BIR 2316 configuration
The BIR 2316 Configuration decides which payroll figures go into each box of an employee's BIR Form 2316, the Certificate of Compensation Payment and Tax Withheld. Use it when your company's pay items need to land in different boxes from KAMI's standard mapping, for example an allowance you treat as non-taxable de minimis, or a cap on the 13th month and other benefits box.
Where: Payroll › Dashboard › View Reports › Create Report › Tax Reports › BIR 2316 Configuration
You need:
- Create/View Payroll Reports to see the card, which appears for Philippine companies only
- Payroll settings access to view and change the configuration
Before You Start
Know where it applies. The configuration is used for the BIR 2316 you issue from an employee's Fiscal Year Summary. The bulk 2316 files produced by the 1604-C report use KAMI's standard mapping. See Year-end payroll reports.
Start from the default. Your company has one configuration, created with KAMI's standard mapping and with previous-employer income included. Change only the boxes you need to.
How to change what goes into a box
- Select BIR 2316 Configuration. The form opens in a new tab, laid out like the BIR 2316. Boxes that already have a mapping are highlighted with a count.
- Select a box. A side panel shows its item number and name. Boxes marked as an auto-sum cell add up other boxes by default; you can still override them.
- Select Add Variable and choose a figure under Select variable.... Figures are grouped as Payslip Fields, Contributions, Other Payments, Working Activities, Working Activity Tags, Leave Activities, Previous Employer, Cell References (another box) and Computed.
- For each variable, set:
- the multiplier, 1 or -1; - + Add or - Subtract; - where offered, which employees it counts for: All, MWE Only (minimum wage earners) or Non-MWE; - where offered, the tax type: All Tax Types, Regular, Bonus, None, None Excluded or Termination.
- Add more variables until the box adds up the way you want.
- To cap or floor the result, under Post-Processing (Caps) select Add Cap/Floor. Choose Least (cap at max) to limit the box to a maximum, or Greatest (floor at min) to keep it at or above a minimum, and set the limit as a Constant Value (for example 90000), a Cell Reference or a Variable.
- Select Save. It is greyed out until you change something.
How to go back to the standard mapping
Select Reset to Default. Every box returns to KAMI's standard mapping straight away, without asking, and your changes are lost.
What Happens Next
- The next BIR 2316 you preview or create from a Fiscal Year Summary uses the new mapping. Forms already created in employees' documents do not change.
- Boxes you leave without variables keep the standard calculation.
Tips
- Preview one employee before and after a change. Open a Fiscal Year Summary, preview the BIR 2316, change the box, and preview again.
- Use a cap for statutory limits, such as the exempt ceiling on 13th month pay and other benefits, rather than subtracting a fixed amount.
- Save before you leave the page. Unsaved changes are not kept, and the page does not warn you.
- Avoid Reset to Default unless you mean it. There is no undo.
- Write down why you changed a box. Next year's payroll admin will need to know.
Troubleshooting / FAQ
Q: I changed a box but the 1604-C Employee Filing didn't change. The bulk files use the standard mapping. Issue the form from the employee's Fiscal Year Summary to use your configuration.
Q: I can't find BIR 2316 Configuration. It appears under Tax Reports for Philippine companies, and needs the Create/View Payroll Reports right plus payroll settings access.
Q: A box shows double the amount. The same figure is probably counted twice, once directly and once through a Cell Reference. Remove one.