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 Organization’s Data in JuanTax

Make some changes to the information presented in your organization in JuanTax.

Written by Maui Banag
Updated over a week ago

New JuanTax Starting Balance Feature

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 JuanTax account by adding an image to your organization.

Written by Maui Banag
Updated over a week ago

Update Your Organization's Revenue District Office

Change the location of your Revenue District Office in JuanTax.

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

Branch Settings in JuanTax

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

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

Verify Organization to Access eBIR Filing

Be able to upload 2303 form and verify your organization.

Written by Kaye Estanislao
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

Invite a New User to Your Organization

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

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 Kaye Estanislao
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 Kaye Estanislao
Updated over a week ago

JuanTax Firm Settings 101

Exploring the functionalities of Firm Settings in JuanTax

Written by Kaye Estanislao
Updated over a week ago

Edit or Remove Staff Access in your JuanTax Firm Settings

If you have an Owner (Subscriber) role in JuanTax, you can Edit or Remove access for a staff you've invited into your firm

Written by Kaye Estanislao
Updated over a week ago