Commercial Tax Portal Glossary

Term/Phrase	Source Module	Location	Definition
Loan #	Loans	Multiple	Loan identifier (numerical).
Loan Name	Loans	Multiple	Loan identifier (can be alphanumerical).
Loan ID	Loans	Multiple	Unique loan identifier (numerical) AKA Contract ID.
Loan Type	Loans	Multiple	Identifies whether the loan is Commercial, Special Servicing, etc.
Division	Loans	Multiple	Loans can be grouped into divisions based on client needs; labels might vary (Branch, Investor, Operator, etc.).
Division Type	Loans	Multiple	Similar to Loan Type, identifies if a division is Commercial, Special Servicing, etc.
Reporting Group	Loans	Multiple	Determines the way taxes are reported for loans/parcels (frequency, method, etc.).
Additional Property Name	Loans	Loan Details	Additional name/label for clients; optional field.
Property Sequence Number	Loans	Multiple	Used when client provides multi-collateral loans.
Conversion Loan	Loans	Loan Details	Initial client file or original client portfolio; used to categorize loans.
Loan Received Date	Loans	Loan Details	Date that the loan was loaded into the system.
Research Date	Loans	Loan Details	Date that search team completed loan setup/activated tax contract.
Utility Group	Loans	Loan Details	Client Defined.
Department	Loans	Loan Details	Client Defined.
Portfolio Group	Loans	Loan Details	Client Defined.
Vendor Code	Loans	Loan Details	Specific coding for states/agencies; field will be blank for most clients.
Client Property Number	Loans	Loan Details	Client Defined.
Tax Line Export Setup Date	Loans	Loan Details	Client Defined.
Request ID	Loans	Loan Details	Link to the loan add request details.
Collector Parcel ID	Loans	Parcel List	Matches the ‘Treasurer Parcel ID’.
Situs Address	Loans	Parcel List	Address of the parcel.
Assessor Address	Loans	Parcel List	Assessor’s version of the address (may match Situs Address).
Full Tax Year	Loans	Parcel/Tax Line	Taxes due for entire calendar year; Black text = Actual, Purple = Estimated.
Assessed Value	Loans	Parcel/Tax Line	Assessed Value for the Parcel/Property.
Market Value	Loans	Parcel/Tax Line	Market Value for the Parcel/Property.
Due Date	Loans	Parcel/Tax Line	Agency ELD/Base Tax Due Date (NOT Tax report expiration date).
Payment Discount	Loans	Parcel/Tax Line	Agency Discount ELD and Amount.
Amount Paid	Loans	Parcel/Tax Line	Displays the amount of taxes paid by the client for a specific tax line.
Date Paid	Loans	Parcel/Tax Line	Agency reflected paid date.
Tax Payment	Loans	Parcel/Tax Line	Indicates if there are still taxes due, if overpaid, if partial, etc.
Paid With Discount	Loans	Parcel/Tax Line	Indicates if taxes were paid during the discount period.
Delinquent	Loans	Parcel/Tax Line	Indicates if the parcel’s taxes are past due.
Sold	Loans	Parcel/Tax Line	Indicates parcel’s taxes fell past ‘delinquent’ and were sold to a third party.
Tax Doc Received Date	Loans	Parcel/Tax Line	Displays the date that a tax line document was received/added.
Tax Report ID	Loans	Parcel/Tax Line	Link to the tax line’s corresponding tax reports.
DQ Found Date	Loans	Parcel/Tax Line	Date that the parcel was identified as delinquent.
Verified Paid Date	Loans	Parcel/Tax Line	Date that Cotality confirmed taxes were paid for a non-escrow parcel.
TPV Batch Date	Loans	Parcel/Tax Line	Date that the TPV file was generated.
TPV Batch ID	Loans	Parcel/Tax Line	TPV batch report number.
Awaiting Payment Decision	Tax Reports	Dashboard/Tab	Count of tax reports sent to the client that do not have a payment decision.
Awaiting Batch Completion	Tax Reports	Dashboard/Tab	Reports with decision but not assigned to a batch OR in a batch not yet sent.
Awaiting Funding	Tax Reports	Dashboard/Tab	Count of batches sent, but funding not yet received by Cotality.
Create Wire Batch	Tax Reports	Dashboard/Tab	Button that directs users to the 'Create Wire Batch' screen.
Reports Expiring Soon	Tax Reports	Dashboard/Tab	Tax reports that are expiring in 12 days.
ATRF Export Records	Tax Reports	Dashboard/Tab	Non-single tax reports that can be managed in the ATRF module.
Amount to Batch and Send	Tax Reports	Dashboard/Tab	Sum of amount of reports with decision but not yet sent to Cotality.
All Reports	Tax Reports	Landing Screen	List of all tax reports assigned to a client ID with no filter applied.
ID	Tax Reports	Landing Screen	Tax Report ID – clicking it links to the report's detail screen.
