IRS surveys and outreach

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

OMBIRS officeActivityEnd dateMethodVendor
1545-2290AppealsAppeals Customer Satisfaction SurveyOngoingOnlineNo Vendor

OMBIRS officeActivityEnd dateMethodVendor
1545-1432LB&ICompliance Assurance Process (CAP) Customer Satisfaction SurveyOngoingOnlinePacific Consulting Group
1545-1432LB&IDomestic IC/CIC SurveyOngoingOnlinePacific Consulting Group
1545-1432LB&IInternational Compliance SurveyOngoingOnlinePacific Consulting Group

OMBIRS officeActivityEnd dateMethodVendor
1545-2290OLSSitewide survey (IRS.gov)OngoingOnlineNo Vendor
1545-2256TSSS/Online ServicesOnline Usability TestingOngoingOnline (Teams) Usability Testing with ModeratorPacific Consulting Group
1545-2290OLSDirect Pay SurveyOngoingOnlineNo Vendor
1545-2290OLSTax Pro Account SurveyOngoingOnlineNo Vendor
1545-2290OLSOnline Account SurveyOngoingOnlineNo Vendor
1545-1432OLSLive Chat SurveyOngoingOnlineNo Vendor

OMBIRS officeActivityEnd dateMethodVendor
1545-2212RAASBusiness Taxpayer Burden SurveyOngoingOnlineNo Vendor
1545-2212RAASBusiness Compliance Burden SurveyOngoingOnlineNo Vendor
1545-2212RAASEmployer Related Burden SurveyOngoingOnlineNo Vendor
1545-2212RAASEstate Transfer Tax Return Burden SurveyOngoingOnlineNo Vendor
1545-2212RAASExcise Tax Reporting Burden SurveyOngoingOnlineNo Vendor
1545-2212RAASTax-Exempt Organization Burden SurveyOngoingOnlineNo Vendor
1545-2212RAASGift Tax Return Burden SurveyOngoingOnlineNo Vendor
1545-2212RAASInformation Return Burden SurveyOngoingOnlineNo Vendor
1545-2212RAASIndividual Taxpayer Burden SurveyOngoingOnlineNo Vendor
1545-2212RAASIndividual Taxpayer Burden Survey – Amended ReturnsOngoingOnlineNo Vendor
1545-2212RAASIndividual Taxpayer Burden Survey – EnforcementOngoingOnlineNo Vendor
1545-2212RAASRetirement Plan Burden SurveyOngoingOnlineNo Vendor
1545-2212RAASTrust and Estate Form 1041 Income Tax Return Burden SurveyOngoingOnlineNo Vendor

OMBIRS officeActivityEnd dateMethodVendor
1545-1432RPOEnrolled Agent Special Enrollment Exam2/28/2026OnlineNo Vendor

OMBIRS officeActivityEnd dateMethodVendor
1545-2290SB/SEAutomated Collection SystemOngoingIVR PhoneNo Vendor
1545-2250SB/SEACS SupportOngoingOnlineNo Vendor
1545-2250SB/SEAutomated Under ReporterOngoingOnlineNo Vendor
1545-2250SB/SECorrespondence Center ExamOngoingOnlineNo Vendor
1545-2250SB/SEInnocent SpouseOngoingOnlineNo Vendor
1545-2250SB/SECompliance Services Collection OperationOngoingOnlineNo Vendor
1545-2250SB/SEField CollectionOngoingOnlineNo Vendor
1545-2250SB/SEField ExaminationOngoingOnlineNo Vendor
1545-2250SB/SEEmployment Tax ExaminationOngoingOnline/MailNo Vendor
1545-1432SB/SEExcise Tax Audit or Registration ReviewOngoingOnline/MailNo Vendor
1545-2250SB/SEEstate and Gift Tax ExaminationOngoingOnline/MailNo Vendor
1545-1432SB/SEPrivate Collection Agency Customer Satisfaction SurveyOngoingOnlineNo Vendor
1545-1349SB/SENationwide Tax Forum 2026 Offer in Compromise Program Awareness Focus Group9/17/2026In PersonNo Vendor
1545-1349SB/SE2026 Nationwide Tax Forum Topic 2 Headquarters Collection Interviews9/17/2026In PersonNo Vendor
1545-1349SB/SE2026 Nationwide Tax Forum Topic 3 Collaborating to Combat Tax Fraud Interviews9/17/2026In PersonNo Vendor
1545-1349SB/SE2026 Nationwide Tax Forum Topic 4 Office of Servicewide Penalty Estimated Tax Penalty Focus Group9/17/2026In PersonNo Vendor
1545-1349SB/SE2026 Nationwide Tax Forum Topic 5 Whistleblower Office Survey9/17/2026In PersonNo Vendor
1545-1349SB/SE2026 Nationwide Tax Forum Topic 6 Disaster Tax Relief Interviews9/17/2026In PersonNo Vendor

