Saturday, 8 June 2013

RULES ON INDEPENDENT SALES/MARKETING AGENT


RULES ON INDEPENDENT SALES/MARKETING AGENT

    1. GENERAL PURPOSE.  The primary objective is to define, specify and prescribe the policies and guidelines in handling opportunities and solving problems directly related to an independent sales/marketing agent
    1. DEFINITION. When used herein, the following terms shall have the following legal meanings.
      1. Independent refers to a person who is having no employee-employer relationship with; conducting a trade, business, or profession separate and distinct from ETM.
      2. Person means an individual, trust, estate, corporation, partnership, joint venture, local government, national government, government-owned and controlled corporation and the likes regardless of organizational structure and whether regularly registered or not.
      3. ETM refers to Emelino T Maestro and his business, corporations, groups, associates, projects, programs, immediate families and relatives, and staff
      4. Sales Agent (Agent) means a person acting in his/her own personal/professional capacity in promoting, selling and marketing the products/services of ETM
      5. Taxpayer refers to existing and potential customers and clients 
      6. Product means the books, position papers, seminars, trainings, workshops, tax accounting, tax consultancy, franchising, space rental, and others as hereinafter included and identified
      7. Commission refers to an amount in Philippine Peso (peso) as a payment to the work achieved and performed satisfactorily and successfully. It also means a compensation, a renumeration or an income payment to be made, accrued or earmarked.
      8. Satisfactorily and successfully means within the rules and/or concurrence/acceptance of ETM
      9. Event refers to a seminar, course, workshop or training
      10. Gross Receipt means the actual amount paid/deposited to the bank of an attendee, excluding 12% VAT
    1. QUALIFICATION
      1. Able, willing and interested to be an Agent 
      2. Age, gender, educational attainment, skill, experience and the likes restrictions are suspended 
    2. APPLICATION FORM 
      1. An resume’ having information not limited to his/her complete name, mobile number, postal address, TIN, email address and 2 x 2 current picture shall be sent via email to kataxpayer@gmail.com prior to actual conduct of the works described herein which must include
      2. Barangay’s Certificate 
        1. House/Home Location 
        2. Good Moral Character
      1. Any copy of his/her tax returns.
        1. In its absence, either a BIR Certificate of Registration, a duly BIR-received Application For Registration or TIN Card will suffice.
    1. CORE FUNCTION.
      1. Know the ETM-product 
      2. See a lot of taxpayer 
      3. Ask all of them to buy
      4. Use common sense
    2. WORK DESCRIPTION.
      1. Understand the product that is being offered to the taxpayer
      2. Develop business relationships therewith 
      3. Explain the benefits of the products/services being offered 
      4. Solve/resolve simple problems related thereto
      5. Market and sell the product either by phone, social media, email, snail mail, flyer, etc.
      6. Sell and secure order/commitment
      7. Submit orders to ETM
      8. Search for more leads, contacts and prospects
      9. Prepare clear and complete proposals 
      10. Supply ETM with written reports on taxpayer’s needs, concerns, interests and problems
      11. Protect and defend the brand ‘ETM’ and its product
      12. Participate in all aspect of selling, marketing and promoting ETM and its product
    3. COMMISSION 
      1. An Agent is entitled to a 10% commission. The rate shall be multiplied to the gross receipt collected from the attendee.
      2. In some events, the amount of commission is expressed in Philippine Peso. In which case, the amount stated in the particular event shall prevail over the provision of this Rule.
    4. INCENTIVE 
      1. A three-day-and-two night trip to any tourist spots in the Philippines for four (4) individuals subject to ETM final approval and a pocket money of 10,000 pesos awaits an Agent who would encourage a hundred (100) taxpayers to attend a specific event.
        1. It can be converted into 20,000 pesos
        2. The taxpayer should be fully paid the price of the event two (2) days before its start.
      2. An Agent who reached/exceeded the 101 pax quota shall automatically be awarded/rewarded by a Working Outside Office Contract (WOOC).
        1. A WOOC shall make him/her a casual employee of ETM Tax Agent Office as long as he/she is reaching/exceeding the quota stated therein.
        2. As an employee, he/she has a guaranteed salary of 20,000 pesos a month
        3. For more details, please read the ‘Rules on Working Outside Office’ which can also be found at taxpayerclub.blogspot.com
    5. REQUIREMENTS FOR CLAIMING COMMISSION AND/OR INCENTIVE 
      1. A taxpayer must send a scanned copy of a bank-validated deposit slip nominating therein the name of his/her/its Agent
      2. In order to encourage him/her to write down the name of his/her Agent on the bank-validated slip, he/she   shall be provided a surprised freebie that the Agent may promise
        1. ETM shall provide the freebie
        2. The freebie shall be given on the first day of an event
        3. A freebie may be a book, a future discount, a chance to have a free position paper, etc
    6. TAXES AND LICENSES 
      1. Commission and incentives converted into cash includes the expanded withholding tax and if applicable, the 12% value added tax.
        1. Withholding tax shall be deducted therefrom
      2. Incentives in kind excludes the the expanded withholding tax and if applicable, the 12% value added tax.
        1. ETM shall shoulder the withholding tax and value added tax if he would consider them as his deductible business expenses
      3. Government licenses and permits are for the account of the Agent whose duty is to secure all the proper governmental licenses and permits before embarking into business.
        1. ETM shall not be held responsible and is being relieved from the burden appurtenant thereto.
    7. COLLECTION OF CHECK/CASH 
      1. An Agent shall not collect any cash/check payment under the name of  ETM
      2. Promises of incentives and favors to a potential participant/attendee shall not be binding to and enforceable against ETM
    8. RULES GOVERNING RULES. Rules applicable and relevant herein shall be strictly observed, applied and respected. 
    9. UPDATED on July 6, 2013 at Unit 419, Corporate 101, Mother Ignacia, Quezon City
    10. EVENTS 
      1. Professional Level
        1. (eLA 101) TOP SECRETS IN UNDERSTANDING A BIR LETTER OF AUTHORITY
        2. (LN 102) TOP SECRETS IN UNDERSTANDING A BIR LETTER NOTICE
        3. (SDT 103) TOP SECRETS IN UNDERSTANDING A BIR SUBPOENA DUCES TECUM
        4. (AT 104) TAX ACCOUNTING FOR NON-CPA/NON-LAWYER
      2. Specialist Level
        1. (eLA 201) TOP SECRETS IN HANDLING A BIR LETTER OF AUTHORITY
        2. (LN 203) TOP SECRETS IN HANDLING A BIR LETTER NOTICE
        3. (SDT 204) TOP SECRETS IN HANDLING A BIR SUBPOENA DUCES TECUM
        4. (VT 205) TOP SECRETS IN HANDLING A BIR DEFICIENCY VALUE ADDED TAX ASSESSMENT
        5. (WT 206) TOP SECRETS IN HANDLING A BIR DEFICIENCY WITHHOLDING TAX ASSESSMENT
        6. (IT 207) TOP SECRETS IN HANDLING A BIR DEFICIENCY INCOME TAX ASSESSMENT
    11. CONTACT DETAILS
      1. Mobile 0998 979 3922, 0922 801 0922
      2. Manila 437 4027, 440 4816, 439 3918, 921 6107
      3. Wireless 330 2874, 425 9225
      4. Email kataxpayer@gmail.com
      5. Office Unit 419, Corporate 101, Mo. Ignacia, Quezon City

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