{ "uri": "https://www.find-tender.service.gov.uk/api/1.0/ocdsRecordPackages/ocds-h6vhtk-06b96c", "publisher": { "name": "Cabinet Office", "scheme": "GB-GOR", "uid": "D2", "uri": "https://www.gov.uk/government/organisations/cabinet-office" }, "publishedDate": "2026-09-29T09:17:29+01:00", "license": "http://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/", "publicationPolicy": "https://www.gov.uk/government/publications/open-contracting", "version": "1.1", "extensions": [ "https://standard.open-contracting.org/profiles/eu/latest/en/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_amendment_rationale_classifications_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_budget_breakdown_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_contract_completion_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_documentation_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_pagination_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_suitability_extension/master/extension.json", "https://raw.githubusercontent.com/portaledcahn/ocds_Links_extension/main/extension.json", "https://raw.githubusercontent.com/cabinetoffice/ocds_uk_extension/main/extension.json" ], "packages": [ "https://www.find-tender.service.gov.uk/api/1.0/ocdsRecordPackages/ocds-h6vhtk-06b96c" ], "records": [ { "ocid": "ocds-h6vhtk-06b96c", "releases": [ { "ocid": "ocds-h6vhtk-06b96c", "id": "058204-2026", "tag": [ "planning" ], "date": "2026-06-19T15:25:50+01:00", "initiationType": "tender", "parties": [ { "name": "HM Revenue & Customs", "id": "GB-PPON-PVMW-8599-JZNJ", "identifier": { "scheme": "GB-PPON", "id": "PVMW-8599-JZNJ" }, "address": { "streetAddress": "100 Parliament Street", "locality": "London", "postalCode": "SW1A 2BQ", "country": "GB", "countryName": "United Kingdom", "region": "UKI32" }, "contactPoint": { "name": "Josh Jones", "email": "josh.jones1@hmrc.gov.uk" }, "roles": [ "buyer" ], "details": { "classifications": [ { "scheme": "UK_CA_TYPE", "id": "publicAuthorityCentralGovernment", "description": "Public authority - central government" } ] } } ], "buyer": { "id": "GB-PPON-PVMW-8599-JZNJ", "name": "HM Revenue & Customs" }, "planning": { "milestones": [ { "id": "engagement", "type": "engagement", "description": "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.\nA market engagement event will be held on Monday 29th June 2026 from 09:30am to 10:30am via Microsoft Teams.\nThe 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.\nTo register for this pre-market engagement event please email the below people by 5pm on Friday 26th June:\njosh.jones1@hmrc.gov.uk AND ruth.whiteside@hmrc.gov.uk.\nInclude 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.\nThis 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. \nParties 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.", "dueDate": "2026-06-26T23:59:59+01:00", "status": "scheduled" } ], "documents": [ { "id": "058204-2026", "documentType": "marketEngagementNotice", "noticeType": "UK2", "description": "Preliminary market engagement notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/058204-2026", "datePublished": "2026-06-19T15:25:50+01:00", "format": "text/html" } ] }, "tender": { "id": "SR3185817474", "legalBasis": { "id": "2023/54", "scheme": "UKPGA", "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents" }, "title": "Automating Income Tax Self Assessment Innovation Proof of Concept", "description": "His Majesty's Revenue and Customs (HMRC) is the UK's tax, payments and customs authority, and we have a vital purpose: we collect the money that pays for the UK's public services, and help families and individuals with targeted financial support. \nHMRC's Transformation Roadmap sets a clear vision for the future tax and customs system, which envisages greater automation, increasing intermediation and integrating tax with the processes and systems taxpayers use in their everyday lives. \nTo support this ambition, HMRC is seeking to explore, develop and test ideas with industry on how the payments, banking and fintech ecosystems could enable a simpler, more automated and customer‑focused tax system. \nThis will be delivered through co‑created, innovation‑led PoCs to safely test emerging data and fintech capabilities, enable rapid learning, and generate evidence to support informed horizon scanning and decision making. \nWe are inviting suppliers to participate in a pre-market engagement exercise, to gather insights into a potential automating Income Tax Self Assessment (ITSA) Innovation Proof of Concept (PoC). \nIf pursued, this PoC will seek to test improvements in close to real-time categorisation and calculation of tax liabilities, using advancements in transaction data and better integrations between payment system actors. It aims to go beyond what can be done in current accounting software. \nThe list of non-exhaustive services under consideration are as follows: \n- A working PoC model developed and demonstrated in supplier(s) test / sandbox environment which tests how synthetic transactions can be: \n-- produced or captured (automatically, manually or via a hybrid approach) \n-- transferred to accounting software \n-- coordinated and used by accounting software to calculate tax liabilities across multiple income and expense streams \n-- transferred to HMRC via existing infrastructure (e.g. Making Tax Digital APIs) \n- Uses realistic supplier-generated synthetic data for two HMRC defined personas. \n- Demonstrates model impact on HMRC defined transactions which are commonly mis-categorised; mis-apportioned; have unclear gross / net settlements. \n- Sufficient build and operational detail to demonstrate end-to-end feasibility, rather than solely conceptual designs or options appraisals. \nThese products/services are expected to be key enablers to delivering the following capabilities: \n- Tax system simplification \n- Upstream compliance \n- Customer financial clarity and cash-flow management \n- Business systems integration \n- End-to-end data propagation \n- API handling \nHRMC are considering phasing this procurement into the following: (1) preparation; (2) build; (3) test and evaluation with conditional progression to build phase subject to agreed success criteria. \nPhase 1: Preparation (8 weeks): \n- Supplier generation of robust realistic synthetic payment data (assured by HMRC) \n- Supplier evaluation plan including impact metrics \n- Baseline of synthetic payment data established \n- System design blueprint of proposed working model \nPhase 2: Build (12 weeks): \n- Design sprints including extensive records, resulting in the working technical demonstrator.  \n- Model must be developed and demonstrated in supplier(s) test / sandbox environment using agreed synthetic data \nPhase 3: Test and evaluation (6 weeks testing, 6 weeks evaluation): \n- Test of the technical demonstrator by the supplier(s) and HMRC, against agreed metrics \n- Evaluation reports of the technical demonstrator, including scalability and re-use recommendations \nThis PoC approach is focused on structured discovery and learning. It is not a commitment to implement a specific solution, technical design, or live service.", "items": [ { "id": "1", "additionalClassifications": [ { "scheme": "CPV", "id": "48440000", "description": "Financial analysis and accounting software package" }, { "scheme": "CPV", "id": "72000000", "description": "IT services: consulting, software development, Internet and support" } ], "relatedLot": "1" } ], "value": { "amountGross": 350000, "amount": 291667, "currency": "GBP" }, "mainProcurementCategory": "services", "aboveThreshold": true, "lots": [ { "id": "1", "suitability": { "sme": true }, "contractPeriod": { "startDate": "2026-09-01T00:00:00+01:00", "endDate": "2027-03-31T23:59:59+01:00" }, "status": "planning" } ], "status": "planning" }, "language": "en", "extensions": [ "https://standard.open-contracting.org/profiles/eu/latest/en/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_amendment_rationale_classifications_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_budget_breakdown_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_contract_completion_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_documentation_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_pagination_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_suitability_extension/master/extension.json", "https://raw.githubusercontent.com/portaledcahn/ocds_Links_extension/main/extension.json", "https://raw.githubusercontent.com/cabinetoffice/ocds_uk_extension/main/extension.json" ] }, { "id": "076229-2026", "tag": [ "planning" ], "date": "2026-08-11T13:45:53+01:00", "initiationType": "tender", "planning": { "documents": [ { "id": "076229-2026", "documentType": "plannedProcurementNotice", "noticeType": "UK3", "description": "Planned procurement notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/076229-2026", "datePublished": "2026-08-11T13:45:53+01:00", "format": "text/html" } ] }, "ocid": "ocds-h6vhtk-06b96c", "parties": [ { "name": "HM Revenue & Customs", "id": "GB-PPON-PVMW-8599-JZNJ", "identifier": { "scheme": "GB-PPON", "id": "PVMW-8599-JZNJ" }, "address": { "streetAddress": "100 Parliament Street", "locality": "London", "postalCode": "SW1A 2BQ", "country": "GB", "countryName": "United Kingdom", "region": "UKI32" }, "contactPoint": { "email": "innovationaiteam@hmrc.gov.uk" }, "roles": [ "buyer" ], "details": { "classifications": [ { "scheme": "UK_CA_TYPE", "id": "publicAuthorityCentralGovernment", "description": "Public authority - central government" } ] } } ], "buyer": { "id": "GB-PPON-PVMW-8599-JZNJ", "name": "HM Revenue & Customs" }, "tender": { "id": "SR3258288667", "legalBasis": { "id": "2023/54", "scheme": "UKPGA", "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents" }, "title": "Income Tax Self Assessment Ecosystem Data and Integration - Innovation-Led Proof of Concept", "description": "This is NOT a call for competition or requests to participate.\nThis IS notice of a planned procurement.\nHis 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).\nThe 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.\nThis 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.\nMaking 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.\nFor 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.\nHMRC 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.\nThe 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?\nHMRC 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.\nThe following services are indicative and non-exhaustive:\n•\tprovision of a sandbox or test environment;\n•\tcreation and management of HMRC defined, persona-based synthetic transaction datasets, with sufficient complexity, realism and scale to fully test the technical demonstrator;\n•\tdesign, 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;\n•\ttesting against agreed evaluation measures, including transaction treatment accuracy, tax calculation accuracy, and customer effort; and\n•\tevaluation of findings, lessons learned, and recommendations for potential future application.\nThrough the procurement HMRC may seek information relating to:\n•\tecosystem data sources and standards available to suppliers;\n•\taccessibility, availability and interoperability of those data sources across accounting software providers and other ecosystem participants;\n•\tapplicability of data sources and integrations across the ITSA population;\n•\tcommercial, operational or legal factors affecting ecosystem sharing and interoperability;\n•\tthe strengths and limitations of current and emerging approaches.\nThrough the PoC HMRC aims to:\n•\tgenerate evidence on the value of enriched ecosystem data, integrations and emerging technologies; and\n•\tevaluate how emerging banking, payments, fintech and software capabilities can work together to support an accurate and efficient ITSA.", "status": "planned", "items": [ { "id": "1", "additionalClassifications": [ { "scheme": "CPV", "id": "48000000", "description": "Software package and information systems" }, { "scheme": "CPV", "id": "72000000", "description": "IT services: consulting, software development, Internet and support" } ], "deliveryAddresses": [ { "region": "UK", "country": "GB", "countryName": "United Kingdom" } ], "relatedLot": "1" } ], "value": { "amountGross": 350000, "amount": 291666.66999999998, "currency": "GBP" }, "procurementMethod": "open", "procurementMethodDetails": "Competitive flexible procedure", "procedure": { "isAccelerated": true, "acceleratedRationale": "Qualifying planned procurement notice", "features": "A multi-stage competitive flexible procedure will be used with features designed to support innovation, encourage participation especially from Small and Medium sized Enterprises, and to enable HMRC to implement a solution to the problem statement. A full detailed description will be included in the tender documentation." }, "mainProcurementCategory": "services", "aboveThreshold": true, "submissionTerms": { "electronicSubmissionPolicy": "allowed", "languages": [ "en" ] }, "tenderPeriod": { "endDate": "2026-10-01T23:59:59+01:00" }, "awardPeriod": { "endDate": "2026-11-26T23:59:59Z" }, "lots": [ { "id": "1", "status": "planned", "value": { "amountGross": 350000, "amount": 291666.66999999998, "currency": "GBP" }, "suitability": { "sme": true }, "contractPeriod": { "startDate": "2026-12-09T00:00:00Z", "endDate": "2027-05-12T23:59:59+01:00" } } ], "communication": { "futureNoticeDate": "2026-09-21T23:59:59+01:00" } }, "language": "en", "extensions": [ "https://standard.open-contracting.org/profiles/eu/latest/en/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_amendment_rationale_classifications_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_budget_breakdown_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_contract_completion_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_documentation_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_pagination_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_suitability_extension/master/extension.json", "https://raw.githubusercontent.com/portaledcahn/ocds_Links_extension/main/extension.json", "https://raw.githubusercontent.com/cabinetoffice/ocds_uk_extension/main/extension.json" ] }, { "id": "079492-2026", "tag": [ "planningUpdate" ], "date": "2026-08-20T14:20:58+01:00", "initiationType": "tender", "planning": { "documents": [ { "id": "079492-2026", "documentType": "plannedProcurementNotice", "noticeType": "UK3", "description": "Planned procurement notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/079492-2026", "datePublished": "2026-08-20T14:20:58+01:00", "format": "text/html" } ] }, "ocid": "ocds-h6vhtk-06b96c", "parties": [ { "name": "HM Revenue & Customs", "id": "GB-PPON-PVMW-8599-JZNJ", "identifier": { "scheme": "GB-PPON", "id": "PVMW-8599-JZNJ" }, "address": { "streetAddress": "100 Parliament Street", "locality": "London", "postalCode": "SW1A 2BQ", "country": "GB", "countryName": "United Kingdom", "region": "UKI32" }, "contactPoint": { "email": "josh.jones2@hmrc.gov.uk" }, "roles": [ "buyer" ], "details": { "classifications": [ { "scheme": "UK_CA_TYPE", "id": "publicAuthorityCentralGovernment", "description": "Public authority - central government" } ] } } ], "buyer": { "id": "GB-PPON-PVMW-8599-JZNJ", "name": "HM Revenue & Customs" }, "tender": { "id": "SR3258288667", "legalBasis": { "id": "2023/54", "scheme": "UKPGA", "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents" }, "title": "Income Tax Self Assessment Ecosystem Data and Integration - Innovation-Led Proof of Concept", "description": "This is NOT a call for competition or requests to participate.\nThis IS notice of a planned procurement.\nHis 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).\nThe 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.\nThis 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.\nMaking 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.\nFor 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.\nHMRC 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.\nThe 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?\nHMRC 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.\nThe following services are indicative and non-exhaustive:\n•\tprovision of a sandbox or test environment;\n•\tcreation and management of HMRC defined, persona-based synthetic transaction datasets, with sufficient complexity, realism and scale to fully test the technical demonstrator;\n•\tdesign, 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;\n•\ttesting against agreed evaluation measures, including transaction treatment accuracy, tax calculation accuracy, and customer effort; and\n•\tevaluation of findings, lessons learned, and recommendations for potential future application.