ASSESSMENT SECTION:

Be available on call from 8:00 am to 5:00 pm for any official instruction from the Office
authorized officers. . (Can it be subject to advance notice?)

Conduct audit/evaluation of pending cases base on documents submitted by taxpayer

and prepare report of investigation. LOA

Discuss with the supervisor on-line the result of investigation and make necessary
adjustments, if necessary. LOA

Arrange a day to have the report signed by the supervisor and eventually submit the
same to the Chief of Assessment Section. The Chief of Assessment Section shall arrange
a day that the examiner and/or supervisor shall submit the report to avoid them coming
to Office at the same time. Further, a Revenue Officer is required to submit at least
three (3) cases a week. LOA

Prepare letters/documents incidental to the audit investigation such as First and Final
Notices, request for subpoena duces tecum, Notice of Informal conference, and
payment forms. LOA

Discuss or make follow ups regarding all matters or results of investigation/re-

investigation to the taxpayers thru telephone or other means of online communications
that can provide adequate private meetings/conversations. LOA

Prepare reports on other cases like referrals for closure of business, destruction of
spoiled/obsolete inventories including mission orders. OTHER MATTERS (ONETT)

Monitor assigned TAMP taxpayer and inquire about their tax compliance especially for
any drastic changes, violations for open cases and/or non submission of alphalist and
the likes and make sure they are enrolled and using the EFPS system of filing and
payment of returns. TAMP

Assist TAMP taxpayer in all their concerns with the Bureau of Internal Revenue. TAMP

Send communications to taxpayers as will be required under the assigned projects i.e
new regulations, bank bulletins, appeal letters, and other tax advisories. TAMP

Perform task based on the Projects as assigned.

 For group supervisors: Ensure that all the task assigned to the Revenue Officers under
his/her group are efficiently and effectively performed and prepare daily report to the
Chief, Assessment Section.

Notes:
1. All report/accomplishment shall be submitted on line everyday. Revenue Officer
who failed to submit report before 6:00pm of the afternoon shall come to office
and physically report the following day (Monday in case the day failed is Friday).

 ALL REVENUE OFFICER – SUBMIT PENDING LOA WITH SPECIFIC STATUS…. WALANG BOLAHAN

 PLEASE TAKE SPECIAL TIME TO TAMP. INTRODUCE, GET THE CONTACT PERSON, CONTACT
NUMBER, EMAIL ADDRESS, COMPANY PRESIDENT NAME, CONTACT NUMBER AND EMAIL IF
POSSIBLE. VALIDATE THE EMAIL ADDRESS.. SEND EMAIL TO KNOW IF VALID, WILL IT BOUNCE…
FROM NOW ON.. THE TAMP OFFICER WILL BE ENCHARGE OF THE EMAIL BLAST/INFROMATION
DISSEMINATION. NOT TO OVERLOAD ONE RO’S EMAIL…

 SET DEADLINE TO GET COMPLETE INFO OF ALL TAMP. REPORT TO CAS/JACK….

 DRASTIC CHANGE… FROM TIME TO TIME… CAS WILL DOWNLOAD DRASTIC CHANGE…

 DRASTIC CHANGE OF ALL TAMP… DESSIMINATE TAX NEWS, BANK BULLETINS, NEW
REGULATIONS, APPEAL LETTERS AND OTHER TAX ADVISORIES – KASI HINDI MA-SEND NI CAS
LAHAT KASI MINSAN LIMITED ANG NA SESEND NG ISANG EMAIL ADDRESS.

 FORMAT OF REPORT/ACCOMPLISHEMT REPORT?

 DO WE STILL CONTINUE OPLAN KANDADO? IF NOT, SHALL WE CONTINUE BUILDING CASES OF

OPLAN KANDADO.

 DO WE PLAN TO CONTINUE INVENTORY TAKING?

 OPLAN PASILIP CRM POS… gs romel

 NON-TAMP DRASTIC CHANGE… --- COORDINATE WITH COMPLIANCE

 TAXPAYER WHO DID NOT FILE ANNUAL IT RETURN ON 2018 BUT QUALIFIED AS SBWS…

 ROHQ

 RATE – EFPS WITHOUT CBR