Fillable 2019 Tax Software Provider Iowa Letter of Intent (State of Iowa - OCIO)

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2019 Tax Software Provider Iowa Letter of Intent (State of Iowa - OCIO)

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2019 IA MeF LOI
1 41-181 (08/16/2019)
2019 Tax Software Provider Iowa Letter of Intent
A Tax Software Provider must register its company and products with the Iowa Department of
Revenue to participate in the Iowa Modernized eFile (MeF) program. This Letter of Intent (LOI)
registers your MeF software product for tax year 2019. By submitting this registration form to the
Department, you are agreeing to meet the Department’s standards for software provider
registration and tax preparation software. You are also agreeing to adhere to the terms,
requirements, and standards set forth in the 2019 Tax Software Provider National Standards
maintained by the Federation of Tax Administrators (FTA). Failure to meet these Iowa and
national standards and requirements may result in the denial of your application or the removal of
your organization as an approved Iowa MeF software provider and the rejection of all returns
submitted using your products.
Complete a separate registration form for each unique MeF product your company offers. If this
form is incomplete or unsigned, the Department will deny your request to participate.
Registration for tax year 2019 MeF participation is due by October 31, 2019.
Company Legal Name: FEIN:
Doing Business As (DBA): NACTP vendor ID:
Street:
City: State: ZIP:
Assurance Testing System (ATS) Contact:
MeF Contact Name:
E-mail: Phone:
Test ETIN: Test EFIN:
Production Contact:
MeF Contact Name:
E-mail: Phone:
Production ETIN: Production EFIN:
Leads Contacts: (must match the FTA master list)
Leads Reporting Primary Contact Name:
E-mail: Phone:
Leads Reporting Secondary Contact Name:
E-mail: Phone:
2019 IA MeF LOI
2 41-181 (08/16/2019)
State Exchange System (SES) Users: List the individuals you authorize to access Iowa MeF
schema and business rules on SES (Full name, email address, phone, and tax type.)
Type of Software Product:
DIY/Consumer, Web-based ............. ☐
DIY/Consumer, Desktop .................. ☐
Professional/Paid Preparer, Web-based ............... ☐
Professional/Paid Preparer, Desktop .................... ☐
Submission Type(s): Linked ☐ Unlinked ☐
Product Name:
Product Website/URL:
Rebranded Software Products (Complete only if your product is rebranded.)
It is your responsibility to assure that the requirements and output of rebranded products be
consistent with the current version of the original product named above.
Testing of rebranded products with Iowa is optional.
List all MeF rebranded products pertaining to this registration:
Rebranded Product Name:
Rebranded Product Name:
Rebranded Product Name:
Rebranded Product Name:
Rebranded Product Name:
Rebranded Product Name:
Rebranded Product Name:
Rebranded Product Name:
Rebranded Product Name:
Rebranded Product Name:
Rebranded Product Name:
Rebranded Product Name:
2019 IA MeF LOI
3 41-181 (08/16/2019)
Software Limitations: Explain unsupported features/functions, etc.
Tax Forms/Schedules Supported for Iowa MeF (Check all that apply to this product.)
