How to Send a Wire Batch on Commercial Tax Portal

Overview

Sending a wire batch notifies Cotality's systems that you have authorized specific funds for tax payments. This action is the final step in the portal before you transmit the actual funds, moving your reports from a "pending completion" state to "awaiting funding".  

Sending a Wire Batch

1. Click Send Batches on the dashboard or click Manage Wire Batches from the menu.

2. Click on the link for the relevant wire batch #.

3. Click Send Batch.

4. (Optional) Enter the Funds #.

5. Click Send to finalize the request.

6. A notification will appear confirming that the wire batch was sent.

Outcome

You have sent the wire batch to Cotality. The batch and its associated reports now reside in Sent and Awaiting Funding statuses (respectively) until Cotality receives and verifies the actual funds.