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VIRGEN MILAGROSA UNIVERSITY FOUNDATION

Martin P. Posadas Avenue, San Carlos City, Pangasinan


vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

ON-THE-JOB TRAINING
AT
BUREAU OF INTERNAL REVENUE- BIR
(Revenue Region No. 1)
MacArthur Highway, San Miguel, Calasiao, Pangasinan.

In Partial Fulfillment Of
The Requirements For
Bachelor of Science
In Accountancy

Prepared by:
NIKKA E. VALERIO

Prepared for:
MR. NARRY T. CABRIGAS, MBA
OJT Program Coordinator

November 2018

1
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

TABLE OF CONTENTS

CHAPTER ONE:

Bureau of Internal Revenue- Revenue Region No. 1


History
Vision and Mission
Core Values
BIR Mandate
Organizational Chart

CHAPTER TWO:

Weekly Progress Reports Compilation


Hand-on Training Checklist
Weekly Progress Reports
Documentation

CHAPTER THREE:

Assessment of Practicum Program


Reaction Paper

CHAPTER FOUR:

Pertinent Documents
Resume
Letter of Intent
Waiver Form
Endorsement Letter
Acceptance of OJT Form
Memorandum of Agreement
Attendance Sheet (Daily Time Record)
OJT Checklist
Certification of Completion
Evaluation Form

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VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

(BUREAU OF INTERNAL
REVENUE- Revenue Region No. 1)

3
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

HISTORY
Spanish Era

During the 17th and 18th centuries, the Contador de' Resultas served as the Chief Royal
Accountant whose functions were similar to the Commissioner of Internal Revenue. He was the
Chief Arbitrator whose decisions on financial matters were final except when revoked by the
Council of Indies. During these times, taxes that were collected from the inhabitants varied
from tribute or head tax of one gold maiz annually; tax on value of jewelries and gold trinkets;
indirect taxes on tobacco, wine, cockpits, burlas and powder. From 1521 to 1821, the Spanish
treasury had to subsidize the Philippines in the amount of P 250,000.00 per annum due to the
poor financial condition of the country, which can be primarily attributed to the poor revenue
collection system.

American Era

In the early American regime from the period 1898 to 1901, the country was ruled by
American military governors. In 1902, the first civil government was established under William
H. Taft. However, it was only during the term of second civil governor Luke E. Wright that the
Bureau of Internal Revenue (BIR) was created through the passage of Reorganization Act No.
1189 dated July 2, 1904. On August 1, 1904, the BIR was formally organized and made
operational under the Secretary of Finance, Henry Ide (author of the Internal Revenue Law of
1904), with John S. Hord as the first Collector (Commissioner). The first organization started
with 69 employees, which consisted of a Collector, Vice-Collector, one Chief Clerk, one Law
Clerk, one Records Clerk and three (3) Division Chiefs.

Following the tenure of John S. Hord were three (3) more American collectors, namely:
Ellis Cromwell (1909-1912), William T. Holting (1912-1214) and James J. Rafferty (1914-1918).
They were all appointed by the Governor-General with the approval of the Philippine
Commission and the US President.

During the term of Collector Holting, the Bureau had its first reorganization on January
1, 1913 with the creation of eight (8) divisions, namely: 1) Accounting, 2) Cash, 3) Clerical, 4)
Inspection, 5) Law, 6) Real Estate, 7) License and 8) Records. Collections by the Real Estate
and License Divisions were confined to revenue accruing to the City of Manila.

In line with the Filipinization policy of then US President McKinley, Filipino Collectors
were appointed. The first three (3) BIR Collectors were: Wenceslao Trinidad (1918-1922); Juan
Posadas, Jr. (1922-1934) and Alfredo Yatao (1934-1938).

On May 1921, by virtue of Act No. 299, the Real Estate, License and Cash Divisions were
abolished and their functions were transferred to the City ofManila. As a result of this transfer,
the Bureau was left with five (5) divisions, namely: 1) Administrative, 2) Law, 3) Accounting, 4)
Income Tax and 5) Inspection. Thereafter, the Bureau established the following: 1) the
Examiner's Division, formerly the Income Tax Examiner's Section which was later merged with
the Income Tax Division and 2) the Secret Service Section, which handled the detection and
surveillance activities but was later abolished on January 1, 1951. Except for minor changes and
the creation of the Miscellaneous Tax Division in 1939, the Bureau's organization remained the
same from 1921 to 1941.

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VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

In 1937, the Secretary of Finance promulgated Regulation No. 95, reorganizing the
Provincial Inspection Districts and maintaining in each province an Internal Revenue Office
supervised by a Provincial Agent.

Japanese Era

At the outbreak of World War II, under the Japanese regime (1942-1945), the Bureau
was combined with the Customs Office and was headed by a Director of Customs and Internal
Revenue.

Post War Era

On July 4, 1946, when the Philippines gained its independence from the United States,
the Bureau was eventually re-established separately. This led to a reorganization on October 1,
1947, by virtue of Executive Order No. 94, wherein the following were undertaken: 1) the
Accounting Unit and the Revenue Accounts and Statistical Division were merged into one; 2) all
records in the Records Section under the Administrative Division were consolidated; and 3) all
legal work were centralized in the Law Division.

Revenue Regulations No. V-2 dated October 23, 1947 divided the country into 31
inspection units, each of which was under a Provincial Revenue Agent (except in certain special
units which were headed by a City Revenue Agent or supervisors for distilleries and tobacco
factories).

