This page provides a listing of current and recent IRS sponsored customer satisfaction surveys and IRS taxpayer compliance burden surveys.
The IRS, as for all federal executive departments and agencies and their public websites, must comply with the Paperwork Reduction Act (44 U.S.C. Chapter 35) to ensure that information collected from the public, minimizes burden and maximizes public utility.
One of the principal requirements of the PRA is that organizations must have Office of Management and Budget approval before collecting information from the public (such as forms, general questionnaires, surveys, instructions and other types of information collections), and they must display the current OMB control number on the collection format.
IRS surveys conducted by mail, telephone and online provide the name of an IRS contact person and/or a helpline contact phone number. If you question the authenticity of the survey in any collection format, please review this page.
| IRS Office | Activity | End date | Method | Area | Frequency | Vendor |
|---|---|---|---|---|---|---|
| Appeals | Appeals contacts, cases closed during fiscal year survey period | Ongoing | Web, Phone (Call-out) | N | Quarterly | ICF Macro, Inc. |
| Large Business and Int'l | LB&I Exams | 3/31/21 | Phone | N | Annual | PCG Enterprises, Inc. |
| LB&I | LB&I Campaign Survey | 3/31/21 | Web | N | Annual | PCG Enterprises, Inc. |
| LB&I | Foreign Resident Compliance Exams | 3/31/21 | Mailed, paper survey | N | Semi-annual | PCG Enterprises, Inc. |
| LB&I & RAAS | American Customer Satisfaction Index – Large Corporate Filing Process | 10/31/21 | Phone (Call-out) | N | Annual | FCG, CFI Group, SSI |
| Research, Applied Analytics and Statistics (RAAS) | Individual Taxpayer Burden Survey (ITB) |
5/31/16 (2014 study) 5/31/14 (2015 study) |
N | Annual | Westat, Inc. | |
| RAAS | Individual Taxpayer Burden Survey (ITB) – mobile friendly | 5/31/17 (2015 study) | N | Annual | Westat, Inc. | |
| RAAS | Individual Taxpayer Burden Survey (ITB) - Special FATCA Study | 5/31/17 (2015 study) | N | Annual | Westat, Inc. | |
| RAAS | Business Compliance Burden Survey (BCB) | 7/31/16 | N | Triennial | Westat, Inc. | |
| RAAS | Information Return Burden Survey IRB) | 7/31/16 | N | Triennial | Westat, Inc. | |
| RAAS | Taxpayer Compliance Burden Survey (TCB) | 12/31/15 | N | Triennial | Westat, Inc. | |
| RAAS | Comprehensive Taxpayer Attitude Survey | 10/31/18 |
Phone (Call-out) and Online |
N | Annual | PCG, MAXimum Research |
| Small Business/Self-Employed | Private Collection Agency (PCA) | 9/30/18 | IVR Phone | N | Annual | ICF |
| SB/SE | Federal Employee/Retiree Delinquency Initiative (FERDI) Survey | 6/29/2018 | Online | N (Federal Agencies) | Once | SB/SE Research Team 1 |
| SB/SE | Automated Collection System | 9/30/17 | Phone, (Call-in) | NC | Annual | PCG Enterprises, Inc. |
| SB/SE | ACS Support | 9/30/17 | Mailed, paper survey | N | Quarterly, annually | PCG Enterprises, Inc. |
| SB/SE | Automated Under Reporter | 9/30/17 | Mailed, paper survey | NC | Annually | Fors Marsh Group, LLC |
| SB/SE | Automated Under Reporter Toll-free | 9/30/17 |
Interactive Voice Response: Phone |
NC | Annual | Fors Marsh Group, LLC |
| SB/SE | Correspondence Center Exam | 9/30/17 | Mailed, paper survey | NC | Annual | Fors Marsh Group, LLC |
| SB/SE | Correspondence Center Exam Toll-free | 9/30/17 | IVR Phone | NC | Annual | Fors Marsh Group, LLC |
| SB/SE | Innocent Spouse | 9/30/17 | Mailed, paper survey | N | Quarterly, annual | Fors Marsh Group, LLC |
| SB/SE | Innocent Spouse | 9/30/17 |
IVR Phone |
N | Quarterly, annual | Fors Marsh Group, LLC |
| SB/SE | Compliance Services Collection Operation | 9/30/17 | Mailed, paper survey | NC | Annual | PCG Enterprises, Inc. |
| SB/SE | Field Collection | 9/30/17 | Mailed, paper survey | N | Annual | Fors Marsh Group, LLC |
| SB/SE | Field Examination | 9/30/17 | Mailed, paper survey | N | Annual | Fors Marsh Group, LLC |
