SSN_26-25-A-PMO-JETCS-SSN.pdf

Internal Revenue Service (IRS)

Joint Enterprise Tax Calculator Solution (JETCS)

Sources Sought Notice (SSN) – 26-25-A-PMO-JETCS-SSN

TO ALL INTERESTED PARTIES

May 4, 2026

INTRODUCTION – This SSN is released pursuant to Federal Acquisition Regulation (FAR) PART 10, Market Research.

This Sources Sought is issued solely for information and planning purposes only and shall not be construed as either a solicitation or the obligation on the part of Government. This is NOT a solicitation for proposals, proposal abstracts or quotations. This notice is for market research purposes only.

No reimbursement will be made for any costs associated with providing information in response to this announcement or any follow-up information requests.

Respondents will NOT be notified of the results of the analysis. All data received in response to this Sources Sought synopsis that is marked or designated as corporate or proprietary information will be fully protected from release outside the Government. The Government shall not be liable for or suffer any consequential damages for any proprietary information not properly identified. Proprietary information will be safeguarded in accordance with all applicable Government regulations. All documentation shall become the property of the Government and will not be returned.

At a summary level, the Government has interest in and is seeking information regarding the capability of firms who can provide Tax calculation services.

Request for Information Number: 26-25-A-PMO-JETCS-SSN Project Title/Short Description: Joint Enterprise Tax Calculator Solution (JETCS) NAICS: 541519 – Other Computer Related Services, 541512 – Computer System Design Services PSC: DA01 - IT and Telecom - Business Application/Application Development Support Services (Labor)

SSN Release Date: Monday/May 4, 2026 SSN Response Date: Tuesday/May 12, 2026 Primary Point of Contact: Lauren Caperton, lauren.g.caperton@irs.gov Secondary Point of Contact: Francesca Contee, Francesca.Contee@irs.gov

REQUIREMENT SCOPE

The period of performance schedule will consist of a 12-month base year and four 12-month option periods.

Joint Enterprise Tax Calculator Solution (JETCS) Information Technology (IT) is seeking procurement for Cloud based tax calculator software that supports the use of standard Application Programming Interface (API) architectures to securely integrate with high-volume, high-complexity, and multi-user manual and automated IRS workflows and processes. The calculator service must allow seamless and automated integration with JETCS and other applications and mailto:lauren.g.caperton@irs.gov mailto:Francesca.Contee@irs.gov meet IRS technical requirements such as cybersecurity, Federal Risk and Authorization Management Program (FedRAMP)/ ATO and privacy for all applicable use cases. The objective is to obtain a FedRAMP compliant cloud-based tax calculator software solution that automates tax calculations and provides data to generate reports for income tax examinations. Another objective is to determine Vendors’ capacity to integrate with IRS IT systems and account for the evolving needs of taxpayers and changes in tax laws.

High-level Tax Calculator requirements:

1. Must be cloud-based

2. Can be one or more products that is explicitly for the computation of audit adjustments and tax based on data provided

3. Integrates with IRS systems

4. Map IRS provided dataset to vendor software to perform the calculations

5. Support a high-volume, multi-user environment catering to both manual and automated

IRS workflows

6. The solution will support a 10-year rolling tax window including current tax year, including single-year, multi-year, and associated multi-form/schedule tax computations for correcting tax

7. Adhering to IRS's performance benchmarks, including peak load expectations and 99 percent uptime target and meet a maximum API response time of 10 seconds

8. Should have a user interface to view and edit returns

JETCS objective is to obtain tested, innovative tax calculator solution to integrate into IRS workflows and fulfilling IRS examiners’ complex computational needs.

Technical Objectives. The tax calculator solution must meet the technical objectives listed below:

Calculations:

Complete diverse calculations based on published (and pre-published) IRS forms and all related IRS forms, schedules, and worksheets.

Incorporate annual legislative indexing of tax form and schedule parameters as well as ad-hoc legislative changes that impact calculations.

Operate with accuracy, traceability, and transparency The solution will support a 10-year rolling tax window through current year, including single-year, multi-year, and associated multi-form/schedule tax computations for correcting tax, tax and audit-related penalties, and interest based on adjustments.

System:

Comply with existing and emerging directives and standards for federal information systems security.

Tax calculator application lag time should be relatively imperceptible to the customer and not exceed 10 seconds response time when single-return data is passed to the calculator.

Provide the IRS with the ability to securely interface with IRS systems and databases using industry standard API architecture.

Integration Objectives:

Provide calculations accessible to IRS applications via standard-based API calls.

The tax calculator service will receive all systemic input data from the middleware and will retain the data only for the duration of use/computation.

Adhere to data storage standards in use at IRS such as Modernized e-File (MeF)

Extensible Markup Language (XML) or JavaScript Object Notation (JSON) so that data can be read/written without extensive mapping to other formats.