\nThrough the procurement HMRC may seek information relating to:\n•\tecosystem data sources and standards available to suppliers;\n•\taccessibility, availability and interoperability of those data sources across accounting software providers and other ecosystem participants;\n•\tapplicability of data sources and integrations across the ITSA population;\n•\tcommercial, operational or legal factors affecting ecosystem sharing and interoperability;\n•\tthe strengths and limitations of current and emerging approaches.\nThrough the PoC HMRC aims to:\n•\tgenerate evidence on the value of enriched ecosystem data, integrations and emerging technologies; and\n•\tevaluate how emerging banking, payments, fintech and software capabilities can work together to support an accurate and efficient ITSA.", "status": "planned", "items": [ { "id": "1", "additionalClassifications": [ { "scheme": "CPV", "id": "48000000", "description": "Software package and information systems" }, { "scheme": "CPV", "id": "72000000", "description": "IT services: consulting, software development, Internet and support" } ], "deliveryAddresses": [ { "region": "UK", "country": "GB", "countryName": "United Kingdom" } ], "relatedLot": "1" } ], "value": { "amountGross": 350000, "amount": 291666.66999999998, "currency": "GBP" }, "procurementMethod": "open", "procurementMethodDetails": "Competitive flexible procedure", "procedure": { "isAccelerated": true, "acceleratedRationale": "Qualifying planned procurement notice", "features": "A multi-stage competitive flexible procedure will be used with features designed to support innovation, encourage participation especially from Small and Medium sized Enterprises, and to enable HMRC to implement a solution to the problem statement. A full detailed description will be included in the tender documentation." }, "mainProcurementCategory": "services", "aboveThreshold": true, "submissionTerms": { "electronicSubmissionPolicy": "allowed", "languages": [ "en" ] }, "tenderPeriod": { "endDate": "2026-10-01T23:59:00+01:00" }, "awardPeriod": { "endDate": "2026-11-26T23:59:59Z" }, "lots": [ { "id": "1", "status": "planned", "value": { "amountGross": 350000, "amount": 291666.66999999998, "currency": "GBP" }, "suitability": { "sme": true }, "contractPeriod": { "startDate": "2026-12-09T00:00:00Z", "endDate": "2027-05-12T23:59:59+01:00" } } ], "communication": { "futureNoticeDate": "2026-09-21T23:59:59+01:00" }, "amendments": [ { "description": "Contact email changed.", "id": "079492-2026" } ] }, "language": "en", "extensions": [ "https://standard.open-contracting.org/profiles/eu/latest/en/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_amendment_rationale_classifications_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_budget_breakdown_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_contract_completion_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_documentation_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_pagination_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_suitability_extension/master/extension.json", "https://raw.githubusercontent.com/portaledcahn/ocds_Links_extension/main/extension.json", "https://raw.githubusercontent.com/cabinetoffice/ocds_uk_extension/main/extension.json" ] }, { "id": "080083-2026", "tag": [ "planningUpdate" ], "date": "2026-08-21T16:34:37+01:00", "initiationType": "tender", "ocid": "ocds-h6vhtk-06b96c", "parties": [ { "name": "HM Revenue & Customs", "id": "GB-PPON-PVMW-8599-JZNJ", "identifier": { "scheme": "GB-PPON", "id": "PVMW-8599-JZNJ" }, "address": { "streetAddress": "100 Parliament Street", "locality": "London", "postalCode": "SW1A 2BQ", "country": "GB", "countryName": "United Kingdom", "region": "UKI32" }, "contactPoint": { "name": "Josh Jones", "email": "josh.jones2@hmrc.gov.uk" }, "roles": [ "buyer" ], "details": { "classifications": [ { "scheme": "UK_CA_TYPE", "id": "publicAuthorityCentralGovernment", "description": "Public authority - central government" } ] } } ], "buyer": { "id": "GB-PPON-PVMW-8599-JZNJ", "name": "HM Revenue & Customs" }, "planning": { "milestones": [ { "id": "engagement", "type": "engagement", "description": "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.\nA market engagement event will be held on Monday 29th June 2026 from 09:30am to 10:30am via Microsoft Teams.\nThe 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.\nTo register for this pre-market engagement event please email the below people by 5pm on Friday 26th June:\njosh.jones1@hmrc.gov.uk AND ruth.whiteside@hmrc.gov.uk.\nInclude 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.\nThis 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.\nParties 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.", "dueDate": "2026-06-26T23:59:59+01:00", "status": "scheduled" } ], "documents": [ { "id": "080083-2026", "documentType": "marketEngagementNotice", "noticeType": "UK2", "description": "Preliminary market engagement notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/080083-2026", "datePublished": "2026-08-21T16:34:37+01:00", "format": "text/html" } ] }, "tender": { "id": "SR3185817474", "legalBasis": { "id": "2023/54", "scheme": "UKPGA", "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents" }, "title": "Automating Income Tax Self Assessment Innovation Proof of Concept", "description": "His Majesty's Revenue and Customs (HMRC) is the UK's tax, payments and customs authority, and we have a vital purpose: we collect the money that pays for the UK's public services, and help families and individuals with targeted financial support.\nHMRC's Transformation Roadmap sets a clear vision for the future tax and customs system, which envisages greater automation, increasing intermediation and integrating tax with the processes and systems taxpayers use in their everyday lives.\nTo support this ambition, HMRC is seeking to explore, develop and test ideas with industry on how the payments, banking and fintech ecosystems could enable a simpler, more automated and customer‑focused tax system.\nThis will be delivered through co‑created, innovation‑led PoCs to safely test emerging data and fintech capabilities, enable rapid learning, and generate evidence to support informed horizon scanning and decision making.\nWe are inviting suppliers to participate in a pre-market engagement exercise, to gather insights into a potential automating Income Tax Self Assessment (ITSA) Innovation Proof of Concept (PoC).\nIf pursued, this PoC will seek to test improvements in close to real-time categorisation and calculation of tax liabilities, using advancements in transaction data and better integrations between payment system actors. It aims to go beyond what can be done in current accounting software.\nThe list of non-exhaustive services under consideration are as follows:\n- A working PoC model developed and demonstrated in supplier(s) test / sandbox environment which tests how synthetic transactions can be:\n-- produced or captured (automatically, manually or via a hybrid approach)\n-- transferred to accounting software\n-- coordinated and used by accounting software to calculate tax liabilities across multiple income and expense streams\n-- transferred to HMRC via existing infrastructure (e.g. Making Tax Digital APIs)\n- Uses realistic supplier-generated synthetic data for two HMRC defined personas.\n- Demonstrates model impact on HMRC defined transactions which are commonly mis-categorised; mis-apportioned; have unclear gross / net settlements.\n- Sufficient build and operational detail to demonstrate end-to-end feasibility, rather than solely conceptual designs or options appraisals.\nThese products/services are expected to be key enablers to delivering the following capabilities:\n- Tax system simplification\n- Upstream compliance\n- Customer financial clarity and cash-flow management\n- Business systems integration\n- End-to-end data propagation\n- API handling\nHRMC are considering phasing this procurement into the following: (1) preparation; (2) build; (3) test and evaluation with conditional progression to build phase subject to agreed success criteria.\nPhase 1: Preparation (8 weeks):\n- Supplier generation of robust realistic synthetic payment data (assured by HMRC)\n- Supplier evaluation plan including impact metrics\n- Baseline of synthetic payment data established\n- System design blueprint of proposed working model\nPhase 2: Build (12 weeks):\n- Design sprints including extensive records, resulting in the working technical demonstrator. \n- Model must be developed and demonstrated in supplier(s) test / sandbox environment using agreed synthetic data\nPhase 3: Test and evaluation (6 weeks testing, 6 weeks evaluation):\n- Test of the technical demonstrator by the supplier(s) and HMRC, against agreed metrics\n- Evaluation reports of the technical demonstrator, including scalability and re-use recommendations \nThis PoC approach is focused on structured discovery and learning. It is not a commitment to implement a specific solution, technical design, or live service.", "items": [ { "id": "1", "additionalClassifications": [ { "scheme": "CPV", "id": "48440000", "description": "Financial analysis and accounting software package" }, { "scheme": "CPV", "id": "72000000", "description": "IT services: consulting, software development, Internet and support" } ], "relatedLot": "1" } ], "value": { "amountGross": 350000, "amount": 291667, "currency": "GBP" }, "mainProcurementCategory": "services", "aboveThreshold": true, "lots": [ { "id": "1", "suitability": { "sme": true }, "contractPeriod": { "startDate": "2026-09-01T00:00:00+01:00", "endDate": "2027-03-31T23:59:59+01:00" }, "status": "planned" } ], "amendments": [ { "description": "Updated contact email for Josh Jones.", "id": "080083-2026" } ], "status": "planned" }, "language": "en", "extensions": [ "https://standard.open-contracting.org/profiles/eu/latest/en/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_amendment_rationale_classifications_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_budget_breakdown_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_contract_completion_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_documentation_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_pagination_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_suitability_extension/master/extension.json", "https://raw.githubusercontent.com/portaledcahn/ocds_Links_extension/main/extension.json", "https://raw.githubusercontent.com/cabinetoffice/ocds_uk_extension/main/extension.json" ] }, { "id": "091461-2026", "tag": [ "tender" ], "date": "2026-09-28T14:01:52+01:00", "initiationType": "tender", "ocid": "ocds-h6vhtk-06b96c", "parties": [ { "name": "HM Revenue & Customs", "id": "GB-PPON-PVMW-8599-JZNJ", "identifier": { "scheme": "GB-PPON", "id": "PVMW-8599-JZNJ" }, "address": { "streetAddress": "100 Parliament Street", "locality": "London", "postalCode": "SW1A 2BQ", "country": "GB", "countryName": "United Kingdom", "region": "UKI32" }, "contactPoint": { "email": "joseph.stelling@hmrc.gov.uk" }, "roles": [ "buyer" ], "details": { "classifications": [ { "scheme": "UK_CA_TYPE", "id": "publicAuthorityCentralGovernment", "description": "Public authority - central government" } ] } } ], "buyer": { "id": "GB-PPON-PVMW-8599-JZNJ", "name": "HM Revenue & Customs" }, "tender": { "id": "SR3258288667", "legalBasis": { "id": "2023/54", "scheme": "UKPGA", "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents" }, "title": "Income Tax Self-Assessment Ecosystem Data and Integration - Innovation-Led Proof of Concept", "description": "HM 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).\nThe 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.\nThis 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.\nMaking 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.\nFor 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.\nHMRC 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.\nThe 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?\nHMRC 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.", "status": "active", "items": [ { "id": "1", "additionalClassifications": [ { "scheme": "CPV", "id": "48000000", "description": "Software package and information systems" }, { "scheme": "CPV", "id": "72000000", "description": "IT services: consulting, software development, Internet and support" } ], "deliveryAddresses": [ { "region": "UK", "country": "GB", "countryName": "United Kingdom" } ], "relatedLot": "1" } ], "value": { "amountGross": 350000, "amount": 291666.66999999998, "currency": "GBP" }, "procurementMethod": "open", "procurementMethodDetails": "Competitive flexible procedure", "procedure": { "isAccelerated": true, "acceleratedRationale": "State of urgency", "features": "This competitive flexible procedure will be conducted in 2 stages. HMRC reserves the right to amend this process at the beginning of each stage by updating this tender instruction document or by issue of letters to bidders participating in the relevant stage. Any updates will be issued simultaneously to all suppliers via SAP Ariba.\nThe 2 stages will be as follows:\nStage 1: Invitation to submit initial tender - Video submissions and Pre-Selection Questionnaire (PSQ)\nStage 2: Final tender - Solution presentation, demonstration, and written tender\nSTAGE 1:\n(a)\tStage 1 commenced with the issuing of a Tender Notice and the publication of this document.\n(b)\tThis document includes a procurement specific questionnaire (PSQ) and quality questions at Schedules 1 and 2 which all suppliers are required to complete and return in accordance with the Procurement Timetable and instructions within this document.\n(c)\tHMRC will use this stage to firstly confirm that neither the supplier, nor any related persons within its corporate group, associated persons relied on to meet the conditions of participation, or proposed sub-contractors are listed on the Cabinet Office debarment list. To the extent that any such entities are listed on the debarment list, HMRC will consider whether to exclude the supplier from participating in the Procurement in accordance with its obligations under the Act. \n(d)\tIn addition, HMRC will consider whether any supplier or related persons within its corporate group, associated persons relied on to meet the conditions of participation, or proposed sub-contractors are excluded or excludable suppliers, and before HMRC determines that a supplier is an excluded or excludable supplier, it will provide the supplier reasonable opportunity to make representations and provide evidence as is proportionate in the circumstances. If the supplier is an excluded or excludable supplier only by virtue of an associated person or proposed sub-contractor, HMRC will notify the supplier of its intention to exclude the supplier and provide the supplier with reasonable opportunity to replace the associated person or sub-contractor. If as a consequence of this process HMRC excludes the supplier from participating in the Procurement, or is aware of an associated person or sub-contract having been replaced, it will give notice of this fact within 30 days of its decision to the Procurement Review Unit (PRU).\n(e)\tHMRC will also undertake a review of the completed PSQ with reference to any information held on the Central Digital Platform. Responses to any conditions of participation will be assessed in accordance with the selection process and any selection criteria as set out in the Tender Notice, PSQ and described in this document.\n(f)\tThe assessment of suppliers utilising PSQ, as detailed above, will be undertaken prior to the evaluation of bid submissions for stage 1. Suppliers are required to submit their PSQ through Ariba. \n(g)\tAs part of their stage 1 submission, alongside the PSQ, suppliers must submit a video up to a maximum of 5 minutes duration providing their response to the questions set out in Schedule 2: Quality Evaluation Criteria.\n(h)\tSuppliers should submit a video using the instructions provided in Section 7.5 'Stage 1 video submission' below. Additionally, suppliers must submit a transcript of their video, with a maximum of 750 words. \n(i)\tThe video and associated 750-word transcript must cover the questions set out in Schedule 2: Quality Evaluation Criteria. The supplier should note that the transcript must answer the questions set out in Schedule 2: Quality Evaluation Criteria, and that the video should be used for supplementary presentation and delivery purposes only - i.e. information that is not well suited to communicating via written (the transcript) or spoken word. For example, acceptable video content would include (but is not limited to) demonstrations, animations, graphs and charts, supporting visual/practical aids etc.). HRMC reserves the right to exclude bidders who utilise the video submission to provide excessive additional content which could have been adequately conveyed in the speech of the video and accompanying transcript. For example, unacceptable video content would include (but is not limited to) a PowerPoint presentation that features significant text that the bidder intends the evaluators to assess over and above the 750-word transcript.