The second major reorganization of the Bureau took place on January 1, 1951 through
the passage of Executive Order No. 392. Three (3) new departments were created, namely: 1)
Legal, 2) Assessment and 3) Collection. On the latter part of January of the same year,
Memorandum Order No. V-188 created the Withholding Tax Unit, which was placed under the
Income Tax Division of the Assessment Department. Simultaneously, the implementation of the
withholding tax system was adopted by virtue of Republic Act (RA) 690. This method of
collecting income tax upon receipt of the income resulted to the collection of approximately
25% of the total income tax collected during the said period.

The third major reorganization of the Bureau took effect on March 1, 1954 through
Revenue Memorandum Order (RMO) No. 41. This led to the creation of the following offices: 1)
Specific Tax Division, 2) Litigation Section, 3) Processing Section and the 4) Office of the City
Revenue Examiner. By September 1, 1954, a Training Unit was created through RMO No. V-4-
47.

As an initial step towards decentralization, the Bureau created its first 2 Regional Offices
in Cebu and in Davao on July 20, 1955 per RMO No. V-536. Each Regional Office was headed
by a Regional Director, assisted by Chiefs of five (5) Branches, namely: 1) Tax Audit, 2)
Collection, 3) Investigation, 4) Legal and 5) Administrative. The creation of the Regional Offices
marked the division of the Philippine islands into three (3) revenue regions.

The Bureau's organizational set-up expanded beginning 1956 in line with the
regionalization scheme of the government. Consequently, the Bureau's Regional Offices
increased to (8) eight and later into ten (10) in 1957. The Accounting Machine Branch was also
created in each Regional Office.
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

In January 1957, the position title of the head of the Bureau was changed from Collector
to Commissioner. The last Collector and the first Commissioner of the BIR was Jose Aranas.

A significant step undertaken by the Bureau in 1958 was the establishment of the Tax
Census Division and the corresponding Tax Census Unit for each Regional Office. This was done
to consolidate all statements of assets, incomes and liabilities of all individual and resident
corporations in the Philippines into a National Tax Census.

To strictly enforce the payment of taxes and to further discourage tax evasion, RA No.
233 or the Rewards Law was passed on June 19, 1959 whereby informers were rewarded the
25% equivalent of the revenue collected from the tax evader.

In 1964, the Philippines was re-divided anew into 15 regions and 72 inspection districts.
The Tobacco Inspection Board and Accountable Forms Committee were also created directly
under the Office of the Commissioner.

Marcos Administration

The appointment of Misael Vera as Commissioner in 1965 led the Bureau to a "new
direction" in tax administration. The most notable programs implemented were the "Blue Master
Program" and the "Voluntary Tax Compliance Program". The first program was adopted to curb
the abuses of both the taxpayers and BIR personnel, while the second program was designed
to encourage professionals in the private and government sectors to report their true income
and to pay the correct amount of taxes.

It was also during Commissioner Vera's administration that the country was further
subdivided into 20 Regional Offices and 90 Revenue District Offices, in addition to the creation
of various offices which included the Internal Audit Department (replacing the Inspection
Department), Administrative Service Department, International Tax Affairs Staff and Specific
Tax Department.

Providing each taxpayer with a permanent Tax Account Number (TAN) in 1970 not only
facilitated the identification of taxpayers but also resulted to faster verification of tax records.
Similarly, the payment of taxes through banks (per Executive Order No. 206), as well as the
implementation of the package audit investigation by industry are considered to be important
measures which contributed significantly to the improved collection performance of the Bureau.

The proclamation of Martial Law on September 21, 1972 marked the advent of the New
Society and ushered in a new approach in the developmental efforts of the government. Several
tax amnesty decrees issued by the President were promulgated to enable erring taxpayers to
start anew. Organization-wise, the Bureau had also undergone several changes during the
Martial Law period (1972-1980).

In 1976, under Commissioner Efren Plana's administration, the Bureau's National Office
transferred from the Finance Building in Manila to its own 12-storey building in Quezon City,
which was inaugurated on June 3, 1977. It was also in the same year that President Marcos
promulgated the National Internal Revenue Code of 1977, which updated the 1934 Tax Code.

On August 1, 1980, the Bureau was further reorganized under the administration of
Commissioner Ruben Ancheta. New offices were created and some organizational units were
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

relocated for the purpose of making the Bureau more responsive to the needs of the taxpaying
public.

Aquino Administration

After the People's Revolution in February 1986, a renewed thrust towards an effective
tax administration was pursued by the Bureau. "Operation: Walang Lagay" was launched to
promote the efficient and honest collection of taxes.

On January 30, 1987, the Bureau was reorganized under the administration of
Commissioner Bienvenido Tan, Jr. pursuant to Executive Order (EO) No. 127. Under the said
EO, two (2) major functional groups headed and supervised by a Deputy Commissioner were
created, and these were: 1) the Assessment and Collection Group; and 2) the Legal and
Internal Administration Group.

With the advent of the value-added tax (VAT) in 1988, a massive campaign program
aimed to promote and encourage compliance with the requirements of the VAT was launched.
The adoption of the VAT system was one of the structural reforms provided for in the 1986 Tax
Reform Program, which was designed to simplify tax administration and make the tax system
more equitable. It was also in 1988 that the Revenue Information Systems Services Inc. (RISSI)
was abolished and transferred back to the BIR by virtue of a Memorandum Order from the
Office of the President dated May 24, 1988. This transfer had implications on the delivery of the
computerization requirements of the Bureau in relation to its functions of tax assessment and
collection.

