OASIS Tax XML TC 2005-2006 Work Plan

Task / Deliverable / Owner / Proposed Due Date / Comment
1)Develop rationale on the cross government use of open standards like XBRL, beyond the tax administration practical use / Vision Paper for Senior Executives / Harm Jan vanBurg / TBD / Promote Message of interoperability in support of task 3
2)Taxpayer Identification requirements
a)CRA to provide list of requirements with descriptions and definitions
b)Refined requirements document for peer review
c)US, UK, and Au review and expand requirements list with their needs
d)NL, Ger., and NZ review and expand list with their requirements
e)Analyze the consolidated requirements and provide comments to CIQ as well as XBRL / Requirements document / John Glaubitz /
  1. Oct 1531
  2. Oct 31Nov 30
  3. Nov Jan 30
  4. April 30
  5. May 30

3)Promote interoperability of the standards identified in the TaxXML position paper through outreach of the stakeholders to the appropriate standards body.
a)Conduct education and marketing of interoperability amongst standards
b)Promote standards development around core competencies / Plan / Harm Jan vanBurg / Feb.06(F2F)
4)Initiate business process and content modeling of the electronic tax reporting
a)Develop purpose and requirements for modeling
b)Document current practices in e-tax filing in UK, IRS, other jurisdictions
c)Identify plans of future practices (vision and strategy) regarding data exchange / a. Purpose Document
b. Current Practices Document
c. Vision and Strategy for XML-based Data Exchange / Michael Roytman / a.Oct. 15Dec 15 ‘05
5)Identify a Tax XML name and design rules.
a)Provide recommendationOutline basi on XML naming and design rulesc principles when designing XML schema
b)a) / Purpose Document / Sol Safran / Oct. 15 31 ‘05
6)OECD taxpayer Service/wage tax request
a)Define Scope
b)Position paper by Sept 06
c)Identify area where standards could help
d)Use or HR-XML or other standards / a. Scope Statement
b. Position Paper
c. Guidance Paper / Harm Jan van Burg / a.Nov. 15 ‘05
7)CoR Related
a)Document business vision of CoR
b)Finalize the CoR glossary
c)Produce XML vocabulary for glossary
d)Design XML schema for CoR Exchange
e)Conduct CoR pilot / a. Vision Statement
b. CoR Glossary
c. CoR Vocabulary
d. CoR Schema
e. Evaluation and Recommendations / John Glaubitz
a. Susan Smoter / a. Oct.15 ‘0531
8)Indirect Tax Discussion
a)Assess request for guidance from UBL in advance of UBL 2.0 release(Dec-05)
b)Develop implementation guide for UBLfor TA’s
c)Verify the model with jurisdictions(EU, Au, NZ, Japan)
d)Apply to UBL evaluation process to OAGIS / a. Response Statement
b. Implementation guide
c. Plan / a. Nov 15 ‘05
b. May 06 (F2F)
9)XBRL Liaison
a)Audit trail
b)Create a standard framework for agencies to utilize XBRL
i)Best Practices for leveraging existing taxonomies
c)Report on practical applications of XBRL / a. Whitepaper
b. Plan
c. Whitepaper / Eric Cohen / a.Feb 06(F2F)
b.Feb 06(F2F)
c.Feb 06(F2F)