Using Plus | JuanTax

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Using Plus

Everything that you need to know in using Plus is in this section

Creating an Organization

Processing the Tax Return

Exporting Chart of Accounts

Delete a Draft Tax Return

Filing Taxes in Plus

Step-by-step Guide to Generating a Tax Return

Tax and Payment Confirmation in Plus

The 3 D's of Tax Return: Delayed, Deleting, Downloading

Amending Tax Reports

Books Of Accounts Overview (Plus Plan)

Generation of Forms in the Standard Plan

Applying Collections with Withholding for Sales

Zero Returns FAQ

Adding Penalties

Chart of Accounts in JuanTax

Approval Process of Form (Direct Business)

Send to Client (Firm-Level)

Transactions Module

Tax Type for Purchase

Tax Type for Sales

ATC for Purchase

ATC for Sales

Post-Filing Transaction (Plus Plan)

Transactions Module: An Overview

Notes & Activities

Fixing Incomplete Transactions

Edit and Delete Transactions Inside the Module

Adding Transactions

Automated Journal Entries

Input Tax Carry-Over

Sales Transaction (fields & descriptions)

Adding Journal Transactions

Adding Purchase Transactions

Adding Sales Transactions

Journal Transaction (fields & descriptions)

Purchase Transaction (fields & descriptions)

Replenishment of Petty Cash in JuanTax

Tax Payment

JuanTax's Tax Filing and Payment Deadline Reminder

How to record tax payments made outside of JuanTax (Manual)

Forms Available

Generating 2316

Generating 1706

Generating 1604F

Generating 1604C

Form 2551Q

Form 1702-MX

Form 1702-EX

Form 1701A

Form 2550M

Form 2550Q

Form 1604-CF

Form 1601-FQ

Form 1604-E

Form 2306

Form 1601-EQ

Form 1702Q

Form 1702-RT

Form 0619-E

Form 0605

Form 0619-F