\n(j)\tStage 1 will complete with suppliers being notified in writing of whether or not they have been successfully shortlisted to participate in stage 2.\n(k)\tHMRC intends to shortlist a maximum of 3 suppliers to participate in stage 2.\n(l)\tHMRC may, at its discretion, invite a bidder to form a partnership or consortium with another competitor.\n(m)\tSuppliers should note that HMRC reserves the right to re-assess any response to the PSQ, in light of any new relevant information that comes to HMRC's attention. \nSuppliers selected to participate in Stage 2 will received a fixed amount of funding of £8,000 exVAT to support their continued participation in the process.\nFull details are included in the competition documents available upon registration.\nConditions of participation may be included in any stage. Where included this will be communicated in the letter or instructions for that stage." }, "mainProcurementCategory": "services", "aboveThreshold": true, "submissionMethodDetails": "This procurement will be conducted by way of an eSourcing event using HMRC's SAP Ariba eSourcing Portal. Please ensure you are registered with the eSourcing Portal to gain access to the procurement documentation when it is released which will contain full details of the requirement.\nIf you are not already registered, the registration link is: http://hmrc.sourcing-eu.ariba.com/ad/selfRegistration\nAs part of the registration process you will receive a system generated email asking you to activate your SAP Ariba supplier account by verifying your email address. Once you have completed the activation process you will receive a further email by return confirming the 'registration process is now complete' and providing you with 'your organisation's account ID number'. If an email response from HMRC is not received within one working day of your request, please re-contact sapariba.hmrcsupport@hmrc.gov.uk (after first checking your spam in-box) notifying non-receipt and confirming when your registration request was first made.\nOnce you have obtained 'your organization's account ID' number, please email joseph.stelling@hmrc.gov.uk and copy in josh.jones2@hmrc.gov.uk with:\n• Contract title and Reference\n• Your organisation's HMRC SAP Ariba account ID\n• Your organisation name\n• Your name\n• Your email address\n• Your telephone number\nOnce you have complied with the foregoing you will receive an e-mail confirming access to the procurement event.\nFurther 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\nIf 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", "submissionTerms": { "electronicSubmissionPolicy": "allowed", "languages": [ "en" ] }, "tenderPeriod": { "endDate": "2026-10-12T14:00:00+01:00" }, "enquiryPeriod": { "endDate": "2026-10-02T17:00:00+01:00" }, "awardPeriod": { "endDate": "2026-12-11T23:59:59Z" }, "lots": [ { "id": "1", "status": "active", "value": { "amountGross": 350000, "amount": 291666.66999999998, "currency": "GBP" }, "awardCriteria": { "criteria": [ { "type": "quality", "name": "SKILLS AND CAPABILITIES - Delivering for HMRC", "description": "With reference to Attachment B - Specification (Stage 1), Attachment C - HMRC Detailed Problem Statement and Attachment D - Preliminary Market Engagement Slides, please demonstrate your skills, expertise, ability and capacity to deliver against HMRC's problem statement.\nYour response must include:\na)\tAn overview of your capabilities as an organisation,\nb)\tIf bidding in partnership or consortium, an overview of the members within the partnership or consortium and your expected division of responsibilities and capabilities.\nThis question will be scored based on how well the response answers the question and any evaluation criteria included in the question in line with the scoring matrix contained in Table 1 above.\nPlease confirm that you have addressed this question in your response. Your written transcript response and video submission will be evaluated together.", "numbers": [ { "number": 25, "weight": "percentageExact" } ] }, { "type": "quality", "name": "PROPOSAL - Income Tax Self-Assessment Ecosystem Data and Integration - Innovation-Led Proof of Concept", "description": "With reference to Attachment B - Specification (Stage 1), Attachment C - HMRC Detailed Problem Statement and Attachment D - Preliminary Market Engagement, please set out your proposed solution. Your proposed solution does not need to be fully developed at this initial stage, but your response must make clear that your idea is fundamentally viable and deliverable for HMRC within the available timeframe.\nYour response should include:\n1.\tYour proposed future-state vision.\n2.\tWhat enhanced data you would utilise.\n3.\tWhat integrations would be required.\n4.\tHow customer interventions would work.\n5.\tHow your approach addresses: mis-categorisation; mis-apportionment; gross vs net ambiguity\n6.\tHow your approach could: improve accuracy; reduce customer effort; improve customer experience.\n7.\tWhy your concept is technically and operationally credible.\nThe assessment criteria and weighting within this question will be as follows:\nUnderstanding of the challenge\nUnderstanding of the Income Tax Self-Assessment challenges being explored, including the problem areas:\n•\tcategorisation, \n•\tapportionment,\n•\tgross/net identification\nAnd the accuracy, customer effort and customer experience challenges they present.\nInnovation and technical vision\nHow convincingly your proposed future-state approach demonstrates the potential for enhanced data, ecosystem integrations, interventions and confidence-based automation beyond capabilities of today, to improve tax outcomes.\nData and ecosystem proposition\nThe credibility and potential value of the proposed ecosystem participants, data sources, integrations and technologies, including transparency regarding any legal, commercial, operational or technical barriers, dependencies and assumptions.\nQuality of the proposed measurement approach\nHow convincingly you explain what evidence your proposed concept could generate. How you would demonstrate improvements in transaction:\n•\tcategorisation, \n•\tapportionment, \n•\tgross/net identification, \n•\tconfidence-based automation (if used),\n•\tcustomer (or agent) effort, and\n•\tcustomer experience. \nSuppliers should be transparent about any assumptions, limitations, dependencies or gaps.\nHow you can enable HMRC's independent testing.\nThis question will be scored based on how well the response answers the question and any evaluation criteria included in the question in line with the scoring matrix contained in Table 1 above.\nBidders must score at least 50 unweighted points on this question to be eligible to proceed to stage 2. Scoring 50 or higher is no guarantee of being shortlisted for stage 2.\nPlease confirm that you have addressed this question in your response. Your written transcript response and video submission will be evaluated together.", "numbers": [ { "number": 75, "weight": "percentageExact" } ] } ] }, "suitability": { "sme": true }, "contractPeriod": { "startDate": "2027-01-04T00:00:00Z", "endDate": "2027-06-07T23:59:59+01:00" } } ], "documents": [ { "id": "conflictOfInterest", "documentType": "conflictOfInterest", "description": "Not published" }, { "id": "091461-2026", "documentType": "tenderNotice", "noticeType": "UK4", "description": "Tender notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/091461-2026", "datePublished": "2026-09-28T14:01:52+01:00", "format": "text/html" } ] }, "language": "en", "extensions": [ "https://standard.open-contracting.org/profiles/eu/latest/en/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_amendment_rationale_classifications_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_budget_breakdown_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_contract_completion_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_documentation_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_pagination_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_suitability_extension/master/extension.json", "https://raw.githubusercontent.com/portaledcahn/ocds_Links_extension/main/extension.json", "https://raw.githubusercontent.com/cabinetoffice/ocds_uk_extension/main/extension.json" ] }, { "id": "091530-2026", "tag": [ "tenderUpdate" ], "date": "2026-09-28T15:30:54+01:00", "initiationType": "tender", "ocid": "ocds-h6vhtk-06b96c", "parties": [ { "name": "HM Revenue & Customs", "id": "GB-PPON-PVMW-8599-JZNJ", "identifier": { "scheme": "GB-PPON", "id": "PVMW-8599-JZNJ" }, "address": { "streetAddress": "100 Parliament Street", "locality": "London", "postalCode": "SW1A 2BQ", "country": "GB", "countryName": "United Kingdom", "region": "UKI32" }, "contactPoint": { "email": "joseph.stelling@hmrc.gov.uk" }, "roles": [ "buyer" ], "details": { "classifications": [ { "scheme": "UK_CA_TYPE", "id": "publicAuthorityCentralGovernment", "description": "Public authority - central government" } ] } } ], "buyer": { "id": "GB-PPON-PVMW-8599-JZNJ", "name": "HM Revenue & Customs" }, "tender": { "id": "SR3258288667", "legalBasis": { "id": "2023/54", "scheme": "UKPGA", "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents" }, "title": "Income Tax Self-Assessment Ecosystem Data and Integration - Innovation-Led Proof of Concept", "description": "HM Revenue and Customs (HMRC) has launched 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).\nThe 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.\nThis 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.\nMaking 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.\nFor 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.\nHMRC 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.\nThe 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?\nHMRC 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.", "status": "active", "items": [ { "id": "1", "additionalClassifications": [ { "scheme": "CPV", "id": "48000000", "description": "Software package and information systems" }, { "scheme": "CPV", "id": "72000000", "description": "IT services: consulting, software development, Internet and support" } ], "deliveryAddresses": [ { "region": "UK", "country": "GB", "countryName": "United Kingdom" } ], "relatedLot": "1" } ], "value": { "amountGross": 350000, "amount": 291666.66999999998, "currency": "GBP" }, "procurementMethod": "open", "procurementMethodDetails": "Competitive flexible procedure", "procedure": { "isAccelerated": true, "acceleratedRationale": "State of urgency", "features": "This competitive flexible procedure will be conducted in 2 stages. HMRC reserves the right to amend this process at the beginning of each stage by updating this tender instruction document or by issue of letters to bidders participating in the relevant stage. Any updates will be issued simultaneously to all suppliers via SAP Ariba.\nThe 2 stages will be as follows:\nStage 1: Invitation to submit initial tender - Video submissions and Pre-Selection Questionnaire (PSQ)\nStage 2: Final tender - Solution presentation, demonstration, and written tender\nSTAGE 1:\n(a)\tStage 1 commenced with the issuing of a Tender Notice and the publication of this document.\n(b)\tThis document includes a procurement specific questionnaire (PSQ) and quality questions at Schedules 1 and 2 which all suppliers are required to complete and return in accordance with the Procurement Timetable and instructions within this document.\n(c)\tHMRC will use this stage to firstly confirm that neither the supplier, nor any related persons within its corporate group, associated persons relied on to meet the conditions of participation, or proposed sub-contractors are listed on the Cabinet Office debarment list. To the extent that any such entities are listed on the debarment list, HMRC will consider whether to exclude the supplier from participating in the Procurement in accordance with its obligations under the Act.\n(d)\tIn addition, HMRC will consider whether any supplier or related persons within its corporate group, associated persons relied on to meet the conditions of participation, or proposed sub-contractors are excluded or excludable suppliers, and before HMRC determines that a supplier is an excluded or excludable supplier, it will provide the supplier reasonable opportunity to make representations and provide evidence as is proportionate in the circumstances. If the supplier is an excluded or excludable supplier only by virtue of an associated person or proposed sub-contractor, HMRC will notify the supplier of its intention to exclude the supplier and provide the supplier with reasonable opportunity to replace the associated person or sub-contractor. If as a consequence of this process HMRC excludes the supplier from participating in the Procurement, or is aware of an associated person or sub-contract having been replaced, it will give notice of this fact within 30 days of its decision to the Procurement Review Unit (PRU).\n(e)\tHMRC will also undertake a review of the completed PSQ with reference to any information held on the Central Digital Platform. Responses to any conditions of participation will be assessed in accordance with the selection process and any selection criteria as set out in the Tender Notice, PSQ and described in this document.\n(f)\tThe assessment of suppliers utilising PSQ, as detailed above, will be undertaken prior to the evaluation of bid submissions for stage 1. Suppliers are required to submit their PSQ through Ariba.\n(g)\tAs part of their stage 1 submission, alongside the PSQ, suppliers must submit a video up to a maximum of 5 minutes duration providing their response to the questions set out in Schedule 2: Quality Evaluation Criteria.\n(h)\tSuppliers should submit a video using the instructions provided in Section 7.5 'Stage 1 video submission' below. Additionally, suppliers must submit a transcript of their video, with a maximum of 750 words.\n(i)\tThe video and associated 750-word transcript must cover the questions set out in Schedule 2: Quality Evaluation Criteria. The supplier should note that the transcript must answer the questions set out in Schedule 2: Quality Evaluation Criteria, and that the video should be used for supplementary presentation and delivery purposes only - i.e. information that is not well suited to communicating via written (the transcript) or spoken word. For example, acceptable video content would include (but is not limited to) demonstrations, animations, graphs and charts, supporting visual/practical aids etc.). HRMC reserves the right to exclude bidders who utilise the video submission to provide excessive additional content which could have been adequately conveyed in the speech of the video and accompanying transcript. For example, unacceptable video content would include (but is not limited to) a PowerPoint presentation that features significant text that the bidder intends the evaluators to assess over and above the 750-word transcript.\n(j)\tStage 1 will complete with suppliers being notified in writing of whether or not they have been successfully shortlisted to participate in stage 2.\n(k)\tHMRC intends to shortlist a maximum of 3 suppliers to participate in stage 2.\n(l)\tHMRC may, at its discretion, invite a bidder to form a partnership or consortium with another competitor.\n(m)\tSuppliers should note that HMRC reserves the right to re-assess any response to the PSQ, in light of any new relevant information that comes to HMRC's attention.\nSuppliers selected to participate in Stage 2 will received a fixed amount of funding of £8,000 exVAT to support their continued participation in the process.\nFull details are included in the competition documents available upon registration.\nConditions of participation may be included in any stage. Where included this will be communicated in the letter or instructions for that stage." }, "mainProcurementCategory": "services", "aboveThreshold": true, "submissionMethodDetails": "This procurement will be conducted by way of an eSourcing event using HMRC's SAP Ariba eSourcing Portal. Please ensure you are registered with the eSourcing Portal to gain access to the procurement documentation when it is released which will contain full details of the requirement.