Annex "A"

CAATTS DATA REQUEST / ACTION FORM

Control No. CAATTS -

For the Requesting Revenue Officer:

Project Name RSO No.
Name of Taxpayer Taxable Year
TIN Date of Issuance
Letter of Authority Number eMail
Lead Revenue Officer eMail
Group Supervisor

Revenue Officer Date

(Printed Name & Signature)

For the CAATTS Manager:

Name of CAATTS Expert eMail

CAATTS Manager Date

(Printed Name & Signature)

For the CAATTS Data Mart Administrator:

Workstation No. Username/Login:

Taxpayer Data File/s Downloaded:

Summary List of Sales (SLS) BIR Forms 1604CF and 1604 E including
Summary List of Purchases (SLP) schedules
Summary List of Importations eSales Report
Summary Alphalist of Withholding Agents of TIN Masterfile
Income Payment Subject to Tax (SAWT)
Alphalist of Payees Subjected to Final Others
Withholding Tax (Reported under BIR Form 2306)

Data Mart Administrator Date

(Printed Name & Signature)

For the CAATTS Expert:

Date Data received:
Action Taken:
Not Done For email (indicate the files to be attached)
Reasons BIR eMail of the Receipient: ____________

Done / Performed

CAATTS Expert : Date:

(Printed Name & Signature)

For the Requesting Revenue Officer:

Date Processed Data emailed/received

Accomplish in Triplicate : 1 copy for CAATTS Administrative Support Unit

1 copy for Data Mart Administrator
1 copy for the Requesting Revenue Officer to form part of the audit docket
 Annex "A-1"

CAATTS REQUEST TO UPLOAD TAXPAYER DATA FORM

Control No. CAATTS -

For the Requesting Revenue Officer:

Project Name RSO No.
Name of Taxpayer Taxable Year
TIN Date of Issuance
Letter of Authority Number eMail
Lead Revenue Officer eMail
Group Supervisor

Revenue Officer Date

(Printed Name & Signature)

Description of Data to be uploaded:

Content of the CD/DVD (File names):

For the CAATTS Manager:

Name of CAATTS Expert eMail

CAATTS Manager Date

(Printed Name & Signature)

For the CAATTS Data Mart Administrator:

Workstation No. Username/Login:

Data Mart Administrator Date

(Printed Name & Signature)

For the CAATTS Expert:

Date Data received:
Action Taken:
Not Done For email (indicate the files to be attached)
Reasons BIR eMail of the Receipient: _____________

Done / Performed
CAATTS Expert : Date
(Printed Name & Signature)

For the Requesting Revenue Officer:

Date Processed Data emailed/received

Accomplish in Triplicate : 1 copy for CAATTS Administrative Support Unit

1 copy for Data Mart Administrator
1 copy for the Requesting Revenue Officer to form part of the audit docket