Important Information:

  • This feature does not require clients to be JuanTax user nor be an account holder.

  • Your JuanTax code will only be valid for up to 10 minutes from the time it is generated.

  • Send to Client Request email expires after 48 hours from the time it is generated.

Here's how it works from the User's point of view:

STEP 1: From your Draft ITR, click on the Preview button.

STEP 2: Click Send to Client.

STEP 3: Enter the client's details such as Name, Email Address and Mobile Number then click Send to proceed.

Notice that the form status will change from Draft to Sent to Client. Keep in mind that the user will not be able to make any more changes to the form once the client has opened the return.

On the other hand, the user has the ability to revert this action anytime by clicking on the Cancel Sent to Client button regardless of the status of the return (Draft or In Progress) as long as it has not been filed yet.

If the client decides to open the email after the user has decided to cancel the action, the client will be prompted with the screen below and will be unable to proceed with reviewing the return.

Here's how it works from the client's point of view:

STEP 1: The client will receive an email asking them to review the return. 

STEP 2: JuanTax will send the client a One-Time Password (OTP) using the number registered for them by the user. The client simply needs to enter the verification code and click Continue.

STEP 3: The client can now proceed with reviewing the return. 

3. A. File and Pay Now

After checking the return and confirming that everything is correct, the client can proceed by clicking the File and Pay Now button and they will be redirected to the payment screen where they can choose their desired payment option.

3. B. Reject

Otherwise, they can choose to Reject and comment going forward as to why the client chose to reject the return.

The Fast File user will receive an email including the comments on why the return has been rejected by the client. 

Helpful Links:

Buying Credits for JuanTax Fast File

Parts of the Preview Screen

Tax and Payment Confirmation in Fast File

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