---
title: "DigitalTax® Portal Glossary"
slug: "digitaltax-portal-glossary"
tags: ["DigitalTax Portal"]
updated: 2026-09-17T18:46:09Z
published: 2026-09-17T18:46:09Z
canonical: "docs.cotality.com/digitaltax-portal-glossary"
---

> ## 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.

# DigitalTax® Portal Glossary

#### Loan Details

- **Service Type**: Escrow (C-Service) or Non-Escrow (B-Service)
- **Issue Date**: Date contract was set up on Cotality
- **Contract Number**: The Cotality contract/order number
- **TA Contract Number**: The TransAmerica order number
- **Loan Amount**: Original balance of the mortgage
- **Loan Term**: Length of term, in months, of order/contract
- **Origin Code**: Indicates method of origination. (ex. ADDS (Original Entry), SmartWeb, Acquisitional Entry)
- **Fee Type**: Indicates pricing and liability/transferability of loan
- **Cancel Date**: Date contract was cancelled on Cotality
- **Cancel Code**: Indicates method of cancellation. (ex. Order entry cancellation, Client Requested, Term expiration)
- **Refinance Date**: Date contract was refinanced on Cotality
- **Borrower Name**: Name of mortgagor as supplied by the lender
- **Co-Borrower**: Name of co-mortgagor as supplied by the lender
- **Property Address**: Physical location of property (or Situs address)
- **Mailing Address**: Borrower’s mailing address (if different from the property address)
- **Active/Inactive Tax IDs**: Lists tax IDs that are currently active on the contract. Inactive Tax IDs will remain on the contract for historical documentation purposes
- **Additional Data**: Lists prior customer data, Wisconsin Options, and former owner, if applicable
- **Legal/Documents**: Shows the client’s written legal description or imaged legal description, exhibit A, or appraisals to the loan. Will also show any customer correspondence that was imaged to the loan.
- **Comments**: Shows any comments made on the loan by the client or Cotality
- **Refunds**: Lists any refunds issued for the loan, includes date, amount, and status
- **History**: Shows all changes/updates that happened to the loan since it originated/contracted with Cotality
- **WI option**:
  - **1** - Check to homeowner
  - **2** - Full year taxes are reported and paid by December 31
  - **3** - Full year taxes are reported and paid by January 31. (Default)
  - **4** - 1st installment taxes reported and paid by January 31
  - **5** - 1st installment taxes are reported and paid by December 31

#### Reporting History: Lien Details

- **Agency number**: Open agency details
- **Agency type**: Assigned by Cotality to identify the type of taxing authority
- **TBA reason code**:
  - **PAR** - Cooperative
  - **COM** - Shared community property
  - **LOT** - Additional lots
  - **MNB** - Additional metes and bounds or acreage
  - **NON** - Indian or governmental land
    - **PRN:** Subdivision parent parcel
  - **UNT**: Condo parent parcel
  - **OTH**: Other
- **Date tax ID added**: Date lien was added to the contract
- **Taxer**: 6-digit agency identification number used by Transamerica
- **Originated by**: Origin of the lien
- **Last change date**: Date tax id for a specific parcel was last modified
- **Property number**: Number assigned by Cotality to multiple property addresses.
- **Searcher ID**: Cotality employee that completed search for tax id
- **Bill request date**: Is the predetermined time all liens coded to a particular taxing authority are sent to the taxing authority as a request for tax amounts (generally bills, tape or both)
- **Property address**: Property address (physical location of property)
- **Bill ID**: Number assigned by agency to a specific real estate tax bill
- **Apportionment**: Parent parcel where property has not been divided into individual parcels

#### Reporting History: Tax Amount Reporting

- **Tax Year Inst**: Lists the tax year and installment of TAR
- **Amount**: Amount reported on the TAR
- **TAR:** The tax amount report number issues by Cotality
- **Reported Date**: The date Cotality has reported the tax amount
- **Paid Date**: The date the payment file was created in preparation for the distribution of tax payments to the collector
- **ELD**: Economic Loss Date, the last day to pay taxes before loss of discount occurs or penalties and interest apply. (AKA ELD or due date)
- **Bill ID**: Bill/statement/tax bill number provided by agency
- **Bill Seq**: Bill sequence, only applicable if another bill was created by the agency.
- **DLQ**: Indicates if Cotality reported a delinquent amount for the installment being viewed

#### Reporting History: Tax Payment Status

- **Report Date**: Date of the TPS Report sent to the client
- **Bill Year**: Year of the delinquency
- **Bill Type**: Determines if the delinquency is from regular taxes, water/sewer, supplementals, etc
- **Amount**: Base amount due of the delinquency
- **Post Date**: Date the amounts were posted with the agency
- **Search Date**: Date amounts were procured/searched by Cotality
- **Status**: Payment status of taxes. Source: How payment status was procured

#### Common Acronyms

- **98**: Agency Tax Type used for inactive agency
- **ADDS**: Automated Data Dcoumenting System/File used to submit New Orders, Changes, or Cancellations
- **ATSU**: Accelerated Tax Setup/ Product to set up new loans and tax lines
- **ACQ**: Acquisition
- **B SVC**: Non Escrow / Borrower pays the property taxes
- **BENE**: Beneficiary Change
- **BNA**: Borrower Name and Address
- **C Svc**: Escrowed loans/ Mortgage Company pays the property taxes
- **CAM:** Client Account Manager
- **DELFUS**: Delinquency Follow UP Service/ Letter processing for non-escrowed loans
- **DTP**: Digital Tax Portal
- **ELD**: Economic Loss Date/ Last day to pay taxes before loss discount or penalities/interest applied
- **ERR**: Early Return Requirement/ Imposed by Taxing Agency for mass payments
- **HOA**: Homeowner Authorization Form
- **MAL**: Master Agency Listing/ ATSU product
- **MBL**: Missing Bill System/ Requests for tax amounts not reported on TAR
- **MFT**: Managed File Transfer/ File transmission service
- **PAS**: Property Administration System
- **PCM**: Product Cycle Management
- **PAS**: Propery Agency System
- **PTE**: Property Tax Estimator
- **REFI**: Refinance Loans
- **REO**: REAL ESTATE OWN
- **RESPA**: Real Estate Settlement Procedure
- **RTS**: Residential Tax Support
- **SBS**: Search by Situs
- **SOW**: Statement of Works (TSA _ Tax Service Agreement)
- **SSO**: Single Sign On
- **SUS**: Suspended Contract
- **TAR**: Tax Amount Reporting/ Reports current installment amounts on escrowed loans
- **TAM**: Tax Agency Manager
- **TAX ID**: Tax Identification (Parcel Number)
- **TBA**: To be Apporitioned (HIT CODE 2)/ Parent parcel that covers additional property not covered by the legal
- **TPA**: Tax Payment Account/ Tax Agency code applied to customer to cross-reference service account
- **TPS**: Tax Payment Status/ Reports payment status on non-escrowed loans