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      • JuanTax Full Certfication for CPA / Bookkeeping Firms PART 1

      JuanTax Full Certfication for CPA / Bookkeeping Firms PART 1

      Chris Bernardo
      Chris Bernardo
      JuanTax Plus
      (0 review)
      Free
      JuanTax Full Certfication for CPA Bookkeeping Firms PART 2
      • Overview
      • Curriculum
      • Instructor
      • Reviews

      Welcome to Part 1 of the JuanTax Plus Certification Course led by Chris Bernardo, JuanTax’s Education Success Manager. This course is designed to cover a range of essential topics, including navigating the JuanTax Portal, setting up your firm account, adding organizations, configuring settings, and managing transactions. By attending this course, you’ll learn how to input sales and purchases manually or via CSV import, apply for payments correctly, and execute manual journal entries.

      If you want to enhance your tax management skills and make the most of JuanTax’s capabilities, this comprehensive certification is the perfect course for you. Also, make sure to check out the next certification course available, which will complete the curriculum and provide you with even more expertise.

      Course Features

      • Lectures 20
      • Quizzes 1
      • Duration 2 Hours 30 minutes
      • Skill level All levels
      • Language English
      • Students 157
      • Certificate Yes
      • Assessments Self
      CoursesJuanTax PlusJuanTax Full Certfication for CPA / Bookkeeping Firms PART 1
      • Introduction 1

        • Lecture1.1
          Introduction
      • Portal 1

        • Lecture2.1
          Portal and Help Channels
      • Set Up Firm Account 3

        • Lecture3.1
          Set Up Firm Account
        • Lecture3.2
          Firm information and Billing Settings
        • Lecture3.3
          Add Staff & Assign User Roles
      • Add / Set Up Organization/s 1

        • Lecture4.1
          Add / Set Up Organization/s
      • Organization Dashboard 1

        • Lecture5.1
          Organization Dashboard
      • Organization Settings 5

        • Lecture6.1
          Organization and General Settings
        • Lecture6.2
          Upload COR (Business Registration 2303)
        • Lecture6.3
          Chart of Accounts Part 1
        • Lecture6.4
          Chart of Accounts Part 2
        • Lecture6.5
          Starting Balance & Activity
      • Dashboard 1

        • Lecture7.1
          Dashboard (Overview)
      • Transaction Module 7

        • Lecture8.1
          Transaction Module (Overview)
        • Lecture8.2
          Adding Sales(Manually)
        • Lecture8.3
          Adding Purchases (Manually)
        • Lecture8.4
          Adding Sales (Import CSV)
        • Lecture8.5
          Adding Purchases (Import CSV)
        • Lecture8.6
          Importance of Applying of Payment
        • Lecture8.7
          Manual Journal Entry
      • Final Assessment 1

        • Quiz9.1
          Final Assessment 10 questionsFinal
      Chris Bernardo
      Chris Bernardo

      Resident Lecturer

      Chris Bernardo is the Head of Training and Activation at JuanTax, and our Resident Lecturer. He is a seasoned tax trainer that has been empowering taxpayers by conducting more than 120 tax training webinars since the pandemic started.

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      • Overview
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