Add a company with the setup steps

Admins add companies. Add company walks you through connecting the company's Juan organization and the settings it needs first. Each later step is optional and can be changed afterwards in Company settings. Members do not see Add company.

Before you start

Have the organization's Juan API key ready. In Juan it is under Settings → API Key. The key is stored encrypted and never shown again after this. Do not paste it into a help request or screenshot.

Connect and review

1. From Home, choose Add company.
2. In Connect Juan, paste the key into Juan API key and choose Check key. Mendiola reads the organization. Nothing is saved yet.
3. In Review the company, check that the organization is the one you meant. The details come from Juan and are changed there. Review also says whether the company files individual returns (a sole proprietorship) or corporate returns.
4. Choose Add company. The company is created now.

Back or Cancel at Review leaves nothing behind.

Choose the tax forms

The Tax forms step sets which BIR forms the company files. Tax filings then expects one filing per period of each and says which are late.

• VAT registration: choose one. VAT-registered adds 2550M and 2550Q with the SLSP and SAWT. Non-VAT adds 2551Q with the SAWT.
• Taxpayer: choose one. Individual adds 1701Q, 1701 and 1701A. Non-individual adds 1702Q, 1702-RT and 1702-MX. Each brings the SAWT.
• Also files: pick every one that fits: Has employees (1601-C, 1604-C, 2316), Pays final taxes (0619-F, 1601-FQ with QAP, 1604-F), and Top Withholding Agent (TWA) (0619-E, 1601-EQ with QAP, 2307, 1604-E).

When Juan already has filings for the company, Add what Juan has filed ticks those forms. Use Add a form to search for any other form by code or name. Remove a form with its remove button.

Choosing the TWA card adds the expanded withholding forms only. It does not set the company's Top Withholding Agent status for exposure reports; set that on the Tax forms tab in Company settings.

Then set Check returns due from. Tax filings expects every return due on or after that day, whatever period it covers; anything due earlier still shows when it is in Juan, but is never flagged missing or overdue. Finally choose the BIR filing channel: eBIRForms, or eFPS with its group. eFPS groups file some monthly returns between the 11th and 15th instead of the 10th.

Choose the Save … and continue button, which counts the forms ticked. Skip moves on without saving your changes; with nothing changed, the button is Continue.

Data files go with their returns

A return brings its data files: SLSP, QAP and SAWT. While a ticked return needs a data file, the data file cannot be removed on its own. Each data file is still followed separately on Tax filings, because a return can be filed without its data file.

When a return claimed nothing the data file would list, for example no prepaid tax on the SAWT, open that SAWT or QAP row on Tax filings and choose Nothing to file… from its menu. The row then shows Nothing to file and counts as done. The SLSP is always owed with its return, so it has no such mark. To reverse the mark, choose Undo nothing-to-file mark.

Link Google Drive, sales and sending

• Google Drive: paste a Purchases folder and, if needed, a Sales folder. Use Test access on each link, then Save and continue. Skip this step to set up the company without Drive; documents can still be uploaded. See Connect a company to Juan and Google Drive for sharing the folder and setting a schedule.
• Sales settings appears only when a sales folder is linked. It sets how POS sales reports become sales invoices in Juan.
• Sending appears when any folder is linked. It sets whether what the sweep finds is handed to Juan: Off — block all sends, Manual sending only, or Allow automatic sending. Choose deliberately: automatic sending can create real drafts in Juan without another click.

Finish

Done lists what was set for Tax forms, Google Drive, Sales settings and Sending, each with Change. Choose the Open button with the company's name to go to its Dashboard. Nothing records whether setup was finished; every setting stays in Company settings.

Cancel or leave setup

Each step after the company is created has a button beside the step counter:

• Cancel setup appears while the company is new: added less than 24 hours ago and with nothing processed. It asks you to confirm, then Remove company removes the company from Mendiola with its Juan connection and everything set in these steps. Nothing in Juan changes: the organization and its books stay as they are, and you can add it again with its API key. Choose Keep setting up to stay.
• Exit setup appears on any other company. It leaves setup and removes nothing. To archive or delete a company, see Archive, restore, or delete a company.

Common problems

• The key is refused: check that it belongs to the intended organization and is still active in Juan.
• Save and continue is not offered on Google Drive: each link you typed must pass Test access first.
• No Sales settings step: it needs a saved sales folder.