Get Bir Form 0901

Filling out the Bir Form 0901 online can help streamline the process of applying for tax treaty relief. This guide provides a comprehensive overview of each section of the form and offers step-by-step instructions to assist you in completing it correctly.

Follow the steps to fill out the Bir Form 0901 efficiently.

1. Press the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. In Part I, provide the tax treaty information. Fill in all applicable spaces and mark ‘NOT APPLICABLE’ for any fields that do not apply, including the country involved in the tax convention.
3. In Part II, enter the taxpayer's identification number and other personal information such as name, local address, and business phone number. Ensure all fields are filled appropriately.
4. Proceed to Part III, where the payor of income details must be provided. Fill in the taxpayer's identification number and local address of the payor, ensuring accuracy in all entries.
5. For Part IV, provide details of the transaction, such as type of shares, percentage of ownership, and relevant dates regarding record and dividend payments.
6. In Part V, complete the perjury declaration section. This requires your signature, printed name, and title or position to confirm the application has been made in good faith.
7. Finally, in Part VI, gather and prepare all documentary requirements as outlined. You may need additional documentation depending on the specifics of the dividend income and residency requirements.
8. After completing the form, save any changes made. You can then download, print, or share the form as needed.

Make sure to fill out and submit your documents online for a smoother processing experience.