JuanTax

Maui Banag

Kaye Estanislao

Learn about Export Hub and update your Account Settings here

Settings and Export Hub

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

Export Hub

Other Modules

Update RDO, Start Date, Financial Year-End and Profile Image of your Organization

General Settings

Update your basic information, address, and contact details.

Organization Settings

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

Starting Balance

Rejected Certificate of Registration (2303)

When you file in JuanTax, the BIR will send a confirmation email to the email address(es) you have specified as Cc recipients.

Email Settings

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

Adding A Logo to Your Organization

Make some revisions with your additional data for PDF reports.

Change Your PDF Report Settings

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

Add Email for Sending MAP/DAT File

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

Branch Settings in JuanTax

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

Verify Organization to Access eBIR Filing

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

Adding Signature Templates to Reports

Tracking the activities done in your account.

Activity Settings

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

Invite a New User to Your Organization

Learn How to Accept Collaboration Invites in JuanTax.

Accepting User Invitation in JuanTax

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

Transferring Organization Ownership

Remove an existing staff from your firm or restrict their access to certain clients.

Edit or Remove Staff Access in your Plus Firm Settings

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

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

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

Firm Settings User Roles: An Overview

Exploring the functionalities of Firm Settings in JuanTax.

Firm Settings 101

Firm Settings

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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