• Attitudinal and Awareness Research
• Demographic Research
• Satisfaction Surveys

Attitudinal and Awareness Research

Attitudinal or psychographic research is obtained from information gathered from telephonic interviews gathered by IRS' market research vendor, Russell Marketing Research. Taxpayers as well as Electronic Return Originators (EROs) are interviewed. The results assist IRS in determining where to place paid advertising and public service announcements related to IRS e-file. They also aid us in determining what key IRS e-file messages should be used in our advertising campaigns.

Publication 4684 Findings From the Free File Migration Study (December 2008)

Publication 4556, 2008 Free File Survey

Publication 4489, Findings From the 2004-05 Practitioner Communication Tracking Study

Publication 4488, Findings From Practitioner Business Impact Research PBI-2 and PBI-3 (July 2005)

Publication 4486, Findings From the 2004-05 Taxpayer Communication Tracking Study

Publication 4456, Findings From the Pre-Wave of the 2004-05 Practitioner Communications Tracking Study

Publication 4451, Findings From the Pre-Wave of the 2004-05 Taxpayer Communications Tracking Study

Publication 4431, Practitioner Business Impact Study (September 2004)

Publication 4209, Findings From the 2003 Wave of the e-file Taxpayer Attitudinal Tracking Study

Publication 4208, Findings From the Pre-Wave of the e-file Advertising Tracking Study (January 2003)

Demographic Research

Demographic survey results are obtained from information included on taxpayer returns. This information assists the IRS in segmenting the population into various and/or specific market segments for the purpose of knowing and understanding our customers (taxpayers as well as tax professionals).

• Tax Year 2007 Demographics Data:
  • Read Me for Details (Tax Year 2007)
    
  • e-file Demographics for Businesses (Tax Year 2007)
  • e-file Demographics for Individuals (Tax Year 2007)

• Tax Year 2006 Demographics Data:
  • Read Me for Details (Tax Year 2006)
  • e-file Demographics for Businesses (Tax Year 2006)
  • e-file Demographics for Individuals (Tax Year 2006)
    
    
• Tax Year 2005 Demographics Data:
  • Read Me for Details (Tax Year 2005)
  • e-file Demographics for Businesses (Tax Year 2005)
  • e-file Demographics for Individuals (Tax Year 2005)
    
    
• Tax Year 2004 Demographics Data:
  • Read Me for Details (Tax Year 2004)
  • e-file Demographics for Businesses (Tax Year 2004)
  • e-file Demographics for Individuals (Tax Year 2004)
    
    
• Publication 4210, Individual Nationwide Analysis (Tax Year 2007, Processing Year 2008 - This is a demographic analysis of individual taxpayers).

• Publication 4210, Individual Nationwide Analysis (Tax Year 2006, Processing Year 2007 - This is a demographic analysis of individual taxpayers).

• Publication 4425, Business Nationwide Analysis (Tax Year 2007, Processing Year 2008 - This analysis includes Business Returns Forms 1120, 1120S, 940, 990, 990-N, 990-PF, 1065, 1065B, 1065PTP and 2290).

• Publication 4425, Business Nationwide Analysis (Tax Year 2006, Processing Year 2007 - This analysis includes Business Returns Forms 1120, 1120S, 1120F, 1065, 2290 and 720).

• Publication 4829, Free File Demographics and Migration Analysis (Tax Year 2007, Processing Year 2008 - This is a demographic and migration analysis of taxpayers who used the Free File Program).

Satisfaction Surveys

Satisfaction survey results are obtained from various surveys mailed directly from IRS or by telephone interviews by the IRS' market survey vendor Russell Marketing Research. They assist IRS in development or improvement of our IRS e-file products and services by gaining insight into what our customers need or want.

• Publication 4798, Report of Findings From A Customer Satisfaction Study For IRS Form 2290 e-file (June 2009)

• Publication 4778 Findings From the 2009 e-Services Customer Satisfaction Study

• Publication 4417, Findings From the 2009 Form 1120 e-file Customer Satisfaction Study

• Publication 4416, 2004 Customer Satisfaction Survey for Form 1120S e-file

• Publication 4207, Findings From the 1065 e-file Customer Satisfaction Research (February 2007)

• Publication 3935, 2006 Customer Satisfaction Survey for Information Form 990/990EZ e-file

• Publication 4241, Findings From the 2005 Taxpayers Satisfaction Study

• Publication 3830, 2004 Customer Satisfaction Study For Form 940/941 XML

• Publication 4351, Findings From the 2003 e-file Practitioner Attitudinal Tracking Study

• Publication 4350, Findings From One-on-One e-file Research Among Taxpayers & Preparers (August 2003)