The entry of Commissioner Jose Ong in 1989 saw the advent of the "Tax Administration
Program" which is the embodiment of the Bureau's mission to improve tax collection and
simplify tax administration. The Program contained several tax reform and enhancement
measures, which included the use of the Taxpayer Identification Number (TIN) and the
adoption of the New Payment Control System and Simplified Net Income Taxation Scheme.

Ramos Administration

The year 1993 marked the entry into the Bureau of its first lady Commissioner,
Liwayway Vinzons-Chato. In order to attain the Bureau's vision of transformation, a
comprehensive and integrated program known as the ACTS or Action-Centered Transformation
Program was undertaken to realign and direct the entire organization towards the fulfillment of
its vision and mission.

It was during Commissioner Chato's term that a five-year Tax Computerization Project
(TCP) was undertaken in 1994. This involved the establishment of a modern and computerized
Integrated Tax System and Internal Administration System.

Further streamlining of the BIR was approved on July 1997 through the passage of EO
No.430, in order to support the implementation of the computerized Integrated Tax System.
Highlights of the said EO included the: 1) creation of a fourth Revenue Group in the BIR, which
is the Legal and Enforcement Group (headed by a Deputy Commissioner); and 2) creation of
the Internal Affairs Service, Taxpayers Assistance Service, Information Planning and Quality
Service and the Revenue Data Centers.

Estrada Administration
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

With the advent of President Estrada's administration, a Deputy Commissioner of the


BIR, Beethoven Rualo, was appointed as Commissioner of Internal Revenue. Under his
leadership, priority reform measures were undertaken to enhance voluntary compliance and
improve the Bureau's productivity. One of the most significant reform measures was the
implementation of the Economic Recovery Assistance Payment (ERAP) Program, which granted
immunity from audit and investigation to taxpayers who have paid 20% more than the tax paid
in 1997 for income tax, VAT and/or percentage taxes.

In order to encourage and educate consumers/taxpayers to demand sales invoices and


receipts, the raffle promo "Humingi ng Resibo, Manalo ng Libo-Libo" was institutionalized in
1999. The Large Taxpayers Monitoring System was also established under Commissioner
Rualo's administration to closely monitor the tax compliance of the country's large taxpayers.

The coming of the new millennium ushered in the changing of the guard in the BIR with
the appointment of Dakila Fonacier as the new Commissioner of Internal Revenue. Under his
administration, measures that would enhance taxpayer compliance and deter tax violations
were prioritized. The most significant of these measures include: full utilization of tax
computerization in the Bureau's operations; expansion of the use of electronic Documentary
Stamp Tax metering machine and establishment of tie-up with the national government
agencies and local government units for the prompt remittance of withholding taxes; and
implementation of Compromise Settlement Program for taxpayers with outstanding accounts
receivable and disputed assessments with the BIR.

Memoranda of Agreement were also forged with the league of local government units
and several private sector and professional organizations (i.e. MAP, TMAP, PCCI, FFCCCI, etc.)
to help the BIR implement tax campaign initiatives.

In September 1, 2000, the Large Taxpayers Service (LTS) and the Excise Taxpayers
Service (ETS) were established under EO No. 175 to reinforce the tax administration and
enforcement capabilities of the BIR. Shortly after the establishment of said revenue services, a
new organizational structure was approved on October 31, 2001 under EO No. 306 which
resulted in the integration of the functions of the ETS and the LTS.

In line with the passage of the Electronic Commerce Act of 2000 on June 14, the Bureau
implemented a Full Integrated Tax System (ITS) Rollout Acceleration Program to facilitate the
full utilization of tax computerization in the Bureau's operations. Under the Program, seven (7)
ITS back-end systems were released in stages in RR 8 - Makati City and the Large Taxpayers
Service.

Arroyo Administration

Following the momentous events of EDSA II in January 2001, newly-installed President


Gloria Macapagal-Arroyo appointed a former Deputy Commissioner, Atty. René G. Bañez, as the
new Commissioner of Internal Revenue.

Under Commissioner Bañez's administration, the BIR’s thrust was to transform the
agency to make it taxpayer-focused. This was undertaken through the implementation of
change initiatives that were directed to: 1) reform the tax system to make it simpler and suit
the Philippine culture; 2) reengineer the tax processes to make them simpler, more efficient and
transparent; 3) restructure the BIR to give it financial and administrative flexibility; and 4)
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

redesign the human resource policies, systems and procedures to transform the workforce to be
more responsive to taxpayers' needs.

Measures to enhance the Bureau's revenue-generating capability were also


implemented, the most notable of which were the implementation of the Voluntary Assessment
Program and Compromise Settlement Program and expansion of coverage of the creditable
withholding tax system. A technology-based system that promotes the paperless filing of tax
returns and payment of taxes was also adopted through the Electronic Filing and Payment
System (eFPS).

With the resignation of Commissioner Bañez on August 19, 2002, Finance


Undersecretary Cornelio C. Gison was designated as interim BIR Commissioner. Eight days later
(on August 27, 2002), former Customs Commissioner, Guillermo L. Parayno, Jr. was appointed
as the new Commissioner of Internal Revenue (CIR).

