CITIZEN’S CHARTER

This is your guide to availing of services of the city government of Tayabas.

EXAMINATION OF BOOK OF ACCOUNTS AND OTHER PERTINENT BUSINESS RECORDS OF BUSINESSMEN

ABOUT THE SERVICE:

Authorized representative of the Local Treasurer may examine the book of accounts and pertinent records of business in order to ascertain, assess and collect the correct amount of tax, fee or charge.

OFFICE DIVISION:

Office of the City Treasurer

TYPE OF TRANSACTION:

G2B - Government to Business

Classification:

Simple

WHO MAY AVAIL:

Clients requesting Business Cessation

CHECKLIST OF REQUIREMENTS:

CHECKLIST OF REQUIREMENTS	WHERE TO SECURE
Mayor’s Permit for Current Year (1 Original)	BPLO
Business License Official Receipt for Current Year (1 Original)	BIR
Books of Accounts Such as Sales/General Journals, General/ subsidiary Ledgers (1 Original)	BIR
Audited Financial Statement (Income Statement, Balance Sheet Statement and Cash Flow Statement) (1 Original/Photocopy)	Accountant
Community Certificate (1 Original)	City/Barangay Treasurer
Official Receipts & Invoices	Client
Articles of Incorporation and or amendments, if any; (1 Original/Photocopy)	SEC
Monthly/Quarterly VAT and nonVAT returns (1 Original)	BIR

CLIENT STEPS:

CLIENT STEPS	DEPARTMENT ACTIONS	FEES TO BE PAID	PROCESSING TIME	PERSON RESPONSIBLE
2. Payment of Tax Deficient 2.1 Present the Tax Data Sheet and Assessment, and Letter of Assessment	2.1 Receive payments and Issue Official Receipt 2.2 Prepare 2 copies each of Letter of Confirmation, Certificate of Confirmation and Certificate of Examination 2.3 Signing of 2 copies each of Letter of Confirmation, Certificate of Confirmation and Certificate of Examination 2.4 Release of 1 copy of each Letter of Confirmation, Certificate of Confirmation and Certificate of Examination to client	City Tax Ordinance No. 23- 001 None None None	2 minutes 10 minutes 5 minutes 1 minute	Roy A. Suministrado Senior Administrative Assistant II Office of the City Treasurer Jerson B. Palambiano Local Revenue Collection Officer II Office of the City Treasurer Benilda O. De Guzman Acting City Treasurer Office of the City Treasurer Jerson B. Palambiano Local Revenue Collection Officer II Office of the City Treasurer
1. Forward Documents to authorized City Treasurer personnel	1.1 Review and examine the documents to determine the amount of tax to be paid	City Tax Ordinance No. 23-001	1 day	Jerson B. Palambiano Local Revenue Collection Officer II Office of the City Treasurer
	1.2 Prepare 2 copies of Tax Data Sheet, Tax Data and Assessment Form, & Letter of Assessment	None	15 minutes	Roy A. Suministrado Senior Administrative Assistant II Office of the City Treasurer
	1.3 Delivery of 2copies of Tax Data Sheet, Tax Data and Assessment Form, & Letter of Assessment	None	1 day	Norman E. Calabano Administrative Assistant I/Bookbinder III Office of the City Treasurer
2. Payment of Tax Deficient	2.1 Receive payments and Issue Official Receipt	City Tax Ordinance No. 23-001	2 minutes	Roy A. Suministrado Senior Administrative Assistant II Office of the City Treasurer
2.1 Present the Tax Data Sheet and Assessment, and Letter of Assessment	2.2 Prepare 2 copies each of Letter of Confirmation, Certificate of Confirmation and Certificate of Examination	None	10 minutes	Jerson B. Palambiano Local Revenue Collection Officer II Office of the City Treasurer
	2.3 Signing of 2 copies each of Letter of Confirmation, Certificate of Confirmation and Certificate of Examination	None	5 minutes	Benilda O. De Guzman Acting City Treasurer Office of the City Treasurer
	2.4 Release of 1 copy of each Letter of Confirmation, Certificate of Confirmation and Certificate of Examination to client	None	1 minute	Jerson B. Palambiano Local Revenue Collection Officer II Office of the City Treasurer
	TOTAL	City Tax Ordinance 23-001 As amended, that can be accessed at CTO	2 days and 33 minutes
		END OF TRANSACTION