T u t o r i a l Create a Portfolio

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1 This document will provide basic instructions to quickly help with the portfolio set up. In the portfolio several things can be accomplished: Add tax accounts Select or deselect one or all accounts Delete accounts Save accounts & amounts due View saved portfolio accounts & amounts Export the results into a spreadsheet NOTE: Where available, click on the [SHOW HELP] link for more details and additional functionalities. 1. Click on the following link: Dallas County Portfolio Webpage Click on the Create a New Portfolio 7 / 0 3 / P a g e

2 2. Enter the required information in the CREATE YOUR PORTFOLIO webpage below and then click on Create My Portfolio button. 3. Login Name will be displayed as the USER NAME in the Portfolio Confirmation. Click on the Start Using My Portfolio button to continue. 7 / 0 3 / P a g e

3 4. Your Portfolio Tax Accounts webpage will be displayed as shown below. Click on the ADD ACCOUNTS button to begin adding accounts to the Portfolio. 5. To enter accounts manually, enter them here (up to 40 at a time), then click on the Add These Accounts button. To enter multiple accounts at one time, proceed to the next step. 7 / 0 3 / P a g e

4 6. To enter multiple accounts at one time, click the List of Values radio button, copy and paste as many accounts as needed into the empty field provided. After pasting the accounts, click on the Add These Accounts button. Note: If more accounts were entered than what is displayed, a scroll bar becomes available. 7 / 0 3 / P a g e

5 7. The time it takes to load the accounts depends on the number of accounts entered. After the load process is finished, the total number of accounts appears and Totals are displayed at the bottom of the page. Verify the correct payment amount, either the Current Year Due or the Total Due for All Years. NOTE: To export the data to an Excel spreadsheet, click on Export as Spreadsheet button. 7 / 0 3 / P a g e

6 8. After the Export as Spreadsheet button is clicked, a new browser window will open. To create the spreadsheet with instructions on how to save and format the spreasheet, click on the CLICK HERE TO DOWNLOAD YOUR SPREADSHEET link. To close this window and return to the portfolio, click on the red X in the upper right corner. NOTE: The Microsoft Excel spreadsheet can be saved and printed as necessary. 9. On the YOUR PORTFOLIO TAX ACCOUNTS webpage, click the Create Saved Accounts button. NOTE: A saved portfolio may not be changed. All changes must be done BEFORE selecting the Create Saved Accounts button. 7 / 0 3 / P a g e

7 10. On the CONFIRM THE ACCOUNTS & AMOUNTS TO BE SAVED webpage, enter descriptive text for the accounts and click on the Save Accounts & Amounts button. 11. This will lock the accounts and amounts, and will produce a Save ID : number. The Save ID number will be needed for payment described in the next step. 7 / 0 3 / P a g e

8 12. Click on the View Saved Portfolios button, to view Save ID s. Click the Save ID number to view related accounts and amounts. When sending a wire payment, click on the Send Save ID to Tax Office button. To pay the Tax Amount Due, select either one of the following options: Send Save ID to Tax Office Sends an to the Tax Office with Save ID, portfolio payment information and comments. Print Payment Document Create Saved Portfolio Payment Request to remit payment by mail or in person at any of the Dallas County Tax Office branches. Mail payment to the following address: Dallas County Tax Office John R. Ames, CTA, Tax Assessor/Collector Attention: Tax Office IT Dept Elm Street, Suite 2600 Dallas, TX Create a Current Date Saved Portfolio Create a portfolio with up-to-date outstanding levy, penalty and interest amounts. Copy to a New Portfolio Generates a new login for others to create a new portfolio using accounts with the existing Save ID. Pay Online - Pay by credit card, debit card (bank convenience fee will apply), or e-check (no charge). 13. To exit the portfolio, click on the Logout button. 14. To access the Dallas County Tax Office Portfolio Login webpage copy/paste the link below into your Internet browser. 7 / 0 3 / P a g e

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