Tax Return Management

Prepare and maximize the accuracy of your client’s Tax Filing with JuanTax automated Tax Returns. Enter your client’s transaction from a physical receipt or import using your client’s spreadsheet, then the system will analyze what Tax Returns would populate to with JuanTax interconnected Tax Returns.

Access your client’s historical data such as Filed returns, BIR tax receipt confirmations, and payment confirmations through JuanTax Portal, making your Tax Return Management easy and convenient.

Watch the video here to know more about Tax Return Management.

Automated Books of Accounts

When you are engaged in trade or business, you are required to maintain books of accounts to record and monitor all of your transactions.

With Plus, everything is made convenient to seamlessly prepare and organize your books!
Access and generate loose-Leaf ready Books of Accounts anytime, anywhere without all the hassle.

Watch the video here to know more about Books of Accounts.

Real-time and Accurate Financial Reports

Having an accurate and easy-to-understand financial report is imperative to ensure that you’re aware of the current financial well-being of your business or firm.

At JuanTax, we specialize in crafting straightforward yet comprehensive reports, including Income Statements, Balance Sheets, AITR, and more, quickly generating them within minutes. This not only saves you time but also minimizes effort.

Discover additional features of our financial reports by watching the video.

One Platform to File and Pay Taxes Online

Filing and Paying Tax Returns in the Philippines can be tedious. JuanTax, with its innovative system, introduces seamless tax filing and payment including generation of applicable attachments such as SLSP, QAP, SAWT, and Alphalists automatically.

JuanTax has an advanced system that determines whether you’re missing a piece of information based on the transactions you’ve entered, and a preview of the tax return before filing and payment. This gives you an advantage in accurately and safely filing and paying for your client’s Tax Returns.

Watch the video here to know more about File and Pay Tax returns.

Bookkeeping & Tax Preparation Features

JuanTax has a powerful bookkeeping and tax preparation system that is truly based on the Philippine setting. Transfer transactional data from physical receipts or migrate your client’s spreadsheets in no time.

You can also specify when a transaction was paid which is important in releasing any creditable withholding taxes and reporting Service transactions for VAT taxpayers.

Add any adjustments, or corrections by creating a Manual Journal entry and choose to include it in your clients ITR.

Watch the video here to know more about Bookkeeping & Tax Preparation Features.

Powerful Compliance Reports

You may filter your Books of Accounts and Financial Statements per period and have the option to mark entries as draft and posted, which gives you control over the specific information you want to export.

Compare your Financial Statements within a specific period of your choice with the JuanTax Comparative Report feature.

With JuanTax’s extensive reports that help you with your day-to-day bookkeeping, you may re-classify accounts and transactions with ease.

Watch the video here to know more about Powerful Compliance Reports.

Client and Staff Management

View your Clients and their activities in the JuanTax Portal. You may also filter the JuanTax Portal by their Tax and Organization classification.

Invite your Staff, Associates, Clients, and Managing partners and have control over their access to your firm’s data at a certain user level.

Watch the video here to know more about Client and Staff Management.

Assisted Learning or Self-Learning Options

JuanTax has a friendly user interface that helps you file your client’s returns conveniently.

With free access to courses in our JuanTax Academy, you can learn Basic Accounting, Taxation, and JuanTax features at your own pace.

You may also schedule an exclusive online training with you and your firm to get your client’s data migrated right away.

Watch the video here to know more about JuanTax Academy.