Simplified System Registration for Computerized Accounting System (CAS) Users
Permit To Use (PTU) for CAS
The BIR issues a Permit To Use (PTU) to businesses that use Computerized Accounting System (CAS). You must include PTU details, such as the date issued and PTU number, 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 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.
When you create transactions that use Philippines invoicing templates, the system displays PTU details in corresponding fields.
Acknowledgement Certificate (AC) for CAS
The BIR Revenue Memorandum Circular (RMC) No. 5-2021 and Revenue Memorandum Order (RMO) No. 9-2021 simplify the registration process for businesses using Computerized Accounting System (CAS). Starting in 2021, the BIR issues an Acknowledgement Certificate (AC) to businesses that comply with the requirements for using CAS.
The Philippines Localization SuiteApp supports this change. To specify the CAS document issued to your company by the tax authority in the Philippines, go to the Philippines Localization Setup page. There, you can select the CAS document and enter other relevant details.
In compliance with BIR requirements, the system displays AC details 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 record whose transactions you want to 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 the Acknowledgement Certificate was issued to your company.
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Click Save.