JuanTax PLUS gives you access to an unlimited generation of tax forms, automated Books of Accounts, Vouchers, and Financial Reports. This complete automated package is a must to save more time and cost on tax compliance.
Note: Make sure you have completed setting up your Billing Information before upgrading to PLUS.
Follow this step by step procedure to upgrade your organization from STANDARD to PLUS.
STEP 1: Choose an organization you want to upgrade from your portal
STEP 2: Open the Menu Bar and click "PLUS"
STEP 3: Subscribe to PLUS by following the Upgrade Wizard
STEP 3A: Select your Start Date
Make sure to choose the proper start date for this organization. This would affect tax data to be pulled to all your Books of Accounts, Vouchers, and Financial Reports. Note: Tax data entered in JuanTax before the Start Date would not reflect into your Books of Accounts.
STEP 3B: Choose your Billing Plan
You can either choose to opt for the Monthly Billing (PHP 600/mo, PHP 7,200/year) or Annual Billing (PHP 500/mo, PHP 6,000/year).
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 of the month and your card will be charged after 5 days
STEP 3C: Review your PLUS Plan
Double-check if you have chosen the right Start Date and Billing Plan for the organization. Tick the confirm box and hit subscribe.
For Payments via Credit/Debit Card, your Billing Statement will be available by the end of the Month and your card will be charged after 5 days
For Payments via Top Up Credits, you will be charged immediately upon subscribing
- When you're using Top Up credits for payment in JuanTax, make sure that you have enough credits in order to upgrade an organization
- Now that you have subscribed your organization to PLUS, you will be prompted to set up your Voucher Sequence in order to record tax data from your transactions all the way to your Books of Accounts and Financial Reports. View the process here.
- Your organization's transactions tab will have additional functions such as the ability to categorize payments as "Partial" or "Full" transactions. Get to know the process of adding transactions for a PLUS Organization here.
- The "PLUS" tab will now be accessible and you will be prompted to enter your Voucher Sequences. Get to know the different features and how to use them here.