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.

Jenny Galang avatar Kaye Estanislao avatar Kevin Ric Lazarito avatar +1
13 articles in this collection
Written by Jenny Galang, Kaye Estanislao, Kevin Ric Lazarito and 1 other
JuanTax Overview

Features and Benefits of JuanTax

A quick recap of the features and benefits that you'll have while using JuanTax.
Maui Banag avatar
Written by Maui Banag
Updated over a week ago

System Requirements

Learn the requirements to seamlessly use the web and mobile app
Kevin Ric Lazarito avatar
Written by Kevin Ric Lazarito
Updated over a week ago

Signing Up with JuanTax

Kevin Ric Lazarito avatar
Written by Kevin Ric Lazarito
Updated over a week ago

Logging into JuanTax

Login using your registered, Google, or Facebook Account.
Jenny Galang avatar
Written by Jenny Galang
Updated over a week ago

Understanding Your JuanTax Portal

A quick view of the new JuanTax Organization Portal
Kaye Estanislao avatar
Written by Kaye Estanislao
Updated over a week ago

JuanTax Demo Organization (firm-level)

Experience JuanTax’s core features and capabilities using the FREE demo organization to help you get to know the platform better.
Maui Banag avatar
Written by Maui Banag
Updated over a week ago

A Guide to JuanTax Dashboard (New)

Exploring the all-new JuanTax dashboard and it's contents!
Kaye Estanislao avatar
Written by Kaye Estanislao
Updated over a week ago

Confirmations

The Confirmations feature is where users can view their Tax confirmation and eSubmission confirmation emails.This is equivalent to an inbox.
Maui Banag avatar
Written by Maui Banag
Updated over a week ago

JuanTax Discover

Say Hello to New JuanTax Discover: You Asked, We Listened (and created videos!)
Maui Banag avatar
Written by Maui Banag
Updated over a week ago

JuanTax Help Center

JuanTax offers free online support and advises for most common questions
Maui Banag avatar
Written by Maui Banag
Updated over a week ago

User Roles in JuanTax (New)

Each function is designed to improve your team’s collaboration by managing their access and permissions to your organization.
Kaye Estanislao avatar
Written by Kaye Estanislao
Updated over a week ago

Ways to Add or Upload your Contacts

Add a list of contacts straight into your JuanTax account.
Maui Banag avatar
Written by Maui Banag
Updated over a week ago

What Forms Can I Generate Using JuanTax?

A list of forms that can be generated within JuanTax.
Kaye Estanislao avatar
Written by Kaye Estanislao
Updated over a week ago