This article explains what tax filing reports are in Swap, what each column means, and how to use filters to track your filings.
What is a tax filing report?
When you use Swap for Tax Compliance, Swap files sales tax returns on your behalf. The tax filing reports view gives you a single, always-up-to-date record of every return Swap has submitted — including its status, the filing period, the tax amount remitted, and key reference IDs.
To access tax filing reports, go to Global → Tax Reports in your Swap Dashboard. The page opens on All filings for the current year.
Report columns
Column | What it shows |
Tax report name | Merchant name + year + month |
Country | Country of the filing jurisdiction |
State | State or region of the filing jurisdiction |
Tax frequency | Cadence set by the jurisdiction: Monthly, Quarterly, or Yearly |
Sales Tax ID | Your registration number in that jurisdiction |
Filing period | The period the return covers, e.g. March 2025 or Q1 2025 |
Status | Current status of the filing (see below) |
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 (currently unavailable) |
Filing statuses
Status | What it means |
Upcoming | The filing period is open but not yet due |
Overdue | The filing deadline has passed without submission |
Completed | The return has been filed and payment processed |
Filtering your reports
You can narrow the filing list using three filters. The table refreshes instantly when you change a filter.
Jurisdiction — filter by one or more states or countries.
Period — choose Month, Quarter, Year, or a custom date range.
Status — isolate Upcoming, Overdue, or Completed filings.
Exporting filing data
Each row has an Export column for downloading the underlying transactional data. This feature is currently unavailable.