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)
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'.]