Barely a month since his assumption to duty as the new CIR, Commissioner Parayno
offered a Voluntary Assessment and Abatement Program (VAAP) to taxpayers with under-
declared sales/receipts/income. To enhance the collection performance of the BIR,
Commissioner Parayno adopted the use of new systems such as the Reconciliation of Listings
for Enforcement or RELIEF System to detect under-declarations of taxable income by taxpayers
and the electronic broadcasting system to enhance the security of tax payments. It was also
under Commissioner Parayno’s administration that the BIR expanded its electronic services to
include the web-based TIN application and processing; electronic raffle of invoices/receipts;
provision of e-payment gateways; e-substituted filing of tax returns and electronic submission
of sales reports. The conduct of special operations on high profile tax evaders, which resulted to
the filing of tax cases under the Run After Tax Evaders (RATE) Program marked Commissioner
Parayno’s administration as well as the conduct of Tax Compliance Verification Drives and
accreditation and registration of cash register machines and point-of-sale machines. To improve
taxpayer service, the Bureau also established a BIR Contact Center in the National Office and
eLounges in Regional Offices.

On October 28, 2006, Deputy Commissioner for Legal and Inspection Group, Jose Mario
C. Buñag was appointed as full-fledged Commissioner of Internal Revenue. Under his
administration, the Bureau attained success in a number of key undertakings, which included
the expansion of the RATE Program to the Regional Offices; inclusion of new payment
gateways, such as the Efficient Service Machines and the

G-Cash and SMART Money facilities; implementation of the Benchmarking Method and
installation of the Bureau’s e-Complaint System, a new e-Service that allows taxpayers to log
their complaints against erring revenuers through the BIR website. The Nationwide Rollout of
Computerized Systems (NRCS) was also undertaken to extend the use of the Bureau’s
Integrated Tax System across its non-computerized Revenue District Offices. In 2007, the
National Program Support for Tax Administration Reform (NPSTAR), a program funded by
various international development agencies, was launched to improve the BIR efficiency in
various areas of tax administration (i.e. taxpayer compliance, tax enforcement and control,
etc.).
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

On June 29, 2007, Commissioner Buñag relinquished the top post of the BIR and was
replaced by Deputy Commissioner for Operations Group, Lilian B. Hefti, making her the second
lady Commissioner of the BIR. Commissioner Hefti focused on the strengthening of the use of
business intelligence by embarking on data matching of income payments of withholding agents
against the reported income of the concerned recipients. Information sharing between the BIR
and the Local Government Units (LGUs) was also intensified through the LGU Revenue
Assurance System, which aims to uncover fraud and non-payment of taxes. To enhance the
Bureau’s audit capabilities, the use of Computer-Assisted Audit Tools and Techniques (CAATTs)
was also introduced in the BIR under her term.

With the resignation of Commissioner Hefti in October 2008, former BIR Deputy
Commissioner for Legal and Enforcement Group, Sixto S. Esquivias IV was appointed as the
new Commissioner of Internal Revenue. Commissioner Esquivias’ administration was marked
with the conduct of nationwide closure of erring business establishments under the “Oplan
Kandado” Program. A Taxpayer Feedback Mechanism (through the eComplaint facility
accessible via the BIR Website) was also established under his term where complaints on erring
BIR employees and taxpayers who do not pay taxes and do not issue ORs/invoices can be
reported. In 2009, the Bureau revived its “Handang Maglingkod” Project where the best
frontline offices were recognized for rendering effective taxpayer service.

When Commissioner Esquivias resigned in November 2009, Senior Deputy


Commissioner, Joel L. Tan-Torres assumed the position of Commissioner of Internal Revenue.
Under his administration, Commissioner Tan-Torres pursued a high visibility public awareness
campaign on the Bureau’s enforcement and taxpayers’ service programs. He institutionalized
several programs/projects to improve revenue collections, and these include Project R.I.P (Rest
in Peace); intensified filing of tax evasion cases under the re-invigorated RATE Program;
conduct of Taxpayers Lifestyle Check and development of Industry Champions. Linkages with
various agencies (i.e. LTO, SEC, BLGF, PHALTRA, etc.) were also established through the
signing of several Memoranda of Agreement to improve specific areas of tax administration.

P-Noy Aquino Administration

Following the highly-acclaimed inauguration of President Benigno C. Aquino III on June


30, 2010, a former BIR Deputy Commissioner, Atty. Kim S. Jacinto-Henares, was appointed as
the new Commissioner of Internal Revenue. During her first few months in the BIR,
Commissioner Henares focused on the filing of tax evasion cases under the RATE Program, in
compliance with the SONApronouncements of President Aquino.
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

VISION AND MISSION

VISION

We collect taxes through just enforcement of tax laws for national-building and
the upliftment of the lives of Filipinos.

