Changelog
Follow up on the latest improvements and updates.
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AD Import
- Pritchard & Abbott v2026 Certified File Layout support with backward compatibility
- GSA — New Ag Acres field support
- Feature flag for loading ownership changes from DCAD supplementals
Payment Importer
- Group Pay file format processor: completing migration of all Group Pay users to Payment Importer
Mass Billing
Type 133 Billing Statement: IS-ONLY Amount Fix
Receivable Type 133 – Certified Billing Statements now print with the correct total amount due for accounts with IS-ONLY receivables.
Tax Office 4 (TO4)
Tax Unit Removal: Receivable Recalculation and Refund Fix
- Removing a Tax Unit from an appraisal year now correctly recalculates levy receivables (to $0) and triggers refunds if there is a payment associated with the receivable.
Simultaneous Exemption and Ceiling Removal: 500 Error Fix
- Removing exemptions and ceilings simultaneously from the Appraisal page no longer throws a 500 error
Payment Remitter: Payee List Refresh Fix
- Payment Remitter now properly refreshes when accounts are added/removed from the payee list
Delinquency Date Validation: Pre-February 1st Entry Restriction Fix
- Users can no longer enter Delinquency Dates prior to February 1st when manually creating a receivable in TO4.
YTD Summary Report: Custom Date Range Support
- YTD Summary Report now supports custom date ranges instead of single month
Attorney Litigation Report: Date Range and Performance Fix
- Attorney Account Payment by Litigation Report now supports date ranges up to one year with optimized performance
Taxpayer Portal
- Surviving Spouse exemption percentages in the Tax Estimator now correctly align with TO4 values
SIT (Dealer Portal)
- Heavy Equipment Sales form now enforces the same required fields as the comptroller form
Release Notes – 2026.3
Version #'s
- AD Import: 2026.3
- Mass Billing: 2026.3
- Paperless: 2026.3
- Report Manager: 2026.3
- SIT (Dealer Portal): 2026.3
- TO4: 2026.3
- TO DB: 2026.3
- TaxOffice Web: 2026.3
Tax Office 4
Summary & Receivables – Numerical Tax Unit Sorting (Feature Flagged)
A new feature flag has been introduced allowing Tax Units to be displayed in numerical order instead of alphabetical order on the Summary and Receivables screens.
- Enables parity alignment where required (e.g., Tarrant)
- Maintains flexibility for clients who prefer alphabetical sorting
- Controlled via feature flag for tenant-level configuration
Advanced Search – Owner ID Enhancements
Owner identification has been standardized across the system.
- Added new Owner ID column to Advanced Search results
- Renamed “Owner Tag” to Owner ID for consistency
- Improves clarity and alignment across screens and search functionality
Advanced Search – Recently Accessed Accounts
A new Recently Accessed dropdown has been added to Advanced Search.
- Displays the 25 most recently accessed accounts (accounts viewed, not searched)
- Shows Owner Name, Property Location, and timestamp
- List persists through work days and will update with the most recently accessed 25 accounts
- Expand/collapse functionality available in the bottom-right corner of Advanced Search
Accounts Search – Grid View Customization
Search result grids can now be customized by the user.
- Users may select or deselect visible columns
- Reduces visual clutter and supports personalized workflows
- Supports expanded column sets (e.g., Owner ID, Legal Description)
Account Navigation – Open in New Tab
Tax Account Number hyperlinks now open account views in a new browser tab.
- Preserves search results in the original tab
- Eliminates the need to rerun searches when reviewing multiple accounts
- Improves productivity for high-volume users
Check Search History – Expanded Account Number Display
Resolved an issue where long account numbers were truncated in Check Search History.
- Column width expanded to display full account numbers
- Eliminates ambiguity caused by shortened values (e.g., “12345…”)
Installment Agreement – Contact Extension Printing
The Contact Number Extension field now prints on Installment Agreement documents.
- Supports newly added separate extension field
- Ensures full contact information appears on printed agreements
Attorney Notice Enhancements – 33.07 & 33.11
Bulk Action screen enhancements introduce stronger validation and clearer action separation.
New Action Types:
- Standard Collection Notice (33.07)
- Early Collection Notice (33.11)
Enhancements include:
- Dynamic eligibility filtering by account and receivable type
- Automatic validation of Attorney Notice Date rules by action type
- Exclusion of ineligible receivables from counts and updates
- Expanded receivable type support (e.g., Rendition Penalty, 25.25)
AD Import
PACS 8.51.0 Export Layout Support
File mapping logic has been updated to support PACS Export Layout version 8.51.0.
