---
title: "Commercial Tax Portal Glossary"
slug: "ctp-glossary"
updated: 2026-05-06T18:29:06Z
published: 2026-05-06T18:29:06Z
canonical: "docs.cotality.com/ctp-glossary"
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.

# 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. |