BIR POS Registration

This document serves as a quick reference to ensure BIR compliance for POS registration under Clibase Tech’s accreditation, minimizing delays by standardizing document collection, CSR verification, an

A) What We Need From the Client

1. Certificate of Registration (COR)

• Photo or scanned copy

• Must be clear, readable, complete

1. Serial Number(s) of all Cashiering POS Devices

• For every device that issues official receipts

• Provide:

  • Serial Number

  • Device photo showing the serial sticker/plate (close-up, readable)

  • If multiple terminals: label as POS 1 / POS 2 / POS 3

✅ Reminder about other devices: Devices that do NOT issue receipts (e.g., order-taking tablets, kitchen display, offline servers) will typically fall under SPM (Special Purpose Machine) — this is handled by the taxpayer/merchant.

B) Internal CSR Process (Clibase)

Follow this checklist strictly:

1) Validate COR Quality and Details

• COR image is clear & complete

• Business Address is correct

• Trade Name is present and matches what the merchant uses

Example check: If COR shows “Juan Dela Cruz Food Services” but the store name used is “Juan’s Grill House,” confirm the Trade Name on COR matches the intended registration.

2) Validate Device Serial Numbers (Critical)

• Verify each submitted serial number matches the photo provided

• Confirm the list of cashiering devices is complete (no missing receipt-issuing terminal)

Example: If client submits SN: ABC12345 but photo shows ABC12346, request correction immediately.

3) Create and Complete the CSR Ticket on the Click-Up Platform

• Copy/Duplicate the Default Ticket on the workspace: “BIR Registration”

• Fill in all required fields and attach:

  • COR

  • Serial number list + photos

(Use ClickUp as the single source of truth for fields/attachments to avoid missing items.)

4) Approve and Endorse to Legal

• Once all documents are validated and thoroughly checked:

  • Update ticket status to “Approved”

  • Notify the team that the ticket is approved so Legal can process the online registration

Common Questions

1) What if the COR photo is blurry or missing info?

Do not proceed. Request a clearer copy. COR must be readable, complete, and show correct address + trade name.

2) Are all devices included in POS registration?

Only devices that issue receipts are included as cashiering POS devices. Other devices usually fall under SPM (handled by taxpayer).

3) The serial number in the photo doesn’t match what the client typed. What do we do?

Ask the client to resend:

• Correct serial number list or

• Correct device photo that clearly shows the serial number Do not approve the ticket until matched.

4) How many days does the client have to submit documents after eACCREG enrollment?

Per the process note: within 3 days after Step 1. Advise client to prepare notarization requirements immediately.

5) When do we assist the client with PTU printing?

Only after the client receives the BIR approval email. Then CSR assists in PTU printing and next steps.