Add a company step by step, with its returns and data files

Firm admins now add a company through a guided setup instead of one long form. Start from Add company on Home.

The steps

1. Connect Juan: paste the company's API key. Checking it writes nothing.
2. Review company: confirm the organization as Juan holds it, then choose Add company. The company exists only from here.
3. Tax forms: choose VAT-registered or Non-VAT, and Individual or Non-individual, then any add-ons: Has employees, Pays final taxes or Top Withholding Agent (TWA). Mendiola suggests what Juan shows the company has filed.
4. Google Drive, then Sales settings when there is a sales folder, and Sending when there is any folder. Done lists what you set, with a link to change each.

Cancel setup removes a company added within the day that has processed nothing. Any other company offers Exit setup, which removes nothing. Juan is never changed either way.

Data files travel with their returns

Ticking a return now ticks the data file it needs: the 2550Q brings its SLSP and SAWT, the 2551Q and income tax returns their SAWT, and the 1601-EQ and 1601-FQ their QAP. Each data file has its own row on Tax filings, so a return filed without its list is caught. A return that claims nothing the file would list shows Nothing to file. Where a return's figures were not read, use Nothing to file… on the SAWT or QAP row and add a note.

See Connect a company to Juan and Google Drive and Track filings and payment confirmations.