Iowa e-filing

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

Form 65-5300

You must first register with the State of Iowa to obtain a state-issued EFIN required for electronic filing. For more information on setting up a secure file transfer, contact the My Iowa UI Customer Service team via telephone (888-848-7442) or via email (iwduitax@iwd.iowa.gov).

If you fail to register or fail to use your state-issued EFIN, any forms you transmit would be rejected.

  1. Choose Setup > FSET Transmission > Client when the Iowa Payroll Tax Processing window is active. Enter the appropriate information and then click OK.
  2. Choose Setup > FSET Transmission > Firm, enter the appropriate information and then click OK.

    Note: The information entered in the FSET Firm dialog is global and will apply to any other Iowa clients.

  3. Choose File > Print.
  4. Mark the Queue checkbox next to Form 65-5300 and then click OK.
  5. Choose File > FSET Utilities > Queue Maintenance to delete any files prior to transmission via CS Connect.
  6. Choose File > FSET Utilities > FSET Maintenance to view or delete any return or acknowledgement files.
  7. When you are ready to transmit your files to Iowa, click the Done button to close the Payroll Tax Processing dialog and then choose File > CS Connect.
  8. In the CS Connect dialog, mark the Transmit returns checkbox in the Electronic filing section. Use the Electronic filing tab to select the files to be sent and then click the Call Now button.

    Note: To transmit both state and federal files, mark the Transmit returns checkbox. To send only IA files, you should use the Electronic filing tab to select files for submission.

  9. Once Iowa has accepted or rejected your file(s), you will receive an acknowledgement file via CS Connect. To download the acknowledgement file, open the CS Connect dialog, mark the Retrieve acknowledgements checkbox in the Electronic filing section, and click the Call Now button.
  10. You can view downloaded acknowledgements in the FSET Maintenance dialog by choosing Utilities > Payroll Tax Processing, selecting Iowa, and then choosing File > FSET Maintenance.

Forms 44-101, 44-095a, and 44-007(VSP)

When you are ready to prepare the forms, follow these steps.

  1. Choose Setup > Supplemental Information when the Iowa Payroll Tax Processing window is active.
  2. Click the Withholding tab, enter the appropriate information in the E-File information groupbox, and then click OK.
  3. Choose File > Print.
  4. Mark the Create W/H file checkbox and then click OK.
  5. In the Create IA W/H File dialog, select the form you want to file; 44-101, 44-095a, or 44-007(VSP), and then click OK.
  6. Choose File > W/H File Utilities > <Form> to do any of the following:
    • Combine Files
    • Preview Files
    • Remove Clients
    • Save to Submittable Format
    • Restore from Submittable Format
  7. Select File > W/H File Utilities > <Form> > Save to Submittable Format, choose the file location, and then click OK.

    Notes

    • When the file is created, it is automatically encrypted for security. Before submitting the file to the appropriate agency you must use the Save to Submittable Format command, at which point the files are decrypted.
    • The file format is comma-delimited.
  8. Navigate to the Iowa Department of Revenue web site and log in to eFile & Pay to e-File via the File for Your Clients link.

  • You must register with the State of Iowa to become a bulk filer prior to sending your files.
  • CSA does not enter a payment date in the file because Iowa does not require this field and the payment will be processed immediately.

See also: State e-filing overview

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