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Chapter 14 · Workspace Basic Taxation for Individual Taxpayers
Part VI · Taxation & Payroll · Chapter 14

Basic Taxation for Individual Taxpayers

Graduated rates or the 8% flat option? Itemized or OSD? Run the numbers yourself with the portal's live TRAIN-law calculator (Phase 2 rates, 2023 onwards).

Online-exclusive visual guides

1. The 2026 graduated table (TRAIN Phase 2 — 2023 onwards)

Taxable incomeTax due
₱0 – ₱250,0000%
₱250,001 – ₱400,00015% of excess over ₱250,000
₱400,001 – ₱800,000₱22,500 + 20% of excess over ₱400,000
₱800,001 – ₱2,000,000₱102,500 + 25% of excess over ₱800,000
₱2,000,001 – ₱8,000,000₱402,500 + 30% of excess over ₱2,000,000
Over ₱8,000,000₱2,202,500 + 35% of excess over ₱8,000,000

2. The self-employed taxpayer's three roads

Road A
Graduated + itemized: Revenue − actual invoice-supported expenses = taxable income → table. Best when real expenses are heavy.
Road B
Graduated + 40% OSD: Revenue × 60% = taxable income → table. No expense substantiation needed.
Road C
8% option (non-VAT, gross sales ≤ ₱3M): (Revenue − ₱250,000) × 8%. One computation — and the 3% percentage tax is waived.

The hidden trade-off: a non-VAT taxpayer on graduated rates pays income tax AND 3% percentage tax; choosing 8% waives the percentage tax. Compare TOTAL outflows, not just income tax. Compensation earners can't use the 8% option.

3. Who files what

TaxpayerRates availablePercentage tax?
Pure compensation earnerGraduated only (employer withholds)No
Self-employed / professional, non-VAT ≤ ₱3MGraduated (itemized or OSD) or 8%3% if graduated; waived if 8%
Self-employed, above ₱3MGraduated only — 8% not availableNo — VAT-registered instead (12%)
Mixed income earnerGraduated on compensation; choice applies to business income onlyPer business income rules

Practice tools

Tool 1 · Three-road tax comparator

Enter a self-employed professional's year — see all three options side by side, including the percentage-tax effect.

Quiz · Twenty brand-new items