SAM #2043FY-26-R-00007_V1

IRS Solicitation for Electronic Tax Preparation Software, Licensing, and Support Services for Volunteer Tax Programs

The Internal Revenue Service (IRS) is seeking commercial off-the-shelf electronic tax preparation and transmission software, along with comprehensive support services, to enable its Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs. - Government Buyer: - Internal Revenue Service (IRS), Department of the Treasury - Offices involved: Taxpayer Focused Support (Washington, DC), Office of Procurement Operations (Montgomery, AL), Wage and Investment Division (CARE organization) - OEMs and Vendors: - No specific OEMs or vendors are named in the solicitation or attachments - Products/Services Requested: - Electronic tax preparation and transmission software (desktop, web-based, and self-preparer versions) - Up to 8,500 perpetual software licenses, with 500 optional licenses - Software must support federal, state, and local tax returns, including e-filing and secure data handling - Distribution via Internet and CD/DVD to approximately 12,000 domestic and 70 international sites - Support services including: - Tier 13 help desk support with extended hours during tax season - Web-based and instructor-led training for volunteers and employees (in English and Spanish) - Reporting and data management (standard, ad hoc, and custom reports) - System maintenance, tax law updates, and software patches - Disaster recovery and business continuity planning, including regular testing and reporting - Transition and ramp-up/phase-out support, including knowledge transfer and data destruction - Client portal for secure two-way communication and file uploads - Practice environment for mock returns and training - Unique or Notable Requirements: - Software must be available for both desktop and web-based use, with self-preparer capability - Delivery to a large, distributed network of domestic and international sites - Stringent quality assurance and performance monitoring, with incentives tied to software accuracy, availability, and help desk resolution rates - Training and user materials must be provided in both electronic and printed formats, in English and Spanish - Disaster recovery plans and business continuity procedures are mandatory, with regular testing and reporting - Transition-in and transition-out activities are required to ensure seamless service continuity - Secure client portal and file upload features for taxpayer and volunteer interaction - Reporting requirements include weekly, monthly, and ad hoc management reports, as well as help desk metrics and deployment tracking

Description

The requirement supports the procurement software and associated support services for use by volunteer tax preparers under the Internal Revenue Service (IRS) Electronic Tax Software Application (ETSA) project. The objective is to ensure reliable, secure, and efficient tax preparation capabilities to support IRS volunteer programs.

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