J.O. Tabalba & Co. helps registered businesses bring together the accounting information needed for agreed PEZA-related reports and tax compliance. The scope depends on the company's PEZA registration, incentives, registered activities and reporting requirements; it does not cover every possible PEZA service.
What We Help With
- Preparation and coordination of applicable recurring PEZA reports agreed in the engagement
- Supporting accounting schedules and reconciliation of reporting information
- BIR compliance relevant to the company's PEZA operations
- Accounting and tax queries involving PEZA-related transactions
- Monitoring agreed reporting requirements and relevant tax or compliance updates
Who This Is For
PEZA-registered manufacturers and service businesses may need additional reporting capacity, a review of supporting schedules, or coordination between local accounting and management. We can work alongside internal staff or as part of a wider managed accounting engagement.
How the Engagement Works
- Understand the registered activities, incentive documents and existing reporting arrangements
- Identify the reports and accounting tasks we can accept and agree responsibility for each
- Collect schedules, reconcile source information and raise discrepancies with your team
- Coordinate management review, submission arrangements and the record of completed work
What We Typically Need
Bring your registration and incentive documents, recent PEZA reports, relevant correspondence, financial statements, trial balance, tax filings and transaction schedules. Information on registered activities and any changes in operations helps us assess the scope. Client meetings are arranged through our Ayala Alabang Branch in Muntinlupa.
Frequently Asked Questions
Can you work alongside our internal accounting team?
Yes. We can divide preparation, supporting schedules and review responsibilities with your staff, with clear information cut-offs and management contacts.
Can we engage you only for PEZA compliance?
Selected reporting and accounting tasks can be scoped separately after we review your registration and records. We will identify work outside the accepted scope before engagement.
Can you also handle BIR compliance?
Yes, where included in the engagement. PEZA registration does not by itself establish the treatment of every transaction; the relevant registration, incentives and tax rules need to be considered.
Do you replace our external auditor?
No. Reporting support is not an external audit. Any audit engagement is separately considered for professional eligibility, accreditation and independence, including other services provided to the company.
What information is needed before defining the scope?
Your registration and incentive documents, recent reports and accounting records are the starting point. We also need to understand the activities, responsible personnel and reporting gaps. Legal representation is not included in this accounting and compliance service.
Related Services
Related Industries
Discuss Your Requirements
Tell us your business type, current accounting or compliance setup, and the service you need. We will discuss the records and scope with you before agreeing the engagement.
Discuss Your Requirements