All features in this 'Legacy tax payments' section have been discontinued.
Multiple Taypayers
Need to make payments on behalf of multiple taxpayers, 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 taxpayer - and enter the banking information.
2. Click to the Addenda tab. Below is what our earlier example looks like for a single taxpayer.
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: You may still need to substitute the Tax Payer Name and ID on the '6' record. If so, please see '6 record substitution'.
