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Taxumo is the easiest way for small business owners, self-employed

professionals, and freelancers in the Philippines to prepare, file, and pay their
taxes.

With Taxumo, all you need to do is put in your income and expenses, and
Taxumo does the rest (from computing your tax dues, to filling up BIR tax
forms, and paying taxes online).

SCOPE OF SERVICE DETAILS


COMPUTATION, FILING AND PAYMENT
REMITTANCE FOR THE FOLLOWING TAX TYPES:

 INCOME TAX ( FORM 1701Q )


 PERCENTAGE TAX ( FORM 2551Q
)
 EXPANDED WITHHOLDING TAX (
FORM 0619E, 1601EQ)
 VALUE ADDED TAX ( FORM
TAX FILING 2550M, 2550Q )
COLLATING INCOME AND EXPENSE SUPPORTING
DOCUMENTS
MANUAL ENCODING OF ENTRIES INTO:

 CASH RECEIPTS JOURNAL


 CASH DISBURSEMENTS JOURNAL
 GENERAL LEDGER
BOOKKEEPING  GENERAL JOURNALS
 PAG IBIG
REMITTANCE OF GOVERNMENT
 PHILHEALTH
VOLUNTARY CONTRIBUTIONS  SSS
ANNUAL INCOME TAX RETURN
 PREPARATION / COMPUTATION
 FILING
(FORM 1701 )
 PAYMENT REMITTANCE
 PHILHEALTH ACCREDITATION
PHILHEALTH ACCREDITATION PROCESSING
 PRC ID RENEWAL AND
AUTHENTICATION
 PTR RENEWAL
 S2 LICENSE RENEWAL
 CERTIFICATE OF GOOD STANDING
ANCILLARY SERVICE ASSISTANCE APPLICATION
 FOR PROFESSIONALS and SOLE
*BIR REGISTRATION and RENEWAL PROPRIETORS
 COLLATERALS GIVEN BY BIR
FROM BUSINESS REGISTRATION
 OFFICIAL RECEIPTS
 LEDGERS
 JOURNALS
 ANNUAL RENEWAL AND
RESPECTIVE PAYMENT
REMITTANCE TO BIR
 PAYPAL (INC CREDIT CARD)
 ONLINE BANKING
 BANK OTC
TAXUMO REMITTANCE CHANNELS**  NON-BANK OTC
 TAXUMO PORTAL FOR:
 TRACKING OF TAXUMO AND
TAXPAYER DELIVERABLES
 TRACKING OF FILING STATUS
 DOWNLOADS OF FORM, BIR
(EMAIL) CONFIRMATION, AND
TAX PAYMENT REMITTANCE
TAXUMOMD DASHBOARD RECORD
 ASSIGNED TAXUMO CONCIERGE
TO FOLLOW-UP WITH TAXPAYER
FOR NECESSARY
DOCUMENTATION/INFORMATION
RELATED TO THE ABOVE
PROACTIVE TAXUMO SERVICE SERVICES

What is Moneygment?

Moneygment is a one-stop shop financial solution for self-employed individuals,


small and medium enterprises, homemakers, OFWs, and unbanked Filipinos.
Current Features available are the payment of Pag-IBIG, Philhealth, SSS, and BIR
contributions and taxes. Other features are currently in the works and will be
released very soon.

Who is Togetech?

Togetech Inc. is the developer of Moneygment. Togetech is a diversification of the


company Nessotech Inc. Nessotech has long been in the IT and remittance industry.
We have assisted various companies in their technical accreditation with government
agencies such as SSS, Philhealth, and Pag-IBIG.

In an effort to reach more customers, Togetech was established. While Nessotech


focused on corporate clients and development of systems, Togetech, on the oher
hand, focuses on retail clients through the development of mobile applications. We
have partnered with third party service providers who are accredited by these
government agencies in collecting and processing conributions.

What can I pay using Moneygment?

With Moneygment, you can easily pay your SSS, PhilHealth, and Pag-IBIG
contributions. You can also compute, file, and pay for your taxes. We are
continuously developing new features which will be added to the app later on. Follow
us on Facebook at www.facebook.com/moneygmentapp or at Instagram
@moneygmentapp to get updates on our new features.

What documents do I need to sign up?

If you’re an employer, we need to have a copy of your corporate documents for


verification. Otherwise, you just need to have your email and government numbers
(e.g. SSS, PhilHealth, Pag-IBIG, TIN). If you need assistance in obtaining these
government numbers, shoot us an email at customercare@moneygment.ph or tap
the chat button in the app.

Why are some services grayed out or not available?

We are on a continuous roll out and development of our app. As such, some features
may still be unavailable. Follow us on Facebook at
www.facebook.com/moneygmentapp or at Instagram @moneygmentapp to get
updates on our new features.

Is the app available on iOS?

Yes, it is. Just search for Moneygment.

What is a confirmation code?

The confirmation code is Moneygment’s reference number that you have


successfully entered a transaction. You should use this in paying over-the-counter.

SERVICE PRICE

Monthly tax filing 650.00

Quarterly tax filing 999.00

Annual tax filing (without audit) 2,500.00


Annual tax filing (with audit) 3,999.00

Pag-IBIG, PhilHealth, SSS payment 25.00

The app currently uses the old computation method as this is still the method
used for the April deadline for annual filing. After this, the app will be updated
to accommodate the provisions of the TRAIN law.

