Exakt–Helix EIS

BIR e-invoicing · RR 11-2025 · RMC 98-2026

BIR e-invoicing by 31 December, on the systems you already run.

Exakt–Helix EIS is a managed e-invoicing service from Exakt IT Services and Helix Software Technologies. We file your Permit to Issue, connect your ERP, POS or billing system, issue and deliver e-invoices to your buyers, prepare your invoice data in the BIR’s format, and see you through EIS certification.

Exakt–Helix EIS is an applicant for ESP accreditation under RMC 110-2026.

SALES INVOICEE-INVOICE

Sample company · illustrative figures

Invoice no.SMP-0004821
PTI no.PTI-XXXXXXXX
VATable sales48,214.29
VAT 12%5,785.71
Total, PHP54,000.00
Delivered to buyer · BIR-format data ready

By about 26 November 2026

File your Permit to Issue

The BIR takes up to 20 working days to evaluate it.

31 December 2026

Issue e-invoices

Covered taxpayers must be issuing by this date.

Within 6 months of the permit

Get EIS-certified

Miss it and the permit can be revoked.

01

Zero disruption

Keep the ERP, CAS, POS or legacy system you run today. We add the e-invoicing and compliance layer around it.

02

We do all the work

Discovery, invoice mapping, data extraction, integration, testing, permits, reconciliation, go-live and support.

03

Compliance ready

Traceable transactions, validation controls and an audit trail from the source invoice to the BIR.

If you are in one of these groups, the deadline applies to you.

Penalties for non-compliance under Section 264 of the Tax Code run up to PHP 50,000 per violation.

LTSTaxpayers under the Large Taxpayers Service
EOPTLarge taxpayers under the Ease of Paying Taxes Act
CAS · CBACompanies on computerized accounting systems or books
E-commerceOnline sellers, other than micro taxpayers

Micro taxpayers, with gross sales below PHP 3 million, are exempt. Not sure where you sit? We confirm it in the readiness check.

Already on SAP or Oracle? That alone doesn’t make you EIS-ready.

An invoice that is printed or emailed as a PDF is not an electronic invoice under the rules. The right path depends on what your system can already do.

Path 1

Your system can issue e-invoices

We map your invoice data to the BIR’s required fields and format, file your Permit to Issue and connect your system for transmission.

Path 2

Your system can’t issue e-invoices yet

We connect it to our e-invoicing platform by API, through your own middleware, or by Excel or CSV upload. Invoices go to buyers by email or SMS.

Path 3

You have no invoicing system

Use our ready cloud e-invoicing application, or Helix’s computerized accounting system if you also need your books of accounts.

Not sure which applies? We work it out with you in the readiness check.

How we get you live

One team from readiness check to certification. Your ERP, POS and billing systems stay as they are.

Step 1 · Week 1

Readiness check

Confirm coverage, map your companies and systems, set a go-live date.

Step 2 · Up to 20 working days

Permit to Issue

We prepare and file a permit for each invoicing system and follow it through.

Step 3 · In parallel

Connect and test

We connect SAP, Oracle, Dynamics, in-house or POS systems and test with real invoices.

Step 4 · Within 6 months

Go live, then certify

You start issuing once the permit is granted. We monitor the system and take you through EIS certification.

What’s included

  • Permit to Issue filed for each invoicing system
  • Integration with the ERP, POS or billing systems you already run
  • Invoices delivered electronically to buyers by email, portal or QR code
  • Invoice data converted to the BIR’s JSON format, ready to transmit
  • EIS certification support
  • An invoice series per company, branch and terminal
  • Corrections by credit or debit note, never by editing
  • Downtime handled: manual invoices reconciled after restoration
  • Withholding tax shown separately where it applies
  • Validation, response tracking, retry and correction controls
  • An audit trail from the source invoice to BIR feedback
  • Sales and purchase data (SLS and SLP) to support VAT return reconciliation
  • Monitoring, support and full data export for your auditors

What’s inside the platform

Three modules that work on their own or together, depending on what your systems already do.

