Settings and Export Hub

Export Hub

Learn more about how the Export Hub feature works in JuanTax.

Written by Maui Banag
Updated over a week ago

Update your Organization’s Data

Make some changes to the information presented in your organization.

Written by Maui Banag
Updated over a week ago

Starting Balance

Enter your opening balances in the organization settings to ensure the accounts are accurate and to help keep historic accounting records.

Written by Maui Banag
Updated over a week ago

Rejected Certificate of Registration (2303)

Written by Maui Banag
Updated over a week ago

Email Settings

When you e-File in JuanTax, a confirmation email from the BIR will be sent to the email address(es) you have specified here as Cc recipients

Written by Maui Banag
Updated over a week ago

Adding A Logo to Your Organization

Customize the look of your account by adding a logo to your organization.

Written by Maui Banag
Updated over a week ago

Change Your PDF Report Settings

Make some revisions with your additional data for PDF reports.

Written by Kaye Estanislao
Updated over a week ago

Add Email for Sending MAP/DAT File

Add another email address as recipient for your MAP/DAT file.

Written by Maui Banag
Updated over a week ago

Branch Settings in JuanTax

Be able to create and manage your list of branches in JuanTax.

Written by Maui Banag
Updated over a week ago

Verify Organization to Access eBIR Filing

Upload your Form 2303 (Certificate of Registration) in JuanTax to verify your organization.

Written by Maui Banag
Updated over a week ago

Adding Signature Templates to Reports

This guide will help you on adding signature templates to your reports.

Written by Maui Banag
Updated over a week ago

Activity Settings

Tracking the activities done in your account.

Written by Maui Banag
Updated over a week ago

Invite a New User to Your Organization

Provide access to your colleagues by adding them as a user.

Written by Maui Banag
Updated over a week ago

Transferring Organization Ownership

Transferring organization is simple, as long as the other party has a billing account set up.

Written by Maui Banag
Updated over a week ago

Accept an Invite to take over a JuanTax Ownership (Subscription)

A Billing Information holds the contact and payment details for the JuanTax subscription

Written by Maui Banag
Updated over a week ago

Firm Settings User Roles: An Overview

Find out which areas of JuanTax you can access in your organization based on your user role

Written by Maui Banag
Updated over a week ago

Firm Settings 101

Exploring the functionalities of Firm Settings in JuanTax.

Written by Maui Banag
Updated over a week ago