Check out the major benefits of Confirmations:
The Confirmations serves as your inbox where all your references are kept in one convenient place, saving you more than 50% of your time.
Through this, you are able to attach and consolidate confirmation emails on filing, payment, and data validation (SLSP, QAP, etc.) made outside of the JuanTax platform.
Its cloud technology changes your firm's process by having secured and organized access to the tax return and payment confirmation anytime. A feature that provides you overall control, security, and peace of mind towards your way to tax compliance.
To access Confirmations, from the sidebar menu, simply click on Confirmations.
To upload your Tax Confirmation and e-Submission confirmation emails in your report, make sure that your return is manually filed in JuanTax.
Uploading Confirmation Emails
STEP 1: From the banner, you’ll see the Upload Confirmation button where there are 2 options, Tax Confirmation, and eSubmission.
NOTE: Only pdf file format is allowed.
STEP 2: After uploading, the Confirmation tab will appear where you can view the list of your uploaded confirmations.
That's it! You have now successfully uploaded your file into JuanTax.
A Confirmation Printable Form will also be available as proof that your file was successfully uploaded into the system. If a wrong confirmation email was uploaded, this can also be removed using the Delete button located on the bottom part of the modal.
NOTE: Filter options are available so you can sort your emails into different Upload types, Email Status, as well as Form Type.