IRS Surveys

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, Phone (Call-out) 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  
1090-0007 LB&I & RAAS American Customer Satisfaction Index – Large Corporate Filing Process 9/30/2022 Phone (Call-out) FCG, CFI Group, Dynata
1545-2290 Online Services, IRS.gov Online taxpayer/customer experience survey (IRS.gov) Ongoing Online  
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) Individual Taxpayer Burden Survey (ITB) 7/31/2020 (2018 Study) Mail, Online Westat, Inc.
1545-2212 RAAS Business Taxpayer Burden Survey 5/30/2022 (2019 Study) Mail, Online Fors Marsh Group
1545-2212 RAAS Taxpayer Compliance Burden Survey (Starts May 2020) 8/31/2020 Mail, Online Westat. Inc
1545-2212 RAAS Business Compliance Burden Survey (Starts May 2020) 6/30/2020 Online Westat. Inc
1545-2212 RAAS Individual Taxpayer Burden Survey (ITB) 7/31/2021 (2019 Study) Mail, Online Westat. Inc
1545-2212 RAAS Information Return Burden Survey (IRB) 1/31/2021 Online No Vendor
1545-2288 RAAS Comprehensive Taxpayer Attitude Survey 12/31/2022 Phone (IVR) and Online 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
1545-2250 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 SBSE Customer Experience Expectations and Needs (CEEN) Satisfaction Survey 2021 Ongoing Phone ICF Incorporated
1090-0007 SB/SE & RAAS American Customer Satisfaction Index -- Small Corporate Filing Process 9/30/2022 Phone (Call-out) FCG, CFI Group, Dynata
1545-1432 Taxpayer Advocate Service TAS closed cases 1/31/2023 Mailed, paper survey TAS Research
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
1545-2250 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
1545-2290 Wage and Investment, Customer Assistance, Relationships and Education: Field Assistance TAC Office Ongoing Comment card PCG Enterprises, Inc.
1545-2250 W&I:CARE: Media & Publications (M&P) Individual Taxpayer 3/31/2026 Mail/Online Pacific Consulting Group
1545-2250 W&I:CARE:M&P Business Taxpayer 3/31/2026 Mail/Online Pacific Consulting Group
1545-2250 W&I:CARE:M&P Tax Return Preparer 3/31/2026 Mail/Online Pacific Consulting Group
1545-2250 W&I:CARE:M&P Forms Distribution 3/31/2026 Online Pacific Consulting Group
1545-2250 W&I:CARE: Stakeholder Partnerships, Education and Communication SPEC Partner Ongoing Online PCG Enterprises, Inc.
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
1090-0007 W&I and Research, Applied Analytics and Statistics (RAAS) American Customer Satisfaction Index — Individual Paper Filing Process 9/30/2022 Phone (Call-out) and Online FCG, CFI Group, Dynata
1090-0007 W&I & RAAS American Customer Satisfaction Index — Individual Electronic Filing Process 9/30/2022 Phone (Call-out) and 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