PennyCompass

Interest Income Final Tax Calculator

Compute the 20% final tax on peso bank deposit interest, or 15% on foreign-currency deposits, and net interest received.

Published

Final tax on bank deposit interest, peso or foreign currency.

Net interest received

Final tax

Rate applied

Why your bank interest arrives already taxed

Most taxes in the Philippines require you to file something. Interest on a bank deposit is the exception, because it is subject to a final withholding tax. The bank computes the tax, deducts it before the interest ever reaches your account, and remits it to the Bureau of Internal Revenue on your behalf. By the time the interest shows up on your passbook or statement, it is already net of tax, and you do not declare it again on your annual income tax return. That is what final means: the obligation is settled at source and closed.

This calculator shows the two pieces that the withholding splits your interest into. Enter the gross interest your deposit earned and pick whether it is a peso account or a foreign-currency deposit, and the tool returns the tax withheld and the net interest you actually keep. The rate the calculator applies is 20 percent on peso deposits and 15 percent on foreign-currency deposits held under the FCDU system, the rates this calculator applies for each.

Splitting PHP 20,000 of peso interest

Suppose a peso savings or time deposit earned PHP 20,000 in gross interest over the year. Using the rates this calculator applies, the 20 percent final tax on a peso deposit is PHP 4,000, withheld by the bank automatically. What lands in your account is the remaining PHP 16,000. There is nothing further to file, because the PHP 4,000 has already been paid to the BIR for you.

Item Peso deposit at 20 percent Foreign-currency at 15 percent

The right-hand column shows why the deposit type matters. The same PHP 20,000 of interest in a foreign-currency FCDU account would be taxed at 15 percent, so the tax falls to PHP 3,000 and you keep PHP 17,000. The chart sets the two side by side, with the slice the BIR takes and the slice you keep, so the difference in net yield is easy to see.

The exemptions and edge cases worth knowing

The flat final tax is not the whole story for every deposit. A long-term deposit or investment certificate held for at least five years can be exempt from the tax on its interest, a deliberate incentive to encourage longer saving. If such a deposit is broken early, the interest is generally taxed at a graduated final rate that depends on how long it was actually held, with the bite shrinking the closer you got to five years. This tool models the standard peso and FCDU rates rather than those pre-termination tiers, so for a long-term instrument you are cashing out early, check the exact rate that applies to your holding period.

Who this tool is for

It suits anyone who wants to know the real return on a deposit after tax, compare a peso account against a dollar account on a like-for-like basis, or simply reconcile why the interest credited looks smaller than the rate on the marketing sheet. Because the rates here are stated as the calculator's assumption and have not been independently verified as the current figures, confirm the prevailing final tax rates and any exemption rules with the Bureau of Internal Revenue or your bank before relying on the numbers for a large deposit.

Questions savers ask

Do I still report this interest on my annual income tax return?

No. Because the tax is final and withheld at source, interest already taxed this way is excluded from the income you report on your annual return. That is one of the conveniences of the system. The exception is if you hold a qualifying long-term deposit that was exempt, in which case there is no tax to begin with, again with nothing to declare.

Is a higher headline rate on a dollar account always better after tax?

Not necessarily. A foreign-currency deposit enjoys the lower 15 percent rate, so more of its interest survives, but you also take on exchange-rate risk. If the peso strengthens against the dollar, the currency move can wipe out the tax advantage and more when you convert back. Weigh the after-tax yield this tool shows against the currency exposure before assuming the dollar account wins.

Does the tax apply to interest from a cooperative or a government bond?

The rules differ by instrument. Interest from certain cooperatives can be exempt for members, and some government securities have their own treatment, so they do not all follow the 20 percent deposit rate this tool uses. The calculator is built for ordinary bank deposits, so for cooperative dividends, bonds, or other instruments, confirm the specific tax treatment rather than assuming the deposit rate applies.

Frequently asked questions

How is bank interest taxed in the Philippines?
Interest on a peso bank deposit is subject to a 20% final withholding tax. The bank deducts it automatically, so the interest credited to your account is already net of tax and needs no separate filing. Interest on a foreign-currency deposit held under the FCDU system is taxed at a lower 15% final rate. Long-term deposits held for at least five years can be exempt.
Do I need to declare bank deposit interest on my annual income tax return?
No. Because the final withholding tax on deposit interest is deducted at source and is classified as a final tax, it is not included in the income you report on your annual return. The BIR considers the obligation fully settled when the bank remits the tax. The exception is interest from instruments that are exempt from final tax, such as a qualifying long-term deposit, where there is also nothing to declare because no tax was withheld.
Why does a foreign-currency deposit get a lower 15% tax rate than a peso deposit?
The Philippines taxes FCDU deposit interest at 15% rather than the 20% peso rate as a deliberate incentive to attract and retain foreign-currency liquidity within the local banking system. The lower rate rewards depositors who keep foreign exchange in Philippine banks rather than placing it offshore. Despite the tax advantage, FCDU depositors also take on exchange-rate risk, so a stronger peso can erode the currency gain even as the tax rate favors them.
What happens to the tax if I break a long-term deposit before five years?
A time deposit or investment certificate held for at least five years can be exempt from the final tax on its interest. If the deposit is pre-terminated, the BIR applies a graduated final tax that depends on how long the instrument was held: 5% for four years to less than five, 12% for three to less than four, and 20% for less than three years. This calculator models the standard 20% peso and 15% FCDU rates and does not cover these pre-termination tiers, so check with your bank for the exact tax on early withdrawal.

Related calculators

Sources

  1. BIR — Income Tax (TRAIN Law Rates), Bureau of Internal Revenue, Philippines
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