SAM #2043FY-26-R-00007

IRS Draft Solicitation for Electronic Tax Preparation Software and Support Services

The IRS is seeking industry feedback on a draft solicitation for a single-award contract to provide commercial off-the-shelf (COTS) electronic tax preparation software and support services for its VITA and TCE volunteer tax preparation programs. - Contract will support approximately 12,000 volunteer sites globally - Minimum 8,500 software licenses annually, with optional increments up to 500 - Software must support federal, state, and local tax returns - Both web-based and desktop versions required - Services include: - Help desk support (95% first contact resolution, extended hours during filing season) - Training for up to 96,000 volunteers (online, face-to-face, webinars, practice environments) - Reporting capabilities (weekly, monthly, ad hoc, deployment metrics, help desk logs) - Secure data handling, disaster recovery, and business continuity plans - Software delivery via Internet and CD/DVD; printed user guides provided - Training materials must be available in English and Spanish - Contract period: 12-month base (Aug 2026-Aug 2027) plus four 12-month option periods (through Aug 2031) - Transition-in activities during first 90 days; knowledge transfer required at contract end - Place of performance includes IRS facilities, Treasury facilities, and VITA/TCE sites - No specific OEMs or vendors named; industry-standard tax software providers are likely candidates - Interested parties should monitor SAM.gov for updates and prepare for a future competitive solicitation

Description

DRAFT SOLICITATION NOTICE – FOR INFORMATIONAL PURPOSES ONLY

This notice is issued for planning and informational purposes only in support of an anticipated procurement. The Government is providing this draft solicitation to inform industry of the forthcoming requirement while internal procurement review processes are being completed.

This is NOT a request for proposals, quotes, or bids. The Government is not soliciting and will not accept responses to this notice. No award will be made as a result of this posting.

This notice is not a question-and-answer (Q&A) opportunity. The Government will not respond to questions, comments, or inquiries regarding this notice or the attached draft documents.

This posting does not constitute a commitment by the Government to issue a solicitation or award a contract, nor does it obligate the Government to pay any costs incurred in the preparation of any information submitted.

A formal solicitation, if issued, will be synopsized separately on SAM.gov at a later date. Interested parties are responsible for monitoring SAM.gov for future updates regarding this requirement.

DRAFT Solicitation Only for Industry Review only. This is NOT a request for proposals. No responses are required at this time.

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