from your company.
To indicate PTU details on Philippines documents:
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Go to Setup > Philippines Localization > Localization Setup. Edit the details of the record whose transactions you want to specify the PTU details.
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In the BIR Document Issued field, select PTU.
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Enter values in the following fields:
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AC Control or PTU Number – Enter the PTU number issued to your company
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Date Issued – Enter the date when the PTU was issued to your company.
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Click Save.
PTU details are indicated on corresponding fields when you create transactions that use Philippines invoicing templates.
Acknowledgement Certificate (AC) for CAS
BIR Revenue Memorandum Circular (RMC) No. 5-2021 and Revenue Memorandum Order (RMO) No. 9-2021simplifies the registration process of businesses using CAS. Starting 2021, the BIR will issue Acknowledgement Certificate (AC) to businesses that comply with requirements for using CAS.
This change is supported by the Philippines Localization SuiteApp. You can select the CAS document issued to your company by the tax authority in the Philippines Localization Setup page. It also enables you to enter other relevant details of the selected CAS document
In compliance with BIR requirements, AC details are indicated when you print transactions that use Philippines invoicing templates.
To indicate AC details on Philippines documents:
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Go to Setup > Philippines Localization > Localization Setup. Edit the details of the record whose transactions you want update with AC details.
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In the BIR Document Issued field, select AC.
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Enter values in the following fields:
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AC Control or PTU Number - Enter the AC Control No. (ACCN) in the format AC_RDO_MMYYYY_XXXXXX, where:
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AC - means Acknowledgement Certificate
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RDO - 3-character alphanumeric RDO Code, for example, 038, 044, 132, 17A, 21C
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MM - month that the Acknowledgement Certificate was prepared or issued
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YYYY - year that the Acknowledgement Certificate was prepared or issued, must be February 1, 2020 onwards
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XXXXXX - is a 6-digit number series
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Date Issued - Enter the date when Acknowledgement Certificate was issued to your company.
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Click Save.