Form 2307: the small certificate that gets your 1% back

Form 2307 has a long official name — Certificate of Creditable Tax Withheld at Source — and a very simple job. It's the receipt that proves the 1% withheld from your payouts was actually paid to the BIR in your name. Without it, you can't claim the credit, full stop.

Where it comes from

Each marketplace generates your 2307 in its Seller Center, usually every quarter. Shopee, Lazada, and TikTok each have their own spot for it and their own schedule. Your job is to download all of them, because the BIR wants the total — not the part you remembered to grab.

The part that trips people up

Here's the quiet problem: the amount on your 2307 should match the 1% that was actually withheld across your settlements for that period. Sometimes it doesn't. A refund got clawed back, a payout landed in a different month, a platform rounded differently. If you just copy the 2307 total without checking, you either under-claim (and lose money) or over-claim (and invite a question you don't want).

Reconciling means putting the two side by side: what the settlements say was withheld, versus what the 2307 certifies. When they agree, file with confidence. When they don't, you want to catch it before the BIR does.

Doing this across three platforms in a spreadsheet is doable but tedious, and tedious is where mistakes live. It's the exact match-up KitaTax does automatically — you import the CSVs, upload the 2307s, and it flags any quarter where the numbers drift apart.