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.
