JuanTax

A quick recap of the features and benefits that you'll have while using Plus.

Features and Benefits of Plus

Learn the requirements to seamlessly use the web and mobile app

System Requirements

We've made it simple for you to set up your Plus account and be up and running in no time.   

Signing Up with Plus

Logging into Plus

Here's a quick view of the Plus Portal to help you understand more about it.

Plus Portal

Explore your account and check important information in one, easy-to-access place.

A Guide to the Plus Dashboard

A list of forms that can be generated within Plus.

What Forms Can I Generate in Plus?

Say Hello to New JuanTax Discover: You Asked, We Listened (and created videos!)

JuanTax Discover

Experience JuanTax’s core features and capabilities using the FREE demo organization to help you get to know the platform better.

JuanTax Demo Organization (firm-level)

The Confirmations is where users can view their Tax confirmation and eSubmission confirmation emails.

Confirmations

Learn how to download your QAP, SAWT Alphalist, and SLSP attachments in Plus.

Attachment Export and Re-submission

Do you have any general or thoughtful questions about our product? WE’D BE GLAD TO HEAR IT!👂

Got Questions? Join JuanTax Room

JuanTax offers free online support and advises for most common questions

JuanTax Help Center

Learn how easy it is to create, edit, & import contacts in your organization. Contacts house both of your Vendors' and Clients' information.

Add/Edit/Upload a Contact

Each function is designed to improve your team’s collaboration by managing their access and permissions to your organization.

User Roles in JuanTax (New)

Learn more about adding, editing, and uploading Employee information into your JuanTax organization.

Add/Edit/Upload an Employee

A Guide to JuanTax Mobile

Kaye Estanislao

Maui Banag

Kevin Ric Lazarito

JuanTax Overview

Academy

Blog

Webinars

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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