Answers for everyday work
FAQ
Concise answers to the product, process, and status questions that come up most often.
Which portal should I use?
Platform operators use the platform portal, tax-firm staff use the firm portal, and client business users use the client portal. Day-to-day accounting and tax records are handled inside a client workspace opened from the firm portal.
Can I change language or theme?
Yes. The product supports English and Chinese interface settings, plus light and dark themes. The documentation also provides matching English and Chinese pages.
Which invoice files can the client portal upload?
The current client upload flow accepts PDF, JPG, PNG, and ZIP files, with a maximum of 25 MB per file.
Does a successful upload mean the invoice is complete?
No. Upload success only confirms file receipt. Recognition, review, duplicate checks, tax treatment, attachments, confirmation, and voucher work may still be pending.
Why does invoice direction matter?
Input and output invoices drive different tax facts. Purchase EWT is decided for input invoices. Output invoices are not forced through a CWT decision; a customer-provided Form 2307 is recorded later as independent Received 2307 evidence.
How many attachments can a manual invoice have?
The current manual invoice flow supports one primary attachment and up to three supporting attachments.
Why is a submitted voucher not visible in the ledger yet?
Voucher posting runs asynchronously. Return to the voucher list and confirm the posting status. Draft, incomplete, or failed vouchers do not appear as posted ledger activity.
Which tax filing types are currently supported?
The guided Tax page currently supports Original Returns for BIR Form 2550Q April 2024 ENCS, 0619-E 2018-01, and 1601-EQ 2019-01 ENCS. QAP is available as the on-screen support schedule for 1601-EQ, not as a separate filing task.
Does IntelligentTax submit directly to BIR or pay automatically?
No. The current guided Tax lifecycle prepares web returns and tracks customer confirmation, filing lock, and completion. It does not generate official BIR PDFs or QAP DAT/CSV files, submit through eBIRForms/eFPS, or record/make payment.
Why do some items say Planned but have no steps?
This manual publishes operating instructions only for code-verified functionality. Planned items are identified for transparency, but instructions are added only after implementation and verification.
How do I search the documentation quickly?
Press Ctrl+K on Windows or Command+K on macOS to focus search. Results search the current language across page titles, headings, guide text, and FAQ answers, and link directly to the matching section.
Can I read the manual on a phone?
Yes. Navigation collapses into a drawer, article content becomes single-column, and every system screenshot can be opened in a full-screen zoomable viewer.