--- title: "Branch Settings in JuanTax" description: "Be able to create and manage your list of branches in JuanTax." url: https://help.juan.tax/en/articles/424-branch-settings-in-juantax collection: "Organization Settings" updated: 2024-11-18 language: en --- # Branch Settings in JuanTax Be able to create and manage your list of branches in JuanTax. With JuanTax, you can create a list of branches straight from your account, and manage them to your extent. - Adding Branches via Manual Data Entry - Multiple Adding of Branches in Manual Entry - Bulk Import via CSV format - Mass Editing of Branches - Managing your Branches * * * # **Adding Branches Via Manual Data Entry** **STEP 1**: From the Menu Bar, click **Settings** and choose **Branch Settings**.  ![](https://downloads.intercomcdn.com/i/o/289094924/7a9fccfa3e9bca3944f271ba/image.png?expires=1730691000&signature=936f58028849f1bc93d01133c0eac5cd477b31f4c438c98f2c885600aa3ae46b&req=diguFsB6lINbFb4f3HP0gMbPo5bXtXaDpKsHjs1QA4BRHZwOxTekHS37F4nk%0AORY%3D%0A) **STEP 2**: Click the **Add Branch** button to start adding branch(es). ![](https://downloads.intercomcdn.com/i/o/289096491/548553ca546fb6407a68e6b5/Screen+Shot+2021-01-19+at+11.02.19+AM.png?expires=1730691000&signature=41f869d3e54dd77ec09df1b3f245e82e05573ecf5de1229c4e02808bb3a43949&req=diguFsB4mYheFb4f3HP0gPCX9vm75UAF%2FL%2FPVVGNDtIaY7c76MDFYInMfgtq%0AXsQ%3D%0A) **STEP 3**: Enter information such as **Branch Code**, **Address**, **City**, **Postal Code**, **Phone,** and **RDO (Regional District Office)**. Adding multiple outlets is also possible by simply clicking the **+** **Add Line** button. This is designed for businesses that are operating various branches. Hit the **Save** button to update your list. You can also remove any branches by clicking the **(x)** button. ![](https://downloads.intercomcdn.com/i/o/289095570/2ba4ab45c5134143d4fb33b6/Screen+Shot+2021-01-19+at+11.04.51+AM.png?expires=1730691000&signature=2c3b2737cb861b4df17a7ed9fb1f8683549d2db6debbd96b23316a2600d4d4e2&req=diguFsB7mIZfFb4f3HP0gMpNT0qiPGJdJFCwKuk4k37d0bOxVDwx2OWArczE%0AZQo%3D%0A) **_Note:_** In setting up your branch codes, make sure that it follows the consecutive number of your created branch. In this example, I have two branches that were all located in Makati. In my first entered outlet in branch information, I used the branch code **001** as the starter code then I added another branch with code **002**. Notice that the branch has already been added to your list of branches under the **Unverified** status. To have this verified, you must first upload your 2303 form to [verify your organization](https://help.juan.tax/en/articles/1496860-verify-organization-to-access-ebir-filing.md). ![](https://downloads.intercomcdn.com/i/o/289096618/c3a532e4e0a01861c1a57ea7/Screen+Shot+2021-01-19+at+11.10.54+AM.png?expires=1730691000&signature=35e8fa184494d9dee3661190b32fcb6e9156d9cc69228e1588f7d3bb7cd22d17&req=diguFsB4m4BXFb4f3HP0gMs3cLRAaEDHsAhin6bPf%2Fm79BZdWsKLND8yYKtP%0AP3g%3D%0A) * * * # **Bulk Import via CSV format** **STEP 1**: If you had already created a CSV file containing information about your branches, start importing your outlets by clicking the **Import Branch** button. ![](https://downloads.intercomcdn.com/i/o/289097790/274c5c063c6b5dbfdfc1f569/image.png?expires=1730691000&signature=39361cebe8db93ba4ad613267d54b31d658ac8d40858860a0fcd03d0626a1284&req=diguFsB5mohfFb4f3HP0gPYIGGnx8B%2BpxaoxQo6VA0t8g5MVW57E%2FD75uwnZ%0Ay0c%3D%0A) **STEP 2**: You’ll be prompted to a modal that shows the setup wizard on how you should