Changelog
Follow up on the latest improvements and updates.
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New Features & Enhancements
CAD File Changes
- System enhancement to support Pritchard & Abbott's v2026 file version.
Reporting & Statements
● Year-to-Date Detail Report — Show Only True Differences
- The YTD Detail Report now surfaces only real differences between report runs, eliminating the noise that previously made reconciliation difficult.
● Quarter Pay / Half Pay / Disaster Pay Summary — Line-Item Subtotals
- Payment plan summaries now include subtotals for each set of line items, making review and reconciliation faster.
Calculations & Performance
● Penalty & Interest Balance — Faster Calculation
- A performance improvement to how account balances are calculated. Customers will see noticeably faster load times on accounts with extensive penalty and interest history as the flag is enabled.
Correspondence
● Print Correspondence — Date-Scoped PDF
- Users can now generate a PDF of correspondence directly from the Correspondence tab, scoped to a chosen date range.
Batch Management
● Batch Manager — Dual-Lookup Ownership (Entra ID + TaxUsername)
- Batches can now be resolved by either Entra ID or TaxUsername, supporting the transition to Entra-based authentication without breaking existing workflows.
● Batch Manager — Normalized Username Display
- All username displays in Batch Manager have been standardized to the TaxUsername format for consistency.
Bug Fixes
TaxOffice4
● Resolved §33.07 collection penalties not calculating on Installment Agreement schedules for 2025.
New Features & Enhancements:
TO4 — Workflow & Account Management
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
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.
Taxpayer Portal
- Taxpayer Portal enhancements focus on messaging clarity and usability.
Bug Fixes:
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
TO4 — Workflow & Account Management
● 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.
ADA Accessibility Remediation
● 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.
Frozen State Report Enhancements Form 50-253, Revision 9-24/36
• 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.
Reporting
● 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.
Bug Fixes
Payment Processing
● Resolved a schedule mismatch between installment agreements and payment application causing incorrect balance display.
MassBilling
● 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 Portal
● 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.
Taxpayer Portal
● Resolved pagination section overlapping the page footer on scroll.
Frozen State Report
● Fixed incorrect Form 50-253 calculations in the Frozen State stored procedure.
TO4
● Fixed an error that appeared when adding a new receivable record.
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.
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