Electronic Tax Preparation and Transmission Software/Maintenance
Overview
Fit Score
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SUMMARY
DESCRIPTION
A federal agency is seeking a contractor to provide electronic tax preparation and transmission software, along with support services, to be used in IRS tax assistance programs. The software will enable volunteer tax preparers and IRS licensees—including volunteers, partners, employees, and taxpayers—to accurately complete and securely transmit federal and state tax returns to the IRS and state agencies. The solution must utilize current, commercially proven technology and ensure compliance with IRS electronic e-file standards, as well as regulatory, security, and privacy requirements.
The software should be user-friendly for individuals with varying levels of experience, from tax professionals to volunteers, and operate out-of-the-box with minimal configuration or customization. It is anticipated to be deployed at approximately 12,000 locations worldwide, supporting a broad range of technical environments. The contract will cover a base year beginning approximately June 1, 2026, with four additional option years.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.