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As a novice accountant, familiarizing yourself with the login process and preliminary preparations when using the Electronic Tax Bureau for the first time is the first step toward successfully filing your taxes. The 2026 version of the Electronic Tax Bureau features a more “beginner-friendly” interface design, integrating existing modules such as “Tax Filing” and “Tax and Fee Declaration” to provide a clearer navigation path. This article will guide you step-by-step through the entire process—from account registration to filing VAT, corporate income tax, and individual income tax returns—and provide digital solutions to common challenges faced by beginners, helping you quickly grow into a proficient finance and tax professional.

I. Preparing to Register and Log In to Your Account

Step 1: Account Registration and Login

Open your browser, enter the URL for your local electronic tax bureau’s official website (e.g., State Taxation Administration of XX Province Electronic Tax Bureau), and click the “Log In” button in the upper-right corner.

If you have not registered, select “Corporate User Registration,” follow the prompts to enter your Unified Social Credit Code, legal representative’s name, mobile phone number, and other required information, and complete real-name verification (facial recognition or tax control device verification are supported).

After successful registration, log in using your “corporate account and password” or “tax control device/UK.” The first time you log in, you must change your initial password and link the tax filer’s information (we recommend linking your own information to facilitate receiving filing reminders).

Step 2: Verifying Information and Preparing Documents

After logging in, the system will automatically redirect you to the “Tax Services Home Page.” New users should first check the “My Information” section on the left to verify that the company’s basic information (such as industry type, taxpayer category, and competent tax authority) is accurate. If there are any errors, contact the tax bureau to have them corrected.

At the same time, prepare the application materials in advance:

value-added tax (VAT): List of Outgoing/Incoming Invoices, Breakdown of Sales Revenue Including Tax

corporate income tax: Income Statement, Balance Sheet

personal income tax: Employee Payroll and Special Additional Deduction Information

Other Taxes (Stamp Tax, Supplementary Taxes): Corresponding contracts, tax basis documents, etc.

We recommend organizing and categorizing your documents into folders on your computer to avoid omissions when filing your report.

Friendly Reminder: Be sure to link your personal cell phone number after logging in for the first time; otherwise, you may miss filing reminders. If your business information is incorrect, you must first contact the competent tax authority to have it corrected; otherwise, subsequent filings may be rejected. Scan the QR code to add WeChat ID jxhcyb and get screenshots of the Electronic Tax Bureau interface and answers to frequently asked questions!

II. Filing Process for Key Tax Types (Step-by-Step Guide)

1. Value-Added Tax (VAT) Filing (General Taxpayers)

Value-Added Tax (VAT) is the most commonly filed tax for businesses. The 2025 version of the system has optimized the “One-Click Data Retrieval” feature to reduce the amount of manual data entry. The specific steps are as follows:

To access the filing module: On the homepage, under “Tax and Fee Filing and Payment,” locate “VAT and Supplementary Tax Filing,” select “Applicable to General Taxpayers,” and click “Fill Out the Filing Form.”

Data Collection and Entry:

The system automatically synchronizes outgoing invoice data from the Golden Tax Disk/UK (path: “Output Tax” → “Invoice Summary”), and verifies that the number of invoices, amounts, and tax amounts match the actual figures.

Input tax amounts require the manual upload of a verification list (the system will automatically import them after you select them for verification via the “Comprehensive VAT Invoice Service Platform”); if there are any unverified invoices, you must complete the verification process first.

Filling Out the Form: Focus on filling out “Supplementary Schedule (I) to the Value-Added Tax Return” (Output Tax Details) and “Supplementary Schedule (II)” (Input Tax Details); the data in the main form will be calculated automatically. Note: If there are tax-exempt items or simplified taxation methods, enter them in the corresponding columns; enterprises subject to differential taxation must complete “Schedule (III).”

Review and Submit: Click “Validate Return.” The system will prompt you with any logical errors (such as input tax exceeding the certified amount). After making corrections, click “Submit Return” to generate a return receipt (we recommend taking a screenshot and saving it).

