---
title: "How to Set Up Tax Transcripts User Credentials in Encompass®"
slug: "how-to-set-up-tax-transcripts-user-credentials-in-encompass"
tags: ["encompass", "System Administration", "Tax Transcripts"]
updated: 2026-10-21T21:37:06Z
published: 2026-10-21T21:37:06Z
canonical: "docs.cotality.com/how-to-set-up-tax-transcripts-user-credentials-in-encompass"
excludeFromSearch: 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 Set Up Tax Transcripts User Credentials in Encompass®

## Overview

Before your users can access Tax Transcripts as a service, you must first set up the required credentials in the Encompass® Web Portal. Once these credentials are configured, your users can immediately initiate the service directly within their existing workflow—without switching systems or disrupting loan processing.

Before you begin, locate your Tax Transcripts credentials. These were provided in your product onboarding email(s). You’ll need the following to complete the setup:

- Cotality Gateway Client ID (e.g. GG001234)
- Service Account
- Secret (Password)

---

## Credential setup

[Embedded content](https://app.storylane.io/demo/cesmem5xpks8?embed=inline)

1. Sign in to the [Encompass® Web Portal](https://idp.elliemae.com/authorize?client_id=tirykwfo&redirect_uri=https%3A%2F%2Fwww.encompassloconnect.com%2F&response_type=code&scope=loc) using your administrator credentials.
2. From the **Admin** page, select **Services** from the left-navigation panel, then select **Services Management**.
3. From the **Category** dropdown menu in the upper-right corner of the screen, select **Verifications**.

> [!NOTE]
> **Tip**: Enter **CoreLogic Tax Transcripts** in the Search box to narrow your search.
4. Locate the **CoreLogic Tax Transcripts** tile.
5. Click the **ellipsis icon (⋯)**.
6. Select **Credentials** from the menu.
7. Under the **Company Credentials** section, click the **Add** button.
8. In the **Name** field, enter a descriptive name for the company credentials.
9. Optionally, enter a description for the credentials in the **Description** field.
10. Enter the **CDG Lender ID (Gateway Client ID)**.

> [!NOTE]
> **Tip**: You can find your **Gateway Client ID** in the credential email(s) provided by Cotality. The ID begins with **"GG00"**. If you copy and paste the ID, verify that no extra spaces are included.
11. In the **Username** field, enter your **Service Account** number. In the **Password** field, enter your **Secret**.

> [!NOTE]
> **Tip**: Your **Service Account** number and **Secret** are included in the credential email(s) provided by Cotality. If you copy and paste either value, verify that no extra spaces are included.
12. In the **Users** section, add the users who need access to the service. Use the **Organizations**, **Users**, or **Personas** lists to locate the appropriate users, then click the **Move** icon (—>) to transfer them from the **Category** pane to the **Selected Entities** pane.
13. Once all users have been moved to the **Selected Entities** panel, **click the checkbox** to select all users.
14. Click **Save**.

> [!NOTE]
> **Important Note**: When adding additional users to an Encompass service that has already been setup, make sure the new user(s) are added to both the [Service Provider Setup](/ext/docs/how-to-add-tax-transcripts-as-a-service-provider-in-encompass#overview) users list and the User Credentials users list.

---

## Outcome

You can configure Tax Transcripts user credentials, allowing authorized users to access and initiate verification services directly within Encompass.