Joint Enterprise Tax Calculator Solution (JETCS)

Form / Attachment / Pricing Sheet

This document is a response template for potential bidders to provide information regarding their company profile, capabilities, and pricing for the Joint Enterprise Tax Calculation Service (JETCS) Integration and Orchestration Service (JIOS) opportunity. It is structured into several parts to gather specific details.

Part I: Company Profile

• Company Name and Address
• Technical and Contract Point of Contact (POC) information, including SAM UEI
• Applicable NAICS Codes
• List of active governmentwide contracts (GWACs, IDIQs, BPAs) and GSA SINs
• Business Classification / Socio-Economic Status
• Company's annual gross revenue for the prior three years
• Anticipated teaming or subcontracting arrangements

Part II: Capability

• Details on Commercial-off-the-Shelf (COTS) tax calculation products, including certification (CMMI, ISO), installation locations, usage, technical environment, and security accreditation.
• Ability to meet PWS requirements (Sections 4.2, 4.3, 4.4, 4.5), including modifications and timelines.
• Availability and integration capabilities of published APIs, and readiness for IRS integration by October 31, 2026.
• Process for updating software for tax law changes and frequency of updates.
• Availability and delivery methods of product documentation.
• Experience providing security documentation for Authority to Operate (ATO).
• Capability to set up requirements and execute the project.
• Ability to meet the period of performance schedule.
• Ballpark estimated price (ROM) and timeline, including pricing model.

Part III: Competition Mindedness

• Opinions on whether an interchange meeting or industry day would aid future requirements development.
• Recommendations for strategic sourcing vehicles for market research and solicitation.
• Identification of factors preventing multiple responses/offers.

Part IV: Questions and Comments

• Specific questions related to Task 1 (Orientation Briefing), Task 2 (System Integration and Performance), Task 3 (Operational and Maintenance), Task 4 (Security and Compliance), and Task 5 (Calculation Software & Licensing and Support).
• Prompts for detailed answers on experience, technical approaches, performance, security, and compliance.

Bidders must complete this template to provide essential information about their organization, technical capabilities, and pricing. The responses will be used to assess their suitability and competitiveness for the JETCS/JIOS opportunity. Key deadlines for responses are May 8, 2026 (SSN Response Due Date) and May 12, 2026 (SSN Response Due Date).

Statement of Work (SOW) / Performance Work Statement (PWS)

To procure a Commercial Off-The-Shelf (COTS) cloud-based, single-tenant Software as a Service (SaaS) tax calculation solution that aligns with IRS security protocols (including FedRAMP and privacy standards) and seamlessly integrates with existing IRS systems. The solution aims to support a high-volume, multi-user environment for both manual and automated IRS workflows, replacing widespread use of specialized tax calculators.

• Maintain a 1040 Tax Application with a 10-year rolling tax window, incorporating updates for new tax regulations and providing enterprise-wide API licensing.

• Ensure continuous vulnerability management and security compliance.

• Implement legislative updates and meet a maximum API response time of 10 seconds.

• Provide calculators for the 1040 series, including related forms, schedules, and worksheets, as well as other priority workflows (e.g., 1041, 1065, 1120, 1120-S).

• Support tax calculations for a 10-year rolling tax window, including carryback and carryforward features.

• Seamlessly integrate with IRS systems through open, efficient APIs.

• Calculations must meet 100% compliance with approved tax computation logic.

• Response times must meet established performance thresholds (e.g., within 10 seconds per transaction).

• 99% uptime target.

• The period of performance includes a 12-month base period and four (4) 12-month option periods, with a possible six-month extension.

• Work will be performed at Contractor facilities, remotely, and onsite at various IRS locations.

• Security & Compliance: Adhere to IRS security standards, NIST, FISMA, and FIPS standards. Maintain robust data security and integrity.

• Operational & Maintenance (O&M): Perform ongoing updates and maintenance, promptly incorporate legislative changes, and provide production support on weekdays from 6 am to 8 pm Eastern Time with defined priority response times for outages.

• Deliverables: Include Proposed Project Plan, Monthly Status Reports, Quality Assurance Surveillance Plan (QASP), Quality Control Plan (QCP), Monthly Deliverable Report, and Contractor's Work Breakdown Structure (CWBS).

• Government Furnished Property (GFP): May include identification badges, laptops, and software.

• Government Furnished Information (GFI): May include manuals, notes, and other relevant information.

Sources Sought Notice (SSN)

This Sources Sought Notice (SSN) is issued by the Internal Revenue Service (IRS) for market research purposes related to the Joint Enterprise Tax Calculator Solution (JETCS). It is not a solicitation for proposals, abstracts, or quotations. The IRS is seeking information on firms capable of providing cloud-based tax calculation services.

• Cloud-based tax calculator software supporting standard API architectures.

• Secure integration with high-volume, high-complexity, and multi-user IRS workflows and processes.

• Seamless and automated integration with JETCS and other applications.

• Compliance with IRS technical requirements, including cybersecurity, FedRAMP authorization, and privacy.

• Support for a 10-year rolling tax window (current year, single-year, multi-year) for tax computations, including corrections, penalties, and interest.

• 99% uptime target and a maximum API response time of 10 seconds.

• User interface for viewing and editing returns.

• Ability to integrate with IRS systems and databases using industry-standard API architecture.

• Operations and Maintenance (O&M) to ensure adherence to tax parameters, IRS forms, and business needs.

• Compliance with NIST, IRM, FIPS, and other federal security standards.

• The potential period of performance includes a 12-month base year and four 12-month option periods.

• Responses are due by Tuesday, May 12, 2026.

• Submissions must be made via email to the points of contact listed.

• Responses must use the "SSN Response Template" (Attachment 2), including Company Profile, Capability, General Questions, and Questions & Comments.

• Supporting documentation is limited to 5 pages.

• This is for market research; responses will not be evaluated for award, and no reimbursement will be made for costs incurred.

• Not applicable, as this is a market research notice, not a solicitation.

• The NAICS codes are 541519 and 541512.

• The PSC code is DA01.

• The Government will not respond to phone calls.

• No proprietary, classified, confidential, or sensitive information should be included unless appropriately marked.