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 Appeals OMB IRS office Activity End date Method Vendor 1545-2290 Appeals Appeals Customer Satisfaction Survey Ongoing Online No Vendor
Large Business and Int'l (LB&I) OMB IRS office Activity End date Method Vendor 1545-1432 LB&I Compliance Assurance Process (CAP) Customer Satisfaction Survey Ongoing Online Pacific Consulting Group 1545-1432 LB&I Domestic IC/CIC Survey Ongoing Online Pacific Consulting Group 1545-1432 LB&I International Compliance Survey Ongoing Online Pacific Consulting Group
Online Services, IRS.gov (OLS) OMB IRS office Activity End date Method Vendor 1545-2290 OLS Sitewide survey (IRS.gov) Ongoing Online No Vendor 1545-2256 TSSS/Online Services Online Usability Testing Ongoing Online (Teams) Usability Testing with Moderator Pacific Consulting Group 1545-2290 OLS Direct Pay Survey Ongoing Online No Vendor 1545-2290 OLS Tax Pro Account Survey Ongoing Online No Vendor 1545-2290 OLS Online Account Survey Ongoing Online No Vendor 1545-1432 OLS Live Chat Survey Ongoing Online No Vendor
Research, Applied Analytics and Statistics (RAAS) OMB IRS office Activity End date Method Vendor 1545-2212 RAAS Business Taxpayer Burden Survey Ongoing Online No Vendor 1545-2212 RAAS Business Compliance Burden Survey Ongoing Online No Vendor 1545-2212 RAAS Employer Related Burden Survey Ongoing Online No Vendor 1545-2212 RAAS Estate Transfer Tax Return Burden Survey Ongoing Online No Vendor 1545-2212 RAAS Excise Tax Reporting Burden Survey Ongoing Online No Vendor 1545-2212 RAAS Tax-Exempt Organization Burden Survey Ongoing Online No Vendor 1545-2212 RAAS Gift Tax Return Burden Survey Ongoing Online No Vendor 1545-2212 RAAS Information Return Burden Survey Ongoing Online No Vendor 1545-2212 RAAS Individual Taxpayer Burden Survey Ongoing Online No Vendor 1545-2212 RAAS Individual Taxpayer Burden Survey – Amended Returns Ongoing Online No Vendor 1545-2212 RAAS Individual Taxpayer Burden Survey – Enforcement Ongoing Online No Vendor 1545-2212 RAAS Retirement Plan Burden Survey Ongoing Online No Vendor 1545-2212 RAAS Trust and Estate Form 1041 Income Tax Return Burden Survey Ongoing Online No Vendor
Return Preparer Office (RPO) OMB IRS office Activity End date Method Vendor 1545-1432 RPO Enrolled Agent Special Enrollment Exam 2/28/2026 Online No Vendor
Small Business/Self-Employed (SB/SE) OMB IRS office Activity End date Method Vendor 1545-2290 SB/SE Automated Collection System Ongoing IVR Phone No Vendor 1545-2250 SB/SE ACS Support Ongoing Online No Vendor 1545-2250 SB/SE Automated Under Reporter Ongoing Online No Vendor 1545-2250 SB/SE Correspondence Center Exam Ongoing Online No Vendor 1545-2250 SB/SE Innocent Spouse Ongoing Online No Vendor 1545-2250 SB/SE Compliance Services Collection Operation Ongoing Online No Vendor 1545-2250 SB/SE Field Collection Ongoing Online No Vendor 1545-2250 SB/SE Field Examination Ongoing Online No Vendor 1545-2250 SB/SE Employment Tax Examination Ongoing Online/Mail No Vendor 1545-1432 SB/SE Excise Tax Audit or Registration Review Ongoing Online/Mail No Vendor 1545-2250 SB/SE Estate and Gift Tax Examination Ongoing Online/Mail No Vendor 1545-1432 SB/SE Private Collection Agency Customer Satisfaction Survey Ongoing Online No Vendor 1545-1349 SB/SE Nationwide Tax Forum 2026 Offer in Compromise Program Awareness Focus Group 9/17/2026 In Person No Vendor 1545-1349 SB/SE 2026 Nationwide Tax Forum Topic 2 Headquarters Collection Interviews 9/17/2026 In Person No Vendor 1545-1349 SB/SE 2026 Nationwide Tax Forum Topic 3 Collaborating to Combat Tax Fraud Interviews 9/17/2026 In Person No Vendor 1545-1349 SB/SE 2026 Nationwide Tax Forum Topic 4 Office of Servicewide Penalty Estimated Tax Penalty Focus Group 9/17/2026 In Person No Vendor 1545-1349 SB/SE 2026 Nationwide Tax Forum Topic 5 Whistleblower Office Survey 9/17/2026 In Person No Vendor 1545-1349 SB/SE 2026 Nationwide Tax Forum Topic 6 Disaster Tax Relief Interviews 9/17/2026 In Person No Vendor
Tax-Exempt/Government Entities (TE/GE) OMB IRS office Activity End date Method Vendor 1545-2250 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
Taxpayer Experience Office (TXO) OMB IRS office Activity End date Method Vendor 1545-2256 TXO Taxpayer Interviews Ongoing Online Deloitte
Taxpayer Service (TS) Taxpayer Services (TS): Customer Assistance, Relationship & Education (CARE): Field Assistance OMB IRS office Activity End date Method Vendor 1545-2250 TS:CAR:FA TAC Office Ongoing Comment card Pacific Consulting Group 1545-2290 TS:CAR:FA Field Assistance Taxpayer Assistance Center Web Service Delivery Survey Ongoing Online No Vendor
TS: CARE: Stakeholder Partnerships, Education and Communication (SPEC) OMB IRS office Activity End date Method Vendor 1545-2250 TS:CAR:SPEC SPEC Partner Ongoing Online 1545-1432 TS:CAR:SPEC Volunteer Experience Survey Ongoing Online
Taxpayer Services (TS) Customer Account Services (CAS) OMB IRS office Activity End date Method Vendor 1545-2250 TS: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
Taxpayer Services (TS) OMB IRS office Activity End date Method Vendor 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 No Vendor 1545-2290 TS Field Assistance Appointment Services Follow-Up Survey Ongoing IVR phone and Online No Vendor 1545-2290 TS Automated Chatbot Interaction Survey Ongoing Online No Vendor 1545-1432 TS 2026 Modernized Taxpayer Experience Survey Ongoing Online ICF 1545-1432 TS Free File Customer Experience Survey Ongoing Online No Vendor 1545-1349 TS Due Diligence Challenges and Pitfalls 9/17/2026 In Person No Vendor 1545-1432 TS 2026 Taxpayer Experience Survey Focus Groups Ongoing Online National Opinion Research Center (NORC) 1545-1349 TS Working Families Tax Cuts Implementation Study Tax Professionals Perspectives on New Tax Provisions 9/17/2026 In Person No Vendor
Taxpayer Advocate Services (TAS) OMB IRS office Activity End date Method Vendor 1545-1432 TAS Taxpayer Advocate Service Customer Satisfaction Survey Ongoing Online No Vendor 1545-1349 TAS Identifying and Elevating Systemic Issues in Tax Administration 9/17/2026 In Person No Vendor