How it works

Users can download the Moneygment app from the Apple Store and Google Play. Once installed,
they can create an account using their Facebook, Gmail, or any other email account, after which
they can choose from a wide range of finance-related and payment services available: Pag-IBIG,
PhilHealth, and SSS contributions; bills and other utilities; loan application and payment; and
personal income and real property taxes, among others.

To pay for RPT, users need to have their properties assessed first. To do this, they will be asked
to fill in needed information, such as title number, full name of the owner as stated in the title, and
the local government unit. Afterwards, they will be asked to fill in the tax declaration number. Upon
confirmation and payment of the processing fee, users will then be asked to email copies of
pertinent documents to customercare@moneygment.ph. They can track the progress of the
assessment by tapping the History tab.

Users will receive an email once property assessment is complete. Once the amount has been
carefully reviewed, they can then proceed with payment via the different options available. Once
paid, they will receive an update that Pinnacle is processing the filing of their RPT. They will then
receive their official receipt (OR) and statement of account (SOA) upon completion. All of this can
be done without going to the city or municipal treasurer’s office of the LGU where the property is
located.

What is JuanTax?
JuanTax is the digitized Business to Business (B2B) tax platform and tax automatic
data entry which is accredited by the Bureau of Internal Revenue (BIR). It’s the
newest cloud-based tax filling solution for taxpayers.

JuanTax founder, Marvin Galang, said that this application, with the help of current
technology and Artificial Intelligence (AI), they were able to come up with a program
that would fill out the forms using the data on receipts which are scanned using a
camera from a smartphone.
How can I set-up my JuanTax account?
Using the web-based application is easy. As a matter of fact, it can be deduced to
just three (3) simple steps. First and foremost, you need to register with JuanTax
first. Click here to be redirected to the registration page.

After doing so, you can now start your journey in never feeling the hassle of filling
out tax forms ever again!

Read: How Much Would the Tax of the P700-Million UltraLotto Winner be?

Uploading your information


After creating a JuanTax account, the first thing you would have to do is to set-up
the information required. Some of these would include:

 Full Name
 Address
 Tax Identification Number (TIN)
 Contacts
 Contacts’ Address/es; and
 Your contacts’ TIN/s
You can upload them by importing the information through an Excel (CSV)
spreadsheet. Finalize the information and double-check to avoid the hassle of
coming back again to edit it.

Generate reports
The next easy step is to make a report of the tax return you want to file. After
adding a report, select the Month and Year of the return; then you can now add
the transactions to your report.

Read: HiDOK, a Mobile App for a Doctor’s Appointment, Now Out in Davao

Other than the fact that you can directly create transactions in JuanTax, you also
have the choice to import transactions in bulk in CSV spreadsheets in the tax
software. So, you have a load of options on how you can import the transactions.
It’s actually very easy! Should you have created a spreadsheet which contained your
transactions, you can just upload it in JuanTax, map and align the columns and
you’re set!

File your reports


Now that you’re ready to submit and file your returns, you can easily do it in just a
few clicks! There actually are two (2) options available: eBIR Filing and Manual
Filing.

Manual Filing refers to you viewing and printing your tax forms and submitting it
manually to the nearest and respective Revenue District Office (RDO) in your
location.

eFPS users can download the forms and enter it in the eFPS. Then, they can send
the DAT files through JuanTax—the DAT files are already authenticated and
validated.

eBIR Filing on the other hand, is when JuanTax files your tax forms electronically
using eBIR v7.1. Doing so will allow the app to also send the DAT files relevant to
your returns.

It’s easy! We can summarize the steps into the following:

1. Scan your Official Receipts (ORs). Make sure that the information in the
photo is clear;
2. Your tax data will be extracted automatically into the cloud;
3. The image will be reviewed and validated in a few minutes;
4. You’re ready to go and file!
It’s easy, hassle-free, and convenient for all businesses and self-employed people.

Read: 12% Contribution Hike of SSS in 2019

Benefits of JuanTax
Some of the main benefits of JuanTax are:
Mobile application

It’s a web-based mobile application. As long as you have a working Internet


connection, you can use this utility tool and take advantage of it.

Secured data

JuanTax is approved and accredited by the Bureau of Internal Revenue (BIR). All of
the information are confidential and are properly secured; backed with two-factor
authentication and a one-time pin.

Accountant’s portal

Accountants need not to worry anymore in switching between multiple windows and
pages. Everything is in one dashboard including the clients compliance and other
requirements.

Automated tax calculation

Everything is calculated automatically after taking a snapshot of the data. No more


complicated templates that are complex. Recording and reporting is seamless.

Read: BPO Subsector: Special Tax Rate Removed?

Unlimited users

It can have unlimited users with no extra costs. Different users with different roles
are available.

Unlimited storage

Since it’s archived in the cloud, you don’t have to worry about filing and uploading a
ton of data or information.

Smooth filing

Different options vary. From Tax returns to VAT Relief, SAWT, and QAPs. It’s done
and sent through the system which is secured and is moderated by the BIR
JuanTax, for instance, is a local cloud-based tax-filing app that automates the entire
process.

The mobile version of the app uses your smartphone camera to scan transaction
documents such as receipts and invoices then turns them into digital data.

This saves you from entering the details for each one manually when you’re filing
your Value-Added Tax (VAT) returns for your business, for example.

Your scanned documents are also backed-up in the cloud, allowing you to access
them across different devices. Once you have all the data you need, you can let the
app compute it and generate a report.

You’re then asked whether you want to manually file a printed copy of the report in a
Bureau of Internal Revenue (BIR) office or just send them a digital copy. The best
part is the app has a notification system that reminds you of the important deadlines
just in case you forget them. JuanTax is a paid service.

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