Module 1 · Web app

Record. Print. Send.

  • Create sales invoices, credit and debit notes
  • Print or generate PDF invoices with a QR code
  • Email invoices to buyers
  • Customer, item and template management
  • User access controls and audit trail

Module 2 · API

Connect. Prepare. Submit.

  • REST API using the BIR-prescribed data structure
  • Real-time or batch submission
  • Works with SAP, Oracle, Microsoft Dynamics, NetSuite and legacy systems
  • Error validation with detailed responses
  • Secure authentication and transaction logs

Module 3 · Cloud infrastructure

Validate. Store. Support.

  • Accepts and validates invoice data against BIR specifications
  • Secure cloud storage with backup and recovery
  • Ready to transmit to BIR eSales reporting or the SDTS when required
  • High availability and scalability
  • Monitoring, logging and reporting

E-invoicing for the systems and industries you run

Whatever your company invoices from, we connect it to the BIR’s Electronic Invoicing System without replacing it.

Systems we connect

  • SAP S/4HANA, SAP ECC and SAP Business One
  • Oracle E-Business Suite and NetSuite
  • Microsoft Dynamics 365
  • Odoo and other ERPs
  • In-house and legacy billing systems
  • Point-of-sale systems across branches and terminals

Industries we serve

  • Banks, insurers and financial services
  • Retail, restaurants and franchise networks
  • Manufacturing and distribution
  • Real estate and property management
  • Utilities, telecoms and transport
  • Shared-service centres, BPOs and e-commerce

How your data gets in: direct API integration, your own middleware, or structured file upload (Excel, CSV or DAT). New to the rules? Read our guide to BIR e-invoicing in 2026.

For groups and franchisors · RMC 110-2026

One invoicing system across your companies now needs an accredited provider.

The BIR treats a platform shared with affiliates or franchisees as an e-invoicing service. We give each company its own invoice series on one platform, so the group stays on a single setup.

Option 1 · Available now

You apply, we implement

You remain the applicant with the BIR. We implement on your existing system, software you buy, or Helix’s e-invoicing software, and handle the permit filing, integration, testing and certification with you.

Option 2 · Once our accreditation is issued

Through our ESP service

Issue e-invoices through the Exakt–Helix EIS platform as an accredited service provider. You stay responsible for your own permits and obligations; the preparation can start now.

Quoted for your requirements, in writing.

Every client is different, so we quote after the readiness check. Your quote is built from three parts, in pesos.

One-time

Setup

Discovery, system connection, testing, permit filing and go-live, scoped to your companies and systems.

Annual

Subscription

Hosting, monitoring, rule updates, certification support and service levels, sized to your group.

Annual

Invoice volume

Sized to your invoice volume, so the bill stays predictable as you grow.

No exit fee beyond the documented cost of moving your data.

Who we are

Exakt IT Services

A Philippine systems integrator since 2002, building and supporting the systems behind national government programs. Exakt runs your project, integration and support.

exakt.com.ph

Helix Software Technologies

A pioneer in computerized accounting systems in the Philippines that has assisted more than 300 large taxpayers, exporters and e-commerce companies. Its electronic invoicing software received BIR accreditation in December 2024. Helix builds and maintains the e-invoicing platform.

For partners

Audit and tax firms, ERP implementers, POS vendors and BPOs

Your clients face the same deadline. We work with partners on referral, revenue-share and wholesale terms, and, once our accreditation is issued, can serve as the e-invoicing back end for systems that are not accredited themselves. Write to us with “Partner” in the subject.

Questions we get asked

What is the BIR's Electronic Invoicing System (EIS)?

The EIS is the BIR's Electronic Invoicing System. Under RR 11-2025, as amended by RR 26-2025, and RMC 98-2026, covered taxpayers must issue structured electronic invoices from a registered or accredited system, deliver them electronically to buyers, and be able to extract and transmit the invoice data to the BIR in its prescribed format, currently JSON.

When is the deadline?

