If the tax return created in JuanTax includes a tax due that needs to be paid, tax data are pushed to your Transactions Module, Purchase Book Journal and General Ledger.
Here's how it works:
STEP 1: From the Transactions Module, click the Incomplete tab. If the transaction belongs to this tab, it means that you can still re-assign the accounts. Proceed by selecting the account and hit Edit.
NOTE: The lock icon means the that transaction can be modified but can't be deleted.
STEP 2: Once done with re-assigning accounts, hit Save Changes and your transactions will go directly to the Purchase tab.
STEP 3: Tax return entries, whether in Draft or Posted status, goes directly to the Purchase Book Journal.
STEP 4: All transactions will automatically reflect in your General Ledger.
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