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.
