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Subject: [tax] 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

The archives of both of these mail lists are visible to the public at

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

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
- Tax Planning – Analysis and planning for the minimization of tax
- 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.


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., 
- 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.

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