MISSION

The Bureau of Internal Revenue is an institution of service excellence and


integrity

CORE VALUES

CORE VALUES

 God-fearing
 Accountability
 Innovativeness
 Integrity
 Competency
 Transparency
 Patriotism

OUR MANDATE

OUR MANDATE

The Bureau of Internal Revenue shall be under the supervision and control of
the Department of Finance and its power and duties shall comprehend the assessment
and collection of all national internal revenue taxes, fees, and charges, and the
enforcement of all forfeitures, penalties, and fines connected therewith, including the
execution of judgments in all cases decided in its favor by the Court of Tax Appeals and
the administer the supervisory and polices powers conferred to it by this Code or other
laws. ( Section 2 of the National Internal Revenue Code of 1997)
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

ORGANIZATIONAL CHART
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
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COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

(WEEKLY PROGRESS
REPORTS
COMPILATION)
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
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COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

HANDS-ON TRAINING CHECKLIST

Name of Trainee: Company:


MA. ALYSSA JAYNE G. TAN BUREAU OF INTERNAL REVENUE-
RR1
Units of Assignment: OJT Period:
COLLECTION DIVISION AUGUST 22 – OCTOBER 30, 2018

Work Processes Hands-On Date Achieved


Pre-Hire Assessment Orientation AUGUST 22,
2018

Pre-Hire Assessment (1st day) AUGUST 22,


Closing Procedure Observation 2018

Pre-Hire Assessment (1st day) AUGUST 22,


Opening Procedure Observation 2018

COMMENTS/OBSERVATION:

Achieved by: Date:


AUGUST 22,
2018

I acknowledge that the Welcome Activity was successfully AUGUST 22,


administered: 2018

MA. ALYSSA JAYNE G. TAN

Noted By: AUGUST 22,


2018
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

WEEKLY PROGRESS REPORT

Week 1
(August 22(PM) and 24(PM), 2018)

Training Activities:
 Pull-out and Updated History Cards
 Assisted in welcoming taxpayer as they enter to Collection Div. to ask their
concerns

Noted by: JOSEPHINE B. PARAGAS

CHIEF OF COLLECTION DIVISION


Bureau of Internal Revenue- RR1

Week 2
(August 28(PM), 29 and 31, 2018)

Training Activities:
 Pull-out and Updated History Cards
 Assisted Collection Div. staff to released documents
 Recording in and out documents for signature of the Chief of Collection Division
 Recording in and out documents (released, received)

Noted by: JOSEPHINE B. PARAGAS

CHIEF OF COLLECTION DIVISION


Bureau of Internal Revenue- RR1

Week 3
(September 3, 5 and 7(PM) 2018)

Training Activities:
 Pull-out and Updated History Cards
 Assisted Collection Div. staff to released documents
 Filling Documents
 Recording in and out documents for signature of the Chief of Collection Division
 Recording in and out documents (released, received)

Noted by: JOSEPHINE B. PARAGAS

CHIEF OF COLLECTION DIVISION


Bureau of Internal Revenue- RR1
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

Week 4
(September 11(PM) and 12, 2018)

Training Activities:
 Pull-out and Updated History Cards
 Assisted Collection Div. staff to released documents
 Filling Documents
 Encoding Transmittal and Letter to Taxpayer
 Recording in and out documents for signature of the Chief of Collection Division
 Recording in and out documents (released, received)

Noted by: JOSEPHINE B. PARAGAS

CHIEF OF COLLECTION DIVISION


Bureau of Internal Revenue- RR1

Week 5
(September 19 and 21 (PM), 2018)

Training Activities:
 Pull-out and Updated History Cards
 Assisted Collection Div. staff to released documents
 Encoding Transmittal and Letter to Taxpayer
 Recording in and out documents for signature of the Chief of Collection Division
 Recording in and out documents (released, received)

Noted by: JOSEPHINE B. PARAGAS

CHIEF OF COLLECTION DIVISION


Bureau of Internal Revenue- RR1

Week 6
(September 25(PM), 26, 2018)

Training Activities:
 Pull-out and Updated History Cards
 Assisted Collection Div. staff to released documents
 Recording in and out documents for signature of the Chief of Collection Division
 Recording in and out documents (released, received)
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

 Assisted Collection Division staff to photocopy different documents

Noted by: JOSEPHINE B. PARAGAS

CHIEF OF COLLECTION DIVISION


Bureau of Internal Revenue- RR1

Week 7
(October 8, 9(PM), 10, 12, 2018)

Training Activities:
 Pull-out and Updated History Cards
 Assisted Collection Div. staff to released documents
 Filling Documents
 Encoding Transmittal and Letter to Taxpayer
 Recording in and out documents for signature of the Chief of Collection Division
 Recording in and out documents (released, received)
 Assisted Collection Division staff to photocopy different documents

Noted by: JOSEPHINE B. PARAGAS

CHIEF OF COLLECTION DIVISION


Bureau of Internal Revenue- RR1

Week 8
(October 15, 16(PM), 17, 19, 2018)

Training Activities:
 Pull-out and Updated History Cards
 Assisted Collection Div. staff to released documents
 Filling Documents
 Encoding Transmittal and Letter to Taxpayer
 Recording in and out documents for signature of the Chief of Collection Division
 Recording in and out documents (released, received)
 Assisted Collection Division staff to photocopy different documents

Noted by: JOSEPHINE B. PARAGAS

CHIEF OF COLLECTION DIVISION


Bureau of Internal Revenue- RR1
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

Week 9
(October 22, 23(PM), 24, 26(AM) 2018)

Training Activities:
 Pull-out and Updated History Cards
 Assisted Collection Div. staff to released documents
 Filling Documents
 Encoding Transmittal and Letter to Taxpayer
 Recording in and out documents for signature of the Chief of Collection Division
 Recording in and out documents (released, received)
 Assisted Collection Division staff to photocopy different documents

Noted by: JOSEPHINE B. PARAGAS

CHIEF OF COLLECTION DIVISION


Bureau of Internal Revenue- RR1

COMMENTS/OBSERVATION:
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

DOCUMENTATION
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY


VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

(ASSESSMENT OF
PRACTICUM PROGRAM)
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

REACTION PAPER

WHAT HAVE I LEARNED FROM THE EXPERIENCE?

