The Income Tax Software Selection Toolkit: a practical selection guide and the 2026 requirements workbook in Enterprise and Lean editions, plus the Enterprise Security Overview on request. Written for in-house tax functions and the procurement, IT and advisory teams supporting them.
The workbook lists what tax functions now require of income tax compliance and reporting software, and the evidence each requirement demands. It does not score or weight anything; that is yours to do. The guide is how you run the selection so the evidence arrives.
A practical selection guide for a formal tender or a comparison of two vendors: tailor, issue, shortlist, demo, reference, proof of concept, decide. The one rule: ask them to click it. Anything described and not shown is recorded as not shown.
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143 requirements across 16 areas, each with the evidence the vendor must show and state in writing. For groups with more than one ERP, foreign operations or more than one consolidated group. Includes the scenario, six seeded errors, process steps, an effort plan and 24 demo questions.
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The core 80 requirements under the same IDs, for a single-ERP, mostly domestic group preparing the provision and the return in house. Same scenario, seeded errors and demo questions, with less of everything.
Get the kitName, work email and company. We email you the guide and both workbooks.
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Version 1.5, July 2026. Hosting, encryption, access control, audit trail, continuity and incident response, with our controls set out against the SOC 1 control objectives so your security and SOX teams can review them before the reports are issued. Available to prospective clients and their security teams on request.
Start with a 30-minute call with Andrew or Jim about how your close runs today.
