OASIS Tax XML TC

Date:      Mon, 11 Nov 2002 10:56:55 -0500
From:      Karl Best <karl.best@oasis-open.org>
To:        members@lists.oasis-open.org, tc-announce@lists.oasis-open.org,
Subject:   OASIS TC Call For Participation: Tax XML TC

A new OASIS technical committee is being formed. The OASIS Tax XML Technical Committee has been proposed by the following members of OASIS: Gregory Carson, US Internal Revenue Service; Andy Greener, Inland Revenue UK; Rod Quiney, Canada Customs and Revenue Agency; John Glaubitz, Vertex; Sinisa Zimek, SAP; Jouko Salonen, Republica; Norbert Kouwenhoven, IBM; Marcel Noordzij, Software AG Nederland; and the following individual members: Harm-Jan van Burg and Stan Whaley.

The proposal for a new TC meets the requirements of the OASIS TC Process (see http://oasis-open.org/committees/process.shtml), and is appended to this message. The proposal, which includes a statement of purpose, list of deliverables, and proposed schedule, will constitute the TC's charter. The TC Process allows these items to be clarified (revised) by the TC members; such clarifications (revisions), as well as submissions of technology for consideration by the TC and the beginning of technical discussions, may occur no sooner than the TC's first meeting.

To become a member of this new TC you must 1) be an employee of an OASIS member organization or an Individual member of OASIS; 2) notify the TC chair, Gregory Carson (gregory.g.carson@irs.gov) of your intent to participate at least 15 days prior to the first meeting; and 3) attend the first meeting on 12 December. You should also subscribe to the TC's mail list. Note that membership in OASIS TCs is by individual, and not by organization. You must be eligible for participation at the time you time you notify the chair.

The private mail list tax@lists.oasis-open.org is for committee discussions. TC members as well as any other interested OASIS members should subscribe to the list by going to the mail list web page at http://lists.oasis-open.org/ob/adm.pl, or by sending a message to tax-request@lists.oasis-open.org with the word "subscribe" as the body of the message. (Note that subscribing to the mail list does not make you a member of the TC; to become a member you must contact the TC chair and attend the first meeting as described in the preceeding paragraph.)

A public comment list will be available for the public to make comments on the work of this TC; a message may be sent to the TC via the address tax-comment@lists.oasis-open.org.

The archives of both of these mail lists are visible to the public at http://lists.oasis-open.org/archives/.

Additional information on this topic may be found on the Cover Pages at http://xml.coverpages.org/xmlAndTaxes.html "XML Markup Languages for Tax Information."

-Karl
Karl F. Best
Vice President, OASIS
+1 978.667.5115 x206
karl.best@oasis-open.org
http://www.oasis-open.org

OASIS Tax XML Technical Committee

Tax XML TC Charter

Statement of Purpose

Tax XML is an initiative to research and analyze personal and business tax reporting & compliance information, represented in XML, to facilitate interoperability in a way that is open, flexible and international in scope. The products of Tax XML will include a vocabulary of terms, a repository of artifacts including XML templates, documents exchanged for tax compliance, best practices, guidelines and recommendations for practical implementation. It will focus on developing a common vocabulary that will allow participants to unambiguously identify the tax related information exchanged within a particular business context.

The benefits envisioned will include dramatic reductions in development of jurisdictionally specific applications and interchange standards for software vendors and tax agencies alike. Also, tax paying constituents will benefit from increased services from tax agencies and service providers due to more flexible interchange formats and reduced development efforts. Lastly, CRM, payroll, financial and other system developers will enjoy reduced development costs and schedules when integrating their systems with tax reporting and compliance systems.

Tax XML will rely heavily on incorporating the XML standards that are defined for the common business vocabulary. Since tax related information spans many business interests and is mostly either an extension of common business documents or a repackaging of business information for tax compliance documents, any existing or in progress standards for business information will be examined and incorporated as appropriate. It is expected that this coordination and collaboration will be conducted with XBRL (The Extensible Business Reporting Language), and other leading initiatives as needed.

The interchange of information for tax compliance involves many participants including businesses, governments, financial institutions, legal services, solution providers, etc. that are involved in one or more of the many aspects that make up the tax compliance domain. This domain can be organized into several categories of activity:

Tax Legislation: Enacting tax laws that create or alter tax liability requirements
Tax Planning: Analysis and planning for the minimization of tax liability
Tax Registration: Registration with a tax authority for certification or rights to collect taxes within the authority's jurisdiction
Tax Calculation: Calculation of the tax liability of events and circumstances that are defined as taxable under the law
Tax Filing: Submitting reports of events and circumstances based on tax collected within a period of time to a tax authority
Tax Remittance: Submitting payment for outstanding tax collected and tax liability
Tax Distribution: Distributing tax funds collected to tax jurisdictions
Tax Audit: Examining taxpayer compliance with tax liability requirements

Each of these categories of tax compliance may be addressed as a separate sub-committee within Tax XML.

List of Deliverables

The Tax XML TC will begin by creating a framework for ongoing development of a robust Tax vocabulary, the XML artifacts and a repository for managing these definitions and documentation. Ongoing work will be defined and planned for in initial TC meetings. Initially it is envisioned that some early deliverables and dates will include:

Expanded Project Plan & Milestones (1Q2003)
Initial Draft Vocabulary (2Q2003)
Initial Draft Artifacts (2Q2003)
Initial Best Practices & Recommendations Documents (2Q2003)

An initial focus scope will be established by the participants in the formation meeting. It is expected that a subset of the overall tax information arena will be selected for the greatest return on investment and will be expanded as appropriate. Eventually, it is expected that working groups and possibly additional TCs will be formed to address an expanded scope of tax information.

Language

Activities and meeting of the Tax XML TC will be conducted in English.

Date & Time of First Meeting

The first meeting of the Tax XML will be a conference call on 12 December 2002 from 1:00-5:00 pm ET. (Some participants will be meeting together in a room at the XML 2002 Conference in Baltimore, MD, USA at the Baltimore Convention Center. The exact room will be announced prior to the meeting.)

It is at this formation meeting that the membership of the TC will be determined. Those parties interested in participating should plan on attending, either in person or by teleconference, the formation meeting.

Ongoing Meeting Schedule

It is expected that the Tax XML TC will meet monthly via telephone conference and periodically in face-to-face meetings. The locations of these meetings will be determined and announced in advance of each event. The exact schedule of these meetings will be determined as one of the first activities of the Tax XML TC, but will most likely follow the dates listed below.

Attempts will be made to conduct meeting activity in conjunction with conveniently located and well represented conferences or other events to minimize expense to participants and maximize participation.

Proposal Co-Sponsors

Proposal co-sponsors consist of the following OASIS members committed to participating in the activities and meetings of the Tax XML TC are:

Gregory Carson, US Internal Revenue Service, gregory.g.carson@irs.gov
Andy Greener, Inland Revenue UK, andy@gid.co.uk
Rod Quiney, Canada Customs and Revenue Agency, rod.quiney@ccra-adrc.gc.ca
John Glaubitz, Vertex, Inc., John.Glaubitz@vertexinc.com
Sinisa Zimek, SAP, sinisa.zimek@sap.com
Jouko Salonen, Republica, jouko.salonen@republica.fi
Norbert Kouwenhoven, IBM, Norbert.Kouwenhoven@nl.ibm.com
Marcel Noordzij, Software AG Nederland b.v., Marcel.Noordzij@softwareag.com
Harm-Jan van Burg, individual member, hjvanburg@burgcomm.nl
Stan Whaley, individual member, WhaleyS@dor.state.fl.us

Interim TC Chair, First Order of Business and Charter Development

Initially, the Tax XML TC Chair will be served on an interim basis by Gregory Carson of the US IRS. It is expected that the first order of business is to address the proposed schedule and process the election of chair along with the formation of committees and/or subcommittees. Additionally, input for a formal charter will be gathered from all those participates who chose to join this effort at the meeting.

Meeting Sponsors

Teleconference and/or meeting space will initially be sponsored by US IRS, but a schedule of sponsorship support by other participants will be developed in the initial meetings of the Tax XML TC.

Prepared by Robin Cover for The XML Cover Pages archive. See: "XML Markup Languages for Tax Information"; "OASIS Members Form Tax XML Technical Committee."

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The OASIS Tax XML Technical Committee has been proposed by the following members of OASIS: Gregory Carson, US Internal Revenue Service; Andy Greener, Inland Revenue UK; Rod Quiney, Canada Customs and Revenue Agency; John Glaubitz, Vertex; Sinisa Zimek, SAP; Jouko Salonen, Republica; Norbert Kouwenhoven, IBM; Marcel Noordzij, Software AG Nederland; and the following individual members: Harm-Jan van Burg and Stan Whaley. The proposal for a new TC meets the requirements of the OASIS TC Process (see http://oasis-open.org/committees/process.shtml), and is appended to this message. The proposal, which includes a statement of purpose, list of deliverables, and proposed schedule, will constitute the TC's charter. The TC Process allows these items to be clarified (revised) by the TC members; such clarifications (revisions), as well as submissions of technology for consideration by the TC and the beginning of technical discussions, may occur no sooner than the TC's first meeting. To become a member of this new TC you must 1) be an employee of an OASIS member organization or an Individual member of OASIS; 2) notify the TC chair, Gregory Carson (gregory.g.carson@irs.gov) of your intent to participate at least 15 days prior to the first meeting; and 3) attend the first meeting on 12 December. You should also subscribe to the TC's mail list. Note that membership in OASIS TCs is by individual, and not by organization. You must be eligible for participation at the time you time you notify the chair. The private mail list tax@lists.oasis-open.org is for committee discussions. TC members as well as any other interested OASIS members should subscribe to the list by going to the mail list web page at http://lists.oasis-open.org/ob/adm.pl, or by sending a message to tax-request@lists.oasis-open.org with the word "subscribe" as the body of the message. (Note that subscribing to the mail list does not make you a member of the TC; to become a member you must contact the TC chair and attend the first meeting as described in the preceeding paragraph.) A public comment list will be available for the public to make comments on the work of this TC; a message may be sent to the TC via the address tax-comment@lists.oasis-open.org. The archives of both of these mail lists are visible to the public at http://lists.oasis-open.org/archives/. Additional information on this topic may be found on the Cover Pages at http://xml.coverpages.org/xmlAndTaxes.html "XML Markup Languages for Tax Information." -Karl Karl F. Best Vice President, OASIS +1 978.667.5115 x206 karl.best@oasis-open.org http://www.oasis-open.org OASIS Tax XML Technical Committee Tax XML TC Charter Statement of Purpose Tax XML is an initiative to research and analyze personal and business tax reporting & compliance information, represented in XML, to facilitate interoperability in a way that is open, flexible and international in scope. The products of Tax XML will include a vocabulary of terms, a repository of artifacts including XML templates, documents exchanged for tax compliance, best practices, guidelines and recommendations for practical implementation. It will focus on developing a common vocabulary that will allow participants to unambiguously identify the tax related information exchanged within a particular business context. The benefits envisioned will include dramatic reductions in development of jurisdictionally specific applications and interchange standards for software vendors and tax agencies alike. Also, tax paying constituents will benefit from increased services from tax agencies and service providers due to more flexible interchange formats and reduced development efforts. Lastly, CRM, payroll, financial and other system developers will enjoy reduced development costs and schedules when integrating their systems with tax reporting and compliance systems. Tax XML will rely heavily on incorporating the XML standards that are defined for the common business vocabulary. Since tax related information spans many business interests and is mostly either an extension of common business documents or a repackaging of business information for tax compliance documents, any existing or in progress standards for business information will be examined and incorporated as appropriate. It is expected that this coordination and collaboration will be conducted with XBRL (The Extensible Business Reporting Language), and other leading initiatives as needed. The interchange of information for tax compliance involves many participants including businesses, governments, financial institutions, legal services, solution providers, etc. that are involved in one or more of the many aspects that make up the tax compliance domain. This domain can be organized into several categories of activity: Tax Legislation: Enacting tax laws that create or alter tax liability requirements Tax Planning: Analysis and planning for the minimization of tax liability Tax Registration: Registration with a tax authority for certification or rights to collect taxes within the authority's jurisdiction Tax Calculation: Calculation of the tax liability of events and circumstances that are defined as taxable under the law Tax Filing: Submitting reports of events and circumstances based on tax collected within a period of time to a tax authority Tax Remittance: Submitting payment for outstanding tax collected and tax liability Tax Distribution: Distributing tax funds collected to tax jurisdictions Tax Audit: Examining taxpayer compliance with tax liability requirements Each of these categories of tax compliance may be addressed as a separate sub-committee within Tax XML. List of Deliverables The Tax XML TC will begin by creating a framework for ongoing development of a robust Tax vocabulary, the XML artifacts and a repository for managing these definitions and documentation. Ongoing work will be defined and planned for in initial TC meetings. Initially it is envisioned that some early deliverables and dates will include: Expanded Project Plan & Milestones (1Q2003) Initial Draft Vocabulary (2Q2003) Initial Draft Artifacts (2Q2003) Initial Best Practices & Recommendations Documents (2Q2003) An initial focus scope will be established by the participants in the formation meeting. It is expected that a subset of the overall tax information arena will be selected for the greatest return on investment and will be expanded as appropriate. Eventually, it is expected that working groups and possibly additional TCs will be formed to address an expanded scope of tax information. Language Activities and meeting of the Tax XML TC will be conducted in English. Date & Time of First Meeting The first meeting of the Tax XML will be a conference call on 12 December 2002 from 1:00-5:00 pm ET. (Some participants will be meeting together in a room at the XML 2002 Conference in Baltimore, MD, USA at the Baltimore Convention Center. The exact room will be announced prior to the meeting.) It is at this formation meeting that the membership of the TC will be determined. Those parties interested in participating should plan on attending, either in person or by teleconference, the formation meeting. Ongoing Meeting Schedule It is expected that the Tax XML TC will meet monthly via telephone conference and periodically in face-to-face meetings. The locations of these meetings will be determined and announced in advance of each event. The exact schedule of these meetings will be determined as one of the first activities of the Tax XML TC, but will most likely follow the dates listed below. Attempts will be made to conduct meeting activity in conjunction with conveniently located and well represented conferences or other events to minimize expense to participants and maximize participation. Proposal Co-Sponsors Proposal co-sponsors consist of the following OASIS members committed to participating in the activities and meetings of the Tax XML TC are: Gregory Carson, US Internal Revenue Service, gregory.g.carson@irs.gov Andy Greener, Inland Revenue UK, andy@gid.co.uk Rod Quiney, Canada Customs and Revenue Agency, rod.quiney@ccra-adrc.gc.ca John Glaubitz, Vertex, Inc., John.Glaubitz@vertexinc.com Sinisa Zimek, SAP, sinisa.zimek@sap.com Jouko Salonen, Republica, jouko.salonen@republica.fi Norbert Kouwenhoven, IBM, Norbert.Kouwenhoven@nl.ibm.com Marcel Noordzij, Software AG Nederland b.v., Marcel.Noordzij@softwareag.com Harm-Jan van Burg, individual member, hjvanburg@burgcomm.nl Stan Whaley, individual member, WhaleyS@dor.state.fl.us Interim TC Chair, First Order of Business and Charter Development Initially, the Tax XML TC Chair will be served on an interim basis by Gregory Carson of the US IRS. It is expected that the first order of business is to address the proposed schedule and process the election of chair along with the formation of committees and/or subcommittees. Additionally, input for a formal charter will be gathered from all those participates who chose to join this effort at the meeting. Meeting Sponsors Teleconference and/or meeting space will initially be sponsored by US IRS, but a schedule of sponsorship support by other participants will be developed in the initial meetings of the Tax XML TC. Prepared by Robin Cover for The XML Cover Pages archive. See: "XML Markup Languages for Tax Information"; "OASIS Members Form Tax XML Technical Committee."