I learned that OJT is not just a requirement to be completed but it is an


opportunity to show what skills, knowledge and talents that I have and also an
opportunity to experience the feeling of being a professional already.

WHAT IS YOUR MOST UNFORGETTABLE EXPERIENCE IN YOUR PRACTICUM


PROGRAM?

My last days on my OJT were memorable for me. I have learned so many things
and OJT’s have always been one of the most enjoyable and exciting moments of college
days. I’ve been through to a lot of great experiences in my days. So OJT is over, but
the learning experiences will continue.

WHAT CAN I RECOMMEND FOR THE IMPROVEMENT OF THE PRACTICUM


PROGRAM?

I would recommend improving more when it comes to time management and


become more confident and have trust in yourself that you can do everything without
second thought.

15
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

(PERTINENT
DOCUMENTS)

16
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

RESUME

SARAH C. DELA CRUZ


PHONE: 09568241694
EMAIL: sarahdeacruz5398@gmail.com
ADDRESS: Don Antonio Dela Cruz St. Barangay Obong Basista, Pangasinan.

OBJECTIVE

To seek a competitive and challenging environment where I can serve and utilize my knowledge
and skills.
.

PERSONAL SKILLS

• Works well under pressure.


• Fast learner and very hard working.
• Organized.
• Detail-oriented.
• Time oriented.
• Willing to learn new things and open for recommendations if necessary.
• Decision Making.
• Self-motivation.
• Responsible.
• Able to Build Relationships.

PERSONAL INFORMATION

Nickname: Sars
Date of Birth: May 3, 1998
Age: 20 years old
Father: Florentino G. Dela Cruz.
Occupation: None
Mother: Jannette C. Dela Cruz
Occupation: Teacher
Gender: Female
Civil Status: Single

17
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

Religion: Roman Catholic


Language Spoken: English and Tagalog

EDUCATIONAL ATTAINMENT

TERTIARY LEVEL
Institution Name: Virgen Milagrosa University Foundation S.Y. 2015-present
Location: Dr. Martin P. Posadas Avenue, San Carlos City, Pangasinan

SECONDAY LEVEL
Institution Name: Sr. Ismael Mathay Sr. High School S.Y. 2014-2015
Location: Project 8, Quezon City

PRIMARY LEVEL
Institution Name: St. Raphaela Mary School S.Y. 2005-2011
Location: GSIS Hills Subd. Caloocan City.

Mr. Narry T. Cabrigas


Professor, Virgen Milagrosa University Foundation (CBAA)
09174918231

Mrs. Arlene Iglesias


Secretary, Virgen Milagrosa University Foundation (CBAA)
09717725992

I hereby certify that the foregoing statement above, are true and correct to the best of my
knowledge and ability.

SARAH C. DELA CRUZ


(STUDENT TRAINEE)

18
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

LETTER OF INTENT

August 22, 2018

Mario R. Fabricante
Chief, Administrative and Human
Resource Management Division

Dear Sir,

I am fourth year student taking up Bachelor of Science in Accountancy of Virgen


Milagrosa University Foundation. In partial fulfilment of the requirements of this degree, I am
required to have an On-the-job training (OJT) for a minimum of 150 hours or an equivalent of
six (6) weeks.

I would like to apply as a trainee in your Institution because I believe that the training and
the experienced that I will acquire will broaden my knowledge about my course.

Thank you for any consideration that you give to this letter of application.

Yours truly,

Sarah C. Dela Cruz


Student Trainee

Noted By:

Narry T. Cabrigas
OJT Program Coordinator

19
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

LETTER OF INTENT

Mario R. Fabricante
Chief, Administrative and Human
Resource Management Division

Dear Sir,

I am writing this letter to apply for the 150 hours requirements for my internship in
Division of City Schools. This will help to boost my knowledge in accounting field and to have
initial experience for my future career.

I am currently 4th Year Accountancy student at Virgen Milagrosa University Foundation.


And I know that my abilities and skills suits for whatever position you will give to me.

Thank you for your kindly consideration. God bless.

Yours truly,

Sarah C.. Dela Cruz

20
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

Waiver OJT

August 22, 2018

This is to certify that I am allowing SARAH C. DELA CRUZ go on a practicum (on –the-job-
training) for a maximum of 150 hours starting on August 2018 until month of November 2018 at
BUREAU OF INTERNAL REVENUE- Revenue Region. 1 in partial fulfilment of the
requirements for the degree in Bachelor of Science in Accountancy.

It is understood that he abides by the rules and regulations that may be imposed by the
Supervisor/Staff-in-Charge for his welfare and safety.

I fully agree to waive any responsibility on the part of Virgen Milagrosa University
Foundation and/or representative/s, in case of any untoward incident that may happen to my son
during the duration of the practicum.

FLORENTINO G. DELA CRUZ


Name of Parent/Guardian

SARAH C. DELA CRUZ


Student’s Name

Don. Antonio Dela Cruz St. Brg. Obong Basista Pangasinan


Home Address

#09568241694
Cell Phone Number

21
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

ENDORSEMENT LETTER

August 22, 2018

Mario R. Fabricante
Chief, Administrative and Human
Resource Management Division

Dear Sir,

This is to introduce SARAH C. DELA CRUZ is Fourth Year student enrolled in our Bachelor
of Science in Accountancy program, and to further endorse his application with your company
to undergo on-the-job training for a minimum of 150 hours as a requirement of the Practicum
course.