Batch #	Tax Reports	Landing Screen	Wire batch report is assigned to (applies once user has assigned to batch).
Type	Tax Reports	Landing Screen	Indicates type: CTR (Current), DTR (Delinquent), XTR (Modified) and STR (Sold).
Status	Tax Reports	Landing Screen	Indicates where in the process the tax report is currently.
Client	Tax Reports	Landing Screen	The Client ID the tax report is assigned to.
Reporting Group	Tax Reports	Landing Screen	The Reporting Group of the Loan associated with the tax report.
Date Sent	Tax Reports	Landing Screen	The date that the tax report was sent to the client.
Due Date	Tax Reports	Landing Screen	Date report needs to be decisioned, batched, and funded.
Economic Loss Date	Tax Reports	N/A	Final date for agency to receive funding before penalties are incurred.
Discount Date	Tax Reports	Landing Screen	If paid by this date, taxes may be eligible for a discount.
Agency	Tax Reports	Landing Screen	Agency associated with the tax report.
State	Tax Reports	Landing Screen	State associated with the tax report.
Tax Year - Inst	Tax Reports	Landing Screen	Tax year and installment of the tax report.
Parcels	Tax Reports	Details Screen	Indicates how many parcels have been decisioned within the tax report.
Installment Amount	Tax Reports	Details Screen	Tax Amount reported for the parcel and/or total report.
Original Amount/Original	Tax Reports	Details Screen	For XTRs, DTRs and STRs – tax amount from the original report.
Actual Amount	Tax Reports	Details Screen	For XTRs – shows the true amount of the taxes due for a report.
Adjustment	Tax Reports	Details Screen	For XTRs – The difference in the amount due from the original CTR.
Delinquent Amount	Tax Reports	Details Screen	Amount on a DTR that is not yet paid (principal).
Delinquent Penalty	Tax Reports	Details Screen	Fees charged for delinquent payments.
Delinquent Interest	Tax Reports	Details Screen	Interest charged for delinquent payments.
Additional Charge	Tax Reports	Details Screen	Delinquent payment charges falling outside standard penalties/interest.
Total Client Dlq Amount	Tax Reports	Details Screen	The amount owed by the client for a DTR.
Sold Amount	Tax Reports	Details Screen	Amount of taxes on an STR that have been sold.
Redemption Penalty	Tax Reports	Details Screen	Fees charged for STR payments.
County Charges	Tax Reports	Details Screen	Additional charges owed to the county for an STR.
Sold Interest	Tax Reports	Details Screen	Interest charged for STR payments.
Subsequent Taxes	Tax Reports	Details Screen	Additional taxes owed due for an STR.
Subsequent Interest	Tax Reports	Details Screen	Additional interest accrued for an STR.
Total Client Sold Amount	Tax Reports	Details Screen	The amount owed by the client for a STR.
Discount Amount	Tax Reports	Details Screen	Amount due if paid before agency due date.
Discount %	Tax Reports	Details Screen	Discount percentage if paid by the agency due date.
Escrow Status	Tax Reports	Details Screen	Indicates whether the loan or parcel is escrow or non-escrow.
Authorized for Pay	Tax Reports	Details Screen	Column showing each parcel's payment decision.
Amount to Pay	Tax Reports	Details Screen	Amount client has chosen to pay for the tax report.
Pay	Tax Reports	Details Screen	Payment Decision – Client chooses to pay full amount.
Adjusted Amount	Tax Reports	Details Screen	Payment Decision – Client inputs a different amount to pay.
Re-Report	Tax Reports	Details Screen	Decision requesting parcel(s) be removed and reported again.
DNP – Do Not Pay	Tax Reports	Details Screen	Payment Decision – Client chooses not to pay.
Acknowledge Tax Report	Tax Reports	Details Screen	Acknowledgement of receipt/review without actual payment decision.
Mark Entire Page As	Tax Reports	Details Screen	Applies same payment decision to all parcels/loans on a report.
Mark All As	Tax Reports	Details Screen	Applies same decision to all parcels within a single loan.
Review and Create Batch	Tax Reports	Details Screen	Finalizes decisions and initiates wire batch creation.
Check Received	Refunds	Module Landing	Checks received from agencies that are yet to be worked on.
Research in Progress	Refunds	Module Landing	Assigned checks OR instances of halts, adjustments, or voids.
Refund in Progress	Refunds	Module Landing	Research completed; refund is waiting to be sent to client.
Refund Complete	Refunds	Module Landing	Refund sent to client (payment may still be in transit).
Contacts	Agencies	Details Screen	Displays all contacts within the agency related to tax payments.
Events	Agencies	Details Screen	Lists past/upcoming agency events like payment and appeal dates.
Fees	Agencies	Details Screen	Displays fees for current/delinquent taxes or payment types.
Notes	Agencies	Details Screen	Shows any agency-relevant notes added by Cotality.