New Features & # Enhancements
TaxOffice4 — Frozen State Reporting
● Frozen State Report (Form 50-897B) now available in TaxOffice v4.0
◦ Tax office staff can generate and export frozen homestead ceiling data directly from the application.
◦ All required parameters are now fully validated, including Appraisal District State ID, School District ID, County ID, and ISD Name.
◦ Report output is Comptroller-ready — it exports a CSV formatted to match Form 50-897B specifications for direct submission.
Bug Fixes
● Payment Importer: GroupPay and Lockbox batches now appear correctly in Batch Manager.
◦ Previously, batches created by GroupPay or Lockbox files were invisible in Batch Manager, so staff could not work with or close them. Batches are now tagged correctly when created and appear as expected.
● Account Details: Ctrl+P now prints the full statement, not just the summary section.
● Multi-Year Recalculation: refunds no longer include unchecked years, keeping batches in balance.
◦ When unchecking years to exclude from a refund, their amounts were still added to the batch total, so the header and line items did not match, and the batch could not be balanced or closed. Only checked years are now counted in the batch total.
● Installment Agreements: a 12-month agreement now generates all 12 payments.
◦ A payment-sizing calculation error caused the balance to reach zero one month early, generating only 11 payment rows and affecting printed coupon books and agreement documents. Payment sizing is corrected so all 12 rows are generated.
Taxpayer Portal
● Past Due indicator is now suppressed during the grace-period window.
◦ The portal previously showed a red “Account is past due” warning during the grace period before any penalty is assessed, causing taxpayer confusion and unnecessary calls to county offices. Display logic now aligns with how penalties are calculated, so the warning appears only after the grace period expires.