We believe that your company can assist our student to gain more knowledge and skills and
optimize his potentials for their future work. We will coordinate with you regularly to monitor
the student’s performance. Together with this letter is an Acceptance Form. We request that said
form be accomplished and returned to this office upon acceptance of our student in your
company. We are confident that given the opportunity, our students will be an asset to your
company.

Thank you for the favourable action and we look forward a more fruitful linkage with you.

Very truly yours,

NARRY T. CABRIGAS, MBA

OJT Program Coordinator

22
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

ON-THE-JOB TRAINING ACCEPTANCE FORM

August 22, 2018

This is to signify the approval of on-the-job training request allowing MA. ALYSSA JAYNE G.
TAN fourth year student of Bachelor of Science in Accountancy from Virgen Milagrosa
University Foundation, to render his practicum in BUREAU OF INTERNAL REVENUE-
Revenue Region No. 1 located at Calasiao, Pangasinan.

Please be informed on the following details of his assignments.


Job Tittle On the Job Training
Branch/Department/Section Collection Division
To report to Mrs. Josephine B. Paragas
Working hours and Days Weekdays
To complete (request hours) 150 hours
Effective Date August 22, 2018

Noted by: CONFORME:

__________ ___________
Company Representative MA. ALYSSA JAYNE G. TAN
Signature over printed name Student Signature over printed name

__________ _________
Position

__________ _________
Department

__________ _________
Contact No. /Email Address

23
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

MEMORANDUM OF AGREEMENT

This Memorandum of Agreement made an executed between

Virgen Milagrosa University Foundation, a non-stock, non-profit educational institution, duly


organized and existing under Philippine Laws with office/business at Martin P. Posadas Avenue,
San Carlos City, Pangasinan 2420 represented herein by Melody Villacorta, Dean, College of
Business Administration and Accountancy , herein after referred to as the UNIVERSITY.

BUREAU OF INTERNAL REVENUE- Revenue Region No. 1 with office/business address at


Calasiao, Pangasinan represented herein by ___________________herein after referred to as the
________________

Witnesseth:

The parties hereby bind themselves to undertake a Memorandum of Agreement for the purpose
of supporting the UNIVERSITY'S on-the-job training for student-trainees under the following
terms and conditions:

• The VIRGEN MILAGROSA UNIVERSITY FOUNDATION shall be responsible for


briefing the on-the-job student-trainees who intend to conduct practicum exposure in the
DIVISION OF CITY SCHOOLS as part of the VIRGEN MILAGROSA
UNIVERSITY FOUNDATION curriculum;

• The VIRGEN MILAGROSA UNIVERSITY FOUNDATION shall provide the on-the-


job student-trainee the basic orientation on work values, behaviour, and discipline to
ensure smooth cooperation with the DIVISION OF CITY SCHOOLS.

• The VIRGEN MILAGROSA UNIVERSITY FOUNDATION shall issue an official


endorsement vouching for the well-being of the on-the-job student-trainee which shall be
used by DIVISION OF CITY SCHOOLS for processing the application on the student-
trainee;

• The VIRGEN MILAGROSA UNIVERSITY FOUNDATION shall voluntary


withdraw a student-trainee who is found to misbehave and/or act in defiance to existing
standards, rules, and regulations of the DIVISION OF CITY SCHOOLS and impose
the necessary university sanctions to the said student-trainee.

• The DIVISION OF CITY SCHOOLS may grant allowance and/or adequate insurance
to student-trainee in accordance with the DIVISION OF CITY SCHOOLS existing
rules and regulation.

• The DIVISION OF CITY SCHOOLS upon consultation with the VIRGEN


MILAGROSA UNIVERSITY FOUNDATION, may require qualified students to
submit themselves to examinations, interviews, and file pertinent documents to support
their application;

24
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

• The DIVISION OF CITY SCHOOLS not obliged to employ student-trainee upon


completion of the training;

• The student-trainee shall be personally responsible for any and all liabilities arising from
the negligence in the performance of his/her duties and functions while under training;

• There is no employer-employee relationship between the DIVISION OF CITY


SCHOOLS and the student-trainee;

• The duration of the program shall be equivalent to 150 working hours unless otherwise
agreed upon by the DIVISION OF CITY SCHOOLS and the VIRGEN MILAGROSA
UNIVERSITY FOUNDATION;

• Any violation of the foregoing covenants will warrant the cancellation of the
Memorandum of Agreement by the DIVISION OF CITY SCHOOLS within thirty (30)
days upon notice to the VIRGEN MILAGROSA UNIVERSITY FOUNDATION.

• This Memorandum of Agreement shall become effective upon signature of both parties
and implementation will begin immediately and shall continue to be valid hereafter until
written notice is given by either party thirty (30) days prior to the date of intend
termination.

In witness whereof the parties have signed this memorandum of agreement at San Carlos City,
Pangasinan at 24th day of August 2018.

For the Company For the University


______________________
MELODY VILLACORTA
College Dean
VirgenMilagrosa University Foundation

Community Tax No: ______________ Community Tax No. 02783786


Date of Issue: ____________________ Date of Issue: August 24, 2018
Place of Issue: _____________________ Place of Issue: San Carlos City, Pangasinan

SIGNED IN THE PRESENCE OF:

Representative of the Company College OJT Coordinator

25
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

ACKNOWLEDGEMENT

Before me, a Notary Public in the province of Pangasinan, personally appeared


and Melody Villacorta with Community Tax Certificates indicated
above, known to me to be the same persons who executed the foregoing instrument and they
acknowledged to me that the same is their free will and voluntary deed and that of the
institutions herein represented.

