new
2025.15
TAX OFFICE 4: Features and Improvements
- History - Improved performance by replacing image thumbnails with icons.
- History - Improved navigation by collapsing calendar years by default.
- Notes - Added pagination with user-selectable page sizes (5, 10, 20, or All), defaulting to 5 notes per page.
-----Tax Office 4 Bug Fixes-------
- Tax Certificates - After unpaying a tax certificate, you can now successfully void it, resolving a previous issue that blocked this process.
- Installment Agreements - Fixed an issue that was causing an error when creating installments.
-----Special Instructions Improvements and Bug Fixes ---------
- When adding special instructions to an account, if a user added multiple entries (5–6), the pop-up would start going off-screen, preventing the user from continuing to add instructions. This issue has been fixed, and the special instructions pop-up now behaves as expected.
- When deleting a special instruction from the Notes section of an account, it would not remove the badge from the Account Details Header, this is now fixed and upon deletion of a special instruction, it will also delete the associated badge on that account.
- When an account has Special Instructions, it previously displayed the OLDEST notes first on the payment screen, this has been fixed to now show the NEWEST notes first for easier reading and finding relevant notes.
- When adding special instructions to accounts from a list page, it previously did not allow Tax Office 4 to enable a badge on the account. This has been fixed, and accounts will be badged properly when special instructions are added to the list.
- The “Note Type” field dropdown should now correctly display when “Special Instructions” are added to an account.
AD Import: Improvements
- When loading a True Automation module – if using the wrong folder; OR, if files are missing/named correctly, the user will see a new dialog box error that points them to our knowledge base.
