Understanding Certain Icons

Create, search, delete reports in JuanTax.

In your selected tax return, you’ll see some icons that you could use to utilize your reports. You can generate, search and delete reports if necessary. You can also refine the search of tax reports per page and refresh the list (optional).

Above is a standard page view of all reports in JuanTax.  The upper right section of the report shows icons that you can use to work your way through each report section.

The plus sign is what you use to Generate Report.  You will be prompted to select the year and month of the report you want to generate. 

Next to it on the right is the search icon.  This allows you to find a specific report through the list of reports already generated.  This can be helpful once you have a long list of reports in this section.

The trash icon is used to delete a report.  Select the report that you want deleted and then click on this icon. 

Second to the last is the refresh icon.  It reloads the section and updates the list of reports you are viewing.  

Finally, you can click on the 3-dotted icon as an additional option to manage how many reports you want to see per page.

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