- Added support for 42 newly introduced fields across:
- Appraisal Info
- Appraisal Entity Info
- Appraisal Entity Totals
- Prevents import failures related to layout changes
Support for New PACS Exemption Types
Database and UI support added for 7 new exemption types in TO4:
- bsi
- qvss
- fdhs
- 145b
- 145d
- 145d1
- 145f
Enhancements include:
- Proper homesteadable configuration where applicable
- Tax Unit Configuration support in TO4
- Appraisal → Edit → Exemptions screen updates
- Accurate filtering, save, and reload behavior
OrionCSV – Owner Mapping Enhancement
Improved ownership mapping logic for OrionCSV imports.
- Prioritizes CurrentOwnerName over OwnerName
- Graceful fallback to OwnerName when CurrentOwnerName is empty
- Applied globally across all counties
- Validated via reprocessing of known import files
- Ensures accurate and up-to-date ownership display across screens, reports, and exports
Bug Fixes
Ceiling Calculation Correction
Corrected ceiling calculation logic to prevent double-reduction in legislative years.
- Fixes population of UnadjustedFrozenAmount
- Aligns ceiling application with correct qualifying levy year
- Improves financial accuracy and legislative compliance
Installment Agreement Search – End Date Inclusivity
Fixed search logic to ensure the end date is inclusive.
- Agreements created on the selected end date now appear in results
Mass Billing – Improved Error Handling
Resolved an issue where printing non-existent billing sets generated non-informative errors.
- Error messaging now clearly guides the user
Tax Office Web Scanning – License Update
Updated Dynamsoft license configuration.
- Ensures consistent scanning experience across TO4 and TaxOfficeWeb
- Eliminates cross-application scanning errors
Paperless – Test Environment Email Protection
Added environment-based mail simulation logic.
- Prevents unsubscribe emails from being sent in test environments
- Reduces risk of unintended external communications
#
Version Information:
- TO4:2026.2.0
- TO4Db:2026.2.0
- SIT:2026.2.0
- AD Import:2026.2.1
TO4: 33.07/33.07 - Allow adding Attorney Notice Date in bulk
Bulk Management of Attorney Notice Dates
Users can now set
Attorney Notice Dates
in bulk directly from the TO4 Admin
menu, significantly reducing manual effort and dependency on backend processes.Note:
The term Attorney Notice Date
is used throughout the application to represent what was previously referred to as the 33.07 date
.Key Enhancements
- New Bulk Actionscreen available in theTO4 Admindropdown
- Ability to set Attorney Notice Dates (33.07 / 33.11)for multiple tax units at once
- Supports selection by tax year,attorney, andassociated tax units, includingmulti-selectandselect allfunctionalities.
Security Permission
- A new BulkActionsecurity permission has been added to control access
- Note: The BulkActionsecurity permission isdisabled by default
- Please ask your administrator to enable it via the Security Server
Steps:
- Navigate to Security Server
- Go to 'Roles'
- Select your role
- Scroll down until you see BulkAction
- Enable the permission
Attorney Notice Date Displayed at the Tax Unit Level
Attorney Notice Dates are now visible directly on the
tax unit–level receivable panel
, allowing users to immediately see attorney collection timing without leaving the screen.Note: The term
Attorney Notice Date
is used throughout the application to represent what was previously referred to as the 33.07 date
.Key Enhancements
- Displays the stored Attorney Notice Datefor the selected tax unit and tax year
- Date is shown in MM/DD/YYYYformat
- Updates in real timewhen the date changes
- Includes a tooltipexplaining the purpose of the date
- Eliminates the need to navigate to other screens to find this information
Tax Office 4 (TO4) - Search Enhancements
- Users can now input and search using the ampersand (&)special character in the Tax Office 4 search bar.
SIT
HB3424 language updates and interpretations
were released by the TX State Comptroller.The
Heavy Equipment Dealer statement
language has been updated to match the Comptroller’s interpretation.Dealer Search & Dealer Page
- From the Dealer Searchpage,inactive dealersno longer see the option to submit a statement.
- On the Dealer page, inactive dealers now see aninactive Submit Statement button.
Dealer Statements – Heavy Equipment Dealers
- Printed reports now display Quartersinstead ofMonth(compliance related toHB3424).
