Using Plus

Everything that you need to know in using Plus is in this section

Kaye Estanislao avatar Aaron Eseo avatar Maui Banag avatar
55 articles in this collection
Written by Kaye Estanislao, Aaron Eseo, and Maui Banag
Processing the Tax Return

Filing Taxes in Plus

A step by step guide for seamless tax-filing using Plus.
Maui Banag avatar
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?
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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
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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.
Kaye Estanislao avatar
Written by Kaye Estanislao
Updated over a week ago

Amending Tax Reports

Make minor changes to your reports in JuanTax.
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Written by Maui Banag
Updated today

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.
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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.
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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.
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Written by Maui Banag
Updated this week

Adding Penalties

Learn more about adding penalties to your tax forms in Plus.
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Written by Maui Banag
Updated over a week ago

2307 and 2306 Creditable Certificates

Learn how to create creditable certificates for schedules of tax returns in Plus.
Kaye Estanislao avatar
Written by Kaye Estanislao
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.
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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
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Written by Maui Banag
Updated over a week ago
Adding Transactions

Automated Journal Entries

Plus allow journal entries to be created and posted automatically based on data and rules - eliminating considerable amount of manual work.
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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.
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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.
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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.
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Written by Maui Banag
Updated over a week ago

Adding Purchase Transactions

Learn how to add and bulk import purchase transactions in JuanTax.
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Written by Maui Banag
Updated over a week ago

Adding Sales Transactions

Learn how to add and bulk import sales transactions in JuanTax.
Kaye Estanislao avatar
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.
Maui Banag avatar
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.
Maui Banag avatar
Written by Maui Banag
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.
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Written by Maui Banag
Updated over a week ago

Generating 1706

Learn more about how generating BIR Form 1706 works in JuanTax.
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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.
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Written by Maui Banag
Updated over a week ago

Generating 1604E

These instructions are designed to assist taxpayers, or their representatives, with the preparation of their BIR form 1604E using JuanTax.
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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.
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Written by Maui Banag
Updated over a week ago

Form 2550Q

Know more about Quarterly Value-Added Tax Return
Kaye Estanislao avatar
Written by Kaye Estanislao
Updated over a week ago

Form 2551Q

Know more about Quarterly Percentage Tax Return
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Written by Kaye Estanislao
Updated over a week ago

Form 1702-MX

Know more about 1702-MX
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Written by Aaron Eseo
Updated over a week ago

Form 1702-EX

Know more about 1702-EX
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Written by Aaron Eseo
Updated over a week ago

Form 1701A

Know more about form 1701A
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Written by Aaron Eseo
Updated over a week ago

Form 2550M

Know more about Monthly Value-Added Tax Declaration
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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
Aaron Eseo avatar
Written by Aaron Eseo
Updated over a week ago

Form 1601-FQ

Know more about Quarterly Remittance Return of Final Income Taxes Withheld
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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
Aaron Eseo avatar
Written by Aaron Eseo
Updated over a week ago

Form 2307

Know more about Certificate of Creditable Tax Withheld at Source
Aaron Eseo avatar
Written by Aaron Eseo
Updated over a week ago

Form 2306

Know more about Certificate of Final Income Tax Withheld
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Written by Aaron Eseo
Updated over a week ago

Form 1601-EQ

Know more about Quarterly Remittance Return of Creditable Income Taxes Withheld
Aaron Eseo avatar
Written by Aaron Eseo
Updated over a week ago

Form 1702Q

Know more about Quarterly Income Tax Return (For Corporations and Partnerships)
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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
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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
Aaron Eseo avatar
Written by Aaron Eseo
Updated over a week ago

Form 0619-E

Know more about Monthly Remittance Form for Creditable Income Taxes Withheld (Expanded)
Aaron Eseo avatar
Written by Aaron Eseo
Updated over a week ago

Form 0605

Know more about BIR Payment Form 0605
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Written by Aaron Eseo
Updated over a week ago

Form 0619-F

Know more about Monthly Remittance Form for Final Income Taxes Withheld
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Written by Aaron Eseo
Updated over a week ago