\nIf you are not already registered, the registration link is: http://hmrc.sourcing-eu.ariba.com/ad/selfRegistration\nAs part of the registration process you will receive a system generated email asking you to activate your SAP Ariba supplier account by verifying your email address. Once you have completed the activation process you will receive a further email by return confirming the 'registration process is now complete' and providing you with 'your organisation's account ID number'. If an email response from HMRC is not received within one working day of your request, please re-contact sapariba.hmrcsupport@hmrc.gov.uk (after first checking your spam in-box) notifying non-receipt and confirming when your registration request was first made.\nOnce you have obtained 'your organization's account ID' number, please email joseph.stelling@hmrc.gov.uk and copy in josh.jones2@hmrc.gov.uk with:\n• Contract title and Reference\n• Your organisation's HMRC SAP Ariba account ID\n• Your organisation name\n• Your name\n• Your email address\n• Your telephone number\nOnce you have complied with the foregoing you will receive an e-mail confirming access to the procurement event.\nFurther 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\nIf 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", "submissionTerms": { "electronicSubmissionPolicy": "allowed", "languages": [ "en" ] }, "tenderPeriod": { "endDate": "2026-10-12T14:00:00+01:00" }, "enquiryPeriod": { "endDate": "2026-10-02T17:00:00+01:00" }, "awardPeriod": { "endDate": "2026-12-11T23:59:59Z" }, "lots": [ { "id": "1", "status": "active", "value": { "amountGross": 350000, "amount": 291666.66999999998, "currency": "GBP" }, "awardCriteria": { "criteria": [ { "type": "quality", "name": "SKILLS AND CAPABILITIES - Delivering for HMRC", "description": "With reference to Attachment B - Specification (Stage 1), Attachment C - HMRC Detailed Problem Statement and Attachment D - Preliminary Market Engagement Slides, please demonstrate your skills, expertise, ability and capacity to deliver against HMRC's problem statement.\nYour response must include:\na)\tAn overview of your capabilities as an organisation,\nb)\tIf bidding in partnership or consortium, an overview of the members within the partnership or consortium and your expected division of responsibilities and capabilities.\nThis question will be scored based on how well the response answers the question and any evaluation criteria included in the question in line with the scoring matrix contained in Table 1 above.\nPlease confirm that you have addressed this question in your response. Your written transcript response and video submission will be evaluated together.", "numbers": [ { "number": 25, "weight": "percentageExact" } ] }, { "type": "quality", "name": "PROPOSAL - Income Tax Self-Assessment Ecosystem Data and Integration - Innovation-Led Proof of Concept", "description": "With reference to Attachment B - Specification (Stage 1), Attachment C - HMRC Detailed Problem Statement and Attachment D - Preliminary Market Engagement, please set out your proposed solution. Your proposed solution does not need to be fully developed at this initial stage, but your response must make clear that your idea is fundamentally viable and deliverable for HMRC within the available timeframe.\nYour response should include:\n1.\tYour proposed future-state vision.\n2.\tWhat enhanced data you would utilise.\n3.\tWhat integrations would be required.\n4.\tHow customer interventions would work.\n5.\tHow your approach addresses: mis-categorisation; mis-apportionment; gross vs net ambiguity\n6.\tHow your approach could: improve accuracy; reduce customer effort; improve customer experience.\n7.\tWhy your concept is technically and operationally credible.\nThe assessment criteria and weighting within this question will be as follows:\nUnderstanding of the challenge\nUnderstanding of the Income Tax Self-Assessment challenges being explored, including the problem areas:\n•\tcategorisation,\n•\tapportionment,\n•\tgross/net identification\nAnd the accuracy, customer effort and customer experience challenges they present.\nInnovation and technical vision\nHow convincingly your proposed future-state approach demonstrates the potential for enhanced data, ecosystem integrations, interventions and confidence-based automation beyond capabilities of today, to improve tax outcomes.\nData and ecosystem proposition\nThe credibility and potential value of the proposed ecosystem participants, data sources, integrations and technologies, including transparency regarding any legal, commercial, operational or technical barriers, dependencies and assumptions.\nQuality of the proposed measurement approach\nHow convincingly you explain what evidence your proposed concept could generate. How you would demonstrate improvements in transaction:\n•\tcategorisation,\n•\tapportionment,\n•\tgross/net identification,\n•\tconfidence-based automation (if used),\n•\tcustomer (or agent) effort, and\n•\tcustomer experience.\nSuppliers should be transparent about any assumptions, limitations, dependencies or gaps.\nHow you can enable HMRC's independent testing.\nThis question will be scored based on how well the response answers the question and any evaluation criteria included in the question in line with the scoring matrix contained in Table 1 above.\nBidders must score at least 50 unweighted points on this question to be eligible to proceed to stage 2. Scoring 50 or higher is no guarantee of being shortlisted for stage 2.\nPlease confirm that you have addressed this question in your response. Your written transcript response and video submission will be evaluated together.", "numbers": [ { "number": 75, "weight": "percentageExact" } ] } ] }, "suitability": { "sme": true }, "contractPeriod": { "startDate": "2027-01-04T00:00:00Z", "endDate": "2027-06-07T23:59:59+01:00" } } ], "documents": [ { "id": "conflictOfInterest", "documentType": "conflictOfInterest", "description": "Not published" }, { "id": "091530-2026", "documentType": "tenderNotice", "noticeType": "UK4", "description": "Tender notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/091530-2026", "datePublished": "2026-09-28T15:30:54+01:00", "format": "text/html" } ], "amendments": [ { "description": "Correction of phrasing in the scope section - non-substantial.", "id": "091530-2026" } ] }, "language": "en", "extensions": [ "https://standard.open-contracting.org/profiles/eu/latest/en/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_amendment_rationale_classifications_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_budget_breakdown_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_contract_completion_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_documentation_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_pagination_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_suitability_extension/master/extension.json", "https://raw.githubusercontent.com/portaledcahn/ocds_Links_extension/main/extension.json", "https://raw.githubusercontent.com/cabinetoffice/ocds_uk_extension/main/extension.json" ] }, { "id": "091653-2026", "tag": [ "tenderUpdate" ], "date": "2026-09-29T09:17:29+01:00", "initiationType": "tender", "ocid": "ocds-h6vhtk-06b96c", "parties": [ { "name": "HM Revenue & Customs", "id": "GB-PPON-PVMW-8599-JZNJ", "identifier": { "scheme": "GB-PPON", "id": "PVMW-8599-JZNJ" }, "address": { "streetAddress": "100 Parliament Street", "locality": "London", "postalCode": "SW1A 2BQ", "country": "GB", "countryName": "United Kingdom", "region": "UKI32" }, "contactPoint": { "email": "joseph.stelling@hmrc.gov.uk" }, "roles": [ "buyer" ], "details": { "classifications": [ { "scheme": "UK_CA_TYPE", "id": "publicAuthorityCentralGovernment", "description": "Public authority - central government" } ] } } ], "buyer": { "id": "GB-PPON-PVMW-8599-JZNJ", "name": "HM Revenue & Customs" }, "tender": { "id": "SR3258288667", "legalBasis": { "id": "2023/54", "scheme": "UKPGA", "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents" }, "title": "Income Tax Self-Assessment Ecosystem Data and Integration - Innovation-Led Proof of Concept", "description": "HM Revenue and Customs (HMRC) has launched 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).\nThe 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.\nThis 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.\nMaking 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.\nFor 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.\nHMRC 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.\nThe 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?\nHMRC 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.", "status": "active", "items": [ { "id": "1", "additionalClassifications": [ { "scheme": "CPV", "id": "48000000", "description": "Software package and information systems" }, { "scheme": "CPV", "id": "72000000", "description": "IT services: consulting, software development, Internet and support" } ], "deliveryAddresses": [ { "region": "UK", "country": "GB", "countryName": "United Kingdom" } ], "relatedLot": "1" } ], "value": { "amountGross": 350000, "amount": 291666.66999999998, "currency": "GBP" }, "procurementMethod": "open", "procurementMethodDetails": "Competitive flexible procedure", "procedure": { "isAccelerated": true, "acceleratedRationale": "State of urgency", "features": "This competitive flexible procedure will be conducted in 2 stages. HMRC reserves the right to amend this process at the beginning of each stage by updating this tender instruction document or by issue of letters to bidders participating in the relevant stage. Any updates will be issued simultaneously to all suppliers via SAP Ariba.\nThe 2 stages will be as follows:\nStage 1: Invitation to submit initial tender - Video submissions and Pre-Selection Questionnaire (PSQ)\nStage 2: Final tender - Solution presentation, demonstration, and written tender\nSTAGE 1:\n(a)\tStage 1 commenced with the issuing of a Tender Notice and the publication of this document.\n(b)\tThis document includes a procurement specific questionnaire (PSQ) and quality questions at Schedules 1 and 2 which all suppliers are required to complete and return in accordance with the Procurement Timetable and instructions within this document.\n(c)\tHMRC will use this stage to firstly confirm that neither the supplier, nor any related persons within its corporate group, associated persons relied on to meet the conditions of participation, or proposed sub-contractors are listed on the Cabinet Office debarment list. To the extent that any such entities are listed on the debarment list, HMRC will consider whether to exclude the supplier from participating in the Procurement in accordance with its obligations under the Act.\n(d)\tIn addition, HMRC will consider whether any supplier or related persons within its corporate group, associated persons relied on to meet the conditions of participation, or proposed sub-contractors are excluded or excludable suppliers, and before HMRC determines that a supplier is an excluded or excludable supplier, it will provide the supplier reasonable opportunity to make representations and provide evidence as is proportionate in the circumstances. If the supplier is an excluded or excludable supplier only by virtue of an associated person or proposed sub-contractor, HMRC will notify the supplier of its intention to exclude the supplier and provide the supplier with reasonable opportunity to replace the associated person or sub-contractor. If as a consequence of this process HMRC excludes the supplier from participating in the Procurement, or is aware of an associated person or sub-contract having been replaced, it will give notice of this fact within 30 days of its decision to the Procurement Review Unit (PRU).\n(e)\tHMRC will also undertake a review of the completed PSQ with reference to any information held on the Central Digital Platform. Responses to any conditions of participation will be assessed in accordance with the selection process and any selection criteria as set out in the Tender Notice, PSQ and described in this document.\n(f)\tThe assessment of suppliers utilising PSQ, as detailed above, will be undertaken prior to the evaluation of bid submissions for stage 1. Suppliers are required to submit their PSQ through Ariba.\n(g)\tAs part of their stage 1 submission, alongside the PSQ, suppliers must submit a video up to a maximum of 5 minutes duration providing their response to the questions set out in Schedule 2: Quality Evaluation Criteria.\n(h)\tSuppliers should submit a video using the instructions provided in Section 7.5 'Stage 1 video submission' below. Additionally, suppliers must submit a transcript of their video, with a maximum of 750 words.\n(i)\tThe video and associated 750-word transcript must cover the questions set out in Schedule 2: Quality Evaluation Criteria. The supplier should note that the transcript must answer the questions set out in Schedule 2: Quality Evaluation Criteria, and that the video should be used for supplementary presentation and delivery purposes only - i.e. information that is not well suited to communicating via written (the transcript) or spoken word. For example, acceptable video content would include (but is not limited to) demonstrations, animations, graphs and charts, supporting visual/practical aids etc.). HRMC reserves the right to exclude bidders who utilise the video submission to provide excessive additional content which could have been adequately conveyed in the speech of the video and accompanying transcript. For example, unacceptable video content would include (but is not limited to) a PowerPoint presentation that features significant text that the bidder intends the evaluators to assess over and above the 750-word transcript.\n(j)\tStage 1 will complete with suppliers being notified in writing of whether or not they have been successfully shortlisted to participate in stage 2.\n(k)\tHMRC intends to shortlist a maximum of 3 suppliers to participate in stage 2.\n(l)\tHMRC may, at its discretion, invite a bidder to form a partnership or consortium with another competitor.\n(m)\tSuppliers should note that HMRC reserves the right to re-assess any response to the PSQ, in light of any new relevant information that comes to HMRC's attention.\nSuppliers selected to participate in Stage 2 will received a fixed amount of funding of £8,000 exVAT to support their continued participation in the process.\nFull details are included in the competition documents available upon registration.\nConditions of participation may be included in any stage. Where included this will be communicated in the letter or instructions for that stage." }, "mainProcurementCategory": "services", "aboveThreshold": true, "submissionMethodDetails": "This procurement will be conducted by way of an eSourcing event using HMRC's SAP Ariba eSourcing Portal. Please ensure you are registered with the eSourcing Portal to gain access to the procurement documentation when it is released which will contain full details of the requirement.\nIf you are not already registered, the registration link is: http://hmrc.sourcing-eu.ariba.com/ad/selfRegistration\nAs part of the registration process you will receive a system generated email asking you to activate your SAP Ariba supplier account by verifying your email address. Once you have completed the activation process you will receive a further email by return confirming the 'registration process is now complete' and providing you with 'your organisation's account ID number'. If an email response from HMRC is not received within one working day of your request, please re-contact sapariba.hmrcsupport@hmrc.gov.uk (after first checking your spam in-box) notifying non-receipt and confirming when your registration request was first made.\nOnce you have obtained 'your organization's account ID' number, please email joseph.stelling@hmrc.gov.uk and copy in josh.jones2@hmrc.gov.uk with:\n• Contract title and Reference\n• Your organisation's HMRC SAP Ariba account ID\n• Your organisation name\n• Your name\n• Your email address\n• Your telephone number\nOnce you have complied with the foregoing you will receive an e-mail confirming access to the procurement event.\nFurther 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\nIf 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.