Witness my hand and seal on this 22nd day of August 2018 in San Carlos City, Pangasinan.

Doc. No. :

Page No. :

Book No.____ :

Series of_____:

26
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

ATTENDANCE SHEET (DAILY TIME RECORD)

27
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

28
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

ON-THE-JOB TRAINING CHECKLIST

Name of Trainee: Company:


MA. ALYSSA JAYNE G. TAN BUREAU OF INTERNAL REVENUE-
Revenue Region No. 1
Units of Assignment: OJT Period:
COLLECTION DIVISION AUGUST 22– OCTOBER 30, 2018

PART I: WELCOME ACTIVITY


(2 HOURS)
Instruction (for starter friend):
Below are the steps you must follow within the specified duration. Please indicate you name and
signature on the space provided.

Activities Focus Date performed and


Amount of time spent
Introduce the trainee to all “Acquaintance” with all the
employees of the company employees
AUGUST 22, 2018
1:00PM-1:30PM
Show the location of the Familiarity to the building facilities
building facilities

Inform the trainee of his/her Awareness of Work Schedules


working or break schedule

Show the trainee of the Familiarity with the equipment used AUGUST 22, 2018
location and uses of the in the workplace 1:30-2:00PM
various equipment/machines
that can be found in the office

Achieved by: Date:

AUGUST 22,
Name & Signature starter-friend 2018
I acknowledge that the Welcome Activity was successfully administered:
AUGUST 22,
2018
Name & Signature of Trainee:
Noted By:

AUGUST 22,
Name & Signature of Company Manager: 2018

29
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

PART II: HANDS-ON TRAINING

Instructions (for trainer):

1. Listed below are the topics/areas/activities the trainee accomplished throughout the activity.
2. Perform the following steps:

Step 1: ORIENT THE TRAINEE


a.) Introduce the transaction/activity
b.) Explain the policy that applies to a particular transaction/activity

Step 2: DEMONSTRATE THE PROCESS TO THE TRAINEE


a.) Explain the steps while you perform the transaction/activity while allowing the
trainee to visually see how work processes are performed.
b.)Ask if he/she understood what was demonstrate.
c.)Repeat the process if the trainee expressed confusion. You may repeat the
process as appropriate.

Step 3: GUIDE THE TRAINEE’S HANDS-ON PRACTICE


a.) Allow the trainee to perform the transaction/activity on his own.
b.)Watch how he/she performs the transaction/activity.
c.)Inquire if he/she finds the transaction/activity difficult to perform.
d.)Instruct him/her on the steps needed to perform.
e.)Give immediate feedback on the transaction/activity which the trainee
needs to improve. You may repeat step two as appropriate.

3. Indicate the date when such activity was accomplished on the last column of the table.
4. Document your comments/observations on the trainee’s performance at the end of these
forms.
5. Rate the trainee’s performance throughout the hands-on training using the On-the-Job
Evaluation Form.

ACTIVITIES DATE PERFORMANCE COMMENTS/JUSTIFI


PERFORMED INDICATORS CATION
C A T CS
Obedience

Attentiveness

Performance

Filling Document

Encoding

Accuracy

30
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

Timeliness

Receiving and
Releasing Paper
Works from
different offices
Printing,
Scanning and
Photocopying
Documents

OJT RATING (AVERAGE): ________________

31
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

CERTIFICATION OF COMPLETION

32
VIRGEN MILAGROSA UNIVERSITY FOUNDATION
Martin P. Posadas Avenue, San Carlos City, Pangasinan
vmuf.edu.ph l vmuf1958@gmail.com

COLLEGE OF BUSINESS ADMINISTRATION AND ACCOUNTANCY

ON-THE-JOB TRAINING EVALUATION

Name of Trainee: Company:


MA. ALYSSA JAYNE G. TAN BUREAU OF INTERNAL REVENUE-
Revenue Region No. 1
Units of Assignment: OJT Period:
COLLECTION DIVISION AUGUST 22– OCTOBER 30, 2018

To ensure that the learning is successfully transferred to the trainee, we request you to assess his
performance throughout the On-the-Job training period.
Instruction:
The trainee’s level of performance shall be assessed by using the following indicators.

C- COMPLETENESS (The trainee performed all the required steps of the transaction/work
process)
A- ACCURACY (The trainee correctly performed the transaction/work process without errors)
T- TIMELINESS (The trainee performed the transaction/work process within the prescribed
period)
CS- CUSTOMER SERVICE (The trainee performed the transaction/work process by applying
the following company’s customer service standard)

 Obedience
 Attentiveness
 Performance
 Filling Document
 Encoding
 Accuracy
 Timeliness
 Receiving and Releasing Paper Works from different offices
 Printing, Scanning and Photocopying Documents

Please rate the performance of your trainee by assigning the corresponding points for every
performance indicator.
(90-100%) if Very Satisfactory
(80-89%) if Satisfactory
(70-79%) if Needs Improvement
Kindly write “N/A” if the performance indicator is not required for the specific transaction or
work process. Please write your justification on the comment column.

We appreciate your full support and cooperation.

Yours Truly,

Melody Villacorta, CPA, MBA


Dean, College of Business Administration and Accountancy
Virgen Milagrosa University Foundation

33