new

2026.12.0

AG Rollback

Historical ag rollback data now migrates from Tax Client into TaxOffice 4 legacy rollbacks, linked receivables, and corrected source-account acreage and exemption values carry over.
Access to the legacy Ag Transfer utility is now controlled per office, so offices moved to the AG Rollback workflow no longer see the old tool.

AD Import

ADImport Cloud – Import Profiles

Import Profile pages are now in cloud AD Import. You can view, create, and edit import profiles directly in TO4, including vendor-specific configuration — no more backend-only profile setup.
Profiles can be deactivated and reactivated. Deactivated profiles are hidden when starting a new import, so users only see current options — but run history stays traceable to the original profile.

ADImport Cloud - Workflow & Usability Improvements

Import Year now defaults automatically on the file settings page, saving a manual step on every import.
The Data Processing tab has been removed. The full file lifecycle is now managed from a single place: the Import Files page.
File uploads are no longer rejected incorrectly, and the screen now clearly reports whether a file was accepted or rejected. The only time a file is refused is while a same-name file is still processing.
Renaming an import profile updates the Import Files grid immediately — no refresh or delay before the new name appears.
Clearer error for deactivated profiles. Saving file settings against a deactivated profile now shows a message naming the specific profile, instead of the generic "Import Profile is required" error.

Certified Readiness - Vendor-Specific Fixes

Capitol

Restricted Use Timber Land value is now included in the taxable recalculation, so valid accounts no longer appear on the Bad Accounts Report.
100% exemption codes HS, 11, and 00 are now recognized, so fully exempt accounts are no longer flagged.

Southwest Data

True Prodigy

Certified and supplement files in the 8.0.33 layout now load, including the new AFHS and LGCC exemption fields.
The DBA now loads into the legal description instead of appearing ahead of the owner name.

Pritchard & Abbott

The Miscellaneous Animal Feed exemption now maps to its existing exemption in TaxOffice 4.
Mineral: the §11.145 (HB9) business personal property exemption is now applied during import.

HCAD (2026 personal property)

The new MVL exemption code for multi-location accounts is recognized.
Pipeline fields, obsolete for TY2026 and forward, are handled correctly for both new and prior-year files.

DCAD

The 2026 certified load no longer drops the §11.145 BPP exemption.
International owner addresses are now stored correctly - city, state, and postal code are no longer misread.

GSA

Certified and supplement files no longer fail to parse when the new exemption fields are blank.

Tax Year Rollover - Early Certified Statement Generation

You can now generate and print certified tax statements for the new tax year before completing your Fiscal Year End. Previously, statement generation had to wait until the October fiscal year rollover, which compressed the window for print vendor coordination and often pushed mail dates past the October 1st deadline.

What's new:

Set Starting Balances can run before fiscal year end. Once your rates are finalized, you can complete this Tax Year Rollover step in September without waiting for the fiscal year to close.
Mass Billing now bills by selected tax year. When creating a certified load, you choose the tax year for the billing to run. Statements, account history, and vendor files are generated for that year even while your office is still operating in the prior tax year.
Fiscal Year End is unchanged. Your FYE process runs at its normal time, and September statement activity is correctly reflected in your closing fiscal year totals.
This means offices can finalize rates, generate statements, coordinate with their print vendor, and have bills in taxpayer mailboxes on or before October 1st - especially valuable for offices offering early-payment discounts, where the discount window opens October 1st.
If you'd like help planning your statement timeline for this season, contact Spindlemedia support.

Feature Parity

Backdating batch deposit dates is now restricted by user permission.
A Hot Check warning now appears when taking a payment on a flagged account.
An Exemptions filter has been added to the account history in Appraisals.
Batch Manager filter selections (Open Only, Batch Number, User) are now held for the rest of the session.
Payment history shows batches in deposit date order, newest first.
Installment Agreement Edit: The Date Paid Off calendar no longer resets today’s date; the stored or selected date is kept.
Receivables: per-year Refunds totals now include penalty and interest for offices that refund P&I.

Fixes

Prorated Homestead Exemption Refunds report: expected refunds now use CAD-certified exemption values, and actual refunds no longer double-count voided-and-reissued checks or miss refunds issued through overpayments.
Tax Year Rollover: the Max Compressed Rates "here" link now works.
Opening a batch with backdating turned off no longer saves a blank deposit date.
Attorney and mortgage roll tapes now report exemption codes and values for the current tax year, even after next-year values have been partially loaded.
SIT: the Notice of Penalty report now reflects quarters for Heavy Equipment dealers (HB 3424 compliance).