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.

Kaye Estanislao avatar Kevin Ric Lazarito avatar Maui Banag avatar
16 articles in this collection
Written by Kaye Estanislao, Kevin Ric Lazarito, and Maui Banag
JuanTax Overview

Features and Benefits of Plus

A quick recap of the features and benefits that you'll have while using Plus.
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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 Plus

We've made it simple for you to set up your Plus account and be up and running in no time.   
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Written by Maui Banag
Updated over a week ago

Logging into Plus

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Written by Maui Banag
Updated over a week ago

Plus Portal

Here's a quick view of the Plus Portal to help you understand more about it.
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Written by Maui Banag
Updated over a week ago

A Guide to the Plus Dashboard

Explore your account and check important information in one, easy-to-access place.
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Written by Maui Banag
Updated over a week ago

What Forms Can I Generate in Plus?

A list of forms that can be generated within Plus.
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Written by Maui Banag
Updated over a week ago

JuanTax Discover

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

Confirmations

The Confirmations is where users can view their Tax confirmation and eSubmission confirmation emails.
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Written by Maui Banag
Updated over a week ago

Attachment Export and Re-submission

Know more on how to export your Attachments out of JuanTax and how re-submission of Attachments work.
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Written by Maui Banag
Updated over a week ago

Got Questions? Join JuanTax Room

Do you have any general or thoughtful questions about our product? WE’D BE GLAD TO HEAR IT!👂
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Written by Maui Banag
Updated over a week ago

JuanTax Help Center

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

Add/Edit/Upload a Contact

Learn how easy it is to create, edit, & import contacts in your organization. Contacts house both of your Vendors' and Clients' information.
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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

Add/Edit/Upload an Employee

Learn more about adding, editing, and uploading Employee information into your JuanTax organization.
Maui Banag avatar
Written by Maui Banag
Updated over a week ago