\nIn order to allow time to provide you with a SharePoint link for your stage 1 video submission ahead of the Tender Submission Deadline, the Supplier Registration Deadline will be 17:00 on Wednesday 7th October 2026.", "submissionTerms": { "electronicSubmissionPolicy": "allowed", "languages": [ "en" ] }, "tenderPeriod": { "endDate": "2026-10-12T14:00:00+01:00" }, "enquiryPeriod": { "endDate": "2026-10-02T17:00:00+01:00" }, "awardPeriod": { "endDate": "2026-12-11T23:59:59Z" }, "lots": [ { "id": "1", "status": "active", "value": { "amountGross": 350000, "amount": 291666.66999999998, "currency": "GBP" }, "awardCriteria": { "criteria": [ { "type": "quality", "name": "SKILLS AND CAPABILITIES - Delivering for HMRC", "description": "With reference to Attachment B - Specification (Stage 1), Attachment C - HMRC Detailed Problem Statement and Attachment D - Preliminary Market Engagement Slides, please demonstrate your skills, expertise, ability and capacity to deliver against HMRC's problem statement.\nYour response must include:\na)\tAn overview of your capabilities as an organisation,\nb)\tIf bidding in partnership or consortium, an overview of the members within the partnership or consortium and your expected division of responsibilities and capabilities.\nThis question will be scored based on how well the response answers the question and any evaluation criteria included in the question in line with the scoring matrix contained in Table 1 above.\nPlease confirm that you have addressed this question in your response. Your written transcript response and video submission will be evaluated together.", "numbers": [ { "number": 25, "weight": "percentageExact" } ] }, { "type": "quality", "name": "PROPOSAL - Income Tax Self-Assessment Ecosystem Data and Integration - Innovation-Led Proof of Concept", "description": "With reference to Attachment B - Specification (Stage 1), Attachment C - HMRC Detailed Problem Statement and Attachment D - Preliminary Market Engagement, please set out your proposed solution. Your proposed solution does not need to be fully developed at this initial stage, but your response must make clear that your idea is fundamentally viable and deliverable for HMRC within the available timeframe.\nYour response should include:\n1.\tYour proposed future-state vision.\n2.\tWhat enhanced data you would utilise.\n3.\tWhat integrations would be required.\n4.\tHow customer interventions would work.\n5.\tHow your approach addresses: mis-categorisation; mis-apportionment; gross vs net ambiguity\n6.\tHow your approach could: improve accuracy; reduce customer effort; improve customer experience.\n7.\tWhy your concept is technically and operationally credible.\nThe assessment criteria and weighting within this question will be as follows:\nUnderstanding of the challenge\nUnderstanding of the Income Tax Self-Assessment challenges being explored, including the problem areas:\n•\tcategorisation,\n•\tapportionment,\n•\tgross/net identification\nAnd the accuracy, customer effort and customer experience challenges they present.\nInnovation and technical vision\nHow convincingly your proposed future-state approach demonstrates the potential for enhanced data, ecosystem integrations, interventions and confidence-based automation beyond capabilities of today, to improve tax outcomes.\nData and ecosystem proposition\nThe credibility and potential value of the proposed ecosystem participants, data sources, integrations and technologies, including transparency regarding any legal, commercial, operational or technical barriers, dependencies and assumptions.\nQuality of the proposed measurement approach\nHow convincingly you explain what evidence your proposed concept could generate. How you would demonstrate improvements in transaction:\n•\tcategorisation,\n•\tapportionment,\n•\tgross/net identification,\n•\tconfidence-based automation (if used),\n•\tcustomer (or agent) effort, and\n•\tcustomer experience.\nSuppliers should be transparent about any assumptions, limitations, dependencies or gaps.\nHow you can enable HMRC's independent testing.\nThis question will be scored based on how well the response answers the question and any evaluation criteria included in the question in line with the scoring matrix contained in Table 1 above.\nBidders must score at least 50 unweighted points on this question to be eligible to proceed to stage 2. Scoring 50 or higher is no guarantee of being shortlisted for stage 2.\nPlease confirm that you have addressed this question in your response. Your written transcript response and video submission will be evaluated together.", "numbers": [ { "number": 75, "weight": "percentageExact" } ] } ] }, "suitability": { "sme": true }, "contractPeriod": { "startDate": "2027-01-04T00:00:00Z", "endDate": "2027-06-07T23:59:59+01:00" } } ], "documents": [ { "id": "conflictOfInterest", "documentType": "conflictOfInterest", "description": "Not published" }, { "id": "091653-2026", "documentType": "tenderNotice", "noticeType": "UK4", "description": "Tender notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/091653-2026", "datePublished": "2026-09-29T09:17:29+01:00", "format": "text/html" } ], "amendments": [ { "description": "Supplier Registration Deadline articulated as 17:00 on Wednesday 7th October 2026, in order to allow time to provide you with a SharePoint link for your stage 1 video submission ahead of the Tender Submission Deadline.", "id": "091653-2026" } ] }, "language": "en", "extensions": [ "https://standard.open-contracting.org/profiles/eu/latest/en/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_amendment_rationale_classifications_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_budget_breakdown_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_contract_completion_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_documentation_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_pagination_extension/master/extension.json", "https://raw.githubusercontent.com/open-contracting-extensions/ocds_suitability_extension/master/extension.json", "https://raw.githubusercontent.com/portaledcahn/ocds_Links_extension/main/extension.json", "https://raw.githubusercontent.com/cabinetoffice/ocds_uk_extension/main/extension.json" ] } ], "compiledRelease": { "tag": [ "compiled" ], "id": "ocds-h6vhtk-06b96c-2026-09-29T09:17:29+01:00", "date": "2026-09-29T09:17:29+01:00", "ocid": "ocds-h6vhtk-06b96c", "initiationType": "tender", "parties": [ { "id": "GB-PPON-PVMW-8599-JZNJ", "name": "HM Revenue & Customs", "identifier": { "scheme": "GB-PPON", "id": "PVMW-8599-JZNJ" }, "address": { "streetAddress": "100 Parliament Street", "locality": "London", "postalCode": "SW1A 2BQ", "country": "GB", "countryName": "United Kingdom", "region": "UKI32" }, "contactPoint": { "name": "Josh Jones", "email": "joseph.stelling@hmrc.gov.uk" }, "roles": [ "buyer" ], "details": { "classifications": [ { "scheme": "UK_CA_TYPE", "id": "publicAuthorityCentralGovernment", "description": "Public authority - central government" } ] } } ], "buyer": { "id": "GB-PPON-PVMW-8599-JZNJ", "name": "HM Revenue & Customs" }, "planning": { "milestones": [ { "id": "engagement", "type": "engagement", "description": "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.\nA market engagement event will be held on Monday 29th June 2026 from 09:30am to 10:30am via Microsoft Teams.\nThe 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.\nTo register for this pre-market engagement event please email the below people by 5pm on Friday 26th June:\njosh.jones1@hmrc.gov.uk AND ruth.whiteside@hmrc.gov.uk.\nInclude 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.\nThis 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.\nParties 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.", "dueDate": "2026-06-26T23:59:59+01:00", "status": "scheduled" } ], "documents": [ { "id": "058204-2026", "documentType": "marketEngagementNotice", "noticeType": "UK2", "description": "Preliminary market engagement notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/058204-2026", "datePublished": "2026-06-19T15:25:50+01:00", "format": "text/html" }, { "id": "076229-2026", "documentType": "plannedProcurementNotice", "noticeType": "UK3", "description": "Planned procurement notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/076229-2026", "datePublished": "2026-08-11T13:45:53+01:00", "format": "text/html" }, { "id": "079492-2026", "documentType": "plannedProcurementNotice", "noticeType": "UK3", "description": "Planned procurement notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/079492-2026", "datePublished": "2026-08-20T14:20:58+01:00", "format": "text/html" }, { "id": "080083-2026", "documentType": "marketEngagementNotice", "noticeType": "UK2", "description": "Preliminary market engagement notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/080083-2026", "datePublished": "2026-08-21T16:34:37+01:00", "format": "text/html" } ] }, "tender": { "id": "SR3258288667", "legalBasis": { "id": "2023/54", "scheme": "UKPGA", "uri": "https://www.legislation.gov.uk/ukpga/2023/54/contents" }, "title": "Income Tax Self-Assessment Ecosystem Data and Integration - Innovation-Led Proof of Concept", "description": "HM Revenue and Customs (HMRC) has launched 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).\nThe 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.\nThis 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.\nMaking 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.\nFor 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.\nHMRC 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.\nThe 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?\nHMRC 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.", "items": [ { "id": "1", "additionalClassifications": [ { "scheme": "CPV", "id": "48000000", "description": "Software package and information systems" }, { "scheme": "CPV", "id": "72000000", "description": "IT services: consulting, software development, Internet and support" } ], "relatedLot": "1", "deliveryAddresses": [ { "region": "UK", "country": "GB", "countryName": "United Kingdom" }, { "region": "UK", "country": "GB", "countryName": "United Kingdom" }, { "region": "UK", "country": "GB", "countryName": "United Kingdom" }, { "region": "UK", "country": "GB", "countryName": "United Kingdom" }, { "region": "UK", "country": "GB", "countryName": "United Kingdom" } ] } ], "value": { "amountGross": 350000, "amount": 291666.66999999998, "currency": "GBP" }, "mainProcurementCategory": "services", "aboveThreshold": true, "lots": [ { "id": "1", "suitability": { "sme": true }, "contractPeriod": { "startDate": "2027-01-04T00:00:00Z", "endDate": "2027-06-07T23:59:59+01:00" }, "status": "active", "value": { "amountGross": 350000, "amount": 291666.66999999998, "currency": "GBP" }, "awardCriteria": { "criteria": [ { "type": "quality", "name": "SKILLS AND CAPABILITIES - Delivering for HMRC", "description": "With reference to Attachment B - Specification (Stage 1), Attachment C - HMRC Detailed Problem Statement and Attachment D - Preliminary Market Engagement Slides, please demonstrate your skills, expertise, ability and capacity to deliver against HMRC's problem statement.\nYour response must include:\na)\tAn overview of your capabilities as an organisation,\nb)\tIf bidding in partnership or consortium, an overview of the members within the partnership or consortium and your expected division of responsibilities and capabilities.\nThis question will be scored based on how well the response answers the question and any evaluation criteria included in the question in line with the scoring matrix contained in Table 1 above.\nPlease confirm that you have addressed this question in your response. Your written transcript response and video submission will be evaluated together.", "numbers": [ { "number": 25, "weight": "percentageExact" } ] }, { "type": "quality", "name": "PROPOSAL - Income Tax Self-Assessment Ecosystem Data and Integration - Innovation-Led Proof of Concept", "description": "With reference to Attachment B - Specification (Stage 1), Attachment C - HMRC Detailed Problem Statement and Attachment D - Preliminary Market Engagement, please set out your proposed solution. Your proposed solution does not need to be fully developed at this initial stage, but your response must make clear that your idea is fundamentally viable and deliverable for HMRC within the available timeframe.\nYour response should include:\n1.\tYour proposed future-state vision.\n2.\tWhat enhanced data you would utilise.\n3.\tWhat integrations would be required.\n4.\tHow customer interventions would work.\n5.\tHow your approach addresses: mis-categorisation; mis-apportionment; gross vs net ambiguity\n6.\tHow your approach could: improve accuracy; reduce customer effort; improve customer experience.\n7.\tWhy your concept is technically and operationally credible.\nThe assessment criteria and weighting within this question will be as follows:\nUnderstanding of the challenge\nUnderstanding of the Income Tax Self-Assessment challenges being explored, including the problem areas:\n•\tcategorisation,\n•\tapportionment,\n•\tgross/net identification\nAnd the accuracy, customer effort and customer experience challenges they present.\nInnovation and technical vision\nHow convincingly your proposed future-state approach demonstrates the potential for enhanced data, ecosystem integrations, interventions and confidence-based automation beyond capabilities of today, to improve tax outcomes.\nData and ecosystem proposition\nThe credibility and potential value of the proposed ecosystem participants, data sources, integrations and technologies, including transparency regarding any legal, commercial, operational or technical barriers, dependencies and assumptions.\nQuality of the proposed measurement approach\nHow convincingly you explain what evidence your proposed concept could generate. How you would demonstrate improvements in transaction:\n•\tcategorisation,\n•\tapportionment,\n•\tgross/net identification,\n•\tconfidence-based automation (if used),\n•\tcustomer (or agent) effort, and\n•\tcustomer experience.\nSuppliers should be transparent about any assumptions, limitations, dependencies or gaps.\nHow you can enable HMRC's independent testing.\nThis question will be scored based on how well the response answers the question and any evaluation criteria included in the question in line with the scoring matrix contained in Table 1 above.\nBidders must score at least 50 unweighted points on this question to be eligible to proceed to stage 2. Scoring 50 or higher is no guarantee of being shortlisted for stage 2.\nPlease confirm that you have addressed this question in your response. Your written transcript response and video submission will be evaluated together.", "numbers": [ { "number": 75, "weight": "percentageExact" } ] } ] } } ], "status": "active", "procurementMethod": "open", "procurementMethodDetails": "Competitive flexible procedure", "procedure": { "isAccelerated": true, "acceleratedRationale": "State of urgency", "features": "This competitive flexible procedure will be conducted in 2 stages. HMRC reserves the right to amend this process at the beginning of each stage by updating this tender instruction document or by issue of letters to bidders participating in the relevant stage. Any updates will be issued simultaneously to all suppliers via SAP Ariba.\nThe 2 stages will be as follows:\nStage 1: Invitation to submit initial tender - Video submissions and Pre-Selection Questionnaire (PSQ)\nStage 2: Final tender - Solution presentation, demonstration, and written tender\nSTAGE 1:\n(a)\tStage 1 commenced with the issuing of a Tender Notice and the publication of this document.\n(b)\tThis document includes a procurement specific questionnaire (PSQ) and quality questions at Schedules 1 and 2 which all suppliers are required to complete and return in accordance with the Procurement Timetable and instructions within this document.\n(c)\tHMRC will use this stage to firstly confirm that neither the supplier, nor any related persons within its corporate group, associated persons relied on to meet the conditions of participation, or proposed sub-contractors are listed on the Cabinet Office debarment list. To the extent that any such entities are listed on the debarment list, HMRC will consider whether to exclude the supplier from participating in the Procurement in accordance with its obligations under the Act.