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January 23, 2024 Philippines clarifies tax treatment of cross-border services
Executive summary The Philippine Bureau of Internal Revenue (BIR) issued Revenue Memorandum Circular (RMC) No. 5-2024 to clarify that outbound service payments are subject to final withholding tax and final withholding value-added tax (VAT). The regulations were issued on 10 January 2024 and take effect immediately. Detailed discussion Under the source-based taxation principle, the jurisdiction where an economic activity occurs should have the right to tax the income derived from that activity.
For international service provision (or cross-border services), the source of income is determined by the location of the business activity rather than the disbursement or receipt of funds. If services are conducted or paid for abroad, but there are activities to be performed in the Philippines so essential that the entire service transaction cannot be accomplished without them, the benefit-received theory applies. This means that the revenue-generating activity actually occurs within the Philippines. Income generated by a foreign company providing services that are considered sourced within the Philippines shall be subject to income tax and, consequently, to final withholding tax. Reimbursable or allocable expenses charged by a foreign corporation in the Philippines can also be considered as income of the foreign corporation. For example, payments for consultancy services that are carried out abroad but the results or outputs of which are used locally are considered income sourced within the Philippines. VAT also applies if the service is utilized, applied, executed or consumed for a recipient within the Philippines, even if the service provider is located outside the country. Implications Outbound service payments are considered income from Philippine sources subject to 25% corporate income tax and 12% VAT. The Philippine payor shall therefore be required to subject payments to the foreign service provider to 25% final withholding tax and 12% final withholding VAT. Recommended action plan Affected taxpayers will want to review ongoing service arrangements with Philippine subsidiaries/affiliates and clients, and evaluate whether the new regulations will impact these transactions. Further, taxpayers will want to assess if treaty relief is available and collate documentation in preparation for local treaty application processes.
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