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Income Tax Self-Assessment Ecosystem Data and Integration - Innovation-Led Proof of Concept

H M Revenue & Customs

This public procurement record has 7 releases in its history.

TenderUpdate

29 Sep 2026 at 09:17

UK4 - Tender Notice
TenderUpdate

28 Sep 2026 at 15:30

UK4 - Tender Notice
Tender

28 Sep 2026 at 14:01

UK4 - Tender Notice
PlanningUpdate

21 Aug 2026 at 16:34

UK2 - Preliminary Market Engagement Notice
PlanningUpdate

20 Aug 2026 at 14:20

UK3 - Planned Procurement Notice
Planning

11 Aug 2026 at 13:45

UK3 - Planned Procurement Notice
Planning

19 Jun 2026 at 15:25

UK2 - Preliminary Market Engagement Notice
Summary of the contracting process

HM Revenue & Customs is seeking an innovation-led proof of concept for a working technical demonstrator that explores how richer transaction data and links between banking, payments, fintech and software services could improve Income Tax Self Assessment. The work will test and evaluate ways to make transaction categorisation and apportionment more accurate, reduce customer effort and help people understand and meet their tax obligations through products they already use. It is intended to generate evidence and learning, rather than create a live HMRC service or commit to a future solution. The requirement is for IT services and software development, including integration across relevant data sources and platforms. Delivery is in the United Kingdom.

HMRC invited offers through a competitive flexible procedure, with two stages: an initial submission comprising a pre-selection questionnaire, a video and transcript, followed by a final tender with a solution presentation, demonstration and written response. The enquiry deadline was 2 October 2026 at 17:00; the tender submission deadline was 12 October 2026 at 14:00. The planned contract period is 4 January to 7 June 2027. The estimated value is £291,666.67 excluding VAT (£350,000 including VAT). There is one lot. Evaluation weights the proposed solution at 75% and skills and capabilities at 25%; bidders must achieve at least 50 unweighted points on the solution question to qualify for consideration at stage two. HMRC intended to shortlist up to three suppliers, with £8,000 excluding VAT funding for each invited to stage two.

This opportunity is suited to SMEs as well as larger suppliers able to bring together relevant financial and software capabilities. HMRC welcomes bids from individual organisations and partnerships or consortia, and anticipates participation by banks, payment providers, fintech businesses and accounting software providers. Strong proposals will demonstrate practical expertise in Income Tax Self Assessment, transaction data and categorisation, apportionment, gross-versus-net identification, and integrations across financial and software ecosystems. Suppliers need to present a credible, deliverable technical vision and explain how customer interventions could improve accuracy, reduce effort and improve the customer experience. They should also show how the demonstrator can generate measurable evidence, enable HMRC’s independent testing, and address technical, legal, commercial and operational dependencies. Stage-one capability evidence should explain the organisation’s role and, for a partnership, each member’s contribution.

How relevant is this notice?

Notice Information

Notice Title

Income Tax Self-Assessment Ecosystem Data and Integration - Innovation-Led Proof of Concept

Notice Description

HM Revenue and Customs (HMRC) has launched a competitive procurement for the delivery of an innovation-led Proof of Concept (PoC) exploring how emerging technologies, richer transaction data and integrations across banking, payment, fintech and software ecosystems could support increased simplification and accuracy within Income Tax Self Assessment (ITSA). The PoC will build, test and evaluate a working technical demonstrator. Its purpose is to generate evidence and learning, rather than develop a live service or commit HMRC to a specific future solution. This work supports HMRC's Transformation Roadmap and aligns with HMRC's Strategic Approach to Third Party Software. It explores how banking, payments, fintech and software ecosystems can help customers manage their tax affairs through the products and services they already use, reducing administrative effort, improving visibility of tax obligations and helping customers get their tax right first time, while building on a thriving and innovative market. Making Tax Digital (MTD) for Income Tax provides the digital foundations for ITSA and continues to roll out. Innovation across banking, payments, fintech and software markets presents opportunities to develop, test and better understand ecosystem approaches to support more efficient and effective tax administration that makes it simpler for customers to meet their tax responsibilities. For many ITSA customers, software and fintech products already provide valuable automation and support, helping many customers to manage their tax affairs more efficiently. However, richer data, improved standards and greater interoperability may create opportunities to further enhance transaction categorisation and apportionment, reducing customer effort, supporting customer experience and ensuring more accurate tax outcomes. HMRC wants to test and learn with the market how banks, payment providers, fintechs and software platforms can build on existing capabilities to deliver more integrated, accurate and customer-centred tax experiences, while supporting a thriving and innovative software ecosystem. The central question for the PoC is: to what extent can future enhanced data, ecosystem integrations, and interventions reduce customer effort, improve customer experience and improve accuracy across more aspects of Income Tax Self Assessment? HMRC welcomes ideas from suppliers which innovate further, building on today, and looking towards future capabilities. Suppliers are welcome to bid independently or in partnership to build, test and evaluate an end-to-end working technical demonstrator of enhanced future capabilities and integrations. Alongside SMEs, HMRC anticipates that this procurement will be suitable for participation by consortia involving banks, payment providers, fintechs and accounting software providers.

Planning Information

The purpose of this exercise is to engage the industry and gather market insights that will help us shape a potential procurement, including the refinement of market capability, capacity and appetite. Your engagement will help us to ensure any future agreement is fit for the future. A market engagement event will be held on Monday 29th June 2026 from 09:30am to 10:30am via Microsoft Teams. The event will include an overview of the challenge from HMRC colleagues, visibility of a potential procurement structure and will allow time for some questions and answers. Attending suppliers will receive a form after the session to provide feedback to help inform our future approach to this project. To register for this pre-market engagement event please email the below people by 5pm on Friday 26th June: josh.jones1@hmrc.gov.uk AND ruth.whiteside@hmrc.gov.uk. Include the notice or procurement reference in the subject line. In your email include the names and emails of up to 2 representatives to attend the event. This Preliminary Market Engagement Notice is issued for notification purposes and does not constitute a formal tender or pre-qualification process, nor does it represent a commitment to procure any goods or services. Parties should note participation in pre-market engagement will not influence or provide advantage in any future procurement, and that the scope, services, values, and timelines referenced are indicative only and subject to change.

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-06b96c
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/091653-2026
Current Stage
Tender
All Stages
Planning, Tender

Procurement Classification

Notice Type
UK4 - Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Competitive flexible procedure
Tender Suitability
SME
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

48 - Software package and information systems

72 - IT services: consulting, software development, Internet and support

CPV Codes

48000000 - Software package and information systems

72000000 - IT services: consulting, software development, Internet and support

Notice Value(s)

Tender Value
£291,666 £100K-£500K
Lots Value
£291,666 £100K-£500K
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
29 Sep 20261 weeks ago
Submission Deadline
12 Oct 20265 days to go
Future Notice Date
21 Sep 2026Expired
Award Date
Not specified
Contract Period
4 Jan 2027 - 7 Jun 2027 1-6 months
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Active
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
LONDON
Postcode
SW1A 2BQ
Postcode Area
South West London
Country
England
Major Region (ITL 1)
TLI London
Basic Region (ITL 2)
TLI3 Inner London - West
Small Region (ITL 3)
TLI35 Westminster and City of London
Delivery Location
Not specified
Local Authority
Westminster
Electoral Ward
St James's
Westminster Constituency
Cities of London and Westminster

Further Information

Notice Documents

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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