[EVENT] Employees Tax Annualization Essentials: What Every Employer Needs to Know

InCorp Philippines brings you, “Employees Tax Annualization Essentials: What Every Employer Needs to Know.” This event will highlight the importance and benefits of conducting an employee tax annualization in preparation for the coming year.

This event will be held on November 19, 2025, from 10:00AM to 12:00NN (GMT+8) at the InCorp Philippines Community Area, 8th Floor Marajo Tower, 312 26th Street, 4th Avenue, Bonifacio Global City, Taguig City. Settle the Php 1,000 registration fee to secure your slot. Please note that once settled, the fee is non-refundable.  

Event Overview:

Employee tax annualization ensures each employee’s taxes are correctly calculated for the full year, preventing under or over withholding.

For businesses, it reduces compliance risk and penalties, streamlines year-end payroll, and minimizes corrective rework. It also improves cash flow predictability, strengthens audit readiness, and boosts employee trust by delivering accurate, timely final pay and tax certificates.

Learning Agenda

1. Overview of Tax Annualization
2. Significance of Annualization
3. Tax Annualization Process
4. Common Challenge
5. BIR Updates
6. Tips and Reminder

Mary Jane Luarez is an HR Consulting and Payroll Associate Director of InCorp Philippines. The extensive experience she has gained in the HR industry has equipped her to assist clients in navigating the payroll processes and policies in compliance with different government agencies.

What You’ll Learn

Gain practical knowledge to master employee tax annualization and ensure full compliance. This session will equip you with the skills to manage year-end payroll accurately and efficiently.

• Fundamentals of Tax Annualization: Understand the core concepts and its importance in Philippine payroll.
• Updated Tax Rules & Deadlines: Stay current with the latest BIR regulations and submission timelines.
• Step-by-Step Calculation Guide: Learn to compute taxes for regular and irregular income, including adjustments and benefits.
• Handling Employee Movements: Correctly process annualization for mid-year hires and separated employees.
• Common Pitfalls & Prevention: Identify and avoid frequent errors to ensure accurate calculations.
• BIR Forms & Reporting: Master the preparation and submission of BIR Form 2316 and the Alphalist.
• System and Reconciliation Tips: Learn best practices for setting up your payroll system and reconciling variances.
• Actionable Checklists: Receive a take-home checklist to streamline your year-end process.

If any of the above-mentioned is your learning objective, then attending this event will help you further understand how conducting employee tax annualization can be beneficial to your organization.