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Standalone Installation
Installing Instant Interest to Run from a Network File Server
Specifying a Parameters Folder
Standard Input
Easy Calculation
Custom Calculation
Rate Maintenance
Easy Calculation
Custom Calculation
Rate Maintenance
Calculating an Interest Schedule
- Federal – Tax-motivated underpayments
- California, Federal, and Virginia – Large underpayments ("Hot interest")
- Federal, Alabama, Arizona, and Virginia – Large corporate overpayments
- Colorado – Discount for early payment
- Delaware – Delayed interest accrual on refunds
- Florida, New York City and Utah – Interest rate fixed based on Due Date
- Iowa – Rounded monthly rate
- Missouri – Refunds for amended returns
- New Jersey – Lower interest on extensions granted or discretionary reductions
- Oregon – Additional 4% for Delinquencies after 60 Days
- Tennessee – Interest rate fixed based on Assessment Date
- Texas – 60 day grace period
- Option to apply payments to interest or principal
- 52-53 Week Taxpayer
Coding structure for calculation method
Number of days in calendar year
Coding structure for basis of calculating days
Notes on Federal interest calculation
Number of days in calendar year
Coding structure for basis of calculating days
Notes on Federal interest calculation
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