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The Itat Quarterly

Montgomery County Courthouse, Red Oak, Iowa

Fiscal Year 2024 - Q3 Edition

Welcome to The ITAT Quarterly!

The ITAT Quarterly newsletter is brought to you by the county treasurers of It is designed to increase communications and provide treasurers with information on hot-topic issues that concern Iowa county treasurers.

As the days grow longer and the temperatures rise, let's celebrate the arrival of warmer weather. It's the perfect time to bring fresh energy into our work and personal lives. Whether it's a change in wardrobe or a shift in perspective, let the warmth inspire creativity and collaboration.

We are thrilled to announce the completion of the new version of the website. The development team put a lot of thought into the design to make the payment process even more efficient and enjoyable to our users by adding new features and optimizing the site for those mobile and tablet users. If you haven't had a chance to take a look, click here to view the new site.

Next up on the enhancement and improvements list will be user accounts.  User accounts will give customers the ability to manage their property taxes and vehicle registrations. This will give them more flexibility to schedule one-time or recurring payments. Stay tuned for further details to come.

In the spirit of collaboration and shared success, let's make 2024 a year to remember. Thank you for your continued dedication and hard work. Together, we'll make it a year of achievements, growth, and positive transformations.

If you have any feedback, suggestions or stories you'd like to share for the next newsletter, please feel free to reach out. Your input is invaluable as we strive to create a newsletter that reflects the pulse of the county treasurer association.

Wishing you all continued success and looking forward to the many accomplishments that lie ahead!

Don Lewis, CPA, ITAT Project Manager

County Treasurer Spotlight

Jackie Porter, Montgomery County

Q&A with Montgomery County Treasurer Jackie Porter

Q: How long have you been treasurer for Montgomery County?
I became treasurer on December 8, 2020.

Q: How did you get your start?
A: I started working in the motor vehicle department of the treasurer’s office in March of 2014.

I ran for office in 2018 when our treasurer was retiring. I lost the election to my co-worker.  She was treasurer for almost two years before resigning. I decided to apply for the position again in November of 2020.  Our Board of Supervisors conducted interviews for three candidates and chose me to fill the position.

I pursued this position because I felt I could make positive changes to the treasurer’s office to benefit the county’s cost efficiency, effectiveness, and improve customer services.


Q: How many team members do you have in your office?
A: I have five employees in the treasurer’s office including myself.

Q: What are some successes that you have had during your time as treasurer?
A: Some of my successes have included cross training employees, reducing staff as a cost savings to the county, and locating all services into one office for customers' convenience.

Q: What are some challenges you have faced and how have you overcome those challenges?
A: I faced challenges when I decided to cross-train my employees. I lost staff members who didn’t want to accept the change. The employees I have now know we will eventually be cross-trained in most of the office duties. There will be a backup for everyone so no downtime will exist. I believe strong customer service, efficiency, and accuracy is the key to a good office structure.

Q: What solutions or accomplishments are you most proud of?
A: I am most proud of the employees I have who work together as a team. I successfully accomplished our County’s first Online Tax Sale in 2021.

Q: What are your future goals for your team and your office?
A: I look forward to a future where all the office employees are continuing to learn, cross-train, and provide better customer service than the day before.

Q: What are you looking forward to most?
A: I look forward to watching my employees grow with the experience and knowledge they will have learned.

Q: What is something about you that most people don't know?
A: Most people do not know I aspired to become a CPA when I graduated from high school.

Q: What is something unique to your county?
A: The Montgomery County Courthouse was pulled by thirty yoke of oxen on sleds to the Red Oak location in a blizzard. The blizzard was so intense that the courthouse was moved off course, oxen were unhitched and the courthouse was allowed to wander on its own.

Jackie Porter, Montgomery County Treasurer

Featured Enhancements

The ITAT Development Team is continuously making improvements to make Iowa Tax And Tags the best payment site possible. Some of the higher profile enhancements that the team is working on include:

  • ITAT v2 Guest Checkout Redesign (Released) – Version 2 of the ITAT website was successfully released in mid-January.  We have had overwhelmingly positive feedback from users and consider the rollout a major success.
  • Point of Sale (POS) Upgrades (In-Process) – The new POS devices have been rolled out at Polk County and the devices have been ordered for the remaining counties.  Cashiers and members of the public have provided a lot of positive feedback on the new devices. They are excited to use the more modern POS devices with EMV and NFC (tap to pay) payment options.  Apple Pay and Google Pay have been popular options with our more tech-savvy customers.  Once the devices have been received by ITAT, we will schedule delivery and setup with each county. 
  • ITAT User Accounts (Planning Stage) – The ITAT development team is going through the planning phase for the development of the ITAT User Accounts. More to come on User Accounts in the next edition of the ITAT Quarterly.


Adam Draayer, ITAT Project Owner

Building A Better User Account
Now that our brand new Iowa Tax and Tags website is live, we are beginning to dive into user accounts and recurring payments.

When developing new features we always start with what we call our "minimum viable product". This means we develop software that we think will make our user’s lives better, test the software, and then release the smallest version of the software that is possible. This accomplishes a few things.

  1. It speeds the time to deliver and gets the software into users’ hands sooner where we can get real life feedback.
  2. It ensures that we aren’t chasing non-valuable features. If we develop something and no one uses it then we can stop working on it and work on something that users’ actually want.
  3. It makes the development team feel that they are making progress. It can difficult to sit on software and do a single major release – it feels like treading water.

What does that mean for ITAT? It means that we are working hard to identify what the best part of user accounts to work on first, complete the development, and release the initial components so that citizens can use it and enjoy it as soon as possible. Once the first version is out the door we will add more and more features, making for a better and better user experience. There's nothing too "minimal" about it at the end of the day!



Event/Location Date/Time
1099 Tax Forms Mailed January 31, 2024
Presidents Day (Most County Offices Closed) February 19, 2024
ITAT Property Tax Reminder Emails Sent March 1, 2024
ISAC Day at the Capitol March 13, 2024
ISAC Spring Conference March 14 - 15, 2024
Daylight Savings Time Begins March 10, 2024
Homestead/DAV Credit sent by the State March 20, 2024 (approximate)
Batch Company - March Taxes Due (ITAT Counties) March 20, 2024
Tier 1 Replacement sent by the State March 31, 2024 (approximate)
Commercial Rollback Monies sent by the State March 31, 2024 (approximate)
Property Taxes Due (March Installment) April 1, 2024


Transitioning to the website is easier than you may think. Contact ITAT today to discuss the benefits of joining the website.


ITAT Team:
Dan, Sr. Applications Developer
Sarika, Sr. Applications Developer
Aaron, Applications Developer
Zach, Applications Developer
Adam, ITAT Product Owner
Don, ITAT Project Manager