REQUEST FOR INFORMATION (RFI) - Tax Software Acquisition and Support
Closed Special Notice Posted
- Agency
-
Internal Revenue Service
Department of the Treasury
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 513210 Software Publishers
- Place of performance
- Washington, District of Columbia 20224, United States
- Points of contact
Notice details come from SAM.gov. Updated .
About this opportunity
The Internal Revenue Service's Large Business & International Division issued a Request for Information on May 14, 2026, seeking vendor capabilities to provide Commercial Off-The-Shelf tax software solutions and associated services; responses are due May 29, 2026. This market research effort, conducted under FAR Part 10, does not constitute a solicitation or binding commitment to award.
The IRS requires software and services to support corporate tax analysis, income tax planning and forecasting, compatibility with IRS systems and taxpayer-submitted data, and ongoing compliance with evolving federal tax laws. The scope includes software licensing, maintenance, technical support, integration services, and training to support mission-critical compliance and enforcement activities.
Vendors should demonstrate capabilities in COTS tax software comparable to Corporate Tax Analyzer and Income Tax Planner, with scalable licensing for approximately 3,500 users for corporate tax analysis and 300 users for tax planning. Additional requirements span multi-tier technical support (Tier 1 through Tier 3), help desk services with ticketing and performance reporting, integration and middleware support including XML data exchange and system interoperability, and training delivery in both in-person and virtual formats.
The RFI requests vendor input on technical capabilities addressing federal income tax calculations for corporations and individuals across multiple tax years; audit support with examination reporting and adjustment tracking; data security and personally identifiable information protection; multi-year calculations with scenario comparisons; and real-time updates to federal tax laws. Vendors should also provide information on existing contract vehicles (GSA MAS, GWACs, BPAs, agency-specific IDIQs), small business designations, teaming arrangements, contract type and pricing structure recommendations, implementation timelines, and general industry recommendations for acquisition strategy improvement.
Notice text
Notice Type
Request for Information (RFI)
This Request for Information (RFI) is issued in accordance with FAR Part 10 (Market Research). This notice is for information and planning purposes only and shall not be construed as a solicitation or as an obligation on the part of the Government.
This RFI does not constitute a Request for Proposal (RFP) or Request for Quote (RFQ), and the Government does not intend to award a contract based on this notice. Responses to this RFI will not be considered as offers.
The Government will not reimburse respondents for any costs associated with the submission of this information.
Program Overview
The Internal Revenue Service (IRS), Large Business & International (LB&I) Division, is conducting market research to identify vendors capable of providing Commercial Off-The-Shelf (COTS) tax software solutions and associated services.
The IRS requires software and services to support:
- Corporate tax analysis
- Income tax planning and forecasting
- Compatibility with IRS systems and taxpayer-submitted data
- Ongoing compliance with evolving federal tax laws
This effort includes software licensing, maintenance, technical support, integration services, and training to support mission-critical compliance and enforcement activities.
Scope Summary
The Government is seeking information on vendor capabilities to provide:
- COTS tax software comparable to:
- Corporate Tax Analyzer (CTA)
- Income Tax Planner (ITP)
- Scalable licensing (approximately 3,500 users for corporate tax analysis and 300 users for tax planning)
- Software maintenance, updates, and enhancements
- Multi-tier technical support (Tier 1, Tier 2, Tier 3)
- Help desk services, including ticketing and performance reporting
- Integration and middleware support (including XML data exchange and system interoperability)
- Training (in-person and virtual)
- Program reporting and performance metrics
Key Capability Areas
Vendors should demonstrate capabilities in the following areas:
Technical Support & SLA Performance
- 4-hour response time
- 24-hour resolution for standard issues
- 1-hour response / 8-hour resolution for critical issues
Integration & Interoperability
- Experience integrating with enterprise and/or government systems
- Middleware and API-based integration capabilities
- Data exchange (e.g., XML)
Software Maintenance
- Timely incorporation of tax law changes
- Regular updates, patches, and enhancements
Training
- Instructor-led (in-person) and virtual training delivery
- Development of user documentation and training materials
Security & Compliance
- Compliance with the Federal Information Security Modernization Act (FISMA)
- Alignment with NIST standards and IRS security policies
- Protection of Sensitive But Unclassified (SBU) data
Accessibility & Technical Standards
- Section 508 compliance
- IPv6 compatibility
Requested Information
See attached “RFI Questions 051426” for detailed vendor questions and response requirements. Please use the attached "Vendor Comments and Feedback Matrix 051426" for any PWS comments or feedback.
Submission Instructions
- Response Format: PDF or Microsoft Word
- Page Limit: Not to exceed 10 pages (this does not include the ACQUISITION & PROCUREMENT STRATEGY
CONSIDERATIONS questions) - Submission Method: Email to the Points of Contact listed below
- Response Due Date: Friday, May 29, 2026, by 3:00 PM EST
Responses should be clear, concise, and limited to the information requested.
Additional Information
- This RFI is issued solely for market research and planning purposes.
- The Government may use responses to refine acquisition strategy, develop requirements, and assess industry capabilities.
- The Government does not intend to provide feedback on submissions.
- Proprietary information should be clearly marked.
Points of Contact
- Courtney K. Alston
Contracting Officer
Courtney.K.Alston@irs.gov - James M. Tryniak
Contract Specialist
James.M.Tryniak@irs.gov
Attachments
- Draft Performance Work Statement 051426
- RFI Questions 051426
- Vendor Comments and Feedback Matrix 051426
Files
| File | Type | Posted |
|---|---|---|
| Vendor Comments and Feedback Matrix 051426.xlsx | XLSX spreadsheet | |
| Draft Performance Work Statement 051426.pdf | ||
| RFI Questions 051426.pdf |
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