Notice Information
Notice Title
Income Tax Self Assessment Ecosystem Data and Integration - Innovation-Led Proof of Concept
Notice Description
This is NOT a call for competition or requests to participate. This IS notice of a planned procurement. His Majesty's Revenue and Customs (HMRC) intends to commence 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. The following services are indicative and non-exhaustive: * provision of a sandbox or test environment; * creation and management of HMRC defined, persona-based synthetic transaction datasets, with sufficient complexity, realism and scale to fully test the technical demonstrator; * design, build and operation of a realistic working technical demonstrator showing how future ecosystem data and integrations could impact on transactions, including categorisation, apportionment, or establishment of gross and net income positions; * testing against agreed evaluation measures, including transaction treatment accuracy, tax calculation accuracy, and customer effort; and * evaluation of findings, lessons learned, and recommendations for potential future application. Through the procurement HMRC may seek information relating to: * ecosystem data sources and standards available to suppliers; * accessibility, availability and interoperability of those data sources across accounting software providers and other ecosystem participants; * applicability of data sources and integrations across the ITSA population; * commercial, operational or legal factors affecting ecosystem sharing and interoperability; * the strengths and limitations of current and emerging approaches. Through the PoC HMRC aims to: * generate evidence on the value of enriched ecosystem data, integrations and emerging technologies; and * evaluate how emerging banking, payments, fintech and software capabilities can work together to support an accurate and efficient ITSA.
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/076229-2026
- Current Stage
- Planning
- All Stages
- Planning
Procurement Classification
- Notice Type
- UK3 - Planned Procurement 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
- 11 Aug 2026Today
- Submission Deadline
- 1 Oct 20262 months to go
- Future Notice Date
- 21 Sep 20262 months to go
- Award Date
- Not specified
- Contract Period
- 9 Dec 2026 - 12 May 2027 1-6 months
- Recurrence
- Not specified
Notice Status
- Tender Status
- Planned
- Lots Status
- Planned
- Awards Status
- Not Specified
- Contracts Status
- Not Specified
Buyer & Supplier
Contracting Authority (Buyer)
- Main Buyer
- HM 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
- Post Town
- 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
-
https://www.find-tender.service.gov.uk/Notice/076229-2026
11th August 2026 - Planned procurement notice on Find a Tender -
https://www.find-tender.service.gov.uk/Notice/058204-2026
19th June 2026 - Preliminary market engagement notice on Find a Tender
Open Contracting Data Standard (OCDS)
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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