New Features & Enhancements:
TO4 — Workflow & Account Management
Several enhancements across the TO4 workspace improve day-to-day workflow accuracy, correspondence handling, and receivable management.
● Attorney Notice Date – Updated Label Across TO4
◦ The date field previously labeled "33.07 Date" has been renamed to "Attorney Notice Date" throughout TO4 for clearer language and alignment with internal terminology.
● Delete Correspondence on Account
◦ Users can now delete correspondence records directly from an account, giving staff greater control over account history and document cleanup.
● 33.07 Bulk Action – Exclusion Rules for Ineligible Receivables
◦ The 33.07 Bulk Action tool now automatically excludes ineligible receivables, reducing manual cleanup and improving processing accuracy.
● Receivables Summary Sort – Disaster Pay Grouping
◦ Receivables in the Summary view now group and sort correctly when Disaster Pay is applied, ensuring balances tie out cleanly.
● Remitter Refresh on Receivables Screen
◦ The Remitter field on the Receivables screen now refreshes automatically to reflect updated values without requiring a page reload.
Reporting
Reporting enhancements include a new balancing report and jurisdiction-specific distribution rules.
● Percentage Collections Report – All Years (TO4)
◦ Added the Percentage Collections Report (All Years) to the Balancing Reports suite in TO4, supporting multi-year collection reconciliation.
Taxpayer Portal
- Taxpayer Portal enhancements focus on messaging clarity and usability.
Bug Fixes:
TaxOffice
● TO4 Receivables screen display issue resolved — records now render correctly in all view modes.
● Remitter field on TO4 Receivables now refreshes to show newly saved changes (follow-up fix).
● Account List: resolved false duplicate error caused by substring match on account numbers.
● TNT tab: resolved infinite-spinner issue that prevented content from loading after selecting a year.
● TNT tab: Delete and Save buttons have been repositioned to prevent accidental clicks.
Dealer Portal
● SIT Portal: Cancel button now properly restores required fields on HE Dealer Sales when a removal is reversed.
AD Import
● RefundTrac Report Viewer now loads successfully in production.
● Posted Refunds report now generates successfully instead of stalling on load.
SMIGL
● SMIGL Connections tab now accepts server names longer than 50 characters.