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Using Plus
Using Plus
Everything that you need to know in using Plus is in this section
57 articles in this collection
Written by
Kaye Estanislao,
Aaron Eseo,
and
Maui Banag
Creating an Organization
In Plus your business and clients are called Organizations. Learn how to add organizations in Plus in 9 easy steps.
Written by
Maui Banag
Updated over a week ago
Processing the Tax Return
Exporting Chart of Accounts
Export your chart of accounts from JuanTax to a CSV file.
Written by
Maui Banag
Updated over a week ago
Delete a Draft Tax Return
Delete one or more tax returns that are in Draft status from your Plus Organization.
Written by
Maui Banag
Updated over a week ago
Filing Taxes in Plus
A step by step guide for seamless tax-filing using Plus.
Written by
Maui Banag
Updated over a week ago
Step-by-Step of Generating a Tax Return
What comes next after adding my transaction(s) in Plus?
Written by
Maui Banag
Updated over a week ago
Tax and Payment Confirmation in Plus
Once your return has been filed in Plus, you will receive your confirmation email in the Confirmations and your registered email inbox
Written by
Maui Banag
Updated over a week ago
The 3 D's of Tax Return: Delayed, Deleting, Downloading
This article will help users on how to manage Delayed Return Confirmations, Delete Tax Returns, and Download PDFs of Tax Returns in Plus.
Written by
Kaye Estanislao
Updated over a week ago
Amending Tax Reports
Make minor changes to your reports in JuanTax.
Written by
Maui Banag
Updated over a week ago
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.
Written by
Maui Banag
Updated over a week ago
Books Of Accounts Overview (Plus Plan)
Learn more about Books Of Accounts in JuanTax.
Written by
Maui Banag
Updated over a week ago
Applying Collections with Withholding for Sales
Learn how to apply Collections with Withholding for Sales in Plus.
Written by
Maui Banag
Updated over a week ago
Zero Returns FAQ
Learn more about how zero or nil returns work and how you can file it for FREE using JuanTax.
Written by
Maui Banag
Updated over a week ago
Adding Penalties
Learn more about adding penalties to your tax forms in Plus.
Written by
Maui Banag
Updated over a week ago
Chart of Accounts in JuanTax
JuanTax provides a default Chart of Accounts aligned to the BIR. This is also our way of pulling transactions that affect your ITR returns.
Written by
Maui Banag
Updated over a week ago
Approval Process of Form (Direct Business)
This article describes the approval process of forms starting from the Preparer to the Approver.
Written by
Maui Banag
Updated over a week ago
Send to Client (Firm-Level)
Clients can now file and pay for their own return after the approval process
Written by
Maui Banag
Updated over a week ago
Transactions Module
Tax Type for Purchase
Familiarize yourself with the common types of taxes. This will help you identify which one is applicable to your purchase transactions.
Written by
Maui Banag
Updated over a week ago
Tax Type for Sales
Familiarize yourself with the common types of taxes. This will help you identify which one is applicable to your sales transaction.
Written by
Maui Banag
Updated over a week ago
ATC for Purchase
Learn more about ATC or Alphanumeric Tax Codes on Purchase.
Written by
Maui Banag
Updated over a week ago
ATC for Sales
Learn more about ATC or Alphanumeric Tax Codes on Sales.
Written by
Maui Banag
Updated over a week ago
Post-Filing Transaction (Plus Plan)
Learn more about how post-filing transaction works in Plus.
Written by
Maui Banag
Updated over a week ago
Transactions Module: An Overview
A quick guide on the Transactions Module section of JuanTax.
Written by
Kaye Estanislao
Updated over a week ago
Notes & Activities
Be able to view activities and add notes within your account.
Written by
Kaye Estanislao
Updated over a week ago
Fixing Incomplete Transactions
How to fix incomplete transactions in JuanTax?
Written by
Kaye Estanislao
Updated over a week ago
Edit and Delete Transactions Inside the Module
How to edit and delete data inside the Transactions Module of JuanTax.
Written by
Kaye Estanislao
Updated over a week ago
Adding Transactions
Compliance Center
A tool to assist you in organizing government-mandated requirements across the entirety of your client’s organization.
Written by
Maui Banag
Updated over a week ago
Automated Journal Entries
Plus allow journal entries to be created and posted automatically based on data and rules - eliminating considerable amount of manual work.
Written by
Maui Banag
Updated over a week ago
Input Tax Carry-Over
Learn more on how setting up Input Tax Carry-over from the Previous Year works in JuanTax.
