Department of Treasury RFI: Tax Calculation for IRS Examination/Audit Business Processes

Notice ID 2032H5-21-N-00001

“The Department of Treasury, Internal Revenue Service (IRS) in support of Enterprise Case Management as well as its examination units (i.e., Large Business and International (LB&I)) is seeking information on potential solutions to automate tax calculations (tax calculators) and generate associated tax reports for IRS examiners in support of exams/audits of individual, business, pass-through and other tax entities. Although there are several technological and conceptual guardrails within which the solution would likely need to function, the IRS does not have a predefined idea of how a successful solution would need to function.

IRS personnel currently perform tax calculations associated with examinations of tax returns and records. Calculations may include standard / frequent calculations based on individual forms, and ad hoc computations based on specific tax attributes. Currently these tax calculations are generated manually or through various applications and tools.

The current IRS tax calculators have limited to no ability to interface with legacy case management systems, requiring the user to perform additional manual work. Although this concept is also related to the overarching ability of tax calculator to limit manual or low-value work, it is an area of emphasis for the IRS due to the transition to Enterprise Case Management (ECM), which is currently PegaSystems and more than 60 legacy case management systems.

The IRS is seeking a solution that will integrate (plug and play) with both legacy case management systems as well as ECM and has the capability to transition from legacy case management systems to ECM.

The goal is for a seamless user experience which, allows access directly from their case management system with minimal to no manual transitioning of data (i.e., cutting and pasting from the case management system to the tax calculation tool). Similarly, the user must be able to perform “what-if” analyses and integrate the results into the case file that resides in the case management system.

The IRS does not have a predefined idea of how the solution should work as there are numerous specialized tax computation software products, each designed for specific audit types (individual returns, business returns, estate and gift tax returns, etc.). The IRS is open to a single solution/provider but recognizes this may not be possible due to the number and types of calculations, and existing case management systems. IRS is looking for a solution/provider that addresses three overarching needs: 1) reduce the need to do manual calculations; 2) generate audit reports with tax calculation and supporting worksheets; and 3) maximize the ease of interface with IRS systems…”

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