Filter the filings list

If you have many tax filings, use the filters at the top of the Tax Filings list to narrow down to the ones you need.

Open the filters

1. Go to Tax Management > Tax Filings.
2. The filter bar sits above the filings table.

Choose your filters

1. State – choose a single state or leave on All States.
2. Status – choose Draft, Pending, Filed, Paid, or Overdue, or leave on All Statuses.
3. Period – choose a reporting period, or leave on All Periods.
4. Click Filter.

Clear the filters

To return to the full list, set the filters back to their “All” options and click Filter again.

Tip: Filter by Overdue to quickly find returns that need urgent attention. Overdue rows are also highlighted in the table.