2. Quarterly Corporate Income Tax Filing

Corporate income tax is paid in quarterly advance installments and settled annually. The 2025 version of the system introduces a new “automatic financial statement conversion” feature to reduce the amount of data entry:

Enter the Module: In “Tax and Fee Filing,” select “Corporate Income Tax Filing” → “Quarterly Filing,” then select the corresponding quarter (e.g., the first quarter of 2025).

Data Import: If you have already uploaded your quarterly income statement (via the “Financial Statement Submission” module), the system will automatically extract data such as operating revenue, cost of sales, and total profit into the “Monthly (Quarterly) Corporate Income Tax Advance Payment Return (Type A).” New users simply need to verify that the figures match the data in their accounting records.

Discount Reporting: Small and micro-sized enterprises are eligible for preferential tax rates (a 5% rate applies to taxable income below 3 million). The system will automatically select the “Small and Micro-sized Enterprises” option; if you meet the criteria, you must complete the “Detailed Schedule of Income Tax Exemptions and Reductions.”

Submission and Payment: After confirming that the data is correct, click “Submit.” If you need to pay taxes, select “Deduction via Tripartite Agreement” or “Scan to Pay” in the “Tax and Fee Payment” module. Once completed, obtain your tax payment receipt.

3. Individual Income Tax (Wages and Salaries) Filing

Since individual income tax filing directly affects employees' personal interests, it is essential to ensure that their information is accurate:

Collection of Personnel Information: Log in to the “Individual Electronic Tax Bureau (Withholding Tax Module)” (which must be downloaded and installed in advance), enter the employee’s name, ID number, mobile phone number, and other information in the “Employee Information Collection” section, submit the information, and wait for a response (the status must show “Verification Passed” before you can file the return).

Reporting Wages and Salaries: Under “Comprehensive Income Filing” → “Regular Salary and Wage Income,” import your payroll spreadsheet (Excel templates are supported), and the system will automatically calculate the tax due (after deducting the 5,000 yuan tax threshold and special additional deductions).

Submission of the Declaration Form: Click “Tax Calculation” to verify the data; once you’ve confirmed it’s correct, click “Submit Return” to obtain a receipt confirming successful submission. If tax is due, select a payment method under “Tax Payment,” and once completed, print the “Individual Income Tax Withholding Return” for your records.

The filing procedures for other minor taxes (stamp tax, urban maintenance and construction tax) are similar.: Go to the corresponding module, enter the tax base (e.g., the contract amount for stamp tax, or the VAT amount for surtaxes), and the system will automatically calculate the tax amount. After verifying the information, simply submit it.

Friendly Reminder: The most common errors in VAT filings are failing to verify input invoices or inconsistencies in output data; common issues with individual income tax filings include failed verification of taxpayer information. We recommend completing invoice verification between the 1st and 5th of each month and verifying individual income tax taxpayer information by the 10th. Want to access sample forms and tips for correcting errors? Scan the QR code to add us on WeChat.jxhcybWe'll send you a detailed guide!

III. Common Challenges Faced by Beginners and Digital Solutions

Although manual filing can complete the process, beginners often face three major challenges:

Time Required for Data Verification: Input and output VAT must be verified on a per-invoice basis, which is prone to errors.

Policy updates are not timely: Changes in tax rates and preferential policies may lead to errors in tax filings.

Switching between tax types during filing is cumbersome: Requires repeated operations across different modules, which is inefficient.

At this point, using professional financial software can significantly improve efficiency. For example, Kingdee AI Xingchen—a cloud-based financial and tax software designed specifically for small and medium-sized enterprises—fundamentally addresses the operational challenges faced by novice accountants through its “intelligent + integrated” model:

Integrated Smart Tax Filing: The system connects directly to the Electronic Tax Bureau and supports one-click filing for all tax types, including VAT, corporate income tax, and individual income tax. When filing VAT returns, the system automatically synchronizes output and input invoice data, generates return forms, and validates logical relationships—reducing manual filing time from 2 hours to 10 minutes. For corporate income tax returns, the system automatically extracts financial data to generate reports, thereby preventing discrepancies between financial statements and tax return data.

