Need to make payments on behalf of multiple tax payers, but it is impractical to create a profile for each one?

 

 

1. Create a profile for the state agency as you would for a single tax payer - and enter the banking information.

 

 

 

2. Click to the addenda tab.  Below is what our earlier example looks like for a single tax payer:

 

 

We are going to change the addenda line (bold indicates changes)

FROM:

DED*CS*YS2324*[Period_Date]*[Amount]*065932314*N*Doe, John*417300*N\

 

TO:

DED*CS*[Verification]*[Period_Date]*[Amount]*[ID_Multiple]*N*[Name_Multiple]*417300*N\

 

and save.

Note: The Verification field is used as the 'Case Identifier'.

 

 

 

 

3. Then import your file, mapping the fields:

TAX_TaxPayerName and TAX_TaxpayerID

 

 

Create and process the file as normal.

 

 

Note: Reminder - You may still need to substitute the Tax Payer Name and ID on the '6' record.  If so, please see '6 record substitution'.