Medtax · Doctor guide

Overview

Here's how the new system works. We'll put more information in the coming days.

Your Home screen

Good afternoon, Dr. Reyes
1
Running tax balance
VAT
Q3 2026 · Due Oct 25
₱110,400
Income tax
Q3 2026 · Due Nov 15
₱250,000
2
Action items
6 to reconcile · 6 to review
12
34
Total income · 2026View income
₱2,900,000
This quarter · Q3 2026₱1,100,000
5
Total expenses · 2026View expenses
₱500,000
This quarter · Q3 2026₱180,000
6
Running VAT payable
₱110,400
Output VAT less input VAT you can claim · Q3 2026
Output VAT ₱132,000
Input VAT ₱21,600
VAT Gap ₱110,400Expense Gap ₱920,000
7
Home
Taxes
Documents
Chat

Tap any number to spotlight it on the phone.

1

Running tax balance — any tax you owe shows here.

2

Action items — anything that needs you: to reconcile or review.

3

Total income — everything you've earned this year.

4

This quarter — tap to expand for the quarter's detail.

5

Total expenses — your business costs for the year.

6

Running VAT payable — your VAT for the quarter (output − input).

7

Bottom bar — Home, Taxes, Capture, Documents, Chat.

Sample figures · iPhone 17 size (402 × 874 pt)

The Taxes tab

Every filing you owe and when it's due — the whole year on one timeline.

Taxes
1
Upcoming
History
2
₱360,400
Total running tax balance
Later this year
3
Oct 25
VATQ3 2026
₱110,400Pending
Nov 15
Income taxQ3 2026
₱250,000Pending
4
2027
Jan 25
VAT
Q4 2026· Not yet due
Apr 15
Income tax
Annual 2026· Not yet due
Apr 25
VAT
Q1 2027· Not yet due
May 15
Income tax
Q1 2027· Not yet due
That's everything through 2027
Home
Taxes
Documents
Chat

Tap any number to spotlight it on the phone.

1

Upcoming / History — switch between filings coming up and ones you've already filed.

2

Total running tax balance — everything you owe right now, added up.

3

A filing — the tax, its period, the amount, and when it's due. Tap to open it.

4

Later on — filings further out, marked "not yet due." Nothing to act on — they fill in as the year moves.

Sample figures · iPhone 17 size (402 × 874 pt)

Filing history

The History tab — everything you've already filed, with proof and amounts.

Taxes
1
Upcoming
History
2
Search filings
3
2026
Past tax returns
4
Aug 15
Income taxQ2 2026
₱170,000Filed
Jul 25
VATQ2 2026
₱81,600Filed
May 15
Income taxQ1 2026
₱102,500Filed
Apr 25
VATQ1 2026
₱96,000Filed
Showing 2026 · switch the year to see more
Home
Taxes
Documents
Chat

Tap any number to spotlight it on the phone.

1

Upcoming / History — tap History to see everything you've already filed.

2

Search — find a specific filing by name or ID.

3

Year filter — switch the year to see filings from a different year.

4

A past return — the tax, period, amount filed, and status. Green ✓ means filed; an unfiled overdue one shows in orange, and periods before you joined show "Out of service."

Sample figures · iPhone 17 size (402 × 874 pt)

The scan button

Snap a receipt, invoice, or 2307 — and it comes back fully read.

Auto-detects the document
Done · 1
You snap it
Documents
Service Invoice
Auto-read
Client
Client
Philippine Heart Center
TIN
000-118-447-000
Income detailsWI011
Net of VAT
₱1,680,000.00
VAT (12%)
₱201,600.00
Total
₱1,881,600.00
Less: withholding
₱150,000.00
Net received
₱1,731,600.00
Document
Tax period
Q1 2026
Date uploaded
Mar 28, 2026
It comes back read

The Documents tab

Everything the app keeps for you — money, invoices, records, filings, and permits, in one place.

Documents
1
Money
Income
SIs, 2307s & matching
Expense
Costs & VAT
2
Invoicing
Generate an invoice
Draft the VAT / EWT / discount breakdown
Saved drafts
Invoice drafts you've generated
3
Records
Assets
Capital, depreciation
On hold
Benched — counting toward no period yet
3Held
4
Filing & books
COR
Certificate of Registration (2303)
Accounting books
Books of accounts, ledgers
5
Permits & credentials
Professional Tax Receipt
PTR, per year
Sworn Declaration
Annex B-1, per year
S2 License
PDEA S2 license
Home
Taxes
Documents
Chat

Tap any number to spotlight it on the phone.

1

Money — your income (invoices, 2307s, matching) and your expenses (costs & VAT).

2

Invoicing — generate a service invoice, or reopen a saved draft.

3

Records — assets you depreciate, and documents put on hold until they belong to a period.

4

Filing & books — your COR and your BIR books of accounts.

5

Permits & credentials — PTR, sworn declaration, and S2 license, kept in one place.

iPhone 17 size (402 × 874 pt)

The Chat tab

Inbox
AI
Support
Updates
Medtax Assistant
Always on · instant answers
Today
I parsed 8 new documents from your uploads — they're ready in your review queue.
What's my Q3 VAT looking like?
About ₱110,400 right now — output VAT ₱132,000 less ₱21,600 you can claim.
Coming soon
We'll talk here soon.
AM responses monitored for speed and quality
Better system integration and support
Encrypted, secure
Your files stay yours
We'll reach out when we're ready. Looking forward po Doc!
Ask the Medtax Assistant…
Home
Taxes
Documents
Chat