Oojeema

How to register a Computerized Accounting System (CAS) with BIR

Oojeema Books of Accounts — CAS-ready computerized books.

Quick orientation—not legal advice. BIR updates checklists and channels. Confirm with your accountant and your RDO before you file.

Someone will ask, sooner or later: “Is our system registered with BIR?”

That question can sound like a complex compliance requirement. It does not have to. Under Revenue Memorandum Circular (RMC) No. 5-2021, what your company usually gets is an Acknowledgement Certificate issued to you, the taxpayer—not a badge hanging on the software vendor.

One more thing companies mix up: this is not like buying a POS that was already accredited, then you just use it. BIR does not accredit Oojeema (or any software) that way for CAS. Your company registers the system it uses. The certificate is yours. We call Oojeema CAS ready—set up so you can register and use it.

What is CAS, in plain words?

CAS means Computerized Accounting System—books and invoices kept in software instead of only on paper.

A few terms you’ll hear:

  • Acknowledgement Certificate — BIR’s acknowledgment that your company registered the system it uses
  • RDO — the Revenue District Office where your company is registered
  • CDR — Checklist of Documentary Requirements (Annex A under RMC 5-2021)
  • EIS — e-invoicing. Related to CAS, not the same thing

What companies usually get wrong

Many buyers ask, “Is the software BIR-accredited for CAS?” the way they ask about a POS. That frames it wrong. For CAS, BIR is not handing the vendor a stamp that every customer inherits.

Under RMC 5-2021, in substance:

  1. You register the system your company uses (CAS, computerized books, and/or components).
  2. The Acknowledgement Certificate is issued to your company—the taxpayer—not to the software vendor.
  3. BIR Form 1900 is not required for this path.
  4. Submit the documentary requirements on BIR’s checklist to your RDO.
  5. When the documents are complete, the RDO issues that certificate—the circular states within three working days.

How your RDO accepts packs (counter, email, or an online channel) can change. The ownership rule does not: your company registers the system it uses.

Who does what

Your company applies. It holds the Acknowledgement Certificate.

Your accountant usually prepares the sworn statements, packages the annexes, files with the RDO, and follows up.

We (Oojeema) help on the software side—sample invoices and books, audit trail, and clear answers for the system-description forms.

We do not apply in your company’s name. We do not hold your certificate. We do not replace your accountant.

What papers BIR has typically asked for

From the Checklist of Documentary Requirements under RMC 5-2021 (Annex A), the general set includes:

  1. Sworn Statement (Annex A-1) if you use and maintain the system yourselves, or a Joint Sworn Statement (Annex A-2) if a service provider maintains it—with the accomplished Summary of System Description and related specs (Annex A-3).
  2. Sample printouts of invoices / receipts (principal and supplementary, as applicable).
  3. Sample printouts of books of accounts.
  4. A printed audit trail.
  5. The signed Standard Functional and Technical Requirements (Annex B).

If the license sits under a parent or affiliate, extra papers may apply. Use BIR’s current annexes—not a vendor’s paraphrase—as the filing source.

Blank annex samples (for orientation)

Use BIR’s current blank annex templates when you file. The samples below are blank orientation crops only—not completed applications. Do not copy filled client packs onto the web.

Blank Annex A Checklist of Documentary Requirements — get current form from BIR
Annex A — Checklist of Documentary Requirements (blank sample). Get the current form from BIR.

Annexes A-1, A-2, and A-3 (sworn statements / system summary) are taxpayer- and provider-specific when filled. Download blank templates from BIR or your accountant—we are not publishing filled versions here.

Blank Annex B functional and technical requirements — get current form from BIR
Annex B — Standard Functional and Technical Requirements (blank sample). Get the current form from BIR.

What you can pull from Oojeema

From the account you already use:

  • Sample sales invoices, billing invoices, or official receipts
  • Sample books and reports your accountant already works from
  • Audit trail / activity from posted work
  • Clear answers for product questions on Annex A-3 and Annex B

Signatures, TINs, branch lists, and the sworn statement stay with you and your accountant.

A practical order of work

  1. Ask your accountant or RDO whether you need to register CAS now.
  2. Keep invoices and books in one system of record.
  3. Get BIR’s current checklist and templates.
  4. Print samples from live books—not brochure screenshots.
  5. Fill the system-description and technical forms with software-provider input where the questions are about the product.
  6. Sign the correct sworn statement.
  7. File complete documents with your RDO (or the channel BIR currently requires).
  8. Keep the Acknowledgement Certificate with your BIR records.
  9. If you later change the system in a material way, ask your accountant before you assume the old registration still covers you. RMC 5-2021 treats minor fixes differently from bigger changes.

CAS is not EIS

CAS registers how you keep computerized books and invoices.
EIS is e-invoicing (certification and Permit to Transmit also go to the taxpayer).

Many firms finish CAS footing first, then prepare for EIS. Same books can support both. Separate applications.

More on e-invoicing: EIS ready.

Questions we hear a lot

“Is Oojeema BIR-accredited for CAS?”
No—and that is not how CAS works. It is not like a POS that gets accredited, then every shop simply uses it. Your company registers the system it uses. The Acknowledgement Certificate is yours. Oojeema is CAS ready: built so Philippine companies can register and use it for that path. We help on the software-side documents; we do not hold your certificate.

“Can Oojeema file this for us?”
No. Your company applies. Your accountant files with the RDO.

“Can Oojeema help with the documents?”
Yes. Ask us about CAS documentary assistance—we help assemble the software-side pack (system description, annexes, samples, and related technical papers). We do not process the application at your RDO.

“How long for the Acknowledgement Certificate?”
RMC 5-2021 says three working days after the RDO receives a complete pack. Incomplete packs do not start a clean clock.

“Is Form 1900 still needed?”
Not for this CAS registration path under RMC 5-2021. Double-check if some other BIR process still mentions it for your situation.

What’s next

If your books already live in one Philippine system, CAS registration is mostly packaging what you already have—samples, audit trail, system description—then your accountant files with your RDO.

When you want help gathering that software-side pack from Oojeema, ask us about CAS documentary assistance. Your company still applies. Your accountant still files.

CAS ready.
Read the CAS page · Ask about CAS documentary assistance · Start a 14-day trial

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