\n(d)\tIn addition, HMRC will consider whether any supplier or related persons within its corporate group, associated persons relied on to meet the conditions of participation, or proposed sub-contractors are excluded or excludable suppliers, and before HMRC determines that a supplier is an excluded or excludable supplier, it will provide the supplier reasonable opportunity to make representations and provide evidence as is proportionate in the circumstances. If the supplier is an excluded or excludable supplier only by virtue of an associated person or proposed sub-contractor, HMRC will notify the supplier of its intention to exclude the supplier and provide the supplier with reasonable opportunity to replace the associated person or sub-contractor. If as a consequence of this process HMRC excludes the supplier from participating in the Procurement, or is aware of an associated person or sub-contract having been replaced, it will give notice of this fact within 30 days of its decision to the Procurement Review Unit (PRU).\n(e)\tHMRC will also undertake a review of the completed PSQ with reference to any information held on the Central Digital Platform. Responses to any conditions of participation will be assessed in accordance with the selection process and any selection criteria as set out in the Tender Notice, PSQ and described in this document.\n(f)\tThe assessment of suppliers utilising PSQ, as detailed above, will be undertaken prior to the evaluation of bid submissions for stage 1. Suppliers are required to submit their PSQ through Ariba.\n(g)\tAs part of their stage 1 submission, alongside the PSQ, suppliers must submit a video up to a maximum of 5 minutes duration providing their response to the questions set out in Schedule 2: Quality Evaluation Criteria.\n(h)\tSuppliers should submit a video using the instructions provided in Section 7.5 'Stage 1 video submission' below. Additionally, suppliers must submit a transcript of their video, with a maximum of 750 words.\n(i)\tThe video and associated 750-word transcript must cover the questions set out in Schedule 2: Quality Evaluation Criteria. The supplier should note that the transcript must answer the questions set out in Schedule 2: Quality Evaluation Criteria, and that the video should be used for supplementary presentation and delivery purposes only - i.e. information that is not well suited to communicating via written (the transcript) or spoken word. For example, acceptable video content would include (but is not limited to) demonstrations, animations, graphs and charts, supporting visual/practical aids etc.). HRMC reserves the right to exclude bidders who utilise the video submission to provide excessive additional content which could have been adequately conveyed in the speech of the video and accompanying transcript. For example, unacceptable video content would include (but is not limited to) a PowerPoint presentation that features significant text that the bidder intends the evaluators to assess over and above the 750-word transcript.\n(j)\tStage 1 will complete with suppliers being notified in writing of whether or not they have been successfully shortlisted to participate in stage 2.\n(k)\tHMRC intends to shortlist a maximum of 3 suppliers to participate in stage 2.\n(l)\tHMRC may, at its discretion, invite a bidder to form a partnership or consortium with another competitor.\n(m)\tSuppliers should note that HMRC reserves the right to re-assess any response to the PSQ, in light of any new relevant information that comes to HMRC's attention.\nSuppliers selected to participate in Stage 2 will received a fixed amount of funding of £8,000 exVAT to support their continued participation in the process.\nFull details are included in the competition documents available upon registration.\nConditions of participation may be included in any stage. Where included this will be communicated in the letter or instructions for that stage." }, "submissionTerms": { "electronicSubmissionPolicy": "allowed", "languages": [ "en" ] }, "tenderPeriod": { "endDate": "2026-10-12T14:00:00+01:00" }, "awardPeriod": { "endDate": "2026-12-11T23:59:59Z" }, "communication": { "futureNoticeDate": "2026-09-21T23:59:59+01:00" }, "amendments": [ { "id": "079492-2026", "description": "Contact email changed." }, { "id": "080083-2026", "description": "Updated contact email for Josh Jones." }, { "id": "091530-2026", "description": "Correction of phrasing in the scope section - non-substantial." }, { "id": "091653-2026", "description": "Supplier Registration Deadline articulated as 17:00 on Wednesday 7th October 2026, in order to allow time to provide you with a SharePoint link for your stage 1 video submission ahead of the Tender Submission Deadline." } ], "submissionMethodDetails": "This procurement will be conducted by way of an eSourcing event using HMRC's SAP Ariba eSourcing Portal. Please ensure you are registered with the eSourcing Portal to gain access to the procurement documentation when it is released which will contain full details of the requirement.\nIf you are not already registered, the registration link is: http://hmrc.sourcing-eu.ariba.com/ad/selfRegistration\nAs part of the registration process you will receive a system generated email asking you to activate your SAP Ariba supplier account by verifying your email address. Once you have completed the activation process you will receive a further email by return confirming the 'registration process is now complete' and providing you with 'your organisation's account ID number'. If an email response from HMRC is not received within one working day of your request, please re-contact sapariba.hmrcsupport@hmrc.gov.uk (after first checking your spam in-box) notifying non-receipt and confirming when your registration request was first made.\nOnce you have obtained 'your organization's account ID' number, please email joseph.stelling@hmrc.gov.uk and copy in josh.jones2@hmrc.gov.uk with:\n• Contract title and Reference\n• Your organisation's HMRC SAP Ariba account ID\n• Your organisation name\n• Your name\n• Your email address\n• Your telephone number\nOnce you have complied with the foregoing you will receive an e-mail confirming access to the procurement event.\nFurther 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\nIf 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.\nIn order to allow time to provide you with a SharePoint link for your stage 1 video submission ahead of the Tender Submission Deadline, the Supplier Registration Deadline will be 17:00 on Wednesday 7th October 2026.", "enquiryPeriod": { "endDate": "2026-10-02T17:00:00+01:00" }, "documents": [ { "id": "conflictOfInterest", "documentType": "conflictOfInterest", "description": "Not published" }, { "id": "091461-2026", "documentType": "tenderNotice", "noticeType": "UK4", "description": "Tender notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/091461-2026", "datePublished": "2026-09-28T14:01:52+01:00", "format": "text/html" }, { "id": "091530-2026", "documentType": "tenderNotice", "noticeType": "UK4", "description": "Tender notice on Find a Tender", "url": "https://www.find-tender.service.gov.uk/Notice/091530-2026", "datePublished": "2026-09-28T15:30:54+01:00", "format": "text/html" }, { "id": "091653-2026", "documentType": 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"address": { "streetAddress": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "100 Parliament Street" } ], "locality": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "London" } ], "postalCode": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "SW1A 2BQ" } ], "country": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "GB" } ], "countryName": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "United Kingdom" } ], "region": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "UKI32" } ] }, "contactPoint": { "name": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "Josh Jones" } ], "email": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "josh.jones1@hmrc.gov.uk" }, { "releaseID": "076229-2026", "releaseDate": "2026-08-11T13:45:53+01:00", "releaseTag": [ "planning" ], "value": "innovationaiteam@hmrc.gov.uk" }, { "releaseID": "079492-2026", "releaseDate": "2026-08-20T14:20:58+01:00", "releaseTag": [ "planningUpdate" ], "value": "josh.jones2@hmrc.gov.uk" }, { "releaseID": "091461-2026", "releaseDate": "2026-09-28T14:01:52+01:00", "releaseTag": [ "tender" ], "value": "joseph.stelling@hmrc.gov.uk" } ] }, "roles": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": [ "buyer" ] } ], "details": { "classifications": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": [ { "scheme": "UK_CA_TYPE", "id": "publicAuthorityCentralGovernment", "description": "Public authority - central government" } ] } ] } } ], "buyer": { "id": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "GB-PPON-PVMW-8599-JZNJ" } ], "name": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "HM Revenue & Customs" } ] }, "planning": { "milestones": [ { "id": "engagement", "type": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "engagement" } ], "description": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "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.\nA market engagement event will be held on Monday 29th June 2026 from 09:30am to 10:30am via Microsoft Teams.\nThe 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.\nTo register for this pre-market engagement event please email the below people by 5pm on Friday 26th June:\njosh.jones1@hmrc.gov.uk AND ruth.whiteside@hmrc.gov.uk.\nInclude 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.\nThis 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. \nParties 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." }, { "releaseID": "080083-2026", "releaseDate": "2026-08-21T16:34:37+01:00", "releaseTag": [ "planningUpdate" ], "value": "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.\nA market engagement event will be held on Monday 29th June 2026 from 09:30am to 10:30am via Microsoft Teams.\nThe 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.\nTo register for this pre-market engagement event please email the below people by 5pm on Friday 26th June:\njosh.jones1@hmrc.gov.uk AND ruth.whiteside@hmrc.gov.uk.\nInclude 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.\nThis 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.\nParties 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." } ], "dueDate": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "2026-06-26T23:59:59+01:00" } ], "status": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "scheduled" } ] } ], "documents": [ { "id": "058204-2026", "documentType": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ 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} ] }, "tender": { "id": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "SR3185817474" }, { "releaseID": "076229-2026", "releaseDate": "2026-08-11T13:45:53+01:00", "releaseTag": [ "planning" ], "value": "SR3258288667" }, { "releaseID": "080083-2026", "releaseDate": "2026-08-21T16:34:37+01:00", "releaseTag": [ "planningUpdate" ], "value": "SR3185817474" }, { "releaseID": "091461-2026", "releaseDate": "2026-09-28T14:01:52+01:00", "releaseTag": [ "tender" ], "value": "SR3258288667" } ], "legalBasis": { "id": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "2023/54" } ], "scheme": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "UKPGA" } ], "uri": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "https://www.legislation.gov.uk/ukpga/2023/54/contents" } ] }, "title": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "Automating Income Tax Self Assessment Innovation Proof of Concept" }, { "releaseID": "076229-2026", "releaseDate": "2026-08-11T13:45:53+01:00", "releaseTag": [ "planning" ], "value": "Income Tax Self Assessment Ecosystem Data and Integration - Innovation-Led Proof of Concept" }, { "releaseID": "080083-2026", "releaseDate": "2026-08-21T16:34:37+01:00", "releaseTag": [ "planningUpdate" ], "value": "Automating Income Tax Self Assessment Innovation Proof of Concept" }, { "releaseID": "091461-2026", "releaseDate": "2026-09-28T14:01:52+01:00", "releaseTag": [ "tender" ], "value": "Income Tax Self-Assessment Ecosystem Data and Integration - Innovation-Led Proof of Concept" } ], "description": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "His Majesty's Revenue and Customs (HMRC) is the UK's tax, payments and customs authority, and we have a vital purpose: we collect the money that pays for the UK's public services, and help families and individuals with targeted financial support. \nHMRC's Transformation Roadmap sets a clear vision for the future tax and customs system, which envisages greater automation, increasing intermediation and integrating tax with the processes and systems taxpayers use in their everyday lives. \nTo support this ambition, HMRC is seeking to explore, develop and test ideas with industry on how the payments, banking and fintech ecosystems could enable a simpler, more automated and customer‑focused tax system. \nThis will be delivered through co‑created, innovation‑led PoCs to safely test emerging data and fintech capabilities, enable rapid learning, and generate evidence to support informed horizon scanning and decision making. \nWe are inviting suppliers to participate in a pre-market engagement exercise, to gather insights into a potential automating Income Tax Self Assessment (ITSA) Innovation Proof of Concept (PoC). \nIf pursued, this PoC will seek to test improvements in close to real-time categorisation and calculation of tax liabilities, using advancements in transaction data and better integrations between payment system actors. It aims to go beyond what can be done in current accounting software. \nThe list of non-exhaustive services under consideration are as follows: \n- A working PoC model developed and demonstrated in supplier(s) test / sandbox environment which tests how synthetic transactions can be: \n-- produced or captured (automatically, manually or via a hybrid approach) \n-- transferred to accounting software \n-- coordinated and used by accounting software to calculate tax liabilities across multiple income and expense streams \n-- transferred to HMRC via existing infrastructure (e.g. Making Tax Digital APIs) \n- Uses realistic supplier-generated synthetic data for two HMRC defined personas. \n- Demonstrates model impact on HMRC defined transactions which are commonly mis-categorised; mis-apportioned; have unclear gross / net settlements. \n- Sufficient build and operational detail to demonstrate end-to-end feasibility, rather than solely conceptual designs or options appraisals. \nThese products/services are expected to be key enablers to delivering the following capabilities: \n- Tax system simplification \n- Upstream compliance \n- Customer financial clarity and cash-flow management \n- Business systems integration \n- End-to-end data propagation \n- API handling \nHRMC are considering phasing this procurement into the following: (1) preparation; (2) build; (3) test and evaluation with conditional progression to build phase subject to agreed success criteria. \nPhase 1: Preparation (8 weeks): \n- Supplier generation of robust realistic synthetic payment data (assured by HMRC) \n- Supplier evaluation plan including impact metrics \n- Baseline of synthetic payment data established \n- System design blueprint of proposed working model \nPhase 2: Build (12 weeks): \n- Design sprints including extensive records, resulting in the working technical demonstrator.  \n- Model must be developed and demonstrated in supplier(s) test / sandbox environment using agreed synthetic data \nPhase 3: Test and evaluation (6 weeks testing, 6 weeks evaluation): \n- Test of the technical demonstrator by the supplier(s) and HMRC, against agreed metrics \n- Evaluation reports of the technical demonstrator, including scalability and re-use recommendations \nThis PoC approach is focused on structured discovery and learning. It is not a commitment to implement a specific solution, technical design, or live service." }, { "releaseID": "076229-2026", "releaseDate": "2026-08-11T13:45:53+01:00", "releaseTag": [ "planning" ], "value": "This is NOT a call for competition or requests to participate.\nThis IS notice of a planned procurement.\nHis 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).\nThe 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.\nThis 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.\nMaking 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.\nFor 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.\nHMRC 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.\nThe 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?\nHMRC 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.