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Release 2025.18.1

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)