Notice Information
Notice Title
The provision of data by companies engaging with self-employed individuals for an Income Tax in-year calculation pilot
Notice Description
HM Revenue and Customs (HMRC) is designing a proof of concept to test whether we can provide a significantly better in-year tax calculator for income tax and National Insurance Contributions for our self-employed and other self-assessment customers. To deliver this, the proof of concept seeks to ingest more real-time taxpayer data from third parties. This would enable HMRC to build better functionality into our future services. This could enable customers who want to manage their cash flow by paying their tax more frequently to do so by providing the necessary tools. The In-year Calculation Proof of Concept (IYC PoC), a unique collaboration opportunity, aims to: * ingest real-time/close to real-time data from multiple sources, inc. intermediaries (building out from the data schema in the OECD Model Rules for Reporting by Digital Platform Operators XML Schema) * enable HMRC to calculate and forecast accurately or nearly-accurately in-year tax liability for ITSA customers using that data * model technical challenges and ultimately shape the design of future Timely Payment policy and improve ITSA customer experience. HMRC issued a PIN on a pro-bono basis for the IYC PoC in July 2022, the results however did not meet our needs. Funding has now been secured to support intermediary engagement and we intend to cover intermediary participation costs. The objective of this PIN is not to award a contract at this stage, but to gain external market input on the feasibility of our data requirements and to inform our future procurement approach. Dependent on responses received to this PIN the expectation is a formal procurement exercise will commence from February 2023. It is then HMRC's intention to work with selected intermediary or intermediaries, that can share their user data for the IYC PoC and participate in shaping our future model for an in-year calculator and future payment policy. * For the purposes of this IYC PoC, an intermediary is a business/company that knows the nature of a payment and the amount paid to their users for services their user provides. Detailed data requirements will be provided upon registration to the eSourcing event, however high level requirements include: * real-time or close to real-time income data on or before payment is initiated to the self-employed individual, * customer designatory information (e.g. name, address, DOB, tax identifier (if held)) to enable matching with individual records held by HMRC, * data sets covering customer income from, e.g. digital, and non-digital platforms offering accommodation, transport, courier services, or other personal services through their own platforms, and data from franchisors (e.g. fast food restaurants), such as income details held for franchisees. Please see the additional information at Section5 of this notice for further information and details on how to access the RfI Additional information: The detailed PIN also contains wider requirements relating to: System, Security and Data Format, Data Population, Data Reporting Frequency, Data Consent and Data Users. Potential benefits for intermediaries involved in the IYC PoC include: * using the IYC PoC to generate first-hand feedback from their users on the effectiveness of in-year tax calculations and insight into whether this makes intermediary services more appealing * gaining first-mover advantage by being at the forefront of HMRC's innovation on using real-time/close to real-time data to achieve in-year tax calculations * supporting the critical thinking necessary to shape the method of ingesting live data into HMRC * as set out above, funding has been secured to support intermediary engagement. Potential benefits for intermediary users involved in the IYC PoC include: * greater insight and understanding of their in-year tax liability and, * a reduced risk of non-compliance through increased automation, e.g. income pre-population, therefore, * making tax admin and compliance less daunting for users who could have been deterred from working through an intermediary due to its perceived complexity. If successful, the selected intermediary/ies will: provide data to HMRC, enable HMRC to build and test functionality to ingest real-time or close to real-time intermediary data, and support testing the HMRC calculators' ability to generate accurate or near accurate in-year income tax liability using intermediary data in real-time. Interested intermediaries should follow the instructions at Section 5. On receipt of an expression of interest, submissions will be assessed on their scale and scope, ability to provide the data required and availability to co-design intermediary and interface requirements. Full details of the PoC are held in an eSourcing RfI using the HMRC SAP Ariba eSourcing tool. Please ensure you are registered with the HMRC SAP Ariba to gain access to the documentation (Guidance on how to register is provided as an attachment). When you have obtained 'your organization's account ID' number, please email james.power1@hmrc.gov.uk and copy in e.procurement@hmrc.gov.uk with your account ID number. Once you have complied with the foregoing you will receive an e-mail confirming access to the RfI. Further information about HMRC's procurement tool SAP Ariba, a Suppliers Guide and general information about supplying to HMRC is available on the HMRC website: www.hmrc.gov.uk/about/supplying.htm If you have already registered on SAP Ariba then you may also need to re-register on HMRC's SAP Ariba in order to be added to the event.
Notice Details
Publication & Lifecycle
- Open Contracting ID
- ocds-b5fd17-b0a574ac-9434-42d0-90ad-650034ef3433
- Publication Source
- Contracts Finder
- Latest Notice
- https://www.contractsfinder.service.gov.uk/Notice/2042b447-d939-4c3a-8f65-fff8d975faae
- Current Stage
- Planning
- All Stages
- Planning
Procurement Classification
- Notice Type
- Market Engagement Notice
- Procurement Type
- Standard
- Procurement Category
- Not specified
- Procurement Method
- Not Specified
- Procurement Method Details
- Not specified
- Tender Suitability
- SME
- Awardee Scale
- Not specified
Common Procurement Vocabulary (CPV)
- CPV Divisions
48 - Software package and information systems
55 - Hotel, restaurant and retail trade services
60 - Transport services (excl. Waste transport)
64 - Postal and telecommunications services
66 - Financial and insurance services
70 - Real estate services
72 - IT services: consulting, software development, Internet and support
79 - Business services: law, marketing, consulting, recruitment, printing and security
92 - Recreational, cultural and sporting services
98 - Other community, social and personal services
-
- CPV Codes
48412000 - Tax preparation software package
48443000 - Accounting software package
55200000 - Camping sites and other non-hotel accommodation
55521200 - Meal delivery service
60120000 - Taxi services
60160000 - Mail transport by road
60170000 - Hire of passenger transport vehicles with driver
60180000 - Hire of goods-transport vehicles with driver
64000000 - Postal and telecommunications services
66151100 - Electronic marketplace retailing services
66172000 - Financial transaction processing and clearing-house services
70200000 - Renting or leasing services of own property
70330000 - Property management services of real estate on a fee or contract basis
72210000 - Programming services of packaged software products
79211000 - Accounting services
79342000 - Marketing services
92100000 - Motion picture and video services
98340000 - Accommodation and office services
Notice Value(s)
- Tender Value
- Not specified
- Lots Value
- Not specified
- Awards Value
- Not specified
- Contracts Value
- Not specified
Notice Dates
- Publication Date
- 20 Dec 20223 years ago
- Submission Deadline
- Not specified
- Future Notice Date
- 16 Jan 2023Expired
- Award Date
- Not specified
- Contract Period
- Not specified - Not specified
- Recurrence
- Not specified
Notice Status
- Tender Status
- Planning
- Lots Status
- Not Specified
- Awards Status
- Not Specified
- Contracts Status
- Not Specified
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- H M REVENUE & CUSTOMS
- Contact Name
- Available with D3 Tenders Premium →
- Contact Email
- Available with D3 Tenders Premium →
- Contact Phone
- Available with D3 Tenders Premium →
Buyer Location
- Locality
- SALFORD
- Postcode
- M3 5BS
- Post Town
- Manchester
- Country
- England
-
- Major Region (ITL 1)
- TLD North West (England)
- Basic Region (ITL 2)
- TLD3 Greater Manchester
- Small Region (ITL 3)
- TLD34 Greater Manchester South West
- Delivery Location
- Not specified
-
- Local Authority
- Salford
- Electoral Ward
- Blackfriars & Trinity
- Westminster Constituency
- Salford
Further Information
Notice Documents
-
https://www.contractsfinder.service.gov.uk/Notice/2042b447-d939-4c3a-8f65-fff8d975faae
20th December 2022 - Early engagement notice on Contracts Finder
Open Contracting Data Standard (OCDS)
View full OCDS Record for this contracting process
The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.
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The In-year Calculation Proof of Concept (IYC PoC), a unique collaboration opportunity, aims to: * ingest real-time/close to real-time data from multiple sources, inc. intermediaries (building out from the data schema in the OECD Model Rules for Reporting by Digital Platform Operators XML Schema) * enable HMRC to calculate and forecast accurately or nearly-accurately in-year tax liability for ITSA customers using that data * model technical challenges and ultimately shape the design of future Timely Payment policy and improve ITSA customer experience. HMRC issued a PIN on a pro-bono basis for the IYC PoC in July 2022, the results however did not meet our needs. Funding has now been secured to support intermediary engagement and we intend to cover intermediary participation costs. The objective of this PIN is not to award a contract at this stage, but to gain external market input on the feasibility of our data requirements and to inform our future procurement approach. 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Potential benefits for intermediaries involved in the IYC PoC include: * using the IYC PoC to generate first-hand feedback from their users on the effectiveness of in-year tax calculations and insight into whether this makes intermediary services more appealing * gaining first-mover advantage by being at the forefront of HMRC's innovation on using real-time/close to real-time data to achieve in-year tax calculations * supporting the critical thinking necessary to shape the method of ingesting live data into HMRC * as set out above, funding has been secured to support intermediary engagement. 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