\nThe following services are indicative and non-exhaustive:\n•\tprovision of a sandbox or test environment;\n•\tcreation and management of HMRC defined, persona-based synthetic transaction datasets, with sufficient complexity, realism and scale to fully test the technical demonstrator;\n•\tdesign, 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;\n•\ttesting against agreed evaluation measures, including transaction treatment accuracy, tax calculation accuracy, and customer effort; and\n•\tevaluation of findings, lessons learned, and recommendations for potential future application.\nThrough the procurement HMRC may seek information relating to:\n•\tecosystem data sources and standards available to suppliers;\n•\taccessibility, availability and interoperability of those data sources across accounting software providers and other ecosystem participants;\n•\tapplicability of data sources and integrations across the ITSA population;\n•\tcommercial, operational or legal factors affecting ecosystem sharing and interoperability;\n•\tthe strengths and limitations of current and emerging approaches.\nThrough the PoC HMRC aims to:\n•\tgenerate evidence on the value of enriched ecosystem data, integrations and emerging technologies; and\n•\tevaluate how emerging banking, payments, fintech and software capabilities can work together to support an accurate and efficient ITSA." }, { "releaseID": "080083-2026", "releaseDate": "2026-08-21T16:34:37+01:00", "releaseTag": [ "planningUpdate" ], "value": "His Majesty's Revenue and Customs (HMRC) is the UK's tax, payments and customs authority, and we have a vital purpose: we collect the money that pays for the UK's public services, and help families and individuals with targeted financial support.\nHMRC's Transformation Roadmap sets a clear vision for the future tax and customs system, which envisages greater automation, increasing intermediation and integrating tax with the processes and systems taxpayers use in their everyday lives.\nTo support this ambition, HMRC is seeking to explore, develop and test ideas with industry on how the payments, banking and fintech ecosystems could enable a simpler, more automated and customer‑focused tax system.\nThis will be delivered through co‑created, innovation‑led PoCs to safely test emerging data and fintech capabilities, enable rapid learning, and generate evidence to support informed horizon scanning and decision making.\nWe are inviting suppliers to participate in a pre-market engagement exercise, to gather insights into a potential automating Income Tax Self Assessment (ITSA) Innovation Proof of Concept (PoC).\nIf pursued, this PoC will seek to test improvements in close to real-time categorisation and calculation of tax liabilities, using advancements in transaction data and better integrations between payment system actors. It aims to go beyond what can be done in current accounting software.\nThe list of non-exhaustive services under consideration are as follows:\n- A working PoC model developed and demonstrated in supplier(s) test / sandbox environment which tests how synthetic transactions can be:\n-- produced or captured (automatically, manually or via a hybrid approach)\n-- transferred to accounting software\n-- coordinated and used by accounting software to calculate tax liabilities across multiple income and expense streams\n-- transferred to HMRC via existing infrastructure (e.g. Making Tax Digital APIs)\n- Uses realistic supplier-generated synthetic data for two HMRC defined personas.\n- Demonstrates model impact on HMRC defined transactions which are commonly mis-categorised; mis-apportioned; have unclear gross / net settlements.\n- Sufficient build and operational detail to demonstrate end-to-end feasibility, rather than solely conceptual designs or options appraisals.\nThese products/services are expected to be key enablers to delivering the following capabilities:\n- Tax system simplification\n- Upstream compliance\n- Customer financial clarity and cash-flow management\n- Business systems integration\n- End-to-end data propagation\n- API handling\nHRMC are considering phasing this procurement into the following: (1) preparation; (2) build; (3) test and evaluation with conditional progression to build phase subject to agreed success criteria.\nPhase 1: Preparation (8 weeks):\n- Supplier generation of robust realistic synthetic payment data (assured by HMRC)\n- Supplier evaluation plan including impact metrics\n- Baseline of synthetic payment data established\n- System design blueprint of proposed working model\nPhase 2: Build (12 weeks):\n- Design sprints including extensive records, resulting in the working technical demonstrator. \n- Model must be developed and demonstrated in supplier(s) test / sandbox environment using agreed synthetic data\nPhase 3: Test and evaluation (6 weeks testing, 6 weeks evaluation):\n- Test of the technical demonstrator by the supplier(s) and HMRC, against agreed metrics\n- Evaluation reports of the technical demonstrator, including scalability and re-use recommendations \nThis PoC approach is focused on structured discovery and learning. It is not a commitment to implement a specific solution, technical design, or live service." }, { "releaseID": "091461-2026", "releaseDate": "2026-09-28T14:01:52+01:00", "releaseTag": [ "tender" ], "value": "HM 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).\nThe 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.\nThis 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.\nMaking 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.\nFor 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.\nHMRC 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.\nThe 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?\nHMRC 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." }, { "releaseID": "091530-2026", "releaseDate": "2026-09-28T15:30:54+01:00", "releaseTag": [ "tenderUpdate" ], "value": "HM Revenue and Customs (HMRC) has launched 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).\nThe 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.\nThis 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.\nMaking 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.\nFor 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.\nHMRC 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.\nThe 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?\nHMRC 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." } ], "items": [ { "id": "1", "additionalClassifications": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": [ { "scheme": "CPV", "id": "48440000", "description": "Financial analysis and accounting software package" }, { "scheme": "CPV", "id": "72000000", "description": "IT services: consulting, software development, Internet and support" } ] }, { "releaseID": "076229-2026", "releaseDate": "2026-08-11T13:45:53+01:00", "releaseTag": [ "planning" ], "value": [ { "scheme": "CPV", "id": "48000000", "description": "Software package and information systems" }, { "scheme": "CPV", "id": "72000000", "description": "IT services: consulting, software development, Internet and support" } ] }, { "releaseID": "080083-2026", "releaseDate": 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demonstrate your skills, expertise, ability and capacity to deliver against HMRC's problem statement.\nYour response must include:\na)\tAn overview of your capabilities as an organisation,\nb)\tIf bidding in partnership or consortium, an overview of the members within the partnership or consortium and your expected division of responsibilities and capabilities.\nThis question will be scored based on how well the response answers the question and any evaluation criteria included in the question in line with the scoring matrix contained in Table 1 above.\nPlease confirm that you have addressed this question in your response. Your written transcript response and video submission will be evaluated together.", "numbers": [ { "number": 25, "weight": "percentageExact" } ] }, { "type": "quality", "name": "PROPOSAL - Income Tax Self-Assessment Ecosystem Data and Integration - Innovation-Led Proof of Concept", "description": "With reference to Attachment B - Specification (Stage 1), Attachment C - HMRC Detailed Problem Statement and Attachment D - Preliminary Market Engagement, please set out your proposed solution. Your proposed solution does not need to be fully developed at this initial stage, but your response must make clear that your idea is fundamentally viable and deliverable for HMRC within the available timeframe.\nYour response should include:\n1.\tYour proposed future-state vision.\n2.\tWhat enhanced data you would utilise.\n3.\tWhat integrations would be required.\n4.\tHow customer interventions would work.\n5.\tHow your approach addresses: mis-categorisation; mis-apportionment; gross vs net ambiguity\n6.\tHow your approach could: improve accuracy; reduce customer effort; improve customer experience.\n7.\tWhy your concept is technically and operationally credible.\nThe assessment criteria and weighting within this question will be as follows:\nUnderstanding of the challenge\nUnderstanding of the Income Tax Self-Assessment challenges being explored, including the problem areas:\n•\tcategorisation, \n•\tapportionment,\n•\tgross/net identification\nAnd the accuracy, customer effort and customer experience challenges they present.\nInnovation and technical vision\nHow convincingly your proposed future-state approach demonstrates the potential for enhanced data, ecosystem integrations, interventions and confidence-based automation beyond capabilities of today, to improve tax outcomes.\nData and ecosystem proposition\nThe credibility and potential value of the proposed ecosystem participants, data sources, integrations and technologies, including transparency regarding any legal, commercial, operational or technical barriers, dependencies and assumptions.\nQuality of the proposed measurement approach\nHow convincingly you explain what evidence your proposed concept could generate. How you would demonstrate improvements in transaction:\n•\tcategorisation, \n•\tapportionment, \n•\tgross/net identification, \n•\tconfidence-based automation (if used),\n•\tcustomer (or agent) effort, and\n•\tcustomer experience. \nSuppliers should be transparent about any assumptions, limitations, dependencies or gaps.\nHow you can enable HMRC's independent testing.\nThis question will be scored based on how well the response answers the question and any evaluation criteria included in the question in line with the scoring matrix contained in Table 1 above.\nBidders must score at least 50 unweighted points on this question to be eligible to proceed to stage 2. Scoring 50 or higher is no guarantee of being shortlisted for stage 2.\nPlease confirm that you have addressed this question in your response. Your written transcript response and video submission will be evaluated together.", "numbers": [ { "number": 75, "weight": "percentageExact" } ] } ] }, { "releaseID": "091530-2026", "releaseDate": "2026-09-28T15:30:54+01:00", "releaseTag": [ "tenderUpdate" ], "value": [ { "type": "quality", "name": "SKILLS AND CAPABILITIES - Delivering for HMRC", "description": "With reference to Attachment B - Specification (Stage 1), Attachment C - HMRC Detailed Problem Statement and Attachment D - Preliminary Market Engagement Slides, please demonstrate your skills, expertise, ability and capacity to deliver against HMRC's problem statement.\nYour response must include:\na)\tAn overview of your capabilities as an organisation,\nb)\tIf bidding in partnership or consortium, an overview of the members within the partnership or consortium and your expected division of responsibilities and capabilities.\nThis question will be scored based on how well the response answers the question and any evaluation criteria included in the question in line with the scoring matrix contained in Table 1 above.\nPlease confirm that you have addressed this question in your response. Your written transcript response and video submission will be evaluated together.", "numbers": [ { "number": 25, "weight": "percentageExact" } ] }, { "type": "quality", "name": "PROPOSAL - Income Tax Self-Assessment Ecosystem Data and Integration - Innovation-Led Proof of Concept", "description": "With reference to Attachment B - Specification (Stage 1), Attachment C - HMRC Detailed Problem Statement and Attachment D - Preliminary Market Engagement, please set out your proposed solution. Your proposed solution does not need to be fully developed at this initial stage, but your response must make clear that your idea is fundamentally viable and deliverable for HMRC within the available timeframe.\nYour response should include:\n1.\tYour proposed future-state vision.\n2.\tWhat enhanced data you would utilise.\n3.\tWhat integrations would be required.\n4.\tHow customer interventions would work.\n5.\tHow your approach addresses: mis-categorisation; mis-apportionment; gross vs net ambiguity\n6.\tHow your approach could: improve accuracy; reduce customer effort; improve customer experience.\n7.\tWhy your concept is technically and operationally credible.\nThe assessment criteria and weighting within this question will be as follows:\nUnderstanding of the challenge\nUnderstanding of the Income Tax Self-Assessment challenges being explored, including the problem areas:\n•\tcategorisation,\n•\tapportionment,\n•\tgross/net identification\nAnd the accuracy, customer effort and customer experience challenges they present.\nInnovation and technical vision\nHow convincingly your proposed future-state approach demonstrates the potential for enhanced data, ecosystem integrations, interventions and confidence-based automation beyond capabilities of today, to improve tax outcomes.\nData and ecosystem proposition\nThe credibility and potential value of the proposed ecosystem participants, data sources, integrations and technologies, including transparency regarding any legal, commercial, operational or technical barriers, dependencies and assumptions.\nQuality of the proposed measurement approach\nHow convincingly you explain what evidence your proposed concept could generate. How you would demonstrate improvements in transaction:\n•\tcategorisation,\n•\tapportionment,\n•\tgross/net identification,\n•\tconfidence-based automation (if used),\n•\tcustomer (or agent) effort, and\n•\tcustomer experience.\nSuppliers should be transparent about any assumptions, limitations, dependencies or gaps.\nHow you can enable HMRC's independent testing.\nThis question will be scored based on how well the response answers the question and any evaluation criteria included in the question in line with the scoring matrix contained in Table 1 above.\nBidders must score at least 50 unweighted points on this question to be eligible to proceed to stage 2. Scoring 50 or higher is no guarantee of being shortlisted for stage 2.\nPlease confirm that you have addressed this question in your response. Your written transcript response and video submission will be evaluated together.", "numbers": [ { "number": 75, "weight": "percentageExact" } ] } ] } ] } } ], "status": [ { "releaseID": "058204-2026", "releaseDate": "2026-06-19T15:25:50+01:00", "releaseTag": [ "planning" ], "value": "planning" }, { "releaseID": "076229-2026", "releaseDate": "2026-08-11T13:45:53+01:00", "releaseTag": [ "planning" ], "value": "planned" }, { "releaseID": "091461-2026", "releaseDate": "2026-09-28T14:01:52+01:00", "releaseTag": [ "tender" ], "value": "active" } ], "procurementMethod": [ { "releaseID": "076229-2026", "releaseDate": "2026-08-11T13:45:53+01:00", "releaseTag": [ "planning" ], "value": "open" } ], "procurementMethodDetails": [ { "releaseID": "076229-2026", "releaseDate": "2026-08-11T13:45:53+01:00", "releaseTag": [ "planning" ], "value": "Competitive flexible procedure" } ], "procedure": { "isAccelerated": [ { "releaseID": "076229-2026", "releaseDate": "2026-08-11T13:45:53+01:00", "releaseTag": [ "planning" ], "value": true } ], "acceleratedRationale": [ { "releaseID": "076229-2026", "releaseDate": "2026-08-11T13:45:53+01:00", "releaseTag": [ "planning" ], "value": "Qualifying planned procurement notice" }, { "releaseID": "091461-2026", "releaseDate": "2026-09-28T14:01:52+01:00", "releaseTag": [ "tender" ], "value": "State of urgency" } ], "features": [ { "releaseID": "076229-2026", "releaseDate": "2026-08-11T13:45:53+01:00", "releaseTag": [ "planning" ], "value": "A multi-stage competitive flexible procedure will be used with features designed to support innovation, encourage participation especially from Small and Medium sized Enterprises, and to enable HMRC to implement a solution to the problem statement. A full detailed description will be included in the tender documentation." }, { "releaseID": "091461-2026", "releaseDate": "2026-09-28T14:01:52+01:00", "releaseTag": [ "tender" ], "value": "This competitive flexible procedure will be conducted in 2 stages. HMRC reserves the right to amend this process at the beginning of each stage by updating this tender instruction document or by issue of letters to bidders participating in the relevant stage. Any updates will be issued simultaneously to all suppliers via SAP Ariba.