This page provides a listing of current and recent IRS-sponsored surveys, including customer satisfaction surveys, taxpayer compliance burden surveys, and focus groups. 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 Report phishing. Summary information OMB IRS office Activity End date Method Vendor 1545-2290 Appeals Appeals contacts, cases closed during fiscal year survey period Ongoing Online ICF Macro, Inc. Large Business and Int'l LB&I Exams 3/31/2021 Phone PCG Enterprises, Inc., M. Davis & Company 1545-2250 LB&I LB&I Campaign Survey Ongoing Online PCG Enterprises, Inc. LB&I Foreign Resident Compliance Exams 3/31/2021 Mailed, paper survey PCG Enterprises, Inc. 1545-2250 LB&I Domestic IC/CIC Survey Ongoing Online 1545-2250 LB&I International Compliance Survey Ongoing Online 1545-1432 LB&I & RAAS American Customer Satisfaction Index – Large Corporate Filing Process 10/31/2024 Online FCG, CFI Group, Dynata 1545-2290 Online Services, IRS.gov Online taxpayer/customer experience survey (IRS.gov) Ongoing Online 1545-2256 TSSS/Online Services Online Usability Testing 6/2025 Online (Teams) Usability Testing with Moderator Pacific Consulting Group 1545-2290 OLS Direct Pay Survey Ongoing Online 1545-2290 OLS Tax Pro Account Survey Ongoing Online 1545-2212 Research, Applied Analytics and Statistics (RAAS) Information Return Burden Survey 3/31/2023 Online SynaVoice 1545-2212 RAAS Tax Exempt (F990N) Burden Survey 6/30/2023 Online No Vendor 1545-2212 RAAS Gift Tax Return Burden Survey 6/30/2023 Online No Vendor 1545-2212 RAAS Individual Taxpayer Burden Survey 7/31/2023 (2021 Study) Online Westat 1545-2212 RAAS Business Compliance Burden Survey 7/30/2023 Online No Vendor 1545-2212 RAAS Individual Taxpayer Burden Survey 7/31/2024 (2022 Study) Online No Vendor 1545-2212 RAAS Taxpayer Compliance Burden Survey 9/30/2023 Online No Vendor 1545-2212 RAAS Business Taxpayer Burden Survey 6/30/2025 Online No Vendor 1545-2212 RAAS Trust and Estate Income Tax Survey 8/24/2024 Online No Vendor 1545-2212 RAAS Employment Tax Burden Survey 12/31/2023 Online No Vendor 1545-2288 RAAS Comprehensive Taxpayer Attitude Survey 8/12/2024 Online or Phone (Call-in IVR with Interviewer option, if needed) PCG, Verasight, M. Davis & Company 1545-1349 RAAS Comprehensive Taxpayer Attitude Survey Focus Groups 9/30/2022 Online PCG, L&E Research, Recollective 1545-1432 Return Preparer Office Enrolled Agent Special Enrollment Exam 2/28/2023 Online 1545-2290 Small Business/Self-Employed Automated Collection System Ongoing IVR Phone Fors Marsh Group, LLC 1545-1349 SB/SE 2024 Campus Examination AUR Interviews 8/31/2024 Online Fors Marsh Group 1545-2250 SB/SE ACS Support Ongoing Mailed, paper survey Fors Marsh Group, LLC 1545-2250 SB/SE Automated Under Reporter Ongoing Mailed, paper survey Fors Marsh Group, LLC 1545-2250 SB/SE Correspondence Center Exam Ongoing Mailed, paper survey Fors Marsh Group, LLC 1545-2250 SB/SE Innocent Spouse Ongoing Mailed, paper survey Fors Marsh Group, LLC 1545-2250 SB/SE Compliance Services Collection Operation Ongoing Mailed, paper survey Fors Marsh Group, LLC 1545-2250 SB/SE Field Collection Ongoing Mailed, paper survey Fors Marsh Group, LLC 1545-2250 SB/SE Field Examination Ongoing Mailed, paper survey Fors Marsh Group, LLC 1545-2250 SB/SE Employment Tax Examination Ongoing Mailed, paper survey Fors Marsh Group, LLC 1545-2250 SB/SE Excise Tax Examination Ongoing Mailed, paper survey Fors Marsh Group, LLC 1545-2250 SB/SE Estate and Gift Tax Examination Ongoing Mailed, paper survey Fors Marsh Group, LLC 1545-1432 SB/SE Customer Experience Expectations and Needs (CEEN) Satisfaction Survey Ongoing Phone ICF Incorporated 1545-1432 SB/SE 2023 Needs and Engagement Survey of Tax Professionals (NEST) Ongoing Online ICF Incorporated 1545-1432 SB/SE & RAAS American