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Customer Satisfaction Surveys

This page provides a listing of current and recent IRS sponsored customer satisfaction 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.

Summary information

IRS office

Activity surveyed

Expiration date

Delivery method

Area
surveyed

Frequency

Administered by
Appeals Appeals contacts, cases closed during fiscal year survey period 9/30/2013 Web: Those not responding are contacted via telephone (Call-out) National, area Quarterly ICF Macro, Inc.
Large Business and International Industry and Coordinated Industry Examinations 3/31/2013 Phone
(Call-out)
National and five industries Annually PCG Enterprises, Inc
LB&I Compliance Assurance Process 3/31/2013 Web National Annually PCG Enterprises, Inc
LB&I Foreign Resident Compliance Examinations 3/31/2013 Mailed - paper survey National Semi-annually PCG Enterprises, Inc
National Research Program NRP process and procedures 2008 study 1/31/2012 Mailed - paper survey National One-time ICF Macro, Inc.
Small Business/Self-Employed Automated Collection System 9/30/2013 Phone (Call-in) National - Campus Annual PCG Enterprises, Inc
SB/SE Automated Under Reporter 9/30/2013 Mailed - paper survey National - Campus Annual ICF Macro, Inc.
SB/SE Automated Under Reporter Toll-free 9/30/2013

Interactive Voice Response:

Phone
National - Campus Annual ICF Macro, Inc.
SB/SE Compliance Center Exam 9/30/2013 Mailed - paper survey National - Campus Annual ICF Macro, Inc.
SB/SE Compliance Center Exam Toll-free 9/30/2013 IVR Phone National - Campus Annual ICF Macro, Inc.
SB/SE Compliance Services Collection Operation 9/30/2013 Mailed - paper survey National - Campus Annual PCG Enterprises, Inc
SB/SE Collection 9/30/2013 Mailed - paper survey National, area Annual PCG Enterprises, Inc
SB/SE Field Examination 9/30/2013 Mailed - paper survey National, area Annual ICF Macro, Inc.
SB/SE Employment Tax Examination 9/30/2013 Mailed - paper survey National territories Annual PCG Enterprises, Inc
SB/SE Excise Tax Examination 9/30/2013 Mailed - paper survey National territories Annual PCG Enterprises, Inc
SB/SE Estate and Gift Tax Examination 9/30/2013 Mailed - paper survey National territories Annual PCG Enterprises, Inc
SB/SE American Customer Satisfaction Index 3/31/2013 Phone
(Call-out)
National Annual CFI Group
Tax Exempt/Government Entities Exempt Organizations Determinations 3/31/2013 Mailed paper survey National Semi-annually ICF Macro, Inc.
TE/GE Exempt Organizations Examinations 3/31/2013 Mailed paper survey National, area Semi-annually ICF Macro, Inc.
TE/GE Employee Plans Determinations 3/31/2013 Mailed paper survey National Semi-annually ICF Macro, Inc.
TE/GE Employee Plans Examinations 3/31/2013 Mailed paper survey National, area Semi-annually ICF Macro, Inc.
TE/GE Federal, State & Local Governments Examination 3/31/2013 Mailed paper survey National Annually ICF Macro, Inc.
TE/GE Toll-free 3/31/2013 Phone (Call-in) National Annually ICF Macro, Inc.
Taxpayer Advocate
Service
TAS closed cases 6/30/2013 Phone (Call-out) National, area and office Quarterly PCG Enterprises, Inc
Wage and Investment, Customer Assistance, Relationships and Education: Field Assistance Field Assistance 3/31/2013 Comment card - Paper National, areas Quarterly, annually PCG Enterprises, Inc
W&I:CARE: Media & Publications Individual taxpayer 9/30/2013 Online National Annually Fors Marsh Group
W&I:CARE:M&P Businesses 9/30/2013 Mail / Online National Annually Fors Marsh Group
W&I:CARE:M&P Tax preparers 9/30/2013 Mail / Online National Annually Fors Marsh Group
W&I:CARE:M&P Forms & Publications 9/30/2013 Online National Annually Fors Marsh Group
W&I:CARE:Stakeholder Partnerships, Education and Communication SPEC Partner 9/30/2012 Online National Annually Fors Marsh Group, LLC
W&I:Customer Account Services Adjustments 6/21/2013 Mailed - paper survey National Quarterly, annually Fors Marsh Group, LLC
W&I:CAS E-Help 6/8/2013 IVR Phone National Quarterly, annually PCG Enterprises, Inc
W&I:CAS Injured Spouse 3/31/2013 Mailed - paper survey National Quarterly, Semi-annual Fors Marsh Group, LLC
W&I:CAS Practitioner Priority Service 3/31/2014 IVR Phone National Quarterly, annually ICF Macro, Inc.
W&I:CAS Toll-Free 3/31/2014 IVR Phone National Quarterly, annually ICF Macro, Inc.
W&I:CAS TE/GE Toll-Free 3/31/2014 IVR Phone National Quarterly, annually ICF Macro, Inc.
W&I:Compliance Automated Collection System 7/18/2012 IVR Phone National Quarterly, annually PCG Enterprises, Inc
W&I:Compliance ACS Support 7/18/2012 Live phone National Quarterly, annually PCG Enterprises, Inc
W&I:Compliance American Customer Satisfaction Index 3/31/2013 Mailed - paper survey National One-time National Business Center, Inc., FCG, and CFI Group
W&I:Compliance Automated Under Reporter 6/15/2012 Mailed - paper survey National Quarterly, annually ICF Macro, Inc.
W&I:Compliance Compliance Center Examination 6/15/2012 Mailed - paper survey National Quarterly, annually ICF Macro, Inc.
W&I:Compliance Compliance Center Examination Toll-Free 6/15/2012 IVR Phone National Quarterly ICF Macro, Inc.
W&I:Compliance Compliance Services Collection Operation 6/15/2012 Live phone (Call-in) National Quarterly, annually PCG Enterprises, Inc
W&I:Compliance Innocent Spouse 6/15/2012 Mailed - paper survey National Quarterly, annually ICF Macro, Inc.
W&I:Research and Analysis Educating and/or Retaining the VITA Client 9/30/2013 Interviews in person with former VITA clients National One-time Fors Marsh Group, LLC
W&I:R&A Taxpayer experience survey (formerly market segment survey) 5/31/2014 Web National/Spanish Annual PCG Enterprises, Inc
Page Last Reviewed or Updated: 2012-10-26