Generate the BIR Inventory Book

Last updated: 2026-07-09 Summary:

• The Inventory Book is the BIR Annex B chronological record of every inventory movement for a period.
• It’s built from the same movement ledger as your stock cards — no separate data entry.
• Export it as a PDF for the file, a CSV for review, or a SAF (Standard Audit File) for BIR submission.

This report is for Philippine tenants on a plan that includes Books of Accounts (the same Pro-and-above tier that unlocks inventory tracking — see Pricing). It reads inventory data only; it never changes your ledger.

Generate the book

1. Go to Inventory → Inventory Book. (The menu item appears only for Philippine tenants.)
2. If you’re a new inventory user, you may see a short check run first, then either the report or a prompt to add an inventory product. The book needs at least one product whose Product Type = Inventory — set one up under Set up products & inventory.
3. Choose a date range, then click Generate. The page opens on the current year to date, so you’ll usually see data immediately.
4. Review the results:
   • The summary shows total movements, total amount, and your TIN.
   • The table lists one row per movement — date, product code (SKU), product, description, unit, quantity, price per unit, amount, and movement type — ordered chronologically, as BIR Annex B (clause 3.e) requires.

Export

From the results header, export in the format you need:

• PDF — a print-ready landscape document for the physical book of accounts. Its header carries your business name, TIN, address, and the accounting software name (eKapital), per Annex B.
• CSV — the same rows as data, for review or your own working papers.
• SAF-IB — the Standard Audit File for inventory, for electronic submission to the BIR.

Where people get tripped up

• The menu item isn’t there. The Inventory Book is Philippine-only and needs a Books-of-Accounts plan. If you’re on a plan that includes inventory but still can’t open it, check that your plan includes Books of Accounts.
• “No inventory products.” The book needs at least one Inventory-type product. Service and non-inventory items don’t produce movements, so they never appear.
• Clearing the dates doesn’t blank the report. A book always covers a period — clearing the range resets it to the current year to date rather than showing nothing.
• Every movement is one row. Receipts, issues, adjustments, returns, and transfers all appear. If a figure looks wrong, open the movements list or a stock card to trace it to its source document.

See also

• Adjust stock & read the stock card
• Set up products & inventory
• Recordkeeping & audit