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.
| OMB | IRS office | Activity | End date | Method | Vendor |
|---|---|---|---|---|---|
| 1545-2290 | Appeals | Appeals contacts, cases closed during fiscal year survey period | Ongoing | Online | 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 | |
| 1545-1432 | LB&I & RAAS | American Customer Satisfaction Index – Large Corporate Filing Process | 10/31/2024 | Online | FCG, CFI Group, Dynata |
| 1545-2290 | Online Services, IRS.gov | Online taxpayer/customer experience 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 | |
| 1545-2212 | Research, Applied Analytics and Statistics (RAAS) | Information Return Burden Survey | 3/31/2023 | Online | SynaVoice |
| 1545-2212 | RAAS | Tax Exempt (F990N) Burden Survey | 6/30/2023 | Online | No Vendor |
| 1545-2212 | RAAS | Gift Tax Return Burden Survey | 6/30/2023 | Online | No Vendor |
| 1545-2212 | RAAS | Individual Taxpayer Burden Survey | 7/31/2023 (2021 Study) | Online | Westat |
| 1545-2212 | RAAS | Business Compliance Burden Survey | 7/30/2023 | Online | No Vendor |
| 1545-2212 | RAAS | Individual Taxpayer Burden Survey | 7/31/2024 (2022 Study) | Online | No Vendor |
| 1545-2212 | RAAS | Taxpayer Compliance Burden Survey | 9/30/2023 | Online | No Vendor |
| 1545-2212 | RAAS | Business Taxpayer Burden Survey | 6/30/2025 | Online | No Vendor |
| 1545-2212 | RAAS | Trust and Estate Income Tax Survey | 8/24/2024 | Online | No Vendor |
| 1545-2212 | RAAS | Employment Tax Burden Survey | 12/31/2023 | 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 |
| 1545-1349 | 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 |
| 1545-1349 | SB/SE | 2024 Campus Examination AUR Interviews | 8/31/2024 | Online | Fors Marsh Group |
| 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 | Phone | ICF Incorporated |
| 1545-1432 | SB/SE | 2023 Needs and Engagement Survey of Tax Professionals (NEST) | Ongoing | Online | ICF Incorporated |
| 1545-1432 | SB/SE & RAAS | American Customer Satisfaction Index -- Small Corporate Filing Process | 10/31/2024 | Online | FCG, CFI Group, Dynata |
| 1545-1432 | Taxpayer Advocate Service | TAS closed cases | 1/31/2023 | Mailed, paper survey | TAS Research |
| 1545-1432 | TAS | Survey on IRS identity authentication process | 9/30/2024 | mail-in (paper) or online | None. (administered internally) |
| 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 |
| 1545-2256 | Taxpayer Experience Office | Taxpayer Interviews | Ongoing | Online | Deloitte |
| 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 |
| 1545-1432 | 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 | 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 |
| 1545-1432 | W&I 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 | W&I & RAAS | American Customer Satisfaction Index — Individual Electronic Filing Process | 10/31/2024 | 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 |