Release Notes - 2026.5.0

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.