Commercial Tax Reporting & Payments
Streamline commercial tax reporting and portfolio oversight
The standard in commercial tax intelligence
Cotality™ Commercial Tax Reporting and Payments mitigates compliance risks and automates the entire tax lifecycle. Leveraging a data ecosystem that covers 22,000+ taxing authorities, Cotality delivers real-time insights into tax deadlines, rate changes, agency details, installments, and payment amounts. Through the Commercial Tax Portal™, teams can execute single-parcel approvals or bulk report file uploads, while securely funding and tracking real-time status. Automated monitoring ensures accurate, timely remittance before any economic loss date, eliminating costly penalties and protecting investments.


Intelligent data for complex portfolios
Our platform provides standard search and filter capabilities, enabling users to manage current, delinquent, and sold tax reports in a single, user-friendly view. Modernized portal features provide the technical precision required to execute bulk decisions and payments.

Detailed portfolio reporting
In-depth reporting on agency, installment, and amount details to assist with accrual/budgeting, onboarding, and annual updates.
Dynamic client dashboards
A central window into the entire platform providing near real-time data updates, calls to action, and portfolio overviews to drive efficient management.
Centralized workflow
Seamless payment lifecycle management, supporting both single-parcel approvals and bulk automated tax report file uploads.
Near Real-time tracking
Provides complete visibility across jurisdictions to verify accurate delivery before critical economic loss dates.

Detailed portfolio reporting
In-depth reporting on agency, installment, and amount details to assist with accrual/budgeting, onboarding, and annual updates.
Dynamic client dashboards
A central window into the entire platform providing near real-time data updates, calls to action, and portfolio overviews to drive efficient management.
Centralized workflow
Seamless payment lifecycle management, supporting both single-parcel approvals and bulk automated tax report file uploads.
Near Real-time tracking
Provides complete visibility across jurisdictions to verify accurate delivery before critical economic loss dates.
FAQ
What specific options do we have when approving reports?
When reviewing a tax report, you have total control at the parcel level. You can select pay to clear the full amount, adjusted amount to modify the total, re-report to request updated figures, or do-not-pay if an item requires a hold. You can also utilize mass-action features to apply a single payment decision across an entire page instantly.
Can the system track non-escrow loans?
Yes. For non-escrow loans, the platform provides tracking for all collateral and monitors for delinquencies to notify borrowers and protect your assets.
How do we know when Cotality receives our payment funds?
You can track funding status on the funds transfer screen. The system displays wire batches across three stages: unsent, sent, and verified. Once your wire batch is transmitted and Cotality confirms the associated funds are successfully received, the record updates to verified status, providing instant visibility.
What separates the due date from the economic loss date?
The due date dictates when your internal team must complete decisions, batching, and funding inside the portal. The economic loss date is the final deadline set by the taxing agency to receive funds before penalties accrue. Tax reports must be finalized before this date to guarantee enough processing buffer time for local remittance.
How does the portal handle overpayments or cancellations?
Our refunds module tracks two distinct types of refunds. Agency refunds occur when an authority returns a check due to an overpayment, starting in a check received status while our team conducts research. Payment refunds occur when you flag a payment to be halted or adjusted before completion. Both pathways are monitored in near real time.
Are refund status updates available?
Yes. Commercial Tax Portal features a dedicated dashboard for refund status updates for both agency and payment refunds to streamline your cash flow management.
How can we help you?
Let's get this conversation started! Our team is here to provide you with more information and answer any questions you may have.
Trying to reach us by phone?
Get in touch with our sales team at (866) 774-3282. We're here Monday to Friday from 7 a.m. to 5 p.m. CT.
Looking for support?
Visit our dedicated support page to find support for all our products.