Customer Satisfaction Index -- Small Corporate Filing Process 10/31/2024 Online FCG, CFI Group, Dynata 1545-1432 Taxpayer Advocate Service TAS closed cases 1/31/2023 Mailed, paper survey TAS Research 1545-1432 TAS Survey on IRS identity authentication process 9/30/2024 mail-in (paper) or online None. (administered internally) 1545-1432 TAS TAS Digital Customer Satisfaction Survey Pilot 3/31/2022 Mail and Online 1545-2250 Tax Exempt/Government Entities Exempt Organizations Determinations Ongoing Mailed, paper survey Fors Marsh Group, LLC 1545-2256 Taxpayer Experience Office Taxpayer Interviews Ongoing Online Deloitte 1545-2250 TE/GE Exempt Organizations Examinations Ongoing Mailed, paper survey Fors Marsh Group, LLC 1545-2250 TE/GE Employee Plans Determinations Ongoing Mailed, paper survey Fors Marsh Group, LLC 1545-2250 TE/GE Employee Plans Examinations Ongoing Mailed, paper survey Fors Marsh Group, LLC 1545-2250 TE/GE Federal, State & Local Governments Examination Ongoing Mailed, paper survey Fors Marsh Group, LLC TE/GE Toll-free Ongoing Phone, (Call-in) ICF Macro, Inc. 1545-2250 TE/GE Tax Exempt Bonds Exam Ongoing Mailed, paper survey Fors Marsh Group, LLC 1545-2250 TE/GE Indian Tribal Government Exam Ongoing Mailed, paper survey Fors Marsh Group, LLC 1545-1432 Taxpayer Services (TS): Customer Assistance, Relationship & Education (CARE): Media & Publications Individual Taxpayer Ongoing Mail/Online Pacific Consulting Group 1545-1432 TS:CAR:MP Over-the-Phone Interpreter (OPI) Service Ongoing IVR Phone/Online Pacific Consulting Group 1545-1432 TS:CAR:MP Business Taxpayer Ongoing Mail/Online Pacific Consulting Group 1545-1432 TS:CAR:MP Tax Return Preparer Ongoing Mail/Online Pacific Consulting Group 1545-1432 TS:CAR:MP Forms Distribution Ongoing Online Pacific Consulting Group 1545-2250 TS: CARE: Field Assistance TS:CAR:FA TAC Office Ongoing Comment card Pacific Consulting Group 1545-2250 TS: CARE: Stakeholder Partnerships, Education and Communication (SPEC) TS:CAR:SPEC SPEC Partner Ongoing Online Pacific Consulting Group 1545-1432 TS:CAR:SPEC Volunteer Experience Survey Ongoing Online Pacific Consulting Group 1545-2250 Wage & Investment (W&I) Customer Account Services (CAS) Adjustments Ongoing Mail- Paper Survey ICF MACRO, INC. 1545-2290 W&I:CAS E-Help Ongoing IVR Phone ICF Incorporated 1545-2250 W&I:CAS Injured Spouse Ongoing Mailed, paper survey Fors Marsh Group, LLC W&I:CAS Online Account Usability Testing Interviews 2/28/2021 Invitation letter and Usability Testing Interviews Fors Marsh Group, LLC 1545-2290 W&I:CAS Practitioner Priority Service Ongoing IVR Phone PCG 1545-2290 W&I:CAS Toll-Free Ongoing IVR Phone PCG 1545-2290 W&I:CAS TE/GE Toll-Free Ongoing IVR Phone FMG 1545-2290 W&I:CAS Toll-Free TAC Appointment Line Survey and Follow-up Survey Ongoing IVR Phone/Online and Phone FMG 1545-2290 W&I:Return Integrity & Compliance Services (RICS) Refundable Credits Examination Operations (RCEO) Ongoing Mail/Online Fors Marsh Group, LLC 1545-2290 W&I:Return Integrity & Compliance Services (RICS) Refundable Credits Examination Operations (RCEO) Toll-Free Ongoing IVR Phone (phone) Mail (w/online option) FMG 1545-2250 W&I:R&A Taxpayer Experience Survey (formerly Market Segment Survey) Ongoing Online ICF Incorporated 1545-1432 W&I and Research, Applied Analytics and Statistics (RAAS) American Customer Satisfaction Index — Individual Paper Filing Process 10/31/2024 Online FCG, CFI Group, Dynata 1545-1432 W&I & RAAS American Customer Satisfaction Index — Individual Electronic Filing Process 10/31/2024 Online FCG, CFI Group, Dynata W&I Free File Study 9/30/2021 Mail and Online Federally Funded Research and Development Center/MITRE W&I Understanding Taxpayer Behavior Study 12/31/2021 Mail, Phone, and Online MITRE/Federally Funded Research and Development Center
