Changelog
Follow up on the latest improvements and updates.
RSS
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.
Application Version #'s
Tax Office 4 - 2025.21.0
Tax Office 4 DB - 2025.21.0
Report Manager - 2025.21.0
AD Import - 2025.21.1
SIT - 2025.21.0
BankRec - 2025.19.3
SMIGL - 2025.20.2
HB3424: Heavy Equipment Dealer Statements Now Filed Quarterly
- Effective January 1, 2026, heavy equipment dealers will file quarterly inventory tax statements instead of monthly.
- This change only applies to heavy equipment dealers. All other dealers will continue filing monthly.
SIT
- Heavy equipment dealer statements must now be submitted quarterly.
- SIT will no longer assess penalties for missed monthly statements. It will only apply penalties for missed quarterly statements.
- All math, interest, and system logic referencing monthly frequency have been updated to support quarterly filing.
Dealer Portal
- Dealers will now submit quarterly statements through the portal.
- Penalties will no longer be applied for missed monthly statements—only for missed quarterly submissions.
- The statement submission screen will be updated to support quarterly filing.
Note: This change applies to 2026 and forward only.
- For 2025 and prior years, heavy equipment dealers must continue to submit and view statements monthly.
Heavy Equipment Annual Inventory Declaration
Due Date and Language Fix
- Effective with the 2026 reporting cycle, the following corrections have been made to align with HB3424.
Key Changes:
- Due Date Correction The original due date of March 20, 2026, has been corrected to April 20, 2026, as required by HB3424 for quarterly filings.
- Language Clarification The phrase "for the month" has been updated to "for the quarter" to reflect quarterly calculation of sales and tax due. These updates apply only to heavy equipment dealers beginning with the 2026 tax year.
Tax Office 4
- Users will now see a success pop up shows on the Account Search and Account list pages when adding a note to one or more accounts.
- Users may now reprint original receipts for all account transactions after an original receipt has already been printed. This allows users to easily reprint original receipts should a taxpayer require one.
- Note creation from a bulk action(lists) will now create notes on a 1-1 basis. Previously, when creating notes from a bulk action, notes would be created on a 1-X basis.
- Example: if a user creates a note for 3 accounts, TO4 would create 1 note that was attached to 3 separate accounts, this action will now create a note for each account in the list.
- Accounts in Litigation will now be badged accordingly: both at the Account Details level and at the Appraisals annual level.
- In the example screenshot below, users will now see "litigation" badges next to the year that the litigation is taking place, and, if the litigation is still active, this will appear at the account details level.
*Please note badging will look different, but similar in production
- Users can now print receipts by batch in the batch view. This functionality will print all receipts associated with a singular batch.
- When users were on the "Search Results" page and tried to make a payment without selecting an account; the system would throw an error and force the user to refresh. The "Make a Payment" button will no longer be usable until an account is selected.
- When users were applying filters in the History section of TO4, and clicking into a drop down, the system would expand the incorrect year. This has been fixed.
AD Import
- Fixed an issue in AD Import where mortgage and agent cross-references failed to generate during supplement loads. Supplements using the P&A module now correctly create XRefs for agents and mortgages.
- Fixed an issue where enabling UseEntityCodeAsTaxUnitCode incorrectly skipped pre-validation steps. The system now correctly validates tax units and fiduciary mappings during import
- Fixed issue with Fiduciary names not always populating correctly
Tax Office DB
- Statements now display ISONLY amounts - additional taxes not tied to a specific taxing entity - to ensure the Total Amount Due is accurate and complete. Refer to the example below for how ISONLY appears on your statement.
Versions Included
TaxOffice4: 2025.20.0
Tax Office DB: 2025.20.0
AD Import: 2025.20.0
SMIGL: 2025.20.0
Mass Billing: 2025.20.0
SIT: 2025.20.0
Compliance (SIT)
House Bill 3424 Update
:House Bill 3424 will go into effect on 1/1/2026. This legislation impacts Heavy Equipment Dealers, who will now be required to file their Annual Inventory Declaration quarterly instead of monthly.
Report Language Update
:The “Annual Inventory Declaration” report has been updated to reflect these changes. All references to “monthly” deadlines have been changed to “quarterly,” and a new quarterly deadline has been established.
Future Enhancements
:Additional changes related to HB3424—affecting language, penalty applications, and the SIT interface for Heavy Equipment Dealers—will be implemented in a future update before the end of the year.
TaxOffice4
- The Edit Fiduciary screen now displays both the current year’s accounts and the total accounts linked to a fiduciary.
- All users can now generate multi-receipts for batches.
- True Prodigy Clients can once again upload and scan documents into Tax Office 4. The Dynamsoft drive has been updated to version 19.0, and the SMI driver has also been updated accordingly. All True Prodigy users must update to version 19.0 to maintain compatibility.
- Current Statements generated in Tax Office 4 now include Homesite Value, as well as Non-Homesite Improvement and Non-Homesite Land.
AD Import
- Fixed a database bug that prevented Capitol Fiduciary Xrefs from being saved.
- Resolved an issue causing some address fields to be missing, specifically those related to Capitol Tapes
- Added a new True Automation configuration option to treat commas as line breaks in legal descriptions.
Mass Billing
- Fixed a bug that caused errors when running certified or supplemental billing.
- Addressed an issue with billing for properties with extremely high appraisal values.
SIT
- Fixed an issue where the SIT Dealer Portal displayed the requester’s information instead of the approver’s information.