Covered taxpayers must be issuing e-invoices by 31 December 2026. Under RMC 98-2026 you first need a Permit to Issue, which the BIR evaluates in up to 20 working days, so applications should be filed by about 26 November 2026. EIS certification follows within six months of the permit.

Who is covered?

Taxpayers under the Large Taxpayers Service, large taxpayers under the EOPT Act, taxpayers using computerized accounting systems or books, and online sellers. Micro taxpayers with gross sales below PHP 3 million are exempt. We confirm your coverage in the readiness check.

We already run SAP, Oracle or NetSuite. Are we EIS-ready?

Not automatically. RR 11-2025 requires invoice data in a structured form that can be extracted and prepared for electronic transmission, and RMC 98-2026 requires electronic delivery to buyers. An ERP, CAS or POS that prints or emails a PDF invoice does not meet that on its own. We assess what your system already does and close the gaps without replacing it.

Do we have to replace our ERP, POS or billing system?

No. We connect the systems you already run, such as SAP, Oracle, Microsoft Dynamics, in-house systems and point-of-sale, so invoices flow to the BIR without changing how your teams work.

What is an e-invoicing service provider (ESP), and why does RMC 110-2026 matter for groups?

An ESP issues and transmits e-invoices on behalf of taxpayers. Under RMC 110-2026, a platform shared across affiliates or franchisees is treated as an e-invoicing service, so it needs an accredited provider or a BIR exemption.

Is Exakt–Helix EIS accredited?

Exakt–Helix EIS is an applicant for ESP accreditation under RMC 110-2026. We will publish our accreditation number here once the BIR issues it. Separately, Helix's electronic invoicing software received its BIR accreditation in December 2024.

Can we apply to the BIR ourselves?

Yes. RMC 98-2026 allows an in-house system, commercially acquired software or an e-invoicing service provider. With us you apply directly as the taxpayer, on your existing system or on Helix's e-invoicing software, and we do the work. Once our ESP accreditation is issued, you can also use our ESP service.

How is it priced?

Every client is quoted in writing after a readiness check. The quote is built from a one-time setup, an annual subscription and your invoice volume, in pesos. There is no exit fee beyond the documented cost of moving your data.

How do we apply for a Permit to Issue (PTI)?

Under RMC 98-2026, a taxpayer applies for a Permit to Issue with its Revenue District Office or the Large Taxpayer Office before issuing e-invoices. The BIR evaluates a complete application in up to 20 working days, and live issuance starts only once the permit is granted. We prepare and file the application for each of your systems and follow it through.

Which ERP and POS systems can you connect?

We connect the systems companies already invoice from, including SAP S/4HANA, SAP ECC and SAP Business One, Oracle E-Business Suite and NetSuite, Microsoft Dynamics 365, Odoo, in-house and legacy billing systems, and point-of-sale systems across branches.

Do you work with mid-sized companies, not only large taxpayers?

Yes. Our focus is large taxpayers, groups and franchisors, but we also help mid-sized companies on computerized accounting systems and online sellers that are covered by the e-invoicing rules.

Do we have to transmit sales data to the BIR from 31 December?

Issuing e-invoices (Section 237 of the Tax Code) and electronic sales reporting (Section 237-A) are separate obligations. By 31 December your system must issue e-invoices and be able to produce and transmit the data in the BIR's format. The actual reporting obligation and the Permit to Transmit follow later BIR instructions. We set you up for both.

What if our invoicing system goes down?

RMC 98-2026 allows authorized manual invoices during downtime, to be reconciled in the system once it is restored. We handle the reconciliation with you.

Free · 45 minutes

Request a readiness check.

You leave with your coverage confirmed, the permits you need and a dated plan to be issuing by 31 December. The sooner we start, the more room there is before the permit window closes.

Email us

contactus@exakt.com.ph
Open in your email app

Or call (02) 8631 8991 or (02) 2857 2601.

Please include:

  1. Your company or group name
  2. Number of companies and branches
  3. The systems you invoice from (ERP, POS, billing)
  4. Rough monthly invoice volume
  5. A contact person and mobile number