Obtaining BIR Form 2307 is crucial for tax compliance and for claiming a 2% withholding tax refund on PayMongo's service fees. This guide provides instructions on where and when to download your forms from the PayMongo Dashboard.
Step-by-Step Guide: Downloading Your BIR Form 2307
Your BIR Form 2307 can be downloaded directly from your PayMongo Dashboard.
Access the Payouts Dashboard:
Log in to your PayMongo account.
Navigate to the Payouts tab on your dashboard.
You can also go directly to the URL:
https://dashboard.paymongo.com/payouts.
Download the Form:
On the Payouts page, you will find a section dedicated to BIR Form 2307.
New forms are generated on the 5th of every month.
Save Your Form:
Click the download button to save the form for your records.
Key Dates & Reminders
Generation Date: Your new BIR Form 2307 is generated on the 5th of every month.
Availability Window: The form is only available for download for one quarter. Forms from previous quarters are available until the 4th of the second month of the current quarter.
Missed Deadline: If you fail to download your form within the specified availability window, you must email
[email protected]for assistance in retrieving it.Purpose of the Form: The BIR Form 2307 is used to claim the 2% withholding tax refund on PayMongo’s service fees against your tax liabilities when you file your income tax return with the BIR.