--- title: "In-Year Calculation and Payment for Income Tax Self Assessment and Corporation Tax for Small Companies" ocid: "ocds-b5fd17-f46ed4a5-5449-45f4-bc3e-432cb6bb92cc" canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-f46ed4a5-5449-45f4-bc3e-432cb6bb92cc" markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-f46ed4a5-5449-45f4-bc3e-432cb6bb92cc.md" json_url: "https://d3tenders.com/contract/ocds-b5fd17-f46ed4a5-5449-45f4-bc3e-432cb6bb92cc.json" source: "Contracts Finder" current_stage: "Planning" buyer: "H M REVENUE & CUSTOMS" published: "2022-07-08" --- # In-Year Calculation and Payment for Income Tax Self Assessment and Corporation Tax for Small Companies Buyer: H M REVENUE & CUSTOMS Current stage: Planning OCID: ocds-b5fd17-f46ed4a5-5449-45f4-bc3e-432cb6bb92cc [View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-f46ed4a5-5449-45f4-bc3e-432cb6bb92cc) [Download OCDS JSON](https://d3tenders.com/contract/ocds-b5fd17-f46ed4a5-5449-45f4-bc3e-432cb6bb92cc.json) ## Summary 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. ## Notice 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. ## Key Details | Field | Value | | --- | --- | | Publication source | Contracts Finder | | Latest notice | https://www.contractsfinder.service.gov.uk/Notice/da3b7fdb-05c9-46fe-83d5-dee27f7aab76 | | 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 | | All stages | Planning | ## Dates | Field | Value | | --- | --- | | Publication date | 8 Jul 2022 | | Submission deadline | Not specified | | Future notice date | 22 Jul 2022 | | Award date | Not specified | | Contract period | Not specified | | Recurrence | Not specified | ## Values | Field | Value | | --- | --- | | Tender value | Not specified | | Lots value | Not specified | | Awards value | Not specified | | Contracts value | Not specified | ## Status | Field | Value | | --- | --- | | Tender status | Planning | | Lots status | Not specified | | Awards status | Not specified | | Contracts status | Not specified | ## Buyer | Field | Value | | --- | --- | | Main buyer | H M REVENUE & CUSTOMS | | Locality | SALFORD | | Post town | Manchester | | Postcode | M3 5BS | | 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 | Blackfriars & Trinity | | Westminster constituency | Salford | | Delivery location | Not specified | ## CPV Codes ### 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 ### 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 ## Release History - 8 Jul 2022 at 17:47 - Planning - Planned Procurement Notice - https://www.contractsfinder.service.gov.uk/Notice/da3b7fdb-05c9-46fe-83d5-dee27f7aab76 ## Documents - https://www.contractsfinder.service.gov.uk/Notice/da3b7fdb-05c9-46fe-83d5-dee27f7aab76 8th July 2022 - Early engagement notice on Contracts Finder - https://www.contractsfinder.service.gov.uk/Notice/Attachment/12f05e96-2613-476d-b84c-ff3f4cfcd16f Ariba Supplier Guidance ## 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-f46ed4a5-5449-45f4-bc3e-432cb6bb92cc. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-f46ed4a5-5449-45f4-bc3e-432cb6bb92cc.json.