new
2026.13.0
New Features & Enhancements
Payments: Override Penalty & Interest (TaxOffice 4)
- Override penalty, interest, and collection penalty when taking a payment
- Designated staff can now waive penalty, interest, and collection penalty on a payment, by amount or by percent, for one, several, or all accounts on the payment, for a single year and one or more tax units. A reason is required, a waive cannot exceed the calculated amount, and every override is traceable on the account. Access is controlled by its own permission.
- Waived Penalty & Interest by Taxing Unit report
- A new report under Reports lists every penalty, interest, and collection penalty amount waived through Override P&I, filterable by date range and optionally by tax year and taxing unit. Results are grouped by taxing unit with subtotals and a grand total, and each row shows date and time, user, account, tax year, bucket, calculated amount, waived amount, and reason. Only overrides performed in TaxOffice 4 are included.
Waived Penalty & Interest by Taxing Unit: report parameters
Payments: Penny Adjustment (TaxOffice 4)
- Cash payments that settle a balance within four cents now post at the cash the clerk actually kept
- New Change Returned field on Calculate Change records the change handed back. Defaults to change due and must be within a nickel of it.
- A shortage within the threshold is absorbed; an overage within it is kept.
- The difference is spread across taxing units in proportion to their share of total due and posts as a Penny Adjustment (Shortage) or Penny Adjustment (Overage) detail row.
- The account closes at $0.00 with no strike-off, overpayment record, delinquency notice, or refund.
- Only payments that close the balance are adjusted. Non-cash tenders and differences over the threshold behave as today.
- Tender field renamed Payment Amount; Calculate Change field renamed Cash Tendered.
Payment Amount on a settling cash payment, with the eligibility message
Calculate Change: Cash Tendered, Change Returned, and the absorbed $0.04 shortage
Payment History: Penny Adjustment - Shortage rows spread across the taxing units
- Off by default; enabled per office on request
- Contact Spindlemedia support to turn it on. Takes effect on the next payment and can be turned off at any time.
- When on, the Payments screen shows a banner that Penny Adjustment is active. No per-payment choice for the clerk.
Payments screen banner when Penny Adjustment is on for the office
Installment Agreements (TaxOffice 4)
- Homestead option offered on every installment agreement
- The Homestead / Non-Homestead choice is now available when creating any installment agreement, whether or not the account carries a homestead exemption, matching the legacy installment application. The choice is locked once the agreement is created and is shown when the agreement is viewed or printed.
Create Installment Agreement with the Homestead / Non-Homestead choice
Payments and Refunds (TaxOffice 4)
- Reversing a Recalc Refund now offers to recalculate the year
- When a refund payment that includes Recalc Refund detail is reversed, the user is warned and offered a recalculation of the affected account and year. Accepting restores the full refund due and queues the refund for reissue.
Reversal warning offering the recalculation
Account Maintenance (TaxOffice 4)
- Foreign mailing addresses can be saved on Edit Owner
- Edit Owner now has a Country field. With a non-U.S. country selected, State can be left blank and a foreign postal code entered, so statements, notices, and refund checks can reach owners living abroad. U.S. addresses still require State and a 5- or 9-digit Zip.
Edit Owner with a non-U.S. country, State blank, and a foreign postal code
Tax Year Rollover (TaxOffice 4)
- Calculate Taxes clears levy receivables created by account edits
- When exemption edits made during Phase 1 create levy receivables for the new year, Calculate Taxes now clears them as part of the step instead of stopping with a request to contact Spindlemedia. Only levy receivables in a year with no starting balances are cleared, other receivable types are untouched, and each clear is recorded with who ran it and what was removed.
AG Rollback (TaxOffice 4)
- Detailed auto-generated notes on every affected account
- After a rollback completes, the note on each affected account lists the related parent or child account numbers with acres and acreage value broken out by tax year, so rollback questions can be answered from the account screen without opening the Ag Dashboard. Accounts with no parent detail still receive a note showing their own acres and acreage value per year.
AD Import
- True Automation and TrueProdigy supplement notes include the change code
- Account notes written from a supplement now carry the appraisal district's change code alongside the change description, and a row with a code but no description now produces a note instead of none.
Dealer Portal (SIT)
- Dealer UPT factor report
- A new SIT report lists each dealer with their UPT factor and mailing address for a chosen tax year, so next-year escrow factors can be sent to dealers without requesting a spreadsheet from Support.
