Modernization

The Department is delivering elevated interactions through integrated, user-friendly tools, with the flexibility to meet Iowans' changing needs.

 

The Iowa Department of Revenue and other state agencies are modernizing technology and processes to better serve Iowa taxpayers. The end result of this four-year effort will provide taxpayers, businesses, and tax professionals with a new and secure portal.

  • The Department is modernizing its technology and processes to better serve Iowa taxpayers. The Modernization Program is a multi-year effort to create and provide an integrated tax processing system designed using the following principles: 

      Customer Centric

      Services and processes built around the needs of Agency constituencies, that create efficiencies and provide an improved experience

      Self Service

      Tools and resources that enable taxpayers to be more self-sufficient, being better able to perform more transactions and activities without assistance

      Collaboration

      Enhanced information sharing capabilities, both internal and external to the Agency, facilitating better collaboration

      User Friendly

      Services designed for specific user groups – taxpayers, Agency Staff, and other constituents – that are more user friendly

      Data & Analytics

      Improved business intelligence and data analytics capabilities through the reduction of data silos, consolidation of business critical information, and improved data management practices

      Secure

      Ensure and continue to enhance the security of data and privacy through advanced cyber and information security resources

    • Timeline


      Rollout 1: Business Filers - November 2021

      • Business Permit and License Registration
      • Income Tax Withholding
      • Sales and Use Tax
        • Local Option Sales Tax
        • Automobile Rental Tax
        • 911 Fees
        • Hotel and Motel Tax
      • Water Service Excise Tax
      • Fuel Tax

      Rollout 2: Corporate Filers - November 2022

      • Corporate Income Tax (S-Corp, C-Corp, and Partnership)
      • Franchise Tax
      • Tax Credits

      Rollout 3: Individual Filers - November 2023

      • Individual Income Tax
      • Fiduciary Tax
      • Inheritance Tax
      • Individual Income Tax School District Surtax/Emergency Medical Services
      • Setoffs
      • Non-tax debt

      Rollout 4: Other Taxes & Fees - November 2024

      • Monies and Credits Tax
      • Motor Vehicle One-Time Registration Fee
      • Cigarette Tax
      • Tobacco Products Tax
      • Drug Stamp Tax
      • Rent Reimbursement
      • Local Government Oversight: Equalization
      • Local Government Distributions: Credits, Exemptions, etc.
      • Utility Replacement Tax, Central Assessments, Statewide Property Tax
    • Phase One - Tax Modernization Business Case

      Business Case Executive Summary
      Business Case Presentation
      Business Case

      Phase Two - Readiness Assessment & Business Requirements

      Readiness Assessment Report
      Business Capability Model

      Phase Three - Request for Proposal 

      Request for Proposal

      Phase Four - Procurement

      Completed October 2020


      This pre-issuance procurement overview/resource library is for informational purposes only, and is designed to ensure that all prospective Vendors receive the same information from the Department regarding the upcoming procurement, and are thereby on a level playing field. The Department anticipates releasing official solicitation documentation later this year, which solicitation documents will contain the official, finalized information, terms, conditions, requirements, specifications, and evaluation criteria of or related to the solicitation. The Department will only be bound by that official version of the solicitation documents, and the information, terms, conditions, requirements, specifications, and evaluation criteria contained therein; for the avoidance of doubt, none of the information or materials in or comprising this procurement overview/pre-issuance resource library are final or binding on the Department, such information or materials are subject to change at any time without notice, and the Department neither represents or warrants the truth or accuracy of the information or materials contained hereon nor that the information or materials contained hereon will form or constitute, in whole or in part, the final solicitation documents, or any terms, conditions, requirements, specifications, or evaluation criteria contained therein. Prospective Vendors should only base their Proposals on the information, terms, conditions, requirements, specifications, or evaluation criteria referenced or set forth in the official version of the solicitation documents following the official release thereof. Prospective Vendors are advised to check this website periodically for changes to this overview/resource library, and for updates about when the final, official solicitation documents will be issued.