Frozen State Reports
- Corrected the Levy Loss calculation in Column C of the totals section.
Tax Client
- Fixed an issue with the Dynamsoft license in Tax Client. Scanning functionality should now work as expected.
Tax Office 4: 2025.19.0
• Added Date fields to both add and edit notes on account and bulk.
• Filters section on payments is now defaulted to expand when pages load.
• Added in a clickable button that allows the Override function in payments to be populated. This allows the user to understand that it can be interacted with.
• Automatically select Standard/Schedule/Letter checkboxes when printing an installment agreement.
• Added a column for Legal Description and Acreage to search results for accounts.
• Added in the functionality of a new Home button, allowing users to navigate home without editing the URL.
• Improved the information in the pop-up for ceilings on the account details. Now you can see the start year instead of 9999.
• Added in a new line item for Court Costs/NSF fees at the payment view level for accounts.
• Replicated the Changelog where we update our release notes to the Tax Office Home Page, no longer requiring the user to access Tax Office 4 to view them.
• Addresses an issue where the ceiling badge on TO4's Account Detail screen was showing a $0 value for ceilings whose year was later than the current tax year (so, say, a 2025 ceiling value before finishing tax year rollover and moving the tax year on from 2024).
• Senate Bill 4 and Senate Bill 23, fixes logic around special legislative message generation to handle potential errors if exemption start dates for current year exemptions are listed earlier than the start of the year.
• Fixed an issue where the system would throw a '500' error when all print options were checked for installment agreement printing.
RefundTrac: 2025.19.0
• When an account has refunds pending, the calculated interest monthly. We have corrected it to calculate interest per day.
TYR Process
• Updated text in the TYR Certified Billing step to address a grammatical error.
Application Release #'s Below:
- TaxOffice4 - 2025.19.0
- TaxOffice4 DB - 2025.19.2
- Tax Suite Launcher - 2025.19.0
- RefundTrac - 2025.19.0
- CheckWriter/SMIGL - 2025.19.1
- CheckWriter/BankRec - 2025.19.1
- AD Import - 2025.19.0
Mass Billing:
- Fixed a bug that was causing export files to truncate exemption lists; this was previously leaving off listed exemptions and will no longer do so.
- We have adjusted the settings for the export files in mass billing to better handle accounts with more exemptions. Previously it cut off exemption codes after 18 characters. Now it goes to 30 characters.
Tax Office 4:
- Fixed a bug that was causing owner names to not appear on the annual ceiling information in the Ceiling UI Modal.
TaxOffice 4 (2025.18.1): Compliance
SB 850 – Updates to Overpayments and Refunds
- Property owners no longer have to request a refund if it is an overpayment more than $20
- If a required refund is not paid within 60 days of the when the tax collector determines the refund is due (Approval Date), the taxing unit must pay 12% APR on the refund amount
- This will be effective on all refunds that arise on or after September 1, 2025
- The ability to set an approval date to calculate 12% APR has been added to TO4
- Do not use the refund feature in TO4 if you utilize RefundTrac
When the Approval Date is 60 days from the receipt date, the Interest rate of 12% APR will begin to accumulate
SB 4 and SB23 – Add special legislative message to 2025 tax bills
- A step has been added to the Tax Year Rollover process, in Phase 3, to generate the special legislative message covering SB4 and SB23 so that they appear on certified statements generated in Mass Billing
- SB4 / SJR2: Increases the school district homestead exemption under Section 11.13 from $100,000 to $140,000
- SB23 / SJR85: Increases the exemption for homeowners over 65 or with disabilities from $10,000 to $60,000
- Ceiling compression values have been updated
TaxOffice 4: Tax Year Rollover (TYR)
- The Tax Year Rollover Calculate Ceilings step has been modified to use new calculation routine
- The Tax Year Rollover page now displays eligible ceiling tax units
- Bug Fix: By default, new year levy is now prevented from being paid until rollover
- Bug Fix: An errant tool tip in TYR that mostly ISDs saw has been corrected. It no longer shows a warning for $0 excluded in 2025
TaxOffice 4: Features and Improvements
- Tax Office 4 – removal of the “welcome page”, now lands directly on the Accounts page when accessing TO4. This allows users to land directly on the Accounts page for a faster, more intuitive workflow.
Users can still give feedback via Canny or open a service ticket from any page within TO4
- Feature Parity: Tax Certificates in TO4 now reference the General File (GF) number
- Bug Fix: The Void button for Tax Certificates now disables after the first submission, preventing multiple requests and errors
TaxOffice 4: Appraisals
- Appraisals Section of TO4 has been updated with expanded functionality
- Filters: Added the ability to filter appraisals section
- Custom Filter: This allows users to filter by year and entity
- Total Tax Amount added below the filters box to showcase the Total Tax Amount in Appraisals
- Revamped the annual display and added in more snapshot information – including Acreage, AG Acreage, Total Value, Total Tax Rate, and Tax Amount
TaxOffice 4: Receivables
- Added an "Amount Due" filter in the Receivables section, allowing users to instantly filter the current receivable amount due
- Bug Fix: When adding a new exemption manually, the Applied Amount now saves when you tab out of the field
AD Import (2025.18.1)
- Fixed 'Agent not found' issue in Pritchard and Abbott module
The Tax Year Rollover process has been updated to allow Spindlemedia to optionally block off certain phases if there is still work to be completed. This is to ensure that steps cannot not start because they are still in an incomplete or outdated state.
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