Dealer Statements – Non-Heavy Equipment Dealers
- Statements now correctly display both the Month and the Yearthe statement was submitted.
- Previously, only the Monthwas populated.
Printing Dealer Statements
- Previously, printing a Dealer Statement and immediately refreshing caused an error.
- Downloading a statement PDF no longer reroutes the URL, preventing refresh errors.
Submit Statement Wizard – Summary Screen
- Deleting statements will no longer throw a 400 error.
- Erroneously created statements are now properly deleted.
Submit Statement Workflow – Edit Statement
- Previously, edits made while editing a statement were not saved correctly.
- A new Save Changesbutton has been added to ensure changes are written and saved during this step.
AD Import
- A new option named TYPCustomLegalhas been added to AD Import.
- This option expands more detailed legal descriptionsforTYP Mineral Accounts.
2025.1.0 Release Notes
Versions Included
- TaxOffice4: 2026.1.0
- Tax Office DB: 2026.1.0
- AD Import: 2026.1.0
Advanced Search – Improved Enter Key Responsiveness
- Advanced Search response time has been improved when initiating searches using the Enter key.
- Reduced delay between user input and search execution
- Prevents erroneous “no search fields provided” messages caused by rapid Enter key usage
Batch Receipt Printing – Correct Batch Number Display
- Resolved an issue where receipts printed from the Batch Details page displayed a null batch number.
- Receipts now correctly display the associated batch number when printing multi-receipts from the Batch Details page.
Fiduciary & Installments – Phone Extension Support
- An optional Extension field has been added next to the contact phone number for both Fiduciary and Installments workflows.
- Extensions are stored in a separate database column from the 10-digit phone number
- Field is optional and limited to 10 alphanumeric characters
- Ensures compliance with strict phone number validation while preserving extension data
Quarter Pay / Half Pay Badging Color Update
- Badging colors for Quarter Pay and Half Pay indicators have been standardized across the platform.
- Updated at both the Account Detail and Receivables levels
- Default color now displays as green for improved consistency and clarity
- Resolved an issue where users could not work through the dealer approval process(approving a dealer in the SIT application).
- Users will now be able to approve a pending dealer as expected
- Users will now see the "Pending Dealer Approval" list, updated as expected.
Release Type: Bug Fixes Only (SIT Focused)
Release Date:12/29/2025
Version #: 2025.22.0
Updated Language & Date Formatting
Heavy Equipment dealers now display reporting periods as Quarterly throughout the system
All non-heavy equipment dealers continue to display Monthly
Date format corrections applied across Statements, Dealer History, and Search Results
New Statement pop-up messaging updated for consistency
Corrected Statement and Payment Displays
Editing Heavy Equipment statements now shows Quarter/Year as expected
"Total Paid" and "UPT" values now update correctly after payment submissions
Stability & Error Handling Improvements
Fixed an issue causing intermittent error pop-ups during pending approval actions
Users can now continue working without needing to refresh the page
Sales Page Performance Enhancements
Resolved issue causing Sales pages to stall for high-volume dealers
Page redesigned for speed and usability with pagination and search tools
Please Note:
Spindlemedia will be doing a special release on 12/29/25 to fix several SIT/Dealer Portal bugs before the start of the new year. This will be SIT version
#
2025.22.0
and will be available end of day Monday 12/29/25
- TO4 - 2025.22.0
- TO4 DB - 2025.22.0
- AD Import - 2025.22.0
- TaxBridge - 2025.22.0 -
- TaxPayerPortal - 2025.22.0
- TaxServices - 2025.22.0
- Tax.Refund
- Tax.Billing
- Tax. Jobs
- Report Manager API - 2025.22.0
Tax Office 4 2025.22.0
Payment History Displays Half/Quarter-Pay
- Tax Office 4 Payments will now display Half/Quarter pay badging like Tax Client used to.
- These badges will appear at the payment/receivables level.
- This is an initial step towards surfacing this information with badging in TO4 and will evolve to be more apparent when drilling down into payments/receivables.
Print Payment History
- Tax Office 4 will now include the ability to print payment history.
- This will be immediately felt within the manager of collections roles, or anyone else needing to collect a full payment history record on an account.
- This is filterable by Receivables: both Fiscal Information and Assessment Information, as well as Amount Due, All Years, Current Year, and Prior Year.
