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 customer satisfaction survey | Ongoing | Online | ICF Macro, Inc. |
Large Business and Int'l | |||||
1545-2250 | LB&I | Domestic IC/CIC Survey | Ongoing | Online | |
1545-2250 | LB&I | International Compliance Survey | Ongoing | Online | |
1545-2290 | Online Services, IRS.gov | Sitewide 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 | |
1545-2290 | OLS | Online Account Survey | Ongoing | Online | |
Research, Applied Analytics and Statistics (RAAS) | |||||
1545-2212 | RAAS | Business Taxpayer Burden Survey | 6/30/2025 | 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 |
1545-1432 | Return Preparer Office | Enrolled Agent Special Enrollment Exam | 2/28/2026 | Online | |
1545-2290 | Small Business/Self-Employed | Automated Collection System | Ongoing | IVR Phone | Fors Marsh Group, LLC |
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 | Online/Phone | ICF Incorporated |
1545-1432 | SB/SE | Needs and Engagement Survey of Tax Professionals (NEST) | Ongoing | Online/Mail/Phone | ICF Incorporated |
1545-1432 | SB/SE & RAAS | American Customer Satisfaction Index -- Small Corporate Filing Process | 10/31/2024 | Online | FCG, CFI Group, Dynata |
Taxpayer Advocate Service | |||||
1545-2250 | Tax-Exempt/Government Entities (TE/GE) | Exempt Organizations Determinations | Ongoing | Mailed, paper survey | Fors Marsh Group, LLC |
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 |
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 |
1545-2256 | Taxpayer Experience Office | Taxpayer Interviews | Ongoing | Online | Deloitte |
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 | Taxpayer Services (TS) Customer Account Services (CAS) | Adjustments | Ongoing | Mail- Paper Survey | ICF MACRO, INC. |
1545-2290 | TS:CAS | E-Help | Ongoing | IVR Phone | ICF Incorporated |
1545-2250 | TS:CAS | Injured Spouse | Ongoing | Mailed, paper survey | Fors Marsh Group, LLC |
1545-2290 | TS:CAS | Practitioner Priority Service | Ongoing | IVR Phone | PCG |
1545-2290 | TS:CAS | Accounts Management Toll-Free | Ongoing | IVR Phone | PCG |
1545-2290 | TS:CAS | TE/GE Toll-Free | Ongoing | IVR Phone | FMG |
1545-2290 | TS:CAS | Toll-Free TAC Appointment Line Survey and Follow-up Survey | Ongoing | IVR Phone/Online and Phone | FMG |
1545-2290 | TS:Return Integrity & Compliance Services (RICS) | Refundable Credits Examination Operations (RCEO) | Ongoing | Mail/Online | Fors Marsh Group, LLC |
1545-2290 | TS:Return Integrity & Compliance Services (RICS) | Refundable Credits Examination Operations (RCEO) Toll-Free | Ongoing | IVR Phone (phone) Mail (w/online option) | FMG |
1545-2290 | TS | Field Assistance Comment Card (National) | Ongoing | Comment card | |
1545-2290 | TS | Field Assistance Appointment Services Follow-Up Survey | Ongoing | IVR phone and Online | |
1545-1432 | TS 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 | TS & RAAS | American Customer Satisfaction Index — Individual Electronic Filing Process | 10/31/2024 | Online | FCG, CFI Group, Dynata |