IRS RFI: $15+M Business Tax Account (BTA) support contract

This RFI was posted to GSA eBuy

Treasury Department | Internal Revenue Service

Background

In August 2022, Congress enacted the Inflation Reduction Act (IRA), giving the Internal
Revenue Service (IRS) a historic opportunity to transform the administration of the tax system
and the services provided to taxpayers.
Shortly after the enactment, IRS developed a strategy plan and received funding to execute the
Taxpayer Experience provision that lay out IRS’s vision and bring the intent of the Taxpayer
First Act. The IRS has an aggressive timeline to revolutionize tax administration in the US for
the 253 million citizens who interact with the IRS annually and ensure that the $3.6 trillion of
federal revenue that the IRS collects annually will continue.
The IRS developed The Taxpayer Experience Strategy (TXS) that identified the taxpayer
experience is the cornerstone of the IRS mission and must go beyond customer service to solve
problems. TXS encompasses all taxpayer transactions with the IRS across services, compliance,
and other program areas throughout the taxpayer experience with the organization.
The IRS has been mandated by Congress to rapidly implement the capabilities for business
taxpayer experience. Because of this, the IRS has a very time sensitive requirements to
aggressively deliver the taxpayer experience capabilities within the next 2 years.
In addition to the roadmap, the vendor will be responsible for delivering the IT capabilities listed
below:
• The Digital and Mobile Adaptive Forms (DMAF).
• The New Tax Transcript Type “Entity Transcript.”
• Support IRA Objective 1.8.
• Create a BTA demo site that will be used by IRS employees (e. g. product owner, Office
of Online Services (OLS), Customer Service Representatives) to observe  different scenarios of what

taxpayers may see in BTA

Current BTA System
Business Tax Account (BTA) is IRS-hosted taxpayer-facing online application with a suite of
digital self-services capabilities for business taxpayers. Business owners can establish an online
account for their businesses, designate authorized business representatives to access the account,
and the owners and representatives can view, update, and retrieve tax information, and fulfill tax
obligations for their businesses. BTA will also reduce processing time and reliance on paper and
phone-based interactions by expanding digital self-services like payments, online transcripts,
digital notices, and secure messaging, decreasing the annual cost for the IRS to serve taxpayers.
The Web Application Enterprise Services (WAES) cyber team maintains the BTA Authority to
Operate (ATO) under the IRS WAES Cloud System, which was signed on January 2nd, 2024,
and expires after one year. The security team along with the ISSO team support an annual
reassessment of the entire system conducted by Cyber and receive a new one-year ATO. We are
in the very end of the assessment right now and expect to receive the new assessment report and
ATO memo in mid-November

Problem
The focus of this contract is to enhance the experience of business taxpayers by unifying their
online interactions with the IRS across service, compliance, and other program areas. Business
taxpayers expect the IRS to provide convenient access to easy-to-understand information when
they need it.
Implementing the Taxpayer Experience Strategy will give business taxpayers the information
they need to understand and comply with their taxes. As a result, business taxpayers should have

more confidence and trust in the IRS. The Experience was designed as a holistic strategy to meet
the needs of all taxpayers and other entities that rely on the IRS for information and services.
Capabilities that are scalable across all taxpayer segments, including domestic and international
businesses, tax-exempt organizations, governmental entities, as well as private industry partners,
and other communities will be developed.

Scope
The contractor shall implement, develop, and support the capabilities that will transform the way
business taxpayers interact with the IRS by providing a one-stop digital self-service solution that
supports filing, data, and communication needs. The IRS is seeking a contractor with knowledge
on digital integration activities, including collaboration with business and IT delivery partners.
Contractor support shall focus on the key components to enhance the business taxpayers
experience as follows:
a) Implement innovative technologies to rapidly deliver user-centered, self-service digital
capabilities that help business taxpayers manage their taxes.
b) Provide product development support with an emphasis on agile, test-driven
development, and continuous integration methodologies to assist and enhance efforts to
secure new applications.
c) Work collaboratively with Government designated points-of-contact to define
requirements, provide infrastructure environments, and deliver functional capabilities.
d) Furnish all necessary services, qualified personnel, material, and methodologies as
needed and approved by IRS to perform agile IT program and project management, and
development support services for WebApps online applications.
e) Work with the Office of Online Services (OLS), IT, and business customers to build
designs based on customer input through focus groups consisting of internal business
stakeholders and external business taxpayer end users.
f) Provide personnel for planning including analysis, recommendations, and execution to
support the delivery of working WebApps capabilities while interfacing with IRS
leadership teams to ensure overall delivery is timely and meets functionality
requirements.
g) Participate in capacity planning for new feature development, planning, elaboration,
solution design, developing code and other artifacts against the user stories and security
requirements documented or as assigned by the government.
h) Software code testing, including creating test cases and automated test scripts to support
test automation activities; sharing test scripts as needed; working to increase the
coverage, quality, and speed of existing tests. Unless stated differently, testing shall be in
accordance with the most current version of the WebApps Testing Support
Implementation Plan.
i) Performing integration and delivery activities to ensure the automatic build and
deployment process works effectively across all environments.
j) Manage release chute, deployments, production maintenance, production monitoring,

incident management, root cause analysis, and development of user stories to resolve
issues.

Product Vision
IRS’s vision is to provide business users with easy-to-use digital access to a secure channel to
manage their taxpayer information, resulting in greater voluntary compliance, reduced taxpayer
burden, and IRS resource optimization.

Anticipated Period of Performance and Ceiling Price
The initial (base) period of performance (POP) for this order is 12 months. There will also be
two option periods of 12 months, for a total period of performance for 36 months. The POP is
expected to begin on the date of the contract kickoff meeting.
The not to exceed (NTE) ceiling on this contract in totality between $15M and $20M. Total
contract value will be determined at the time of award.

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