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Tax Reports Dashboard

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Written by Guido Kaspers
Updated over a week ago

The Tax Reports dashboard gives you a single, always-up-to-date view of every sales-tax filing Swap submits on your behalf. Instead of chasing email trails or spreadsheets, you can:

  • Check the real-time status of each filing.

  • See key details such as filing period, tax amount, and confirmation ID.

  • Filter and export transactional reports for each filing for accounting, audit or record-keeping.

    • Note: Data exporting is currently unavailable.

The Tax Reports Dashboard is available for merchants using Swap for Tax Compliance.


How to Access

  1. Sign in to the Swap Dashboard.

  2. Go to Global → Tax Reports.

  3. The page opens on All filings for the current year.


Row Details

Field

What it means

Tax Report name

Merchant name + Year + Month

Country

Full country name of the jurisdiction

State

Full state name

Tax Frequency

Cadence set by jurisdiction: Monthly, Quarterly, Yearly

Sales Tax ID

Your registration number in that jurisdiction

Filing Period

Period the return covers, e.g. “March 2025” or “Q1 2025”

Status

Current status of report

Sales Tax Due

Total tax remitted for the period

Submitted Date

Date Swap filed the return

Payment Date

Date funds left Swap’s clearing account

Export

Download the filing data


Using the Reports

The Tax Reports dashboard offers three key features to help you manage your tax filings efficiently:

  • Filtering reports.

  • Monitor upcoming and overdue filings.

Filtering

  • Jurisdiction filter – pick one or multiple states/countries.

  • Period filter – choose Month, Quarter, Year, or a custom range.

  • Status filter – isolate Upcoming, Overdue, or Completed filings.

The table refreshes instantly when you change a filter.

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