The JuanTax dashboard is packed with exciting menus that would help you easily navigate the tax software!
Check out the list and descriptions below:
A. Portal - Your portal shows all the organization(s) that you've created in JuanTax in table form. This is for you to easily identify the organization that you need to manage.
B. Discover - A selection of self-learning video tutorials that you can access anytime, anywhere to help you get the most out of your tax filing compliance with us.
C. Dashboard - In here you'll see all your organization's Filed and Unfiled forms, as well as your Tax History. You can use the filter option to view your forms by Type and by Date. You can also start a return from this page.
D. Confirmations - Here you can view whether your tax return has been generated. This is where you will receive 2 types of emails: Tax Receipt Confirmation and E-submissions.
E. Contacts - Here you can view a list of your General contacts (organizations) that you have already added through your transactions and Employee contacts. Check this article, Methods to Manage your List of Employees for 1601-C Forms, to add or import contacts.
F. Transaction - Here you can view a list of all transactions (sales, purchases, and manual journals) that you've created.
G. Tax Forms - Here you can view a list of all the tax returns you've generated. It may be viewed by category; Value Added Tax Return, Withholding Tax Return, Final Withholding Tax Return, Income Tax Return, Credible Certificate, and General Forms.
H. Partners Services - JuanTax Partner Services is an initiative we released to open up our platform to a third-party legal service to give more value to our users.
I. Plus Plan - The JuanTax Plus is your key to further tax compliance.
J. Settings - This is where you can fix you can edit the settings for the following:
Organization Setting - Edit your organizational details
General Settings - Update your RDO, Financial Year-End, and Profile image of your organization
PDF Report Settings - Report PDF Additional information. Update the information in fields such as Name, Title/Position, and TIN
Branch Settings - lets you add and manage multiple branches from your organization
Business Registration (Form 2303) - Upload a scanned copy or picture of your BIR Certificate of Registration (Form 2303) to enable filing using eBIR. (Only PDF, PNG, and JPG are allowed files. Maximum of 1MB file only) BIR Certificate of Registration (COR) or BIR Form 2303 is a basic requirement to conduct a business in the Philippines
Chart of Accounts - Add, edit and delete the Chart of Accounts you want to use
Email Settings - Control the reply to the email you send from this organization. By adding and verifying new email addresses, you can control and change the reply to the email you are using
Signature Settings - Manage your signatures that you can use on all your forms. You can draw your signature within JuanTax or upload an image
Users - Manage who access and permission to your JuanTax organization
Integrations - Integrate a third party application on your JuanTax Organization
Activity - View a summary of all the actions performed by users in your organization
Search organization -- Transfer from one organization to another just by typing the organization name in the text field
Filing tabs -- With this new dashboard, users can now identify the returns to be processed, as well as those that were filed within the period, along with a complete tax history which helps you easily track the returns that you’re working on
Notification (bell) -- All emails that you received from the BIR after sending reports are here!
Help (Question Mark) -- clicking this icon will prompt you to our Help Center, where you can learn everything that you need in filing returns using JuanTax