Must be able to map IRS provided dataset to vendor software to perform the calculations.

Operations and Maintenance (O&M) Objectives. The Contractor will meet the following O&M objectives:

Update and maintain the tax calculator solution to ensure ongoing adherence to annually indexed tax parameters as well as the Internal Revenue Code, Treasury Regulations, new and/or modified IRS forms, schedules, and business needs identified by IRS stakeholders.

Work with IRS stakeholders to plan and manage updates to tax calculator functionality based on IRS requirements for releases.

Participate in IRS testing processes to verify the accuracy of the tax calculations and other functionality.

Perform troubleshooting tasks and proactively monitor performance.

Support the Annual Security Controls Assessment process.

Support IRS O&M lifecycle documentation

Security Objectives: The Contractor will ensure compliance to IRS and federal security requirements relevant to activities within the scope of the SOO. The Contractor will meet the following Security objectives:

Provide a tax calculator solution that meets FedRAMP certification at a minimum of “Moderate” authorization level for cloud solutions.

Ensure compliance with National Institute of Standards and Technology (NIST) Security standards provided in NIST 800-53, Internal Revenue Manual (IRM) for Information Technology (IT) Security, Policy and Guidance 10.8.1 for systems, and for cloud, IRM 10.8.24, Federal Information Processing Standards (FIPS) Publication 199, FIPS 140-2, and FIPS 140-3.

The tax calculator solution will meet IRS standards for digital identity management including authentication, authorization, access, role-based permissions, and controls.

Solution Integration Objectives: The Contractor will provide a full range of Solution Integration Services expertise needed to successfully implement and integrate the tax calculator solution(s) across the IRS Enterprise environment. Two areas for solution integration support are described below.

Program/Project Management Support: The Contractor will provide program/project management support to plan, execute, monitor, and close projects required to integrate the tax calculator solution across the IRS environment.

Technical Integration Support: The Contractor will provide tax expertise enabling the Contractor and IRS to partner on the implementation, configuration and operation of the tax calculator solution to meet the needs of the Business.

SUBMISSION INFORMATION

All responses shall be submitted as one complete RFI package and not as separate email submissions.

• Email submission only to the attention of the Government POCs listed above.

Vendors shall reference 26-25-A-PMO-JETCS-SSN in the subject line of their response as well as in the subject line of any other correspondence referencing this notice.

Responses to this SSN must be submitted using Attachment 2 - SSN Response Template:

• Part I Company Profile

• Part II Capability

Note: Additional pages or tabs may be used to provide pricing information requested in question 18 of this section.

• Part III General Questions

• Part IV Questions & Comments

Supporting Documentation shall not exceed 5 pages.

*Do not include any support documentation for any company other than your own. This is an analysis of your company’s abilities. If a capability is in reference to a teaming arrangement or subcontractor listed, in the Company Profile section, it must be clearly identified to that specific vendor.

Responses shall only contain the completed SSN Response Template and not include any brochures, advertising or any other type of extraneous, graphic literature or documents that have not been requested.

Attachments

1. Attachment 1 – Performance Work Statement “Joint Enterprise Tax Calculation Solution”

2. Attachment 2 – Sources Sought Notice Response Template

Terms and Conditions regarding this Notice This Notice does not obligate the Government to award a contract or otherwise pay for the information provided in response. All costs associated with responding to this Notice are solely at the responding party's expense. The Government reserves the right to use information provided by respondents for any purpose deemed necessary and legally appropriate. Further, the Government may contact the vendor for additional information regarding the information submitted as part of this market research effort. Any organization responding to this notice should ensure that its response is complete and sufficiently detailed to allow the Government to determine the organization’s qualifications to perform the work. Respondents are advised that the Government is under no obligation to acknowledge receipt of the information received or provide feedback to respondents with respect to any information submitted. After a review of the responses received, a pre-solicitation synopsis and solicitation may be published in Government

Point of Entry or other similar source (e.g., GSA E-buy). However, responses to this notice will not be considered adequate responses to a solicitation.

Responses to this notice are not offers and cannot be accepted by the Government to form a binding contract or agreement. The Government will not be obligated to pursue any particular acquisition alternative as a result of this notice. Responses to the notice will not be returned. Not responding to this notice does not preclude participation in any future solicitation if one is issued.

No proprietary, classified, confidential, or sensitive information should be included in responses to this Notice, unless otherwise appropriately marked by the Respondent. The Government reserves the right to use any non-proprietary technical information received in response to this Notice in any resultant solicitation(s).

Do Not Submit any Proposals/Offers in response to this Notice.

** THE GOVERNMENT WILL NOT RESPOND TO PHONE CALLS. **

Email submission only to the attention of the Government POCs listed above.