RefundTrac

Please consider adding a home buton in refund trac so that we can return back to Tax Office 4 without opening a new tab.

For refunds > than $5.00 we do not refund the taxpayer. We have always removed these from the system and logged them in under over/short. To remove these small refunds a couple times of the month I have to create a ticket and Spindle has to remove them.

Similar to overpayment refunds, add a different message to the stub of recalc refund checks: You are receiving this refund because the Collin County Central Appraisal District made a change to the taxable value of the property. The most common reason for a valuation change is having an exemption granted (such as Homestead, Disabled, Over 65, or Disabled Veteran). If you have any questions about this, please call the number below. Collin County Tax Office Call Center 972-547-5020

Add a Status for Litigated accounts since Litigated are posted under RECALCS. We have no way to separate them.

Do not show canceled refunds in refund search results in RefundTrac

I had to scrap a batch of about 44 checks the other day b/c the payee and address amounted to 7 lines, which was entirely too much the way it auto-formatted to print. It caused every check behind it to print incorrectly b/c there wasn't enough space to include it all.

Add ESCHEAT in the status menu.

Could there be a clickable Tax Account number that would take you to that account if you needed to view it?

When I'm sorting refunds by either account number or age to work it will reset after each account and it has to be sorted again. Needs to stay in place.

We don't use SMIGL. When our Finance Dept sends listing of refund checks cut, we need to be able to reference refund check number in the payment record. We hold the refunds in the "post to tax" status until check numbers are received back from Finance. In refund trac, when I get ready to go post to tax, I need to be able to edit the refund to add the check number received from Finance to reflect in payment records. See attached.