new

Release Notes 2026.2.0

Version Information:

TO4:
2026.2.0
TO4Db:
2026.2.0
SIT:
2026.2.0
AD Import:
2026.2.1

TO4: 33.07/33.07 - Allow adding Attorney Notice Date in bulk

Bulk Management of Attorney Notice Dates

Users can now set

Attorney Notice Dates

in bulk directly from the

TO4 Admin

menu, significantly reducing manual effort and dependency on backend processes.

Note:

The term

Attorney Notice Date

is used throughout the application to represent what was previously referred to as the

33.07 date

Key Enhancements

New
Bulk Action
screen available in the
TO4 Admin
dropdown
Ability to set
Attorney Notice Dates (33.07 / 33.11)
for multiple tax units at once
Supports selection by
tax year
,
attorney
, and
associated tax units
, including
multi-select
and
select all
functionalities.

Security Permission

A new
BulkAction
security permission has been added to control access
Note: The
BulkAction
security permission is
disabled by default
Please ask your administrator to enable it via the
Security Server

Steps:

Navigate to Security Server
Go to 'Roles'
Select your role
Scroll down until you see
BulkAction
Enable the permission

Attorney Notice Date Displayed at the Tax Unit Level

Attorney Notice Dates are now visible directly on the

tax unit–level receivable panel

, allowing users to immediately see attorney collection timing without leaving the screen.

Note: The term

Attorney Notice Date

is used throughout the application to represent what was previously referred to as the

33.07 date

Key Enhancements

Displays the stored
Attorney Notice Date
for the selected tax unit and tax year
Date is shown in
MM/DD/YYYY
format
Updates in
real time
when the date changes
Includes a
tooltip
explaining the purpose of the date
Eliminates the need to navigate to other screens to find this information

Tax Office 4 (TO4) - Search Enhancements

Users can now input and search using the
ampersand (&)
special character in the Tax Office 4 search bar.

SIT

HB3424 language updates and interpretations

were released by the TX State Comptroller.

The

Heavy Equipment Dealer statement

language has been updated to match the Comptroller’s interpretation.

Dealer Search & Dealer Page

From the
Dealer Search
page,
inactive dealers
no longer see the option to submit a statement.
On the
Dealer page
, inactive dealers now see an
inactive Submit Statement button
.

Dealer Statements – Heavy Equipment Dealers

Printed reports now display
Quarters
instead of
Month
(compliance related to
HB3424
).

Dealer Statements – Non-Heavy Equipment Dealers

Statements now correctly display
both the Month and the Year
the statement was submitted.
Previously, only the
Month
was populated.

Printing Dealer Statements

Previously, printing a Dealer Statement and immediately refreshing caused an error.
Downloading a statement PDF no longer reroutes the URL, preventing refresh errors.

Submit Statement Wizard – Summary Screen

Deleting statements will no longer throw a
400 error
.
Erroneously created statements are now properly deleted.

Submit Statement Workflow – Edit Statement

Previously, edits made while editing a statement were not saved correctly.
A new
Save Changes
button has been added to ensure changes are written and saved during this step.

AD Import

A new option named
TYPCustomLegal
has been added to AD Import.
This option expands
more detailed legal descriptions
for
TYP Mineral Accounts
.