Overview
After you have reviewed your exported bulk records and applied payment instructions in your offline file, you must return that data to the portal. Re-uploading your decisioned file ensures all records are updated simultaneously, moving them into the next phase of the tax management process.
Decisioning Bulk Records
Navigate to the Decision Bulk Records page from the dashboard or the left navigation panel.
If you manage several client accounts, select the relevant account and click Ok.
Prepare your file and upload into the drop box.
Tip: Download the template document to verify that you are filling out the required fields.
Click Process File after the file(s) are uploaded.
Action on any exceptions by including all or specific records.
Review and modify any specific Pay Codes as needed for the parcels within your file.
Click Confirm to Update to complete the bulk decisioning process.
Outcome
You will see a confirmation message displaying the Total Amount, Total Records Accepted, and Total Records Rejected. You have successfully submitted payment instructions for multiple tax reports at once, and the system will now process these updates to move the records toward batching and funding.