Individual Income Tax
IA 1040ES, Individual Income Estimated Tax Payment Voucher:
With return ☐ Standalone ☐
IA 1040V, Individual Income Tax Payment Voucher:
With return ☐ Standalone ☐
IA 1040 Iowa Individual Income Tax Form:
IA 1040 Schedule A, Iowa Itemized Deductions .................................................................. ☐
IA 1040 Schedule B, Interest and Dividend Income ............................................................ ☐
IA 100A Iowa Capital Gain Deduction – Cattle, Horses, or Breeding Livestock ................. ☐
IA 100B Iowa Capital Gain Deduction – Real Property Used in a Farm Business .............. ☐
IA 100C Iowa Capital Gain Deduction – Real Property Used in a Non-Farm Business ...... ☐
IA 100D Iowa Capital Gain Deduction – Timber .................................................................. ☐
IA 100E Iowa Capital Gain Deduction – Business ............................................................... ☐
IA 100F Iowa Capital Gain Deduction – ESOP ................................................................... ☐
IA 123 Net Operating Loss (NOL) Schedule ....................................................................... ☐
IA 126 Iowa Nonresident and Part-year Resident Credit Schedule ..................................... ☐
IA 177 Iowa Adoption Tax Credit ......................................................................................... ☐
IA 2210 Underpayment of Estimated Tax by Individuals ..................................................... ☐
IA 2210 Schedule AI, Annualized Income Installment Method ............................................ ☐
IA 2210F Underpayment of Estimated Tax by Farmers and Fishers ................................... ☐
IA 6251 Iowa Alternative Minimum Tax Computation .......................................................... ☐
Estates/Trust
IA 1041 Iowa Fiduciary Return ................................................................................................ ☐
IA 1041 Schedule C Computation of Nonresident Tax Credit ............................................. ☐
IA 1041 Schedule I Iowa Alternative Minimum Tax – Estates and Trusts .......................... ☐
Partnership
IA 1065 & Schedule K-1, Iowa Partnership Return of Income ................................................. ☐
S Corporation
IA 1120S & Schedule K-1, Iowa Income Tax Return for S Corporations ................................. ☐
2019 IA MeF LOI
4 41-181 (08/16/2019)
Corporation Income Tax
IA 1120ES Corporate Estimated Tax Payment Voucher:
With return ☐ Standalone ☐
IA 1120V Corporate Tax Payment Voucher:
With return ☐ Standalone ☐
IA 1120 Iowa Corporation Income Tax Return ........................................................................ ☐
IA 2220 Underpayment of Estimated Tax by Corporations and Financial Institutions ......... ☐
IA Corporate Form 4626, Iowa Alternative Minimum Tax .................................................... ☐
IA Corporate Form 8827 Iowa Alternative Minimum Tax Credit .......................................... ☐
IA Corporation Schedule D Nonbusiness Income ............................................................... ☐
IA Corporation Schedule F, Iowa Net Operating Loss ......................................................... ☐
IA Corporation Schedule G, Iowa Alternative Minimum Tax Net Operating Loss ................ ☐
IA Corporation Schedule H1, H2, H3 .................................................................................. ☐
IA Corporation Schedule I, IA 851 Affiliation ....................................................................... ☐
IA Corporation Schedules J1 and J2, Consolidated Business Activity Ratio ....................... ☐
IA Corporation Schedule L Iowa Nexus Adjustments .......................................................... ☐
Forms Common to Multiple Tax Types: (Check all that apply to this product.)
Form
1040
1041
1120
1120S
1065
IA 101 Nonconformity Adjustments ☐ ☐ ☐ ☐ ☐
IA 4136 Iowa Fuel Tax Credit
☐ ☐ ☐ ☐ ☐
IA 4562A & IA 4562B Iowa Depreciation Adjustment ☐ ☐ ☐ ☐ ☐
IA 148 Iowa Tax Credits Schedule ☐
☐ ☐
IA 128 Iowa Research Activities Tax Credit
☐ ☐ ☐ ☐ ☐
IA 128S Iowa Alternative Simplified Research Activities Tax
Credit
☐ ☐ ☐ ☐ ☐
IA 130 Iowa Out-of-State Tax Credit Schedule
☐ ☐
IA 133 Iowa New Jobs Tax Credit
☐ ☐
☐ ☐ ☐
IA 134 Iowa S Corporation Apportionment Tax Credit
☐ ☐
IA 135 Iowa E85 Gasoline Promotion Tax Credit
☐ ☐ ☐ ☐ ☐
IA 137 Iowa Ethanol Promotion Tax Credit
☐
☐
☐
☐
☐
IA 138 Iowa E15 Plus Gasoline Promotion Tax Credit
☐
☐
☐
☐
☐
IA 147 Iowa Franchise Tax Credit
☐
☐
☐
IA 8801 Iowa Alternative Minimum Tax Credit – Individuals,
Estates, and Trusts
☐ ☐
IA 8864 Iowa Biodiesel Blended Fuel Tax Credit
☐
☐
☐
☐
☐
2019 IA MeF LOI
5 41-181 (08/16/2019)
Communication and Expectations
Documents and Materials
Iowa e-file documentation is posted at FTA State Exchange System (SES).
Iowa paper form documentation is posted on the Department’s website: https://iowaforms.gov
State Refund Expectations
To assist taxpayers and tax professionals filing returns, the Iowa Department of Revenue offers
the following statement to industry partners to use in their products when communicating
Department expectations to taxpayers and tax professionals who e-file Iowa returns: ‘The
anticipated time frame for refund processing is 30-45 days. Please check your Iowa refund status
online at https://tax.iowa.gov “Where’s My Refund?” Iowa Department of Revenue phone
representatives only have access to the same information that you see online.’
