Tax Preparation Software

The Canada Revenue Agency (CRA) intends to enter into a contract with a single contractor for the provision of commercial off‑the‑shelf tax preparation software to support the delivery of the Community Volunteer Income Tax Program (CVITP) and the Income Tax Assistance – Volunteer Program (ITAVP) in the province of Quebec.
The CVITP and ITAVP are community‑based outreach programs designed to help individuals with low income and simple tax situations complete their income tax and benefit returns. Under these programs, the CRA provides training to volunteers who assist eligible individuals.

This requirement is for a commercial off‑the‑shelf software solution capable of performing all tasks required to prepare and file Canadian federal income tax and benefit returns (T1) as well as provincial and territorial income tax returns, including Quebec TP‑1 returns, in both English and French. The software must support all applicable tax calculations and credits.

The resulting contract will be for an initial period of twelve (12) months, with options to extend the contract for up to five (5) additional one‑year periods.

Bids must comply with all requirements of the bid solicitation and meet all mandatory technical evaluation criteria to be declared responsive. The responsive bid with the highest combined rating of technical merit and price will be recommended for contract award.

Proposal documents and supporting information must be submitted in either English or French.

Questions regarding this solicitation must be submitted in writing to the Contracting Authority by email at:
hamza.khangui@cra-arc.gc.ca

Bids must be submitted using the Canada Post Corporation’s Connect service. When responding, proposals must be delivered to:
Canada Revenue Agency
Bid Receiving Unit
BRUg@cra-arc.gc.ca
Bids will not be accepted if emailed directly to this email address. This email address must be used only to request that CRA open a Connect conversation, as detailed in Standard Instructions 2003. Bidders must not use their own licensing agreement for Connect to initiate a Connect conversation with CRA.

The CRA reserves the right to negotiate with suppliers on any procurement.

Delivery points are within Canada.

There are no security requirements associated with this requirement.

This procurement is subject to the following trade agreements:

World Trade Organization – Agreement on Government Procurement (WTO‑GPA)
Canadian Free Trade Agreement (CFTA)
Canada‑European Union Comprehensive Economic and Trade Agreement (CETA)
Comprehensive and Progressive Agreement for Trans‑Pacific Partnership (CPTPP)
Canada‑Chile Free Trade Agreement (CCFTA)
Canada‑Peru Free Trade Agreement (CPFTA)
Canada‑Colombia Free Trade Agreement
Canada‑Panama Free Trade Agreement
Canada‑Honduras Free Trade Agreement
Canada‑Korea Free Trade Agreement (CKFTA)
Canada‑Ukraine Free Trade Agreement (CUFTA)
Canada‑United Kingdom Trade Continuity Agreement (Canada‑UK TCA)

This procurement is open to Canadian suppliers and suppliers of an applicable trading partner.