Annual Report on Actual Operations

Annual Report on Actual Operations

BOI FORM S-1

ANNUAL REPORT ON ACTUAL OPERATIONS

For the year ending ______

  1. GENERAL INFORMATION

(MASS HOUSING)

A. BASIC INFORMATION
Name of Enterprise:
Office Address:
Telephone No.: / E-mail: / Fax No.:
Plant Address:
Telephone No.: / Fax No.:
TIN: / Date: / VAT No.: / Date:
Representative to BOI: / Position:
Telephone No.: / Mobile: / Fax: / Email:
B. EQUITY PROFILE
Authorized Capital (P):
Equity by Nationality / % Nationality / Subscribed (P) / Paid-up (P)
Filipino
Foreign
(Pls. specify)
Total
Major Stockholders
(If there are changes from the previous year)
Name / Nationality / Subscribed (P) / Paid-up (P)
  1. BOI – REGISTERED PROJECT PROFILE:

A. REGISTERED PROJECT
Registration No. / Date
Registered Activity
Type of Mass Housing Project / Horizontal
Vertical
Name of Project:
Location:
Year of IPP

Registered Capacity

Status of Operation

/ Pre-Operating
Operating
Stopped Operation
Date:

Date of Actual Start of Commercial Operation

No. of Units Built

ITH Availment Period

HLURB-LTS No./Date

HLURB-COR No./Date

  1. ACTUAL INVESTMENTS, FINANCING, AND EMPLOYMENT

  1. INVESTMENTS

Amount (P)
Land
Building
Machinery & Equipment
Others (specify)
Total
  1. SOURCES OF FUNDS

Foreign (P) / Filipino (P) / Total (P)
Equity (Fresh Capital)
Retained Earnings
Loans: / Inter-Company
Commercial Bank
Government Financial Institution
Others:
Total
C. ACTUAL EMPLOYMENT
Number / Annual Payroll
Filipino / Management / (P)
Administrative/Sales
Direct Labor
Indirect Labor
Expatriate
(specify position & nationality) / ($)
  1. PAYMENT OF TAXES, LICENSES, FEES & OTHER CONTRIBUTIONS

  1. Gross Income
/ Amount (P)
  1. With Exemption

  1. Income from all operation

B. Internal Revenue Taxes/Fees
1. Corporate/Income Tax/Minimum Corporate Tax
2. VAT
3. Documentary Stamps
4. Withholding Taxes on Employees’ Salaries and Wages
5. Annual Registration/Fees/Others
C. Local Taxes
1. Real Estate Taxes
2. Business Taxes/Permits
3. Occupation Taxes/Other Taxes and Fees
D. Miscellaneous Expenses
1. Motor Vehicle Registration Fees
2. Filing Fees
3. Infrastructure Works
4. Training Expenses
5. Donations to LGUs
6. Others
Total
  1. PERFORMANCE AND COMPLIANCE REQUIREMENTS

A. Sales / For the Year / Total to Date
Sales Revenues (Php)
Sales Volume (Units)
B. Compliance on Registered Project
Horizontal/Vertical
HLURB Certificate of Registration
License to Sell of the Registered Project
Percentage of Completion of Registered Project
C. Compliance on 20% Socialized Housing Requirement (based on submitted documents)
1. Name of Socialized Housing Project
/Location
2. Mode of Compliance / Horizontal
New Settlement
Joint Venture with Local Government or Subsidiary of the
developer
Developer Accredited with HLURB/Others
Vertical
New Settlement
Joint Venture with accredited NGO’s
3. Approach Applied / Horizontal
20% of Land Area
20% of Project Cost
Vertical
Investment Scheme
Direct Participation
 30% of 20% of Building Construction Cost
 40% of Income Tax Holiday Incentive
4. Proof of Compliance / Horizontal
HLURB Certificate of Registration/License to Sell
Engineer’s Affidavit
Project Development Plan
Development Permit
Verified Survey Return
Memorandum of Agreement with LGU or Develioper’s
Subsidiary (indicating amount of firm’s participation)
Vertical
HLURB Certificate of Registration/License to Sell
Verified Survey Return
Memorandum of Agreement with Accredited NGO’s
Certificate of Donation
Official Receipt
5. Socialized Housing Completion Status
a .No. of units constructed
b. Size per unit in sq. m.
c. Construction cost per unit
d. Percentage of completion to date / ______
______
______
______
  1. INCENTIVES AVAILED

Amount (P)

Tax Exemptions

  1. Income Tax Holiday

2. ADLE
3. Others (please specify)
Total

CERTIFICATION

I,______,of legal age, ______(status), with address at ______, after having been sworn in accordance with law, hereby state that:

1. I am occupying the position of ______in ______with business address at ______

2. I have caused the preparation of the annual report on actual operations.

3. I have read and understood the contents thereof and that all information therein are true and correct.

Done in ______on ______.

______

Name/Signature