October 11, 2017 – Wednesday — We’re so pleased to announce the launching of our newest feature, the JuanTax Standalone version. This was designed to enable users of entering and importing transactions, as well as their contacts, straight into JuanTax.
Introducing the Standalone Version
What makes JuanTax so special is that once it’s integrated with Xero accounting software, all transactions in your Xero account will be pushed directly into JuanTax, making it easier for you to generate and file taxes within seconds.
But, what if you are using other accounting software or only using spreadsheets?
Our answer is the JuanTax Standalone version, which would give users the option to manually enter and import CSV files of their transactions directly into JuanTax, separately for each report without the use of tax mapping.
Create and Import Your Transactions
For creating transactions, simply click on Create Transaction button and fill out the required fields. To import your transactions, click the Import Transaction button, then start importing your CSV file by following the steps in the setup wizard.
Set Up Your Own Contact List
This new standalone version now also allows you to devise your own list of contacts inside of JuanTax either through data entry or CSV file importing.
To create via data entry, you can start filling up your contact form by clicking the Create Contact button.
Start importing contacts by downloading a contact template file and enter data on the following fields such as:
- For Individual: FirstName, LastName, Address, City, Country, Postal, Area Code, Phone and TIN.
- For Non-Individual: OrganizationName, Address, City, Country, Postal, Area Code, Phone and TIN.
Save your file as a CSV (Comma Separated Value) spreadsheet then simply import it to the Import Contacts section in JuanTax.
New Reports Added
Aside from the initial set of reports included in the Xero version, namely 2551M, 2550M, 1601E, 2550Q, 2307, 1604E, and 2306, we’ve added some reports for both Final Withholding and Income Tax Return in the Standalone version:
1. Final Withholding Tax
- 1601-F – Monthly Remittance Return of Final Income Taxes Withheld
2. Income Tax Return (For Individuals)
- 1701 – Annual Income Tax Return (For Self-Employed Individuals, Estates and Trusts)
- 1701-Q – Quarterly Income Tax Return for Self-employed Individuals, Estates, and Trusts (Including Those with both Business and Compensation Income)
3. Income Tax Return (Non-Individual)
- 1702-EX – Annual Income Tax Return for Use ONLY by Corporation, Partnership and Other Non-Individual Taxpayer EXEMPT under the Tax Code, as Amended, {Sec. 30 and those exempted in Sec. 27(C) and Other Special Laws, with NO Other Taxable Income
- 1702-MX – Annual Income Tax Return for Corporation, Partnership and Other Non-Individual with MIXED Income Subject to Multiple Income Tax Rates or with Income Subject to SPECIAL/PREFERENTIAL RATE
- 1702-RT – Annual Income Tax Return for Corporation, Partnership and Other Non-Individual Taxpayer Subject Only to REGULAR Income Tax Rate
- 1702-Q – Quarterly Income Tax Return for Corporations, Partnerships and Other Non-Individual Taxpayers
Don’t miss the chance to experience this whole new innovation that will change the way you file and pay taxes! Sign up and try JuanTax today!
