Using Plus

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

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

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

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

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

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