Getting Started | JuanTax

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Getting Started

Welcome to JuanTax! We are excited to be your partner in tax compliance and payment. Find out all you need to know to get started.

JuanTax Overview

Features and Benefits of Plus

System Requirements

Signing Up with Plus

Logging into Plus

Plus Portal

A Guide to the Plus Dashboard

What Forms Can I Generate in Plus?

JuanTax Discover

JuanTax Demo Organization (firm-level)

Confirmations

Attachment Export and Re-submission

Add/Edit/Upload a Contact

User Roles in JuanTax (New)

Add/Edit/Upload an Employee