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RESOURCES · READINESS CHECKLIST

Six things to settle before your first e‑invoice reaches the BIR.

A working list for the finance, tax and IT leads of a Large Taxpayer preparing to issue e-invoices through the BIR EIS. Tick what is done; bring the rest to the readiness call.

BIR EIS Readiness Checklist · Preview6 SECTIONS · 39 ITEMS

  1. 1

    Registration status and Permit to Issue

    • Confirm your covered group under RMC 98-2026 (Large Taxpayers Service, large under EOPT, e-commerce, CAS user, or named by the Commissioner).
    • List every TIN and branch code that will issue e-invoices.

    + 4 MORE IN THE PDF

  2. 2

    Invoice data readiness

    • Every customer record carries a valid TIN and registered address.
    • Tax codes map cleanly to VATable, zero-rated, exempt and VAT-exempt sales.

    + 5 MORE IN THE PDF

  3. 3

    ERP integration

    • Choose the source: NetSuite connector, REST API, or .xlsx/.csv import.
    • NetSuite: REST Web Services, SuiteScript and token or OAuth 2.0 authentication enabled.

    + 4 MORE IN THE PDF

  4. 4

    Infrastructure and security

    • A static public egress IP (the server’s or the proxy’s), registered with the BIR.
    • NTP time sync on every host or node, monitored.

    + 6 MORE IN THE PDF

  5. 5

    People and process

    • Makers and approvers named for each branch, with a back-up for each.
    • A break-glass administrator account owner, and where its credentials are kept.

    + 4 MORE IN THE PDF

  6. 6

    Timeline: an 8-week plan

    • Week 1: kickoff, network and identity requirements, data review.
    • Week 2: install in your environment; single sign-on connected.

    + 4 MORE IN THE PDF

Based on RMC 98-2026 (22 September 2026) and RR 26-2025, as reviewed on 10 November 2026. This is a planning aid, not tax advice.