---
title: "How to Generate Funds for Approval on Commercial Tax Portal"
slug: "how-to-generate-funds-for-approval-on-commercial-tax-portal"
updated: 2026-05-15T17:52:18Z
published: 2026-05-15T17:52:18Z
canonical: "docs.cotality.com/how-to-generate-funds-for-approval-on-commercial-tax-portal"
excludeFromExternalSearch: true
---

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

# How to Generate Funds for Approval on Commercial Tax Portal

## Overview

Before finalizing a payment, you may need to authorize the release of funds through your internal financial workflows. Generating a funds approval request allows you to download a pre-populated **Same Day Funds Request** spreadsheet, which contains the specific batch ID, total authorized amount, and a detailed list of associated tax report IDs and loans.

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## Generating Funds for Approval

[Embedded content](https://cotality.storylane.io/demo/g7ltust0omsh?embed=popup)

1. Select **Manage Wire Batches** under **Wire Batches** from the menu.
2. Click the **Wire Batch #** for the batch you wish to generate a request.
3. Click **Generate Funds Approval**.
4. Open the downloaded file to review the "Same Day Funds Request." This file includes:
  - The **Cotality Funds Batch** ID.
  - The total amount to be wired.
  - A breakdown of Tax Report IDs, Loan numbers, Agencies, Parcel Number, and Amount

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## Outcome

You have successfully generated the standardized funds request file required for internal approval.