Workshop: Preparing Annual Corporate & Personal Tax Returns via Coretax

This material recaps the Mandiri Pajak tax workshop on preparing annual corporate and personal tax returns through Coretax DJP. The goal is simple: make your filing accurate, on time, and free of late-filing penalties.

Why preparation matters

Since tax administration moved to Coretax, the filing flow has changed—one portal, NIK/NPWP-based accounts, and much of the data pre-filled. Solid preparation makes the Coretax process fast and avoids corrections. (Read first: Coretax DJP, what changed and matching your NIK to your NPWP.)

Documents to prepare

For the personal annual return:

• Withholding slips (e.g. 1721-A1/A2 from your employer).
• A list of assets and liabilities at year-end.
• Evidence of other income (business, rent, investments) if any.
• Proof of tax payments made during the year.

For the corporate annual return:

• Finalized financial statements (profit & loss and balance sheet).
• Fiscal reconciliation (positive/negative adjustments).
• Asset depreciation/amortization schedule.
• Withholding slips and tax credits (Income Tax 22/23/25, etc.).
• Proof of payment for tax due.

Filing steps in Coretax

1. Confirm access & account data. NIK-NPWP matched, profile correct, and the company’s PIC registered.
2. Check the pre-filled data. Coretax shows some data automatically—reconcile it with your records; don’t take it at face value.
3. Complete the return by type. Fill in income, tax credits, and assets/liabilities (personal), or attach financial statements & fiscal reconciliation (corporate).
4. Compute the final status. Underpaid, nil, or overpaid. If underpaid, generate a billing code and pay before filing.
5. Submit & keep the receipt. Ensure you receive the Electronic Receipt (BPE) and archive it.

Deadlines you must remember

• Personal annual return: no later than 31 March.
• Corporate annual return: no later than 30 April.

Late filing incurs a fine of Rp100,000 (personal) and Rp1,000,000 (corporate). See the breakdown in late tax-return penalties.

Common mistakes to avoid

• Assuming Coretax pre-filled data is always correct without checking.
• Starting the corporate return before the financial statements are final.
• Skipping fiscal reconciliation, producing the wrong taxable profit.
• Paying the underpayment after filing (it should be before).
• Waiting until the deadline—busy servers, risk of being late.

Need support?

The Mandiri Pajak team regularly runs training and supports the preparation and filing of annual returns via Coretax. Explore our services or discuss your needs—for correct taxes and peace of mind.