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
- Sign in to the Swap Dashboard.
- Go to Global → Tax Reports.
- 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.