Escrow Transfer — Year-End Processing

● Escrow Transfer rebuilt in Tax Office 4

◦ The year-end Escrow Transfer program — covering both regular and Mobile Home escrow — now runs natively from the Admin section of Tax Office 4.

● Escrow Transfer added to Tax Year Rollover (Step 3)

◦ Escrow Transfer is now available as a deep link within the Tax Year Rollover process, with the tax years pre-filled from the rollover context so it runs at the right point in your year-end sequence. Clicking on this link within the TYR process will take the user directly to Escrow Transfer in Tax Office 4.

● Distribution P&I reports now correctly classify “313 Limitation” receivables as levy instead of penalty.

● Resolved an issue where the TIF Collections Aggregate report dropped additional payments made on the same account.

● Resolved an issue where the TIF Increment by Tax Unit report changed locked prior-year totals after a supplement load.

● Improved balance calculation performance for accounts with suit or bankruptcy activity — large offices will see noticeably faster processing.

- Support for Harris County Appraisal District's updated 2026 exemption codes, keeping exemption processing aligned with the current certified roll.

- Import and export handling updated to match HCAD's 2026 file format changes for clean data exchange in the new tax year.

-Truth-in-Taxation worksheet forms updated to the 2026 versions for accurate rate calculations and reporting.

- Changed notice forms updated to the 2026 versions to meet current Truth-in-Taxation notice requirements.

New Features & # Enhancements

● Frozen State Report (Form 50-897B) now available in TaxOffice v4.0

◦ Tax office staff can generate and export frozen homestead ceiling data directly from the application.

◦ All required parameters are now fully validated, including Appraisal District State ID, School District ID, County ID, and ISD Name.

◦ Report output is Comptroller-ready — it exports a CSV formatted to match Form 50-897B specifications for direct submission.

● Payment Importer: GroupPay and Lockbox batches now appear correctly in Batch Manager.

◦ Previously, batches created by GroupPay or Lockbox files were invisible in Batch Manager, so staff could not work with or close them. Batches are now tagged correctly when created and appear as expected.

● Account Details: Ctrl+P now prints the full statement, not just the summary section.

● Multi-Year Recalculation: refunds no longer include unchecked years, keeping batches in balance.

◦ When unchecking years to exclude from a refund, their amounts were still added to the batch total, so the header and line items did not match, and the batch could not be balanced or closed. Only checked years are now counted in the batch total.

● Installment Agreements: a 12-month agreement now generates all 12 payments.

◦ A payment-sizing calculation error caused the balance to reach zero one month early, generating only 11 payment rows and affecting printed coupon books and agreement documents. Payment sizing is corrected so all 12 rows are generated.

● Past Due indicator is now suppressed during the grace-period window.

◦ The portal previously showed a red “Account is past due” warning during the grace period before any penalty is assessed, causing taxpayer confusion and unnecessary calls to county offices. Display logic now aligns with how penalties are calculated, so the warning appears only after the grace period expires.

New Features & Enhancements

● Year-to-Date Detail Report — Show Only True Differences

● Quarter Pay / Half Pay / Disaster Pay Summary — Line-Item Subtotals

● Penalty & Interest Balance — Faster Calculation

● Print Correspondence — Date-Scoped PDF

● Batch Manager — Dual-Lookup Ownership (Entra ID + TaxUsername)

● Batch Manager — Normalized Username Display

● Resolved §33.07 collection penalties not calculating on Installment Agreement schedules for 2025.

Several enhancements across the TO4 workspace improve day-to-day workflow accuracy, correspondence handling, and receivable management.

● Attorney Notice Date – Updated Label Across TO4

◦ The date field previously labeled "33.07 Date" has been renamed to "Attorney Notice Date" throughout TO4 for clearer language and alignment with internal terminology.

● Delete Correspondence on Account

◦ Users can now delete correspondence records directly from an account, giving staff greater control over account history and document cleanup.

● 33.07 Bulk Action – Exclusion Rules for Ineligible Receivables

◦ The 33.07 Bulk Action tool now automatically excludes ineligible receivables, reducing manual cleanup and improving processing accuracy.

● Receivables Summary Sort – Disaster Pay Grouping

◦ Receivables in the Summary view now group and sort correctly when Disaster Pay is applied, ensuring balances tie out cleanly.

● Remitter Refresh on Receivables Screen

◦ The Remitter field on the Receivables screen now refreshes automatically to reflect updated values without requiring a page reload.

Reporting enhancements include a new balancing report and jurisdiction-specific distribution rules.

● Percentage Collections Report – All Years (TO4)

◦ Added the Percentage Collections Report (All Years) to the Balancing Reports suite in TO4, supporting multi-year collection reconciliation.

TaxOffice

● TO4 Receivables screen display issue resolved — records now render correctly in all view modes.

● Remitter field on TO4 Receivables now refreshes to show newly saved changes (follow-up fix).

● Account List: resolved false duplicate error caused by substring match on account numbers.

