> ## Documentation Index
> Fetch the complete documentation index at: https://support.dripos.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tax Filings

> Track every payroll tax filing submitted on your behalf

Your **Tax Filings** page shows every federal, state, and local payroll tax filing that Check, our payroll compliance partner, prepares and submits for your business.

Use this page to confirm filings are on track, review filings that have already been accepted by an agency, and take action on any filing that is **Blocked** before its due date.

<Note>
  Tax Filings is only available to shops that have completed [Payroll
  onboarding](/finance/payroll/payroll-onboard). Employees need the **Payroll**
  permission to view the page.
</Note>

## Find Your Tax Filings

<Steps>
  <Step title="">
    On your **Dashboard**, navigate to [**Finance** > **Payroll** > **Tax Filings**](https://dashboard.dripos.com/payroll/tax-filings)
  </Step>

  <Step title="">
    Review the three summary cards at the top of the page, then use the filters and table below to find a specific filing.
  </Step>

  <Step title="">
    Click **View** next to any filing to open its full details.
  </Step>
</Steps>

<Tip>
  If your company has more than one payroll EIN, a **Location** filter appears
  at the top of the page. Use it to switch between the filings of each of your
  locations without leaving the page.
</Tip>

***

## Filing Statuses

Every filing carries one of the following statuses.

<CardGroup cols={2}>
  <Card title="Pending" icon="clock">
    The filing is queued and will be submitted when it is due. Nothing is needed
    from you.
  </Card>

  <Card title="Blocked" icon="triangle-exclamation">
    Something is preventing the filing from being submitted. Review the blockers
    listed on the filing and resolve them before the due date.
  </Card>

  <Card title="Submitted" icon="paper-plane">
    The filing has been sent to the agency and is awaiting acknowledgement.
  </Card>

  <Card title="Filed" icon="circle-check">
    The agency accepted the filing. A copy is available to download.
  </Card>

  <Card title="Inapplicable" icon="minus">
    Your company does not owe this filing for the period.
  </Card>

  <Card title="Held by Customer" icon="pause">
    You placed a hold on the filing. It will not be submitted until you release
    the hold.
  </Card>
</CardGroup>

<Danger>
  A **Blocked** filing will not be submitted to the agency, even if its due date
  passes. Late filings can result in agency penalties and interest charged to
  your business. Learn how to clear a blocker
  [here](/finance/payroll/payroll-tax-filings-blockers).
</Danger>

***

## Summary Cards

Three cards sit at the top of the page. Click a card to instantly filter the table to those filings, and click it again to clear the filter.

<CardGroup cols={3}>
  <Card title="Needs attention" icon="1">
    Filings that are currently **Blocked**.
  </Card>

  <Card title="Upcoming" icon="2">
    Filings that are **Pending** and waiting to be submitted.
  </Card>

  <Card title="Filed (YTD)" icon="3">
    Filings accepted by an agency so far this calendar year.
  </Card>
</CardGroup>

When a card is selected, a **Filtered by** pill appears below the filter row. Click the **X** on the pill to return to the full list.

***

## Filters

<AccordionGroup>
  <Accordion title="Location">
    Only appears when your company has more than one payroll EIN. Select which location's filings to display.
  </Accordion>

  <Accordion title="Status">
    Show only **Pending**, **Blocked**, **Submitted**, **Filed**, or **Inapplicable** filings. Select **All statuses** to clear.
  </Accordion>

  <Accordion title="Period">
    Select one or more filing periods: **Annual**, **Q1** through **Q4**, any individual month, or **Other**.

    <Info>
      The page opens filtered to the most recently closed quarter plus **Annual**, since those are the filings most likely to need your attention. Adjust the filter to see other periods.
    </Info>
  </Accordion>

  <Accordion title="Year">
    Defaults to the current year. Select **All years** to view your full filing history.
  </Accordion>

  <Accordion title="Jurisdiction">
    Select one or more jurisdictions, grouped under **Federal**, **State**, and **Local**.
  </Accordion>

  <Accordion title="Is Amendment">
    Choose **All**, **Amendments Only**, or **Originals Only**. Amendments are corrected filings submitted after an original return.
  </Accordion>
</AccordionGroup>

<Tip>
  Use the search bar above the table to search by filing name, such as the form
  number.
</Tip>

***

## The Filings Table

Filings that need attention are listed first, followed by pending, submitted, filed, and inapplicable filings. Click any column header to re-sort the table.

