Fundamentals and Support	C S P	Medtax	Remarks
Bir Registration	Registered under the hospital's address. Upon graduation, they must file an RDO transfer of their COR if they do not plan to open a clinic at St. Luke’s.	Registered under their home address. No need to file for RDO transfer upon graduation from residency/fellowship.	Registering under the hospital's address is necessary only if they accept patients who pay them directly. Filing an RDO transfer incurs additional costs. Therefore, it is optimal for residents and fellows to register under their respective home addresses.
Accounting Books	Kept by the accountant/firm.	Kept by doctors. Entries are digitized and readily available online. Doctors can either copy them or opt for a completely digital in lieu of maitaining the physical ones.	RR 17-2013: "All books, registers, records, vouchers, and other supporting documents prescribed by the BIR shall be kept at all times in the place of business and made available for inspection upon demand"
Responsiveness		Very responsive	Each doctor is assigned a dedicated account manager, and we provide an escalation channel for concerns if they wish to speak with someone other than their assigned account manager.
Tax Education		Doctors are educated with everything they need to know, including tax calculation and BIR fundamentals
Continued support after residency/fellowship		Supported
Software	None	Proprietary mobile app and back-end software, specifically designed for doctors

Tax Return Management	C S P	Medtax	Remarks
How taxes are calculated.	Manually.	Electronically.	Electronic tax filing can minize errors, leading to more timely and accurate calculation.
How taxpayers receive/view their income tax returns.	Doctors usually request for copies of their income tax returns. These are not readily available.	Conveniently accessible any time via the app.	Taxpayers should have access to their own tax returns at all times.
How tax returns are stored.	Usually kept physically or in Google Drive.	Stored electronically, properly indexed, easy to search and download.	We've seen many cases where these are lost misplaced or deleted.
How service provider tracks the tax filing obligations/schedules.	Manually. They usually track by listing down their clients in Excel and during tax filing, sometimes some of these are missed.	Electronically. The system captures information from the Certificate of Registration and automatically generates tax filing schedules.	When a service provider has too many clients, manually tracking tax filing obligations can be daunting and lead to confusion. By electronically tracking tax filing responsibilities, the process becomes more accurate and efficient.

Fundamentals and Support	C S P	Medtax	Remarks
Bir Registration	Registered under the hospital's address. Upon graduation, they must file an RDO transfer of their COR if they do not plan to open a clinic at St. Luke’s.	Registered under their home address. No need to file for RDO transfer upon graduation from residency/fellowship.	Registering under the hospital's address is necessary only if they accept patients who pay them directly. Filing an RDO transfer incurs additional costs. Therefore, it is optimal for residents and fellows to register under their respective home addresses.
Accounting Books	Kept by the accountant/firm.	Kept by doctors. Entries are digitized and readily available online. Doctors can either copy them or opt for a completely digital in lieu of maitaining the physical ones.	RR 17-2013: "All books, registers, records, vouchers, and other supporting documents prescribed by the BIR shall be kept at all times in the place of business and made available for inspection upon demand"
Responsiveness		Very responsive	Each doctor is assigned a dedicated account manager, and we provide an escalation channel for concerns if they wish to speak with someone other than their assigned account manager.
Tax Education		Doctors are educated with everything they need to know, including tax calculation and BIR fundamentals
Continued support after residency/fellowship		Supported
Software	None	Proprietary mobile app and back-end software, specifically designed for doctors

Tax Return Management	C S P	Medtax	Remarks
How taxes are calculated.	Manually.	Electronically.	Electronic tax filing can minize errors, leading to more timely and accurate calculation.
How taxpayers receive/view their income tax returns.	Doctors usually request for copies of their income tax returns. These are not readily available.	Conveniently accessible any time via the app.	Taxpayers should have access to their own tax returns at all times.
How tax returns are stored.	Usually kept physically or in Google Drive.	Stored electronically, properly indexed, easy to search and download.	We've seen many cases where these are lost misplaced or deleted.
How service provider tracks the tax filing obligations/schedules.	Manually. They usually track by listing down their clients in Excel and during tax filing, sometimes some of these are missed.	Electronically. The system captures information from the Certificate of Registration and automatically generates tax filing schedules.	When a service provider has too many clients, manually tracking tax filing obligations can be daunting and lead to confusion. By electronically tracking tax filing responsibilities, the process becomes more accurate and efficient.