Downloading Payment Information

To view remittance information in a CSV file, use the Download Remittance feature.

Permissions

Payment-related links and data are only visible if you have the View Payments permission assigned to one of your roles. Due to the sensitive nature of tax-related payment data, to view details about Treasury offsets for a reduced payment, you must have the Treasury Offset Details role (which includes the View Payments permission). Contact your IPP Collector Administrator if you need additional roles or permissions.

To download payment information:

Click the Payments tab, and then click Download Remittance. The Download Remittance - Step 1 page appears.
Select a Download Status from the list: All, Never Downloaded, or Previously Downloaded.
Enter any of the following information:

- Select one or multiple TIN(s) or All from the TIN list.
- Enter the Payment Type Reference # (ACH Trace Number) of the payment in the field.
- Enter the Invoice # in the field.
- Select your agency from the Agency list.
- Select the name(s) from the Payer Name list or select All.
- Select the From and To Issue Dates from the pop-up calendar button.
- Select the From and To Amount.

Click OK. The Download Remittance - Step 2 page appears.
Do the following:

- From the Select the file format box, select CSV (default).
- Click OK.
- Click Open to view file or click Save.