May 20, 2026
What's New & Improved in Commercial Tax Portal
Export capabilities expanded
You can now export data directly from additional screens. Each export reflects your current filters, search criteria, and sorting so the downloaded file matches exactly what you see on screen.
New export options are available on:Tax Reports Waiting for Wire Batch list
Wire Batches list
Loan Search list
Export formats:
CSV (Current Page or All Records)
XLSX (Current Page or All Records)
Payment documents are now accessible from Tax Reports
When a payment record has been generated for a Tax Report, you can now open the Payment Details view directly from the Tax Report screen. This includes:
Payment summary information (payment number, date, amount, sent-to details, memo)
Associated payment documents (including check images, when applicable)
Note: Payment details are limited to the client(s) you have access to.
Access Level descriptions added to User Management
When viewing the Users List, you can now hover over the Access Level column to see a tooltip describing what each level means:
Viewer -- Read-only access to information associated with assigned Client IDs.
Editor -- Read and write access (Add, Modify, Archive) for information associated with assigned Client IDs.
User Manager -- Allows managing and modifying users associated with assigned Client IDs.
Note: These same descriptions also appear when adding or editing a user.
Improved in-app help access
An in-app Help/Documentation widget has been added to provide quicker access to product guidance while you work.
The widget, when selected, will open the documentation panel. Providing access to Recommended Articles, Help Center, and Ask me anything (AI-powered support chat).
Recommended Articles table displays user guides and articles that are most helpful and relevant for the current page the user is viewing.
Help Center displays our full repository of support articles for viewing in-app.
Ask me anything is an AI-powered support chat that provides the user with customized responses to any application support question.
Fixes
Delinquent amounts now display correctly. Resolved an issue where confirmed delinquent tax amounts were not reflecting accurately in CTP. Tax payment amounts now match the source system.
Agency county name corrected. Fixed a display issue on the Agency Details screen where the County field was incorrectly showing the agency name instead of the county names.
Tax Reports page performance improved. Resolved a timeout issue that prevented the Tax Reports screen from loading under certain conditions.
Date range pop-up no longer appears unexpectedly. Fixed an issue where pressing Enter after selecting a filter value (such as Loan or Cheque number) would trigger an unintended date range pop-up. Pressing Enter now behaves as expected across Loans, Tax Reports, Refunds, and other modules.
Nothing you need to do
These updates are available automatically as part of the May 2026 Release deployment. If your organization uses role-based administration, you may want to confirm who should have User Management access.
April 29, 2026
What’s New / Improved
Faster date filtering across key searches
You can now use quick date range presets (for example: Today, Yesterday, Last 7 Days, This Month, Last Month, This Year) to populate date ranges faster—without manually entering From/To dates.
Where you’ll see this:Loans (for Special Servicing Client IDs)
Tax Reports
Refunds
Wire Batches
User Reports
Payment visibility from Tax Reports (Payment Details)
To make payment activity easier to track and audit, Tax Reports now provide improved access to Payment Details when a payment is generated.
You can now:
Open a Payment Details view from a Tax Report (when applicable)
Review a clearer summary of payment information (for example: payment number, date, amount, sent-to details, memo)
Review the Tax Report Details section with improved usability
Sort the Tax Report Details table by the available columns (click to sort ascending/descending, and reset)
Note: Payment details shown are limited to the client(s) you have access to.
Special Servicing loan management improvements
For users working Special Servicing loans, the Manage Loans experience has been improved:
Added the ability to sort Special Servicing-specific columns (including key lifecycle tracking dates)
Export enhancements
You can now export data directly from additional lists, and exports reflect what you’re currently viewing.
New/updated export options include:
Tax Report list export
Agencies search list export
Exports support common formats (CSV/XLSX) and align to your current filters, search criteria, and sorting.
Note: Export limited to 10K records.
User management has been expanded for users with the appropriate role entitlement.
User Management now supports:
Access from the main navigation (for authorized users)
Viewing a user list across one or more clients (based on your permissions)
Filtering the user list (for example: by client context, access level, and user search)
Adding a new user
Editing user details (such as name, access level, and client access)
Deactivating/reactivating users (to control access without deleting user history)
Streamlined entry to ATRF, Disbursement, TPV, TLS modules
If your account only has access to one client OR you have access to multiple clients, but have one client selected, the system will automatically select it when you open the ATRF, Disbursement, TPV, or TLS modules—reducing extra prompts and clicks.
Fixes
Funds Approval documents have been updated to improve consistency and ensure key banking fields reflect the correct, current information.
Fixed an issue where loan searches returned no results for a specific user scenario.
Resolved an error some users encountered when changing a loan’s escrow status.
Fixed User Reports (Late Release) filtering behavior so filters and report generation function as expected.
Nothing you need to do
These updates are available automatically as part of the April 2026 — Release 2 deployment on 29 April 2026. If your organization uses role-based administration, you may want to confirm who should have User Management access.