Advice and answers from the JuanTax Team

Search results for:billing faq

Billing FAQs for PLUS Users

When will I receive my billing statement?… An electronic copy of the detailed billing statement will be issued to the Owner's (Subscriber… authenticated email address every 1st of the month after the billing cycle ends

FAQs on Switching between Billing Plans

This article covers all information involved in switching billing plans. JuanTax offers monthly and annual billing for the Plus plan ONLY… Can I change my account subscription to monthly or annual billing periods?… Yes, you may switch between monthly and annual billing for your subscription

How to Settle your Past Due Balance

To settle your balance, go to the Billing Settings… Once the account is locked after the 3rd charge attempt, a Pay Now button will appear under Billing >… Helpful Links: JuanTax Payment Options Billing FAQs

Zero Returns FAQ

Learn more about zero or nil returns and how to file them in JuanTax.

Switching from Monthly to Annual Plan

STEP 1: In your portal, click the more button of the subscription that you wish to change the billing… Notice that your organization's billing period will change from Monthly to Annual… Helpful Links: FAQs on Switching between Billing Plans Upgrading from Standard to Plus Utilizing

May 05, 2022

Changes on the Billing Settings… We are now granting administrators access to the firm's billing account and the ability to manage subscriptions

January 14, 2021

Switching billing periods from Monthly to Annual is now available in JuanTax!… Switch from Monthly to Annual billing period with just a few clicks!

Upgrading from Standard to Plus

Note: Make sure you have completed setting up your Billing Information before upgrading to Plus… For Monthly Plans, your Billing Statement will be available EVERY end of the Month and your card will… be charged after 5 days For Annual Plans, your Billing Statement will be available AT the end

Apply a Promo Code to your Plus Organization

Anyone in the organization that has access to the Billing account can apply the code… where you’d like to apply the promo code, select Plus, then Get JuanTax Plus STEP 2: Select your billing… Helpful Links: Switching from Monthly to Annual Plan FAQs on Switching between Billing Plans Upgrading

Accept an Invite to take over a JuanTax Ownership (Subscription)

A Billing Information holds the contact and payment details for the JuanTax subscription… Creating a billing account is required in accepting a subscription transfer… You can do so by entering your billing contact information and your payment details, then proceed by