My Government Offices - My Items Tab

The My Items tab displays all of the parcels (items) you currently have in your portfolio for the selected tax office. This is your workspace for managing mortgage registrations/escrow payments, reviewing parcel details, resolving issues, and generating reports.

What You’ll See in the My Items Tab:

1. Invalid Items Notification
If any of your items are marked invalid, a message will appear at the top of the page. You’ll see a clickable "Resolve" button that allows you to resolve the issue immediately.

2. Action Buttons

• Register/Pay – Make a Mortgage Registration/Escrow Payment to tax office (what displays depends on the tax office's current stage in their collections)
• +Add - Search and Add Item to your portfolio OR Upload an Item List (Not available on Free Plan) If you are unsure of the government office item format, example items will display for your reference. 

• Bulk Actions – Use this to perform selective actions on multiple parcels at once.
• Reports – Export results to Excel or CSV, or access other available reports.

3. Your Items List

This area displays a full list of your items (parcels) providing important information including:

• My Item
  • Parcel number
  • Owner name
  • Property address

Note: The fields and details displayed are based on the billing data provided by the tax office, so they may vary.

• Reference Number (If applicable)
• List
• Managed Payer (If applicable)
• Payment Selection (visible during Escrow Payment seasons only)

Parcel-Level Actions (Right Side of Each Parcel):

Each parcel row includes three buttons on the right-hand side:

Item Info – Opens detailed information about the parcel, including:

• Item Information
• Balances
• Billing data history
• Payer history
• Subscription Purchase Date

Edit – Allows you to enter or update internal information such as:

• Reference number
• Escrow amount
• Managed payer

Delete – Removes the item from your portfolio.
Note: Deleted items are stored in the Deleted Bucket until the subscription for that item expires.