Tax Limitation Calculator
- Tax Year 2026 Maximum Compressed Rates loaded
- The public Tax Limitation Calculator at tools.spindlemedia.com now pre-fills the TEA final Tax Year 2026 Maximum Compressed Rates, published August 27, 2026, for all 1,013 school districts. Prior-year rates are unchanged.
Tax Limitation Calculator with the 2026 MCR pre-filled
Bug Fixes
TaxOffice4
- Fiscal Year End no longer double counts the new year's opening balance when Set Starting Balances was run first. The tax unit closes without error and the new year's YTD statements show the correct opening balance.
- Multi-page TIFF documents now show every page, including documents already stored.
- Edit Remitter no longer resets the payment's country to Unknown (UU), so RefundTrac shows the correct country on the refund.
- The three Over 65 Deferral Listing with Levy reports now include deferred accounts that have no appraisal district cross-reference, so they no longer come back blank or short.
- Adding a Homestead exemption to an ISD unit no longer zeroes the Ag 1-d-1 exemption on that unit, so the ISD levy goes down as expected.
- Delinquent statements now include publication fees as their own line and in the total due.
- Consolidated statements show beer and wine fees with their receivable description instead of grouping them as Legal Fees, matching the current statement.
- Prorated total exemptions in a leap year now count taxable days correctly when the exempt period crosses February 29, so the levy is no longer one day short.
- The Type column on the Payments screen shows the office's own receivable type description.
- Accounts whose number contains an ampersand now open on every account tab instead of returning to the search screen.
- Tax Year Rollover Set Tax Rates and the Admin Tax Units rate editor now keep seven decimal places.
Tax unit rate editor accepting seven decimal places
- The current statement total due now includes receivable types 85 and 125.
- Acres on the account search grid now match account details and the statement.
- On the payment screen, a tender amount typed quickly and left with Tab or Enter is now applied in full instead of being partly booked as an overpayment.
Dealer Portal (SIT)
- The Certified payment page now shows the dealer name and GDN number.
Report Manager
- The Tax Roll Full report now completes for large offices instead of failing with an error.
- Tax Roll Summary by APD now completes at full scope for large appraisal districts.
- The Delinquent Tax Roll report no longer times out on large exports to Excel, CSV, or PDF.
MassBilling
- On 33.07 billings, the Section 33.07 statutory notice is no longer dropped when an account also receives prior-year-due and sales tax reduction messages.
- Signing in no longer fails with "400 Request Header Or Cookie Too Large" after the MassBilling Dashboard restarts.
- The Statements Generated chart on the Dashboard shows readable date labels.
AD Import
- Pritchard & Abbott: Freeport and Goods in Transit are read from the correct column, Historical, Community Housing, Energy Storage, and Methane Capture amounts are now staged, and homestead code 1 units carrying Over-65 amounts receive the Over-65 exemption.
- Pritchard & Abbott: homestead-related exemptions are loaded as the district sent them, including disabled widow amounts and ported surviving-spouse disabled veteran amounts.
- True Prodigy: a foreign owner's country is now stored instead of defaulting to United States.
- HCAD: owner name and mailing address changes on a supplement are applied when the office's tax year has advanced ahead of the roll.
- Orion: values over $2.147 billion no longer stop the load or stage a negative exemption.
- Orion: property type C2 (real commercial) is now recognized.
- Capitol: conversion no longer fails when an account mask is set.
- Capitol: certified loads with agent (fiduciary) records now complete, and existing fiduciaries are matched instead of duplicated.
- Southwest Data: disabled veteran exemptions apply the improvement percent and exemption interest when "Apply Improvement Percent to DV" is on.
SMIGL
- Manual Checks prints only the checks selected instead of every queued check.
- Refund checks that combine several accounts no longer spill the stub detail onto the check or a second sheet of check stock.
RefundTrac
- Posting a second set of combined refunds no longer shows a reload error.
- Audit entries record the user's name instead of a numeric id.
Tax Client
- Over 65 Notices coupon amounts now match the TaxOffice 4 quarter split.
- Tax certificates no longer show doubled levy and amount paid after an overpayment refund.
- Splitting a year into quarters after a recalc refund has paid off some units no longer increases the total due.
- The Account Listing By Property Location report runs without error.
Ceilings
- The ceiling calculation no longer fails the whole run when a stored owner name is longer than 50 characters.