\nThe 2 stages will be as follows:\nStage 1: Invitation to submit initial tender - Video submissions and Pre-Selection Questionnaire (PSQ)\nStage 2: Final tender - Solution presentation, demonstration, and written tender\nSTAGE 1:\n(a)\tStage 1 commenced with the issuing of a Tender Notice and the publication of this document.\n(b)\tThis document includes a procurement specific questionnaire (PSQ) and quality questions at Schedules 1 and 2 which all suppliers are required to complete and return in accordance with the Procurement Timetable and instructions within this document.\n(c)\tHMRC will use this stage to firstly confirm that neither the supplier, nor any related persons within its corporate group, associated persons relied on to meet the conditions of participation, or proposed sub-contractors are listed on the Cabinet Office debarment list. To the extent that any such entities are listed on the debarment list, HMRC will consider whether to exclude the supplier from participating in the Procurement in accordance with its obligations under the Act. \n(d)\tIn addition, HMRC will consider whether any supplier or related persons within its corporate group, associated persons relied on to meet the conditions of participation, or proposed sub-contractors are excluded or excludable suppliers, and before HMRC determines that a supplier is an excluded or excludable supplier, it will provide the supplier reasonable opportunity to make representations and provide evidence as is proportionate in the circumstances. If the supplier is an excluded or excludable supplier only by virtue of an associated person or proposed sub-contractor, HMRC will notify the supplier of its intention to exclude the supplier and provide the supplier with reasonable opportunity to replace the associated person or sub-contractor. If as a consequence of this process HMRC excludes the supplier from participating in the Procurement, or is aware of an associated person or sub-contract having been replaced, it will give notice of this fact within 30 days of its decision to the Procurement Review Unit (PRU).\n(e)\tHMRC will also undertake a review of the completed PSQ with reference to any information held on the Central Digital Platform. Responses to any conditions of participation will be assessed in accordance with the selection process and any selection criteria as set out in the Tender Notice, PSQ and described in this document.\n(f)\tThe assessment of suppliers utilising PSQ, as detailed above, will be undertaken prior to the evaluation of bid submissions for stage 1. Suppliers are required to submit their PSQ through Ariba. \n(g)\tAs part of their stage 1 submission, alongside the PSQ, suppliers must submit a video up to a maximum of 5 minutes duration providing their response to the questions set out in Schedule 2: Quality Evaluation Criteria.\n(h)\tSuppliers should submit a video using the instructions provided in Section 7.5 'Stage 1 video submission' below. Additionally, suppliers must submit a transcript of their video, with a maximum of 750 words. \n(i)\tThe video and associated 750-word transcript must cover the questions set out in Schedule 2: Quality Evaluation Criteria. The supplier should note that the transcript must answer the questions set out in Schedule 2: Quality Evaluation Criteria, and that the video should be used for supplementary presentation and delivery purposes only - i.e. information that is not well suited to communicating via written (the transcript) or spoken word. For example, acceptable video content would include (but is not limited to) demonstrations, animations, graphs and charts, supporting visual/practical aids etc.). HRMC reserves the right to exclude bidders who utilise the video submission to provide excessive additional content which could have been adequately conveyed in the speech of the video and accompanying transcript. For example, unacceptable video content would include (but is not limited to) a PowerPoint presentation that features significant text that the bidder intends the evaluators to assess over and above the 750-word transcript.\n(j)\tStage 1 will complete with suppliers being notified in writing of whether or not they have been successfully shortlisted to participate in stage 2.\n(k)\tHMRC intends to shortlist a maximum of 3 suppliers to participate in stage 2.\n(l)\tHMRC may, at its discretion, invite a bidder to form a partnership or consortium with another competitor.\n(m)\tSuppliers should note that HMRC reserves the right to re-assess any response to the PSQ, in light of any new relevant information that comes to HMRC's attention. \nSuppliers selected to participate in Stage 2 will received a fixed amount of funding of £8,000 exVAT to support their continued participation in the process.\nFull details are included in the competition documents available upon registration.\nConditions of participation may be included in any stage. Where included this will be communicated in the letter or instructions for that stage." }, { "releaseID": "091530-2026", "releaseDate": "2026-09-28T15:30:54+01:00", "releaseTag": [ "tenderUpdate" ], "value": "This competitive flexible procedure will be conducted in 2 stages. HMRC reserves the right to amend this process at the beginning of each stage by updating this tender instruction document or by issue of letters to bidders participating in the relevant stage. Any updates will be issued simultaneously to all suppliers via SAP Ariba.\nThe 2 stages will be as follows:\nStage 1: Invitation to submit initial tender - Video submissions and Pre-Selection Questionnaire (PSQ)\nStage 2: Final tender - Solution presentation, demonstration, and written tender\nSTAGE 1:\n(a)\tStage 1 commenced with the issuing of a Tender Notice and the publication of this document.\n(b)\tThis document includes a procurement specific questionnaire (PSQ) and quality questions at Schedules 1 and 2 which all suppliers are required to complete and return in accordance with the Procurement Timetable and instructions within this document.\n(c)\tHMRC will use this stage to firstly confirm that neither the supplier, nor any related persons within its corporate group, associated persons relied on to meet the conditions of participation, or proposed sub-contractors are listed on the Cabinet Office debarment list. To the extent that any such entities are listed on the debarment list, HMRC will consider whether to exclude the supplier from participating in the Procurement in accordance with its obligations under the Act.\n(d)\tIn addition, HMRC will consider whether any supplier or related persons within its corporate group, associated persons relied on to meet the conditions of participation, or proposed sub-contractors are excluded or excludable suppliers, and before HMRC determines that a supplier is an excluded or excludable supplier, it will provide the supplier reasonable opportunity to make representations and provide evidence as is proportionate in the circumstances. If the supplier is an excluded or excludable supplier only by virtue of an associated person or proposed sub-contractor, HMRC will notify the supplier of its intention to exclude the supplier and provide the supplier with reasonable opportunity to replace the associated person or sub-contractor. If as a consequence of this process HMRC excludes the supplier from participating in the Procurement, or is aware of an associated person or sub-contract having been replaced, it will give notice of this fact within 30 days of its decision to the Procurement Review Unit (PRU).\n(e)\tHMRC will also undertake a review of the completed PSQ with reference to any information held on the Central Digital Platform. Responses to any conditions of participation will be assessed in accordance with the selection process and any selection criteria as set out in the Tender Notice, PSQ and described in this document.\n(f)\tThe assessment of suppliers utilising PSQ, as detailed above, will be undertaken prior to the evaluation of bid submissions for stage 1. Suppliers are required to submit their PSQ through Ariba.\n(g)\tAs part of their stage 1 submission, alongside the PSQ, suppliers must submit a video up to a maximum of 5 minutes duration providing their response to the questions set out in Schedule 2: Quality Evaluation Criteria.\n(h)\tSuppliers should submit a video using the instructions provided in Section 7.5 'Stage 1 video submission' below. Additionally, suppliers must submit a transcript of their video, with a maximum of 750 words.\n(i)\tThe video and associated 750-word transcript must cover the questions set out in Schedule 2: Quality Evaluation Criteria. The supplier should note that the transcript must answer the questions set out in Schedule 2: Quality Evaluation Criteria, and that the video should be used for supplementary presentation and delivery purposes only - i.e. information that is not well suited to communicating via written (the transcript) or spoken word. For example, acceptable video content would include (but is not limited to) demonstrations, animations, graphs and charts, supporting visual/practical aids etc.). HRMC reserves the right to exclude bidders who utilise the video submission to provide excessive additional content which could have been adequately conveyed in the speech of the video and accompanying transcript. For example, unacceptable video content would include (but is not limited to) a PowerPoint presentation that features significant text that the bidder intends the evaluators to assess over and above the 750-word transcript.\n(j)\tStage 1 will complete with suppliers being notified in writing of whether or not they have been successfully shortlisted to participate in stage 2.\n(k)\tHMRC intends to shortlist a maximum of 3 suppliers to participate in stage 2.\n(l)\tHMRC may, at its discretion, invite a bidder to form a partnership or consortium with another competitor.\n(m)\tSuppliers should note that HMRC reserves the right to re-assess any response to the PSQ, in light of any new relevant information that comes to HMRC's attention.\nSuppliers selected to participate in Stage 2 will received a fixed amount of funding of £8,000 exVAT to support their continued participation in the process.\nFull details are included in the competition documents available upon registration.\nConditions of participation may be included in any stage. Where included this will be communicated in the letter or instructions for that stage." } ] }, "submissionTerms": { "electronicSubmissionPolicy": [ { "releaseID": "076229-2026", "releaseDate": "2026-08-11T13:45:53+01:00", "releaseTag": [ "planning" ], "value": "allowed" } ], "languages": [ { "releaseID": "076229-2026", "releaseDate": "2026-08-11T13:45:53+01:00", "releaseTag": [ "planning" ], "value": [ "en" ] } ] }, "tenderPeriod": { "endDate": [ { "releaseID": "076229-2026", "releaseDate": "2026-08-11T13:45:53+01:00", "releaseTag": [ "planning" ], "value": "2026-10-01T23:59:59+01:00" }, { "releaseID": "079492-2026", "releaseDate": "2026-08-20T14:20:58+01:00", "releaseTag": [ "planningUpdate" ], "value": "2026-10-01T23:59:00+01:00" }, { "releaseID": "091461-2026", "releaseDate": "2026-09-28T14:01:52+01:00", "releaseTag": [ "tender" ], "value": "2026-10-12T14:00:00+01:00" } ] }, "awardPeriod": { "endDate": [ { "releaseID": "076229-2026", "releaseDate": "2026-08-11T13:45:53+01:00", "releaseTag": [ "planning" ], "value": "2026-11-26T23:59:59Z" }, { "releaseID": "091461-2026", "releaseDate": "2026-09-28T14:01:52+01:00", "releaseTag": [ "tender" ], "value": "2026-12-11T23:59:59Z" } ] }, "communication": { "futureNoticeDate": [ { "releaseID": "076229-2026", "releaseDate": "2026-08-11T13:45:53+01:00", "releaseTag": [ "planning" ], "value": "2026-09-21T23:59:59+01:00" } ] }, "amendments": [ { "id": "079492-2026", "description": [ { "releaseID": "079492-2026", "releaseDate": "2026-08-20T14:20:58+01:00", "releaseTag": [ "planningUpdate" ], "value": "Contact email changed." } ] }, { "id": "080083-2026", "description": [ { "releaseID": "080083-2026", "releaseDate": "2026-08-21T16:34:37+01:00", "releaseTag": [ "planningUpdate" ], "value": "Updated contact email for Josh Jones." } ] }, { "id": "091530-2026", "description": [ { "releaseID": "091530-2026", "releaseDate": "2026-09-28T15:30:54+01:00", "releaseTag": [ "tenderUpdate" ], "value": "Correction of phrasing in the scope section - non-substantial." } ] }, { "id": "091653-2026", "description": [ { "releaseID": "091653-2026", "releaseDate": "2026-09-29T09:17:29+01:00", "releaseTag": [ "tenderUpdate" ], "value": "Supplier Registration Deadline articulated as 17:00 on Wednesday 7th October 2026, in order to allow time to provide you with a SharePoint link for your stage 1 video submission ahead of the Tender Submission Deadline." } ] } ], "submissionMethodDetails": [ { "releaseID": "091461-2026", "releaseDate": "2026-09-28T14:01:52+01:00", "releaseTag": [ "tender" ], "value": "This procurement will be conducted by way of an eSourcing event using HMRC's SAP Ariba eSourcing Portal. Please ensure you are registered with the eSourcing Portal to gain access to the procurement documentation when it is released which will contain full details of the requirement.\nIf you are not already registered, the registration link is: http://hmrc.sourcing-eu.ariba.com/ad/selfRegistration\nAs part of the registration process you will receive a system generated email asking you to activate your SAP Ariba supplier account by verifying your email address. Once you have completed the activation process you will receive a further email by return confirming the 'registration process is now complete' and providing you with 'your organisation's account ID number'. If an email response from HMRC is not received within one working day of your request, please re-contact sapariba.hmrcsupport@hmrc.gov.uk (after first checking your spam in-box) notifying non-receipt and confirming when your registration request was first made.\nOnce you have obtained 'your organization's account ID' number, please email joseph.stelling@hmrc.gov.uk and copy in josh.jones2@hmrc.gov.uk with:\n• Contract title and Reference\n• Your organisation's HMRC SAP Ariba account ID\n• Your organisation name\n• Your name\n• Your email address\n• Your telephone number\nOnce you have complied with the foregoing you will receive an e-mail confirming access to the procurement event.\nFurther 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\nIf 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" }, { "releaseID": "091653-2026", "releaseDate": "2026-09-29T09:17:29+01:00", "releaseTag": [ "tenderUpdate" ], "value": "This procurement will be conducted by way of an eSourcing event using HMRC's SAP Ariba eSourcing Portal. Please ensure you are registered with the eSourcing Portal to gain access to the procurement documentation when it is released which will contain full details of the requirement.\nIf you are not already registered, the registration link is: http://hmrc.sourcing-eu.ariba.com/ad/selfRegistration\nAs part of the registration process you will receive a system generated email asking you to activate your SAP Ariba supplier account by verifying your email address. Once you have completed the activation process you will receive a further email by return confirming the 'registration process is now complete' and providing you with 'your organisation's account ID number'. If an email response from HMRC is not received within one working day of your request, please re-contact sapariba.hmrcsupport@hmrc.gov.uk (after first checking your spam in-box) notifying non-receipt and confirming when your registration request was first made.\nOnce you have obtained 'your organization's account ID' number, please email joseph.stelling@hmrc.gov.uk and copy in josh.jones2@hmrc.gov.uk with:\n• Contract title and Reference\n• Your organisation's HMRC SAP Ariba account ID\n• Your organisation name\n• Your name\n• Your email address\n• Your telephone number\nOnce you have complied with the foregoing you will receive an e-mail confirming access to the procurement event.\nFurther 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\nIf you have already registered on SAP Ariba then you may also need to re-register on HMRC's SAP Ariba in order 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