OMBIRS officeActivityEnd dateMethodVendor
1545-2250TE/GEExempt Organizations DeterminationsOngoingMailed, paper surveyFors Marsh Group, LLC
1545-2250TE/GEExempt Organizations ExaminationsOngoingMailed, paper surveyFors Marsh Group, LLC
1545-2250TE/GEEmployee Plans DeterminationsOngoingMailed, paper surveyFors Marsh Group, LLC
1545-2250TE/GEEmployee Plans ExaminationsOngoingMailed, paper surveyFors Marsh Group, LLC
1545-2250TE/GEFederal, State & Local Governments ExaminationOngoingMailed, paper surveyFors Marsh Group, LLC
1545-2250TE/GETax Exempt Bonds ExamOngoingMailed, paper surveyFors Marsh Group, LLC
1545-2250TE/GEIndian Tribal Government ExamOngoingMailed, paper surveyFors Marsh Group, LLC

OMBIRS officeActivityEnd dateMethodVendor
1545-2256TXOTaxpayer InterviewsOngoingOnlineDeloitte

Taxpayer Services (TS): Customer Assistance, Relationship & Education (CARE): Field Assistance

OMBIRS officeActivityEnd dateMethodVendor
1545-2250TS:CAR:FATAC OfficeOngoingComment cardPacific Consulting Group
1545-2290TS:CAR:FAField Assistance Taxpayer Assistance Center Web Service Delivery SurveyOngoingOnlineNo Vendor

TS: CARE: Stakeholder Partnerships, Education and Communication (SPEC)

OMBIRS officeActivityEnd dateMethodVendor
1545-2250TS:CAR:SPECSPEC PartnerOngoingOnline 
1545-1432TS:CAR:SPECVolunteer Experience SurveyOngoingOnline 

Taxpayer Services (TS) Customer Account Services (CAS)

OMBIRS officeActivityEnd dateMethodVendor
1545-2250TS:CASAdjustmentsOngoingMail- Paper SurveyICF MACRO, INC.
1545-2290TS:CASE-HelpOngoingIVR PhoneICF Incorporated
1545-2250TS:CASInjured SpouseOngoingMailed, paper surveyFors Marsh Group, LLC
1545-2290TS:CASPractitioner Priority ServiceOngoingIVR PhonePCG
1545-2290TS:CASAccounts Management Toll-FreeOngoingIVR PhonePCG
1545-2290TS:CASTE/GE Toll-FreeOngoingIVR PhoneFMG
1545-2290TS:CASToll-Free TAC Appointment Line Survey and Follow-up SurveyOngoingIVR Phone/Online and PhoneFMG

Taxpayer Services (TS)

OMBIRS officeActivityEnd dateMethodVendor
1545-2290TS: Return Integrity & Compliance Services (RICS)Refundable Credits Examination Operations (RCEO)OngoingMail/OnlineFors Marsh Group, LLC
1545-2290TS: Return Integrity & Compliance Services (RICS)Refundable Credits Examination Operations (RCEO) Toll-FreeOngoingIVR Phone (phone) Mail (w/online option)FMG
1545-2290TSField Assistance Comment Card (National)OngoingComment card No Vendor
1545-2290TSField Assistance Appointment Services Follow-Up SurveyOngoingIVR phone and Online No Vendor
1545-2290TSAutomated Chatbot Interaction SurveyOngoingOnlineNo Vendor
1545-1432TS2026 Modernized Taxpayer Experience SurveyOngoingOnlineICF
1545-1432TSFree File Customer Experience SurveyOngoingOnlineNo Vendor
1545-1349TSDue Diligence Challenges and Pitfalls9/17/2026In PersonNo Vendor
1545-1432TS2026 Taxpayer Experience Survey Focus GroupsOngoingOnlineNational Opinion Research Center (NORC)
1545-1349TSOne Big Beautiful Bill Implementation Study Tax Professionals Perspectives on New Tax Provisions9/17/2026In PersonNo Vendor

OMBIRS officeActivityEnd dateMethodVendor
1545-1432TASTaxpayer Advocate Service Customer Satisfaction SurveyOngoingOnlineNo Vendor
1545-1349TASIdentifying and Elevating Systemic Issues in Tax Administration9/17/2026In PersonNo Vendor

 

Page Last Reviewed or Updated: 12-Jun-2026