| SB/SE | Employment Tax Examination | 9/30/17 | Mailed, paper survey | NT | Annual | Fors Marsh Group, LLC |
| SB/SE | Excise Tax Examination | 9/30/17 | Mailed, paper survey | NT | Annual | Fors Marsh Group, LLC |
| SB/SE | Estate and Gift Tax Examination | 9/30/17 | Mailed, paper survey | NT | Annual | Fors Marsh Group, LLC |
| SB/SE & RAAS | American Customer Satisfaction Index — Small Corporate Filing Process | 10/31/18 | Phone (Call-out) | N | Annual | FCG, CFI Group, SSI |
| Taxpayer Advocate Service | TAS closed cases | 1/31/17 | Mailed, paper survey | N | Annual | TAS Research |
| Tax Exempt/Government Entities | Exempt Organizations Determinations | 3/31/21 | Mailed, paper survey | N | Bi-annual | Fors Marsh Group, LLC |
| TE/GE | Exempt Organizations Examinations | 3/31/21 | Mailed, paper survey | N | Bi-annual | Fors Marsh Group, LLC |
| TE/GE | Employee Plans Determinations | 3/31/21 | Mailed, paper survey | N | Bi-annual | Fors Marsh Group, LLC |
| TE/GE | Employee Plans Examinations | 3/31/21 | Mailed, paper survey | N | Bi-annual | Fors Marsh Group, LLC |
| TE/GE | Federal, State & Local Governments Examination | 3/31/21 | Mailed, paper survey | N | Bi-annual | Fors Marsh Group, LLC |
| TE/GE | Toll-free | 3/31/17 | Phone, (Call-in) | N | Annual | ICF Macro, Inc. |
| TE/GE | Tax Exempt Bonds Exam | 9/30/18 | Mailed, paper survey | N | Bi-annual | Fors Marsh Group, LLC |
| TE/GE | Indian Tribal Government Exam | 9/30/18 | Mailed, paper survey | N | Bi-annual | Fors Marsh Group, LLC |
| Wage and Investment, Customer Assistance, Relationships and Education: Field Assistance | TAC Office | 3/31/21 | Comment card | N | Annual | Fors Marsh Group, LLC |
| W&I:CARE: Media & Publications | Individual Taxpayer | 9/30/21 | Mail/Online | N | Annual | Fors Marsh Group, LLC |
| W&I:CARE:M&P | Business Taxpayers | 9/30/21 | Mail/Online | N | Annual | Fors Marsh Group, LLC |
| W&I:CARE:M&P | Tax Preparers | 9/30/21 | Mail/Online | N | Annual | Fors Marsh Group, LLC |
| W&I:CARE:M&P | Forms Distribution | 9/30/21 | Online | N | Annual | Fors Marsh Group, LLC |
| W&I:CARE: Stakeholder Partnerships, Education and Communication | SPEC Partner | 3/31/21 | Online | N | Annual | PCG Enterprises, Inc. |
| W&I:Customer Account Services | Adjustments | 3/31/21 | Mailed, paper survey | N | Annual | Fors Marsh Group, LLC |
| W&I:CAS | CAA/AA ITIN Program Survey | 3/31/19 | Online | N | One-Time | Fors Marsh Group (FMG) |
| W&I:CAS | E-Help | 3/31/21 | IVR Phone | N | Annual |
ICF Incorporated |
| W&I:CAS | Injured Spouse | 3/31/21 | Mailed, paper survey | N | Annual | Fors Marsh Group, LLC |
| W&I:CAS | Practitioner Priority Service | 3/31/21 |
IVR Phone |
N | Annual | ICF Macro, Inc. |
| W&I:CAS | Toll-Free | 3/31/21 | IVR Phone | N | Annual | ICF Macro, Inc. |
| W&I:CAS | TE/GE Toll-Free | 3/31/21 | IVR Phone | N | ICF Macro, Inc. | |
| W&I:CAS | Toll-Free TAC Appointment Line Survey and Follow-up Survey | 9/30/21 | IVR Phone/Web and Phone | N | Annual | ICF Incorporated |
| W&I:Compliance | Compliance Center Examination | 9/30/21 | Mailed, paper survey | N | Quarterly, annual | ICF Macro, Inc. |
| W&I:Compliance | Compliance Center Examination Toll-Free | 9/30/21 | IVR Phone | N | Quarterly | ICF Macro, Inc. |
| W&I:R&A | Taxpayer Experience Survey (formerly Market Segment Survey) | 12/31/21 | Web | NS | Annual | ICF Incorporated |
| W&I and Research, Applied Analytics and Statistics (RAAS) | American Customer Satisfaction Index — Individual Paper Filing Process | 10/31/21 | Phone (Call-out) | N | Annual | FCG, CFI Group, SSI |
| W&I & RAAS | American Customer Satisfaction Index — Individual Electronic Filing Process | 10/31/21 | Phone (Call-out) | N | Annual | FCG, CFI Group, SSI |
| W&I | Form 1040 Usability | 12/31/18 | Mail and Internet | N | One time | Federally Funded Research and Development Center/MITRE |