* ***Filing***: The name of the form or return, such as Form 941
* ***Period***: The period the filing covers, such as Q1 2026 or Annual 2025
* ***Jurisdiction***: **Federal**, a two letter state code, or a local jurisdiction code
* ***Due***: The date the filing is due to the agency
* ***Status***: The current status of the filing
* ***View***: Opens the filing's detail page

<Note>
  Shops with very large filing histories may see a banner reading **Only the
  first 10,000 filings are shown**. Narrow the **Location** or **Is Amendment**
  filter to bring the remaining filings into view.
</Note>

***

## Filing Details

Click **View** on any filing to open its detail page. The page is broken into the following sections.

<AccordionGroup>
  <Accordion title="Details">
    A summary of the filing, including its **Status**, **Jurisdiction**, **Period**, and, where applicable, the **Agency**, **Due** date, **Filed** date, and whether the filing is an **Amendment**.
  </Accordion>

  <Accordion title="Blockers">
    Only appears when a filing is **Blocked**. Each blocker is listed on its own card with a description, instructions under **What to do**, and any available action buttons.

    Some blockers clear on their own once an underlying issue is fixed. In those cases the filing displays **Blocked - will clear automatically. No action needed; Check re-checks on the next sync.**

    See the full [blocker reference](/finance/payroll/payroll-tax-filings-blockers) for every blocker type and how to resolve it.
  </Accordion>

  <Accordion title="Timeline">
    A running history of the filing, from oldest to newest. The timeline records every status change, plus any time you contacted the payroll team about the filing, shown as **Support Requested**.
  </Accordion>

  <Accordion title="Amendments">
    If a filing corrects a previous return, or has itself been corrected, links to the related filings appear at the bottom of the page.
  </Accordion>
</AccordionGroup>

### Download a Filed Return

Once a filing reaches **Filed**, a **Download Filing** button appears in the top right of the detail page. Click it to download a PDF copy of the return.

<Tip>
  Filings download as a PDF. If nothing happens when you click the button, check
  whether pop-ups are blocked in your web browser.
</Tip>

***

## Hold a Filing

Placing a hold tells Check not to submit a filing to the agency. This is useful when you are still confirming information with an agency or with your previous payroll provider.

<Warning>
  A filing on hold will **not** be submitted, even if its due date passes. You
  are responsible for any agency penalties or interest that result from a filing
  held past its deadline. Release the hold as soon as you are ready.
</Warning>

<Steps>
  <Step title="">
    Open a **Pending** filing and click **Hold Filing** in the top right.
  </Step>

  <Step title="">
    Review the confirmation message and click **Hold Filing** to confirm.
  </Step>

  <Step title="">
    The filing's status changes to **Held by customer** and an **On hold** card
    appears on the detail page.
  </Step>
</Steps>

<Note>
  **Hold Filing** is only available while a filing is **Pending**. Once a filing
  has been submitted to an agency, it can no longer be held.
</Note>

### Release a Hold

<Steps>
  <Step title="">
    Open the filing and click **Release hold** on the **On hold** card.
  </Step>

  <Step title="">
    Click **Release Hold** to confirm. The filing goes back in line to be
    submitted to the agency.
  </Step>
</Steps>

***

## Action Center Alerts

When at least one of your filings is blocked, an alert appears in the **Action Center** on your [Payroll Dashboard](https://dashboard.dripos.com/payroll):

> **You have blocked tax filings.**
> 1 or more tax filings need attention. Please click below to review.

Click **Review Tax Filings** to jump straight to your blocked filings. This alert cannot be dismissed and remains until every blocker is resolved, because an agency deadline is at stake.

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="I see 'We couldn't load your tax filings'">
    This is usually temporary. Click **Try again** on the banner to reload the page. If the message keeps appearing, reach out to Dripos Support.
  </Accordion>

  <Accordion title="A filing I expected to see is missing">
    Check your **Period** and **Year** filters first. The page opens filtered to the most recently closed quarter and the current year. Set **Year** to **All years** and clear the **Period** filter to view your full history.

    If your company has multiple payroll EINs, also confirm the correct **Location** is selected.
  </Accordion>

  <Accordion title="The filing link I was sent says it could not be found">
    The filing may belong to a different location than the one you are currently viewing. Switch locations using the **Location** filter on the Tax Filings page, or ask the person who sent the link which location it belongs to.
  </Accordion>

  <Accordion title="I don't see Tax Filings in my sidebar">
    Tax Filings sits under **Finance** > **Payroll** and requires the **Payroll** permission. Ask an admin at your shop to grant you access, or confirm your shop has completed payroll onboarding.
  </Accordion>
</AccordionGroup>

<Info>
  Still need a hand? Reach out to the Dripos payroll team at [payroll@dripos.com](mailto:payroll@dripos.com),
  or use **Send Payroll Team Filing Information** directly on a blocked filing.
</Info>