Your portal shows all the organization(s) that you've created in JuanTax.
The organizations that you created will be shown in table form, in order for you to easily identify the organization that you need to manage.
Categories for Easier Org Management
The JuanTax portal has categories which refines the search of organizations within your account, and aside from the default categories, you can also customize your categories inside JuanTax -- making it easier to look for the organization that you want to manage.
Default Organization Categories
In the side menu of the page, you would see some default categories that would easily help you identify the organization that you are working on based on Contact Type (Individual, Non-Individual) and Tax Type (Percentage tax, VAT, Tax exempt).
Customize Organization Categories
Created several organizations within the system? No problem!
JuanTax lets you customize the categories in your account to better sort your organization search.
STEP 1: Create Category the (+) icon,
STEP 2: Enter the name of your category
STEP 3: Click Save
Link Your Organization to Category
To link the organization to your custom category follow these steps:
STEP 1: Go the organization then click the folder icon (Add to Category)
STEP 2: Choose your custom category, then hit Save
Note: You can also search for the category that you need by typing on the search box.
Setting Up Your First Organization
Time to Set it Up!
After creating an account, it's now time for you to add your business within JuanTax. Follow these steps in order for you to successfully setup your first organization:
STEP 1: Click the Create Organization button
STEP 2: Under Classification, indicate whether your organization is Individual or Non-Individual
Choosing an organization type is important since this could serve as your basis when it comes to filing Income Tax Returns. Remember to click the Next button to proceed with the next part of the setup.
STEP 3: Under Background, fill out required fields with the appropriate business information based from your Certificate of Registration (BIR Form 2303)
STEP 4: Under Address, fill out the address that is indicated on your Certificate of Registration (BIR Form 2302)
STEP 5: Under Contact, fill out the appropriate contact number and email address
STEP 6: Tax Information, indicate the TIN and RDO based from your Certificate of Registration (BIR Form 2302)
STEP 7: Tax Type, select between three (3) tax types:
- Percentage Tax,
- Value Added Tax
- Tax Exempt
You’re almost done!
STEP 8: Enter your Start Date and Financial Year End.
In this section, you need to enter which month and year you would like to create or recreate reports in JuanTax. You may also enter the Registration Date of your organization
Example: If the current date is October 2019 already and you wish to recreate your reports from January 2019, then you need to select January 2019
Important Note: Last but not the least, to enable filing to the eBIR you need to upload a copy of your BIR CERTIFICATION REGISTRATION FORM (2303) in the settings and you’re all set!
Remember! There are NO LIMITS when it comes to the number of organizations that you can create in your JuanTax account, so start adding as many as you can!