● TNT tab: resolved infinite-spinner issue that prevented content from loading after selecting a year.

● TNT tab: Delete and Save buttons have been repositioned to prevent accidental clicks.

Dealer Portal

● SIT Portal: Cancel button now properly restores required fields on HE Dealer Sales when a removal is reversed.

AD Import

● RefundTrac Report Viewer now loads successfully in production.

● Posted Refunds report now generates successfully instead of stalling on load.

SMIGL

● SMIGL Connections tab now accepts server names longer than 50 characters.

New Features & Enhancements

● Quarter Pay Split Validation & Warning

◦ TO4 now validates and surfaces a warning when a quarter pay split scenario is detected, preventing silent processing errors.

● Default ‘Recently Accessed’ Accounts to Collapsed

◦ The Recently Accessed panel defaults to collapsed on load, reducing visual

● Summary Sort of Receivables Grouped Accordingly

◦ Receivables in the summary view are now sorted and grouped in a consistent, logical order aligned with user expectations.

● Dealer Portal — ADA Accessibility Remediation

◦ Addressed ADA compliance gaps in the Dealer Portal to meet accessibility standards for users relying on assistive technologies.

● Taxpayer Portal — ADA Accessibility Remediation

◦ Parallel accessibility remediation work completed for the Taxpayer Portal, ensuring consistent compliance across both public-facing portals.

• Correct Total Homestead Count (Line 1): Columns A and B now report independent homestead counts, as required by the 9-24/36 revision.

• Exclude Zero/Negative Levy Loss Accounts: Accounts where both Levy Loss and Levy Loss Pre-SB2 are zero or negative are now excluded from the report entirely.

• Zero Out Negative Levy Loss Columns: Where only one levy loss column is negative, that column and all corresponding downstream fields are zeroed out at the account level. Tax Rate is unaffected.

• Zero Floor for Value Lost Pre-SB2: Negative values in this column are now floored at zero at the account level before aggregation, per Comptroller guidance.

• Zero Floor for Value Lost Minus Local Deductions: Negative values in these columns are now floored at zero at the account level before aggregation. These columns can independently go negative when local deductions exceed value loss, regardless of levy loss.

• New Pre-SB2 Columns Added to Detail and Summary Tabs: Three new columns -Capped Homestead Value Pre-SB2, Local Deductions Pre-SB2, and Value Lost Pre-SB2 Minus Local Deductions -have been added to the Detail tab. The Summary tab has been updated so that Pre-SB2 summary values are independently aggregated from these new columns.

● YTD Report — Date Range Support

◦ The Year-to-Date report now supports flexible date range selection, enabling users to generate reports for custom periods rather than only fixed fiscal year windows.

● Support ERM Reports in ReportManager.Api

◦ ERM report types are now supported via the ReportManager API, expanding the reports available programmatically to integrated systems.

● Resolved a schedule mismatch between installment agreements and payment application causing incorrect balance display.

● Corrected Cap Adjustment and Circuit Breaker inclusion in the Appraised Value Calculation for 5-year history reporting.

● Fixed a cross-application calculation error in the 5-Year History Cap Adjustment.

● Dealer statements now display in correct chronological order when printed.

● Fixed future-dated statements for non-heavy equipment dealers incorrectly generating as quarterly rather than monthly.

● Resolved pagination section overlapping the page footer on scroll.

● Fixed incorrect Form 50-253 calculations in the Frozen State stored procedure.

● Fixed an error that appeared when adding a new receivable record.

Receivable Type 133 – Certified Billing Statements now print with the correct total amount due for accounts with IS-ONLY receivables.

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.

Owner identification has been standardized across the system.

A new Recently Accessed dropdown has been added to Advanced Search.

Search result grids can now be customized by the user.

Tax Account Number hyperlinks now open account views in a new browser tab.

Resolved an issue where long account numbers were truncated in Check Search History.

The Contact Number Extension field now prints on Installment Agreement documents.

Bulk Action screen enhancements introduce stronger validation and clearer action separation.

New Action Types:

Enhancements include:

File mapping logic has been updated to support PACS Export Layout version 8.51.0.

- Appraisal Info

- Appraisal Entity Info

- Appraisal Entity Totals

Database and UI support added for 7 new exemption types in TO4:

Enhancements include:

Improved ownership mapping logic for OrionCSV imports.

Corrected ceiling calculation logic to prevent double-reduction in legislative years.

Fixed search logic to ensure the end date is inclusive.

Resolved an issue where printing non-existent billing sets generated non-informative errors.

Updated Dynamsoft license configuration.

Added environment-based mail simulation logic.

#

Users can now set in bulk directly from the menu, significantly reducing manual effort and dependency on backend processes.

The term is used throughout the application to represent what was previously referred to as the .

Attorney Notice Dates are now visible directly on the , allowing users to immediately see attorney collection timing without leaving the screen.

Note: The term is used throughout the application to represent what was previously referred to as the .

were released by the TX State Comptroller.

The language has been updated to match the Comptroller’s interpretation.