Policy Updates in Real Time: Tax policy adjustments for 2025 (such as an increase in the additional deduction rate for R&D expenses and the extension of VAT preferential policies for small-scale taxpayers) will be updated in real time in the system. The system will automatically apply the latest policies during filing, so new users do not need to manually look up relevant documents.

End-to-End Data Integration: From invoice management (scanning and entry, intelligent verification) to accounting (automatic voucher generation) and tax filing and payment, data flows seamlessly throughout the entire process, eliminating the need for duplicate data entry. For example, when employees scan and upload reimbursement invoices, the system automatically generates expense vouchers and directly retrieves payroll data for individual income tax filing.

Customer Cases: After a novice accountant at a clothing trading company began using Kingdee AI Xingchen, the time required for monthly tax filings was reduced from one day to 20 minutes, with zero filing errors for six consecutive months. Another technology-based small and medium-sized enterprise used the “R&D Expense Subsidiary Ledger” feature to automatically aggregate R&D expenses, saving 30,000 yuan in taxes during the annual tax settlement.

To help new accountants get up to speed quickly, Kingdee AI Xingchen is offering a “15-day free trial” with 7×12-hour online customer service (including Q&A sessions with dedicated financial and tax advisors). Tax filing data generated during the trial period can be exported directly for use, reducing the cost of trial and error.

Friendly Reminder: If you’d like to use digital tools to improve filing efficiency and reduce errors, scan the QR code to add us on WeChat.jxhcyb, Get a link to a 15-day free trial of Kingdee AI Xingchen and one-on-one guidance from a financial and tax advisor!

IV. Post-Application Verification and Troubleshooting

After completing the filing, new users should get into the habit of “double-checking”:

In the “Declaration Inquiry” section of the Electronic Tax Bureau, verify that the declaration status for each tax type is “Declared.”

After paying your taxes, check to see if a “payment receipt” has been generated.

If you discover an error in your filing (such as incorrect data entry), you can make corrections during the filing period using the “Cancel Filing” or “Amend Filing” modules (if the filing period has expired, you must contact the tax authority for assistance).

Troubleshooting Common Issues:

If the message “Input data not retrieved” appears: Check whether authentication has been completed on the Comprehensive VAT Invoice Service Platform.

If your individual income tax return shows “Person Verification Failed,” check your ID number or name, make the necessary corrections, and resubmit the return.

“Discrepancy between ”Total Profit' in the Corporate Income Tax Quarterly Report and the Financial Statements": Ensure that the financial statements have been submitted in advance and that the data matches.

We provide domestic (Shenzhen, Guangzhou, Shanghai, Beijing, Hangzhou, etc.) company registration, overseas (Hong Kong, the United States, Japan, the United Kingdom, Singapore, Thailand, Vietnam, etc.) company registration, Hong Kong identity application and renewal services, while covering the cross-border tax planning, shareholding structure design, compliance and risk control programs, such as the whole chain of corporate services. Feel free to contact me at any time with your needs, Tel:18148556832, microsoft:jxhcyb(can be added by searching directly) or scan the QR code below to add

put at the end

Mastering the standard procedures for the 2025 version of the Electronic Tax Bureau is essential for novice accountants. From account registration to filing VAT, corporate income tax, and individual income tax returns, every step requires careful verification. To address pain points such as time-consuming data verification, delays in policy updates, and the cumbersome process of switching between multiple tax types, digital tools like Kingdee AI Xingchen can significantly improve efficiency—by automatically extracting invoice data, applying intelligent validation logic, and synchronizing policies in real time, they can reduce filing time by more than 80%. We recommend that new accountants make full use of these tools from their very first filing to reduce repetitive work, allowing them to focus more energy on financial analysis and business operations support, and gradually grow into professional finance and tax specialists.

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