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In this guide, you will find information on how to use the filters within the Taxbit Dashboard.
There are filters available within the Transactions, Accounts, and Eligibility pages. Please see below for more information on the filters that can be used to find specific information from each page.
Filters can always be accessed via the top left of the table. Please see the screenshot below from the Transactions page for reference:
Once the filters are opened, they will appear on the right side of the screen, except for the filters available on the Tax Documentation page, which are available at the top of the page:
For each table, there are a variety of filter options, including date ranges, multi-select dropdowns, as well as the ability to search for multiple IDs at a time. For each of the ID filters, enter up to 10,000 IDs on separate lines.
Transactions Page Filters
- Date Range
- Transaction Type
- Filter by Transaction ID
- Filter by Account ID
- Filter by Asset Code
Accounts Page Filters
- Date Created
- US TIN Status
- Tax Classification
- Documentation Type
- Country Code
- Filer Name
Eligibility Page Filters
- Status
- Account Validation
- Form Status
- Data Change
- Filter by Account ID
- Filer Name
Forms Page Filters
- Date Generated
- Type
- Status
- Filter by Account ID
- Filer
- Mailing Status
- Physical Mailing Preference
- Mailing Issues
Tax Documentation
- Account Owner ID
- Document Type
- Document Status
- Issues/Warnings
- Advanced
- Needs Resubmission
- Collection Source
- Filter by Account ID
B-Notice
- Account ID
- B-Notice Type
- B-Notice Status
- Filer
- Advanced
- Filter by Account ID