Driver’s License/Identification (DL/ID) Card Expectation
The Iowa Department of Revenue prefers, but does not require, receipt of the DL/ID Card
Information with the Iowa e-file tax return and will not reject the e-file return when the DL/ID Card
Information has been omitted.
To assist taxpayers and tax professionals filing returns, the Iowa Department of Revenue offers
the following statement to industry partners to use in their products when communicating
Department expectations to taxpayers and tax professionals who e-file Iowa returns: “You have
the option to provide your driver’s license information when e-filing your Iowa return. Providing
your driver’s license information helps the Iowa Department of Revenue facilitate taxpayer
identity verification. This option is not available for paper-filed Iowa returns.”
Communicating this statement ensures that stakeholders receive the appropriate message and
helps eliminate phone calls from taxpayers, tax professionals and industry regarding DL/ID card
collection and reporting.
Questions, Requirements, Standards, and Recommendations
This section contains the Iowa-specific requirements and standards for tax software providers.
Standards and Requirements for Confirmation of Specific Data Elements
Transferring data year-over-year that is not initially entered accurately causes issues with
processing tax returns. The following items should not be transferred year over year:
• State driver’s license data elements.
• State withholding account numbers.
Data Breach Reporting
All software providers executing this agreement are subject to state and federal data breach
security laws, including but not limited to Iowa Code chapter 715C, and regulations of the Iowa
Department of Revenue. Such laws and regulations include but are not limited to provisions
regarding who must comply with the law, definitions of “personally identifiable information”, what
constitutes a breach, requirements for notice, and any exemptions.
2019 IA MeF LOI
6 41-181 (08/16/2019)
Disclosure of Confidential Information
All software providers executing this agreement are subject to the confidentiality laws in Iowa
Code sections 422.20 and 422.72 as well as regulations of the Iowa Department of Revenue,
including but not limited to provisions regarding who must comply with the law, definitions of
“confidential tax information”, what constitutes a disclosure, requirements for notice, civil and
criminal penalties for unauthorized disclosure, and any exemptions.
Specific Questions
1. By what means will you provide the Iowa Department of Revenue with your customer’s
identifying information in the event of a data breach?
2. What refund products or payment vehicles do you offer your customers? If you partner
with an entity to provide or process refunds (e.g. Amazon.com or other pre-paid cards),
please provide the names and bank routing numbers (RTNs) of each company.
3. Iowa does not receive Taxes Paid to Other States (TPOS) data electronically but will
provide a cross walk for software providers when Iowa schemas are released.
2019 IA MeF LOI
7 41-181 (08/16/2019)
Acknowledgments and Signature
I, as the authorized representative of the above named organization and on behalf of the
organization, acknowledge the following statements by placing a check in the appropriate boxes
and signing below.
I acknowledge that all e-file ATS tests submitted during the approval process are created in, and
originate from, the actual software product named in this registration. ....................................... ☐
I acknowledge that all e-file production 2019 returns submitted from this software product and
received by the Iowa Department of Revenue will be generated from the Iowa-approved 2019
version or a subsequent update. ................................................................................................ ☐
I acknowledge that the Iowa Department of Revenue will be notified of any incorrect and/or
missing calculation or e-file data element for any electronic returns submitted to the Iowa
Department of Revenue. ............................................................................................................. ☐
I acknowledge that the information provided in this registration is true, accurate, current, and
complete. My company agrees to all of the requirements stated in this document. I understand
that the Iowa Department of Revenue reserves the right to deny, suspend, or terminate my
company’s privilege to submit Iowa MeF returns. ....................................................................... ☐
Authorized representative
Print Name: Title:
Signature: Date:
Email address:
Phone number:
Email completed and signed 2019 IA MeF LOI to: IDRMeFDeveloper@iowa.gov
Subject: Iowa MeF Letter of Intent – [your company name]
Or
Mail to: MeF Letter of Intent, Iowa Department of Revenue, PO Box 10460, Des Moines, IA 50306-0460
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2019 Tax Software Provider Iowa Letter of Intent (State of Iowa - OCIO)

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Completed 20 July 2020

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