---
title: "Research to quantify agents' awareness and understanding of Making Tax Digital for Income Tax Self-Assessment"
ocid: "ocds-b5fd17-d5f3800e-eada-4825-864c-077ec6336108"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-d5f3800e-eada-4825-864c-077ec6336108"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-d5f3800e-eada-4825-864c-077ec6336108.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-d5f3800e-eada-4825-864c-077ec6336108.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "H M REVENUE & CUSTOMS"
published: "2021-11-17"
---

# Research to quantify agents' awareness and understanding of Making Tax Digital for Income Tax Self-Assessment

Buyer: H M REVENUE & CUSTOMS  
Current stage: Award  
OCID: ocds-b5fd17-d5f3800e-eada-4825-864c-077ec6336108

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-d5f3800e-eada-4825-864c-077ec6336108)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-d5f3800e-eada-4825-864c-077ec6336108.json)

## Summary

The procurement process is initiated by H M Revenue & Customs, seeking external research to quantify agents' awareness and understanding of Making Tax Digital for Income Tax Self-Assessment. This tender, titled "Research to quantify agents' awareness and understanding of Making Tax Digital for Income Tax Self-Assessment", falls within the research and development services industry category. The procurement method employed is selective, via a call-off from a dynamic purchasing system, with the procurement stage currently at the award level. The contract period is set to begin on 4th October 2021 and conclude on 14th March 2022, with the tender value at £175,000. Key deadlines included the tender submission deadline of 3rd October 2021.

This contract presents significant opportunities for businesses engaged in research and consultancy, particularly those with expertise in policy analysis and tax compliance. Due to the focus on supporting agents in adapting to the Making Tax Digital initiative, firms that specialise in social research or have a background in governmental or tax policy will be well-suited to compete. Additionally, companies that can effectively conduct interviews and analyse the consequent data will likely find this tender aligns well with their services.

## Notice

We need to commission external research from an agency to carry out this project on behalf of HMRC. This will comprise of them carrying out research interviews with agents, analysis and delivering their findings to support policy objectives and deliverables. This is a Social Research contract intended to be let through Research Marketplace. MTD is a key ministerial priority for HMRC. In July 2020, the Chancellor announced the extension of MTD to two new customer groups - VAT registered businesses (with turnovers below PS85,000) from April 2022 and ITSA businesses from April 2023 - meaning over 1 million VAT registered businesses and 4.2 million ITSA businesses will be brought into MTD by April 2023. Agents will play a crucial role in supporting their clients with MTD, however, there have been indications that smaller agencies have been completely focussed on helping their clients survive during the pandemic and they have not fully taken on board these new mandation dates. This research will track agents' awareness of the changes as deadlines approach and will identify support needs to help them prepare themselves and their clients for MTD On strategic fit: MTD is a key element of HMRC's published 10 year strategy to develop a modern, digital tax service. This research will enable HMRC to understand any shortfalls in agents' awareness of MTD rules and upcoming deadlines (including whether communications about deadlines are effective). The results will inform HMRC's transitional support activities by providing a picture of the needs of agents with different characteristics: size / experience of MTD / level of professional / external support. Many agents will need to prepare their own businesses for MTD as well as help their clients adopt the MTD rules. Agent support and advocacy for MTD is crucial for ensuring the success of the policy. If the research is not done now, HMRC will lose the opportunity to take targeted action to provide further support to those agents whose VAT clients need to sign up next year and help them prepare their ITSA clients for mandation in 2023. Given many agents remain unconvinced about the wider benefits of MTD for ITSA, it is also sensible to have an early view on agents' attitudes to the extension of MTD to new customer groups and establish what can be done, in practical terms, to support those agents with their clients as they prepare for MTD.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/865caf94-7671-4a42-936b-18f40c7fb0e3 |
| Notice type | Award Notice |
| Procurement type | Dynamic |
| Procurement category | Goods |
| Procurement method | Selective |
| Procurement method details | Call-off from a dynamic purchasing system |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 17 Nov 2021 |
| Submission deadline | 3 Oct 2021 |
| Future notice date | Not specified |
| Award date | 3 Oct 2021 |
| Contract period | 3 Oct 2021 - 14 Mar 2022 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £175,000 |
| Lots value | Not specified |
| Awards value | £175,000 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | H M REVENUE & CUSTOMS |
| Locality | SALFORD |
| Post town | Manchester |
| Postcode | M60 9LA |
| Country | England |
| ITL 1 | TLD North West (England) |
| ITL 2 | TLD3 Greater Manchester |
| ITL 3 | TLD34 Greater Manchester South West |
| Local authority | Salford |
| Electoral ward | Ordsall |
| Westminster constituency | Salford |
| Delivery location | Not specified |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | BMG RESEARCH |

## CPV Codes

### Divisions

- 73 - Research and development services and related consultancy services

### Codes

- 73000000 - Research and development services and related consultancy services

## Release History

- 17 Nov 2021 at 16:35 - AwardUpdate - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/865caf94-7671-4a42-936b-18f40c7fb0e3
- 17 Nov 2021 at 16:05 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/865caf94-7671-4a42-936b-18f40c7fb0e3

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/865caf94-7671-4a42-936b-18f40c7fb0e3
  17th November 2021 - Awarded contract notice on Contracts Finder
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/19805801-2852-4ae9-8f42-24ce8c8149fe
  Redacted Letter of Appointment
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/8e98b16b-f270-4ce0-af15-d6c074c7fce2
  Redacted Call-Off Contract
- https://www.contractsfinder.service.gov.uk/Notice/Attachment/4f99aea3-3945-45cd-9a78-a4532c42f5a3

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-d5f3800e-eada-4825-864c-077ec6336108. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-d5f3800e-eada-4825-864c-077ec6336108.json.