import your CSV file to JuanTax. Upload your CSV file with all the required branch information and click on the **Browse** button to start importing your branches. ![](https://downloads.intercomcdn.com/i/o/182277974/473a80aa888e2e8d0e40ecb7/image.png?expires=1730691000&signature=7eb7082855bdce69c1d0a206b36ba75f3849a123b79edb26e262c68e92f3784f&req=dSglFM55lIZbFb4f3HP0gDUI4EZivCTTVSDIrmCYgm0XTxApgq9D4HKBa%2FiD%0Agns%3D%0A) **STEP 3**: Map the appropriate fields in your CSV file to the required branch fields. ![](https://downloads.intercomcdn.com/i/o/182278051/7a56e00de8a684218f4feaa6/image.png?expires=1730691000&signature=64c984b7ec2f498168dd305ed2147fc2b456367f2388574a21ef119b2b8317ee&req=dSglFM52nYReFb4f3HP0gKDTUQs8XC9soxAG1JJNf6vwjlbwDE3%2FadN%2BGAQK%0ApzQ%3D%0A) **STEP 4**: Review your imports and once certain that there are no errors found or corrections that need to be made, hit the **Next** button. ![](https://downloads.intercomcdn.com/i/o/182278145/66d57cfc37db1a7f977b267d/image.png?expires=1730691000&signature=d9e5909495c12536a16dc43097c053aca11517a9eed965362ccb6d75f6e4227c&req=dSglFM52nIVaFb4f3HP0gPfmhJcGzjDg6ZR%2B5MLMD%2FqtK4RuEDIQoYmUqiC4%0AuVI%3D%0A) **STEP 5**: Proceed with finishing the import by clicking **Done**. ![](https://downloads.intercomcdn.com/i/o/182278219/07a0448777d5711ea7ae6d9b/image.png?expires=1730691000&signature=9baf19996406691be2f1df3bbba1881257f2e9ff481299873a1ad7547f335258&req=dSglFM52n4BWFb4f3HP0gC%2FUoO%2ByhP2hJLiDmox1pzN8VYK3MiVRE6HwXLzj%0AFEM%3D%0A) * * * # Mass Editing of Branches You can now also do bulk revisions of your branches in JuanTax. In order to do this, you must first select the branches that you wanted to edit then click the **Edit All** button. ![](https://downloads.intercomcdn.com/i/o/289098533/affda97a53e689d719e1122a/image.png?expires=1730691000&signature=b982d9e0656fe432bd2777c65b8b1a697046aaec15f3b5affabc0e57c3d7dcde&req=diguFsB2mIJcFb4f3HP0gHS%2BcyeC9TJu7VdQ6RpufxkSbzhTMTGfQjISE97W%0Ao9w%3D%0A) Edit any fields that you want in the **Branch Information** window. Click the **Save** button to update your changes. ![](https://downloads.intercomcdn.com/i/o/289098671/1b4d9a8ef78b68bce282ab17/Screen+Shot+2021-01-19+at+11.25.16+AM.png?expires=1730691000&signature=336725708591c4b4e2a209e8dcd16aca4d8b8ba9ff1c58a18e30a789af36b55f&req=diguFsB2m4ZeFb4f3HP0gA2cwKePXTmiqsUPKh3luzzOfBINyL47ukBrp0c5%0AQA8%3D%0A) A notification will appear that you successfully updated your branch information. ​ ![](https://downloads.intercomcdn.com/i/o/289098998/957e431f83681c5ceffc4290/image.png?expires=1730691000&signature=ed45e1f16c61c8f44fca2927a2aebb3a17de40ffa2206c7703a9ef1012df17f0&req=diguFsB2lIhXFb4f3HP0gOhW0KLWvVa3zufV1og1jIVg5Z9mhjBVyFkQxfXL%0AqDs%3D%0A) * * * # **Managing Branch Outlets** You can also search for specific outlets in your list of branches by simply clicking the **Search** icon.  ![](https://downloads.intercomcdn.com/i/o/289099145/478c0409ee87e6087666a3d1/image.png?expires=1730691000&signature=69a53118c6fba32cb6e22e5c8e6c2c847db3be612b3b72b5c9121eb21c407494&req=diguFsB3nIVaFb4f3HP0gCtQmzYiKn90caYx%2BZuj1zdkVoVgZP83WZqYOUn0%0A%2Fpc%3D%0A) Or delete branches from the list if you want to, just by marking the checkbox of the outlet that you want to remove and clicking the **Delete Branch** button. ![](https://downloads.intercomcdn.com/i/o/289099329/d5dfa7d87578155b526b8ee7/image.png?expires=1730691000&signature=ed215db55514cf0e5ff9aa4f72a4e9187245170ba031c8fa112d734cc9a66cf5&req=diguFsB3noNWFb4f3HP0gKI4TiqLNNtjsCdp7%2BoikSjK3qmDDf%2BXPGqqo%2FST%0Acxc%3D%0A)