Tax Form Processing and Related Services

The government authority located in Poughkeepsie, New York is seeking a vendor to provide tax form processing and related services. The agency needs to solve the challenge of managing student tax data, verifying taxpayer identification numbers, social security numbers, and addresses, and handling the secure transmission of this data. The scope of work covers the generation, printing, mailing, electronic distribution, correction, and reissuing of IRS Form 1098-T statements, as well as electronic filing with the Internal Revenue Service. The selected vendor must identify invalid, incomplete, undeliverable, or potentially inaccurate mailing addresses through standard verification procedures and provide reporting on records requiring review. The agency requires the vendor to offer students secure online access to retrieve, download, and print their tax documents. Additionally, the vendor must provide customer support services for students and operational support for college personnel regarding processing activities, reporting, corrections, and filing status. Eligible bidders must be onshore organizations based in the United States. The agency requires the performance of all work to be conducted offsite. Bidders must submit their proposals digitally via email or online, and the agency is currently looking for proposals to determine the budget. The contract period will span two years, and bidders must submit all questions regarding this opportunity no later than June 12, 2026.