Written by
Maui Banag
Updated over a week ago
Sales Transaction (fields & descriptions)
If you're adding or editing a transaction in JuanTax, here’s some guide to familiarize yourself with the different entry fields.
Written by
Maui Banag
Updated over a week ago
Adding Journal Transactions
Learn how to add, import, and post manual journals in JuanTax. This option is only available to PLUS organizations.
Written by
Maui Banag
Updated over a week ago
Adding Purchase Transactions
Learn how to add and bulk import purchase transactions in JuanTax.
Written by
Maui Banag
Updated over a week ago
Adding Sales Transactions
Learn how to add and bulk import sales transactions in JuanTax.
Written by
Kaye Estanislao
Updated over a week ago
Journal Transaction (fields & descriptions)
If you're adding or editing a transaction in JuanTax, here’s some guide to familiarize yourself with the different entry fields.
Written by
Maui Banag
Updated over a week ago
Purchase Transaction (fields & descriptions)
If you're adding or editing a transaction in JuanTax, here’s some guide to familiarize yourself with the different entry fields.
Written by
Maui Banag
Updated over a week ago
Tax Payment
JuanTax's Tax Filing and Payment Deadline Reminder
Based on our terms of use and tax payment terms, please take note of the JuanTax filing and payment deadlines outlined below.
Written by
Maui Banag
Updated over a week ago
How to record tax payments made outside of JuanTax (Manual)
Get to know how to use Manual for recording payment of your tax dues.
Written by
Kaye Estanislao
Updated over a week ago
Forms Available
Generating 2316
These instructions are designed to assist employers or their representatives, with the preparation of their BIR form 2316 using JuanTax.
Written by
Maui Banag
Updated over a week ago
Generating 1706
Learn more about how generating BIR Form 1706 works in JuanTax.
Written by
Maui Banag
Updated over a week ago
Generating 1604F
These instructions are designed to assist taxpayers, or their representatives, with the preparation of their BIR form 1604F using JuanTax.
Written by
Maui Banag
Updated over a week ago
Generating 1604C
These instructions are designed to assist taxpayers, or their representatives, with the preparation of their BIR form 1604C using JuanTax.
Written by
Maui Banag
Updated over a week ago
Form 2550Q
Know more about Quarterly Value-Added Tax Return
Written by
Kaye Estanislao
Updated over a week ago
Form 2551Q
Know more about Quarterly Percentage Tax Return
Written by
Kaye Estanislao
Updated over a week ago
Form 1702-MX
Know more about 1702-MX
Written by
Aaron Eseo
Updated over a week ago
Form 1702-EX
Know more about 1702-EX
Written by
Aaron Eseo
Updated over a week ago
Form 1701A
Know more about form 1701A
Written by
Aaron Eseo
Updated over a week ago
Form 2550M
Know more about Monthly Value-Added Tax Declaration
Written by
Aaron Eseo
Updated over a week ago
Form 1604-CF
Know more about Annual Information Return of Income Tax Withheld on Compensation and Final Withholding Taxes
Written by
Aaron Eseo
Updated over a week ago
Form 1601-FQ
Know more about Quarterly Remittance Return of Final Income Taxes Withheld
Written by
Aaron Eseo
Updated over a week ago
Form 1604-E
Know more about Annual Information Return of Creditable Income Taxes Withheld (Expanded)/ Income Payments Exempt from Withholding Taxes
Written by
Aaron Eseo
Updated over a week ago
Form 2306
Know more about Certificate of Final Income Tax Withheld
Written by
Aaron Eseo
Updated over a week ago
Form 1601-EQ
Know more about Quarterly Remittance Return of Creditable Income Taxes Withheld
Written by
Aaron Eseo
Updated over a week ago
Form 1702Q
Know more about Quarterly Income Tax Return (For Corporations and Partnerships)
Written by
Aaron Eseo
Updated over a week ago
Form 1701Q
Know more about Quarterly Income Tax Return For Self-Employed Individuals, Estates and Trusts
Written by
Aaron Eseo
Updated over a week ago
Form 1702-RT
Know more about Annual Income Tax Return for Corporation, Partnership and Other Non-Individual Taxpayer Subject Only to REGULAR Income Tax
Written by
Aaron Eseo
Updated over a week ago
Form 0619-E
Know more about Monthly Remittance Form for Creditable Income Taxes Withheld (Expanded)
Written by
Aaron Eseo
Updated over a week ago
Form 0605
Know more about BIR Payment Form 0605
Written by
Aaron Eseo
Updated over a week ago
Form 0619-F
Know more about Monthly Remittance Form for Final Income Taxes Withheld
Written by
Aaron Eseo
Updated over a week ago