---
title: "Generation of Forms in the Standard Plan"
description: "Learn the step-by-step process in generating forms/tax returns if you are a Standard Plan subscriber."
url: https://help.juan.tax/en/articles/85-generation-of-forms-in-the-standard-plan
collection: "Processing the Tax Return"
updated: 2025-12-01
language: en
---

# Generation of Forms in the Standard Plan

Learn the step-by-step process in generating forms/tax returns if you are a Standard Plan subscriber.

**STEP 1**: From the sidebar menu, click on **Tax Forms** and choose the form you are looking to generate.

If you haven’t set up your billing information yet, this modal will automatically appear when you click the **(+)** icon. Letting you know that you must first set it up to be able to generate a form.

Follow this [link](https://help.juan.tax/en/articles/303-juantax-payment-using-credit-card.md) to learn more about how to set up your billing information in Plus for tax payment purposes.

**STEP 2**: Otherwise, if you’ve already set up your billing information beforehand, simply click the **(+)** on the upper right part of the screen or the **Create Report** button in the middle of the page to start generating a report.

**STEP 3**: A breakdown of the charges will appear on a pop-up window. Click on the **Generate** button below to continue to the next step.

**STEP 4**: Select for the **Year** and **Month** of your report then hit the **Generate** button.

**STEP 5**: After generating the report, you would automatically be directed to the **SLSP Data** tab. Start adding transactions by going to the **Sales** tab then click on the **(+)** icon.

**STEP 6**: Once you’re done adding transactions, you can now start to proceed with the other steps in filing your return. Visit this Help Center [article](https://help.juan.tax/en/articles/324-step-by-step-guide-to-generating-a-tax-return.md) to see the complete steps in processing your tax return using Plus.