- Printing allows users to generate both a .pdf or .csv file
Account Search Results Re-Ordered
- Tax Office 4 account list search results have been slightly reordered.
- The "Type" Column will now be displayed between the checkbox to select an account, and the account number itself.
- This allows users to more easily select checkboxes continuously, without accidentally hitting an account number and being redirected to a new window.
Create/Edit Fiduciary Contact Number Field Accepts Invalid Inputs
- Past state of the Fiduciary Contact Number field would accept invalid inputs, ex: numbers over 10digits, alpha-numeric combinations, or notes.
- This field has now been fitted with a 10-digit validation to ensure users only input valid phone numbers.
- We will be doing a fast follow to this to add in an extension field next to the existing phone number field to ensure users can continue to use these fields as expected.
Tape Name missing in History
- Tax Client had the "tape name" in the account history, Tax Office 4 did not display this information. This has now been added to the History section of Tax Office 4 and will display the "Roll" those changes came in on.
Search Bar Breaks with "&" and Special Characters
- When users input special characters or most commonly the "&" symbol in the Tax Office 4 search bar, it would cause an error that would cause the page to have an issue. This issue has been fixed and will no longer cause a system error.
- This has not fixed the ability to search with special symbols or the "&" symbol yet. This will require additional work and be a fast follow to this bug fix.
Application Version #'s
Tax Office 4 - 2025.21.0
Tax Office 4 DB - 2025.21.0
Report Manager - 2025.21.0
AD Import - 2025.21.1
SIT - 2025.21.0
BankRec - 2025.19.3
SMIGL - 2025.20.2
HB3424: Heavy Equipment Dealer Statements Now Filed Quarterly
- Effective January 1, 2026, heavy equipment dealers will file quarterly inventory tax statements instead of monthly.
- This change only applies to heavy equipment dealers. All other dealers will continue filing monthly.
SIT
- Heavy equipment dealer statements must now be submitted quarterly.
- SIT will no longer assess penalties for missed monthly statements. It will only apply penalties for missed quarterly statements.
- All math, interest, and system logic referencing monthly frequency have been updated to support quarterly filing.
Dealer Portal
- Dealers will now submit quarterly statements through the portal.
- Penalties will no longer be applied for missed monthly statements—only for missed quarterly submissions.
- The statement submission screen will be updated to support quarterly filing.
Note: This change applies to 2026 and forward only.
- For 2025 and prior years, heavy equipment dealers must continue to submit and view statements monthly.
Heavy Equipment Annual Inventory Declaration
Due Date and Language Fix
- Effective with the 2026 reporting cycle, the following corrections have been made to align with HB3424.
Key Changes:
- Due Date Correction The original due date of March 20, 2026, has been corrected to April 20, 2026, as required by HB3424 for quarterly filings.
- Language Clarification The phrase "for the month" has been updated to "for the quarter" to reflect quarterly calculation of sales and tax due. These updates apply only to heavy equipment dealers beginning with the 2026 tax year.
Tax Office 4
- Users will now see a success pop up shows on the Account Search and Account list pages when adding a note to one or more accounts.
- Users may now reprint original receipts for all account transactions after an original receipt has already been printed. This allows users to easily reprint original receipts should a taxpayer require one.
- Note creation from a bulk action(lists) will now create notes on a 1-1 basis. Previously, when creating notes from a bulk action, notes would be created on a 1-X basis.
- Example: if a user creates a note for 3 accounts, TO4 would create 1 note that was attached to 3 separate accounts, this action will now create a note for each account in the list.
- Accounts in Litigation will now be badged accordingly: both at the Account Details level and at the Appraisals annual level.
- In the example screenshot below, users will now see "litigation" badges next to the year that the litigation is taking place, and, if the litigation is still active, this will appear at the account details level.
*Please note badging will look different, but similar in production
- Users can now print receipts by batch in the batch view. This functionality will print all receipts associated with a singular batch.
- When users were on the "Search Results" page and tried to make a payment without selecting an account; the system would throw an error and force the user to refresh. The "Make a Payment" button will no longer be usable until an account is selected.
- When users were applying filters in the History section of TO4, and clicking into a drop down, the system would expand the incorrect year. This has been fixed.
AD Import
- Fixed an issue in AD Import where mortgage and agent cross-references failed to generate during supplement loads. Supplements using the P&A module now correctly create XRefs for agents and mortgages.
- Fixed an issue where enabling UseEntityCodeAsTaxUnitCode incorrectly skipped pre-validation steps. The system now correctly validates tax units and fiduciary mappings during import
- Fixed issue with Fiduciary names not always populating correctly
Tax Office DB
- Statements now display ISONLY amounts - additional taxes not tied to a specific taxing entity - to ensure the Total Amount Due is accurate and complete. Refer to the example below for how ISONLY appears on your statement.
Versions Included
TaxOffice4: 2025.20.0
Tax Office DB: 2025.20.0
AD Import: 2025.20.0
SMIGL: 2025.20.0
Mass Billing: 2025.20.0
SIT: 2025.20.0
Compliance (SIT)
House Bill 3424 Update
:House Bill 3424 will go into effect on 1/1/2026. This legislation impacts Heavy Equipment Dealers, who will now be required to file their Annual Inventory Declaration quarterly instead of monthly.
Report Language Update
:The “Annual Inventory Declaration” report has been updated to reflect these changes. All references to “monthly” deadlines have been changed to “quarterly,” and a new quarterly deadline has been established.
Future Enhancements
:Additional changes related to HB3424—affecting language, penalty applications, and the SIT interface for Heavy Equipment Dealers—will be implemented in a future update before the end of the year.
TaxOffice4
- The Edit Fiduciary screen now displays both the current year’s accounts and the total accounts linked to a fiduciary.
- All users can now generate multi-receipts for batches.
- True Prodigy Clients can once again upload and scan documents into Tax Office 4. The Dynamsoft drive has been updated to version 19.0, and the SMI driver has also been updated accordingly. All True Prodigy users must update to version 19.0 to maintain compatibility.
- Current Statements generated in Tax Office 4 now include Homesite Value, as well as Non-Homesite Improvement and Non-Homesite Land.
AD Import
- Fixed a database bug that prevented Capitol Fiduciary Xrefs from being saved.
- Resolved an issue causing some address fields to be missing, specifically those related to Capitol Tapes
- Added a new True Automation configuration option to treat commas as line breaks in legal descriptions.
Mass Billing
- Fixed a bug that caused errors when running certified or supplemental billing.
- Addressed an issue with billing for properties with extremely high appraisal values.
SIT
- Fixed an issue where the SIT Dealer Portal displayed the requester’s information instead of the approver’s information.
Frozen State Reports
- Corrected the Levy Loss calculation in Column C of the totals section.
Tax Client
- Fixed an issue with the Dynamsoft license in Tax Client. Scanning functionality should now work as expected.
Tax Office 4: 2025.19.0
• Added Date fields to both add and edit notes on account and bulk.
• Filters section on payments is now defaulted to expand when pages load.
• Added in a clickable button that allows the Override function in payments to be populated. This allows the user to understand that it can be interacted with.
• Automatically select Standard/Schedule/Letter checkboxes when printing an installment agreement.
• Added a column for Legal Description and Acreage to search results for accounts.
• Added in the functionality of a new Home button, allowing users to navigate home without editing the URL.
• Improved the information in the pop-up for ceilings on the account details. Now you can see the start year instead of 9999.
• Added in a new line item for Court Costs/NSF fees at the payment view level for accounts.
• Replicated the Changelog where we update our release notes to the Tax Office Home Page, no longer requiring the user to access Tax Office 4 to view them.
• Addresses an issue where the ceiling badge on TO4's Account Detail screen was showing a $0 value for ceilings whose year was later than the current tax year (so, say, a 2025 ceiling value before finishing tax year rollover and moving the tax year on from 2024).
• Senate Bill 4 and Senate Bill 23, fixes logic around special legislative message generation to handle potential errors if exemption start dates for current year exemptions are listed earlier than the start of the year.
• Fixed an issue where the system would throw a '500' error when all print options were checked for installment agreement printing.
RefundTrac: 2025.19.0
• When an account has refunds pending, the calculated interest monthly. We have corrected it to calculate interest per day.
TYR Process
• Updated text in the TYR Certified Billing step to address a grammatical error.
Application Release #'s Below:
- TaxOffice4 - 2025.19.0
- TaxOffice4 DB - 2025.19.2
- Tax Suite Launcher - 2025.19.0
- RefundTrac - 2025.19.0
- CheckWriter/SMIGL - 2025.19.1
- CheckWriter/BankRec - 2025.19.1
- AD Import - 2025.19.0
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