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  • 1. Progress report
    • Harm Jan van Burg
    • OASIS Tax-xml Technical Committee
    • OECD/FTA Tax-payer services
    • October 11, 2006
  • 2. Agenda
    • OASIS
    • Tax-xml
    • Current projects
    • Deliverables
  • 3. What is OASIS
    • OASIS is a not-for-profit, global consortium that drives the development, convergence and adoption of e-business standards. Members themselves set the OASIS technical agenda, using a lightweight, open process expressly designed to promote industry consensus and unite disparate efforts. OASIS produces worldwide standards for security, Web services, XML conformance, business transactions, electronic publishing, topic maps and interoperability within and between marketplaces.
  • 4. Tax-xml
    • The purpose of this TC is to analyze personal and business tax reporting and compliance information to facilitate interoperability using XML in a way that is open, flexible and international in scope, and to produce a vocabulary of terms, a repository of artefacts including XML templates, documents exchanged for tax compliance, best practices, guidelines and recommendations for practical implementation
  • 5. Current members and observers
    • Tax administrations of: Australia, Canada, Germany, Netherlands, New Zealand, UK and US
    • Governmental bodies: Denmark, Florida, Los Angeles, South Africa
    • Adobe, HP, IBM, Microsoft, Oracle, Sap, Sun, Unisys
    • Baltimore, BAH, Desicionsoft, FYT, IBFD, Republica, Software AG, Vertex, XBI,
    • KPMG,PWC
    • Mitre, XBRL international
  • 6. Current projects
    • Certificate of residence (pilot)
    • Indirect taxation
    • Position paper 3.0
    • Liaisons with other standard bodies
      • Validating/Analysis standards
    • XBRL-liason on standardized business reporting
  • 7. Information Exchange between International Jurisdictions
    • Certificate of Residence chosen as initial focus
      • Provided limited scope to enable committee to focus on develop of methods and deliverables
      • Objective to Identify requirements and issues for exchanges
    • Methodology to model and document exchanges
      • Process models to capture context of exchanges and to highlight commonalities of process across jurisdictions
      • Information models to capture detail requirements of messages exchanged and provide data structure.
  • 8. CoR Deliverables
    • Business Analysis Document
      • Overview of Business problem and scope of analysis
      • Process and Information models with descriptions and key divergences in specific jurisdictions
    • Glossary of terms
      • Identification of Jurisdiction specific meaning and use of information elements
    • Implementation Guide
      • Experiences and best practices
      • Identify where existing standards exist and how they can be used to meet information requirements (CIQ)
      • Provide a guide or template for implementation by Jurisdictions
  • 9. Taxpayer Identification
    • A key observation resulting from the CoR analysis was the problem of uniquely identifying taxpayers (business or individual) between jurisdictions
    • Taxpayer Identification is an on-going project
      • Common to all exchanges between jurisdictions
      • Primary focus of the work group going forward
      • Working with jurisdictions to document the information currently used in their processes to identify an individual or business
      • Analysis of existing standards (CIQ) to support Taxpayer identification data requirements.
  • 10. Indirect Tax Working Group
    • Indirect Tax Reference Model
      • v1.0 - two-party transactions - baselined
        • Covers VAT, US sales and use taxes, GST, etc
        • Ratified by EU, US, Canada, New Zealand, Australia
      • v2.0 - extension to cover customs and excise taxes and duties
        • Nearing completion
  • 11. Indirect tax cont.
    • Collaboration with Universal Business Language (UBL) TC
      • Tax Domain Rules
        • Characterizing rules categories
      • Assist UBL to get tax-related information right
        • Helps business and tax jurisdictions to administer correctly
        • Helps to ensure the correct amounts of tax is paid
  • 12. List of Other/new Tasks/Projects
    • Identify Set of Tax Exchanges
    • Sponsor “Interoperability Summit” - For all relevant tax standards
    • Web Services Profile – Recommendation for tax administrations e-filing facility for web services. How could/should this be implemented.
    • Taxpayer Identification – Existing work
    • Taxpayer Portal Techniques - Technical functionality standards and description.
    • Increase Committee Membership - Both government and private sector
  • 13. Contact info
    • [email_address] chair
    • [email_address] co-chair
    • website
      • Goto Tax-xml