Planning

In-Year Calculation and Payment for Income Tax Self Assessment and Corporation Tax for Small Companies

H M REVENUE & CUSTOMS

This public procurement record has 1 release in its history.

Planning

08 Jul 2022 at 17:47

Planned Procurement Notice
Summary of the contracting process

The procurement process initiated by H M Revenue & Customs focuses on the project titled "In-Year Calculation and Payment for Income Tax Self Assessment and Corporation Tax for Small Companies." This initiative falls under the category of tax preparation software, targeting intermediaries capable of facilitating real-time tax calculations. Currently in the planning stage, the deadline for engagement submissions is set for 22 July 2022. The key engagement end date has been published as part of the ongoing preparation for this tender.

This opportunity presents a significant growth potential for businesses involved in tax, finance, and data management services, particularly those that offer software solutions or financial transaction processing. Intermediaries who can share real-time customer data may find that participating in this proof of concept not only enhances their service offerings but also positions them as leaders in HMRC's innovative approaches. This initiative is suitable for small and medium-sized enterprises (SMEs) that can contribute to the co-design and development of more efficient tax processes, as the project's success relies heavily on collaborative engagement.

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Notice Information

Notice Title

In-Year Calculation and Payment for Income Tax Self Assessment and Corporation Tax for Small Companies

Notice Description

In response to HMRC's Summer 2021 Call for Evidence on opportunities and challenges of timely payment for Income Tax Self-Assessment (ITSA) and Corporation Tax for small companies, respondents: * recognised smaller, more frequent payments could benefit some taxpayers, e.g., with lower incomes or newly self-employed, and * highlighted challenges around HMRC's ability to accurately, or near-accurately calculate tax in-year. In response, the government announced a voluntary In-year Calculation Proof of Concept (IYC PoC), to: * work through the challenges and mitigate respondents' concerns. * test using real-time/close to real-time data from multiple sources, to calculate and forecast in-year tax liability for ITSA customers. HMRC is, therefore, looking to work with intermediaries who can voluntarily share their customer data for IYC PoC, and participate in shaping our future model for Timely Payment. The IYC PoC, a unique collaboration opportunity, aims to: *ingest real-time / close to real-time data from multiple sources, inc. intermediaries (OECD schema aligned) *enable HMRC calculating and forecasting in real-time / close to real-time, in-year tax liability for ITSA customers using that data * model technical challenges associated with a scale model, and ultimately shape the design of future tax policy and improve ITSA customer experience. Potential intermediary benefits are: * 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 * 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. Potential intermediary user benefits are: * shaping HMRC's ITSA offering * reducing the risk of non-compliance through increased automation, e.g., registration or income pre-population (making tax compliance less daunting for users who might otherwise be deterred from working through an intermediary), and * providing users greater insight and understanding of their in-year tax liability in-year (making tax admin. less daunting for users who might be deterred from working through an intermediary due to admin. burden) Selected intermediaries will help: * build ingestion functionality for real-time intermediary data * test HMRC's ability to generate in-year income tax liability using real-time intermediary data 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. Our expectation is this joint-run value proposition is carried out on a pro-bono basis. Additional information: 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 copying in James.mak1@hmrc.gov.uk and 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-f46ed4a5-5449-45f4-bc3e-432cb6bb92cc
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/da3b7fdb-05c9-46fe-83d5-dee27f7aab76
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
Planned Procurement 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

CPV Codes

48412000 - Tax preparation software package

48443000 - Accounting software package

55521200 - Meal delivery service

60120000 - Taxi services

64000000 - Postal and telecommunications services

66172000 - Financial transaction processing and clearing-house services

70330000 - Property management services of real estate on a fee or contract basis

72210000 - Programming services of packaged software products

79211000 - Accounting services

Notice Value(s)

Tender Value
Not specified
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
8 Jul 20223 years ago
Submission Deadline
